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RON BROCKLEHURST, CPA, INC. RETIREMENT PLAN ONE 401k Plan overview

Plan NameRON BROCKLEHURST, CPA, INC. RETIREMENT PLAN ONE
Plan identification number 001

RON BROCKLEHURST, CPA, INC. RETIREMENT PLAN ONE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RON BROCKLEHURST, CPA, INC. has sponsored the creation of one or more 401k plans.

Company Name:RON BROCKLEHURST, CPA, INC.
Employer identification number (EIN):330565164
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RON BROCKLEHURST, CPA, INC. RETIREMENT PLAN ONE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01RON BROCKLEHURST
0012011-01-01RON BROCKLEHURST

Plan Statistics for RON BROCKLEHURST, CPA, INC. RETIREMENT PLAN ONE

401k plan membership statisitcs for RON BROCKLEHURST, CPA, INC. RETIREMENT PLAN ONE

Measure Date Value
2014: RON BROCKLEHURST, CPA, INC. RETIREMENT PLAN ONE 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
2013: RON BROCKLEHURST, CPA, INC. RETIREMENT PLAN ONE 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-013
2012: RON BROCKLEHURST, CPA, INC. RETIREMENT PLAN ONE 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
2011: RON BROCKLEHURST, CPA, INC. RETIREMENT PLAN ONE 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on RON BROCKLEHURST, CPA, INC. RETIREMENT PLAN ONE

Measure Date Value
2014 : RON BROCKLEHURST, CPA, INC. RETIREMENT PLAN ONE 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$255,506
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,801,837
Total plan assets at beginning of year2014-12-31$1,546,331
Total contributions received or receivable from participants2014-12-31$0
Assets. Value of loans (other than to participants)2014-12-31$2,215
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$241,506
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$255,506
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,801,837
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,546,331
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2014-12-31$22,693
Total contributions received or receivable from employer(s)2014-12-31$14,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : RON BROCKLEHURST, CPA, INC. RETIREMENT PLAN ONE 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$96,458
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,546,331
Total plan assets at beginning of year2013-12-31$1,449,873
Total contributions received or receivable from participants2013-12-31$0
Assets. Value of loans (other than to participants)2013-12-31$22,693
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$83,458
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$96,458
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,546,331
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,449,873
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-12-31$93,000
Total contributions received or receivable from employer(s)2013-12-31$13,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : RON BROCKLEHURST, CPA, INC. RETIREMENT PLAN ONE 2012 401k financial data
Total income from all sources2012-12-31$159,698
Expenses. Total of all expenses incurred2012-12-31$208
Total plan assets at end of year2012-12-31$1,449,873
Total plan assets at beginning of year2012-12-31$1,290,383
Assets. Value of loans (other than to participants)2012-12-31$110,000
Other income received2012-12-31$147,698
Net income (gross income less expenses)2012-12-31$159,490
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,449,873
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,290,383
Assets. Value of assets in partnership/joint-venture interests2012-12-31$2,265
Total contributions received or receivable from employer(s)2012-12-31$12,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$208
2011 : RON BROCKLEHURST, CPA, INC. RETIREMENT PLAN ONE 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$40,807
Expenses. Total of all expenses incurred2011-12-31$574
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,290,383
Total plan assets at beginning of year2011-12-31$1,250,150
Total contributions received or receivable from participants2011-12-31$0
Assets. Value of loans (other than to participants)2011-12-31$143,000
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$26,807
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$40,233
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,290,383
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,250,150
Assets. Value of assets in partnership/joint-venture interests2011-12-31$2,279
Total contributions received or receivable from employer(s)2011-12-31$14,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$574

Form 5500 Responses for RON BROCKLEHURST, CPA, INC. RETIREMENT PLAN ONE

2014: RON BROCKLEHURST, CPA, INC. RETIREMENT PLAN ONE 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RON BROCKLEHURST, CPA, INC. RETIREMENT PLAN ONE 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RON BROCKLEHURST, CPA, INC. RETIREMENT PLAN ONE 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: RON BROCKLEHURST, CPA, INC. RETIREMENT PLAN ONE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
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

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