WINSTON & ASSOCIATES INSURANCE BROKERS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WINSTON & ASSOCIATES INSURANCE BROKERS, INC. DEFINED BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2011 : WINSTON & ASSOCIATES INSURANCE BROKERS, INC. DEFINED BENEFIT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-30 | $12,273 |
| Expenses. Total of all expenses incurred | 2011-12-30 | $9,218 |
| Total plan assets at end of year | 2011-12-30 | $760,991 |
| Total plan assets at beginning of year | 2011-12-30 | $757,936 |
| Value of fidelity bond covering the plan | 2011-12-30 | $50,000 |
| Other income received | 2011-12-30 | $12,273 |
| Net income (gross income less expenses) | 2011-12-30 | $3,055 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-30 | $760,991 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-30 | $757,936 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-30 | $9,218 |
| 2009 : WINSTON & ASSOCIATES INSURANCE BROKERS, INC. DEFINED BENEFIT PLAN 2009 401k financial data |
|---|
| Total income from all sources | 2009-12-30 | $107,378 |
| Expenses. Total of all expenses incurred | 2009-12-30 | $8,068 |
| Total plan assets at end of year | 2009-12-30 | $728,372 |
| Total plan assets at beginning of year | 2009-12-30 | $629,062 |
| Value of fidelity bond covering the plan | 2009-12-30 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2009-12-30 | $8,068 |
| Other income received | 2009-12-30 | $4,378 |
| Net income (gross income less expenses) | 2009-12-30 | $99,310 |
| Net plan assets at end of year (total assets less liabilities) | 2009-12-30 | $728,372 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-12-30 | $629,062 |
| Total contributions received or receivable from employer(s) | 2009-12-30 | $103,000 |
| 2010: WINSTON & ASSOCIATES INSURANCE BROKERS, INC. DEFINED BENEFIT PLAN 2010 form 5500 responses |
|---|
| 2010-12-31 | Type of plan entity | Single employer plan |
| 2010-12-31 | Plan funding arrangement – Insurance | Yes |
| 2010-12-31 | Plan funding arrangement – Trust | Yes |
| 2010-12-31 | Plan benefit arrangement – Insurance | Yes |
| 2010-12-31 | Plan benefit arrangement - Trust | Yes |
| 2008: WINSTON & ASSOCIATES INSURANCE BROKERS, INC. DEFINED BENEFIT PLAN 2008 form 5500 responses |
|---|
| 2008-12-31 | Type of plan entity | Single employer plan |
| 2008-12-31 | Submission has been amended | Yes |
| 2008-12-31 | Plan funding arrangement – Insurance | Yes |
| 2008-12-31 | Plan funding arrangement – Trust | Yes |
| 2008-12-31 | Plan benefit arrangement – Insurance | Yes |
| 2008-12-31 | Plan benefit arrangement - Trust | Yes |
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