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MELLON & WEBSTER, P.C. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameMELLON & WEBSTER, P.C. 401K PROFIT SHARING PLAN
Plan identification number 001

MELLON & WEBSTER, P.C. 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MELLON & WEBSTER, P.C. has sponsored the creation of one or more 401k plans.

Company Name:MELLON & WEBSTER, P.C.
Employer identification number (EIN):232265567
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MELLON & WEBSTER, P.C. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01SARA WEBSTER2015-09-11
0012013-01-01PHILIP HUBER2014-05-21
0012012-01-01PHILIP HUBER
0012011-01-01PHILIP HUBER
0012010-01-01PHILIP HUBER
0012009-01-01PHILIP HUBER

Plan Statistics for MELLON & WEBSTER, P.C. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for MELLON & WEBSTER, P.C. 401K PROFIT SHARING PLAN

Measure Date Value
2012: MELLON & WEBSTER, P.C. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0124
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-0118
Total participants2012-01-0118
Number of participants with account balances2012-01-0118
2011: MELLON & WEBSTER, P.C. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0125
Total number of active participants reported on line 7a of the Form 55002011-01-0119
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0124
Total participants2011-01-0124
Number of participants with account balances2011-01-0124
2010: MELLON & WEBSTER, P.C. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0127
Total number of active participants reported on line 7a of the Form 55002010-01-0119
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-0125
Total participants2010-01-0125
Number of participants with account balances2010-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: MELLON & WEBSTER, P.C. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0126
Total number of active participants reported on line 7a of the Form 55002009-01-0119
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0127
Total participants2009-01-0127
Number of participants with account balances2009-01-0127

Financial Data on MELLON & WEBSTER, P.C. 401K PROFIT SHARING PLAN

Measure Date Value
2012 : MELLON & WEBSTER, P.C. 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$276,041
Expenses. Total of all expenses incurred2012-12-31$568,031
Benefits paid (including direct rollovers)2012-12-31$551,319
Total plan assets at end of year2012-12-31$1,516,001
Total plan assets at beginning of year2012-12-31$1,807,991
Value of fidelity bond covering the plan2012-12-31$265,000
Total contributions received or receivable from participants2012-12-31$74,111
Other income received2012-12-31$160,038
Net income (gross income less expenses)2012-12-31$-291,990
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,516,001
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,807,991
Assets. Value of participant loans2012-12-31$881
Total contributions received or receivable from employer(s)2012-12-31$41,892
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$16,712
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : MELLON & WEBSTER, P.C. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$102,397
Expenses. Total of all expenses incurred2011-12-31$63,362
Benefits paid (including direct rollovers)2011-12-31$43,803
Total plan assets at end of year2011-12-31$1,807,991
Total plan assets at beginning of year2011-12-31$1,768,956
Value of fidelity bond covering the plan2011-12-31$265,000
Total contributions received or receivable from participants2011-12-31$93,288
Other income received2011-12-31$-47,097
Net income (gross income less expenses)2011-12-31$39,035
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,807,991
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,768,956
Assets. Value of participant loans2011-12-31$12,109
Total contributions received or receivable from employer(s)2011-12-31$56,206
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$19,559
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : MELLON & WEBSTER, P.C. 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$334,902
Expenses. Total of all expenses incurred2010-12-31$116,056
Benefits paid (including direct rollovers)2010-12-31$115,806
Total plan assets at end of year2010-12-31$1,768,956
Total plan assets at beginning of year2010-12-31$1,550,110
Value of fidelity bond covering the plan2010-12-31$265,000
Total contributions received or receivable from participants2010-12-31$102,876
Other income received2010-12-31$174,240
Net income (gross income less expenses)2010-12-31$218,846
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,768,956
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,550,110
Assets. Value of participant loans2010-12-31$8,875
Total contributions received or receivable from employer(s)2010-12-31$57,786
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for MELLON & WEBSTER, P.C. 401K PROFIT SHARING PLAN

2012: MELLON & WEBSTER, P.C. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MELLON & WEBSTER, P.C. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MELLON & WEBSTER, P.C. 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MELLON & WEBSTER, P.C. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600003-000
Policy instance 1
Insurance contract or identification number600003-000
Number of Individuals Covered18
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,632
Total amount of fees paid to insurance companyUSD $899
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,632
Insurance broker organization code?3
Amount paid for insurance broker fees899
Insurance broker namePENSION SERVICES LTD
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600003-000
Policy instance 1
Insurance contract or identification number600003-000
Number of Individuals Covered24
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,094
Total amount of fees paid to insurance companyUSD $899
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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