ROBERT V. HOUSEL CO LPA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2015: ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-04-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 1 |
Number of retired or separated participants receiving benefits | 2015-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 0 |
Total of all active and inactive participants | 2015-04-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-04-01 | 0 |
Total participants | 2015-04-01 | 1 |
Number of participants with account balances | 2015-04-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-04-01 | 0 |
2014: ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-04-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 1 |
Number of retired or separated participants receiving benefits | 2014-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 0 |
Total of all active and inactive participants | 2014-04-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 0 |
Total participants | 2014-04-01 | 1 |
Number of participants with account balances | 2014-04-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 0 |
2013: ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-04-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 1 |
Total of all active and inactive participants | 2013-04-01 | 1 |
Total participants | 2013-04-01 | 1 |
Number of participants with account balances | 2013-04-01 | 1 |
2012: ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-04-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 1 |
Total of all active and inactive participants | 2012-04-01 | 1 |
Total participants | 2012-04-01 | 1 |
Number of participants with account balances | 2012-04-01 | 1 |
2011: ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-04-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 1 |
Total of all active and inactive participants | 2011-04-01 | 1 |
Total participants | 2011-04-01 | 1 |
Number of participants with account balances | 2011-04-01 | 1 |
Measure | Date | Value |
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2016 : ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2016 401k financial data |
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Total income from all sources | 2016-03-31 | $-1,087 |
Expenses. Total of all expenses incurred | 2016-03-31 | $65,508 |
Benefits paid (including direct rollovers) | 2016-03-31 | $60,394 |
Total plan assets at end of year | 2016-03-31 | $1,379,384 |
Total plan assets at beginning of year | 2016-03-31 | $1,445,979 |
Total contributions received or receivable from participants | 2016-03-31 | $24,000 |
Other income received | 2016-03-31 | $-25,087 |
Net income (gross income less expenses) | 2016-03-31 | $-66,595 |
Net plan assets at end of year (total assets less liabilities) | 2016-03-31 | $1,379,384 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-03-31 | $1,445,979 |
Assets. Value of assets in partnership/joint-venture interests | 2016-03-31 | $497,761 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-03-31 | $5,114 |
2015 : ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2015 401k financial data |
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Total income from all sources | 2015-03-31 | $330,877 |
Expenses. Total of all expenses incurred | 2015-03-31 | $51,923 |
Benefits paid (including direct rollovers) | 2015-03-31 | $46,118 |
Total plan assets at end of year | 2015-03-31 | $1,445,979 |
Total plan assets at beginning of year | 2015-03-31 | $1,167,025 |
Other income received | 2015-03-31 | $330,877 |
Net income (gross income less expenses) | 2015-03-31 | $278,954 |
Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $1,445,979 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $1,167,025 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-03-31 | $5,805 |
2014 : ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2014 401k financial data |
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Total income from all sources | 2014-03-31 | $16,251 |
Expenses. Total of all expenses incurred | 2014-03-31 | $20,656 |
Benefits paid (including direct rollovers) | 2014-03-31 | $14,801 |
Total plan assets at end of year | 2014-03-31 | $1,167,025 |
Total plan assets at beginning of year | 2014-03-31 | $1,171,430 |
Other income received | 2014-03-31 | $16,251 |
Net income (gross income less expenses) | 2014-03-31 | $-4,405 |
Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $1,167,025 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $1,171,430 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-03-31 | $5,855 |
2013 : ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2013 401k financial data |
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Total income from all sources | 2013-03-31 | $49,779 |
Expenses. Total of all expenses incurred | 2013-03-31 | $20,510 |
Benefits paid (including direct rollovers) | 2013-03-31 | $14,686 |
Total plan assets at end of year | 2013-03-31 | $1,171,430 |
Total plan assets at beginning of year | 2013-03-31 | $1,142,161 |
Other income received | 2013-03-31 | $49,779 |
Net income (gross income less expenses) | 2013-03-31 | $29,269 |
Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $1,171,430 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $1,142,161 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-03-31 | $5,824 |
2012 : ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2012 401k financial data |
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Total income from all sources | 2012-03-31 | $22,597 |
Expenses. Total of all expenses incurred | 2012-03-31 | $270,567 |
Benefits paid (including direct rollovers) | 2012-03-31 | $264,276 |
Total plan assets at end of year | 2012-03-31 | $1,142,161 |
Total plan assets at beginning of year | 2012-03-31 | $1,390,131 |
Value of fidelity bond covering the plan | 2012-03-31 | $150,000 |
Other income received | 2012-03-31 | $22,597 |
Net income (gross income less expenses) | 2012-03-31 | $-247,970 |
Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $1,142,161 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $1,390,131 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-03-31 | $6,291 |
2015: ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
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2015-04-01 | Type of plan entity | Single employer plan |
2015-04-01 | Plan funding arrangement – Insurance | Yes |
2015-04-01 | Plan funding arrangement – Trust | Yes |
2015-04-01 | Plan benefit arrangement - Trust | Yes |
2015-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2014: ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
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2014-04-01 | Type of plan entity | Single employer plan |
2014-04-01 | Plan funding arrangement – Insurance | Yes |
2014-04-01 | Plan funding arrangement – Trust | Yes |
2014-04-01 | Plan benefit arrangement - Trust | Yes |
2014-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2013: ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
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2013-04-01 | Type of plan entity | Single employer plan |
2013-04-01 | Submission has been amended | No |
2013-04-01 | This submission is the final filing | No |
2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-04-01 | Plan is a collectively bargained plan | No |
2013-04-01 | Plan funding arrangement – Trust | Yes |
2013-04-01 | Plan benefit arrangement - Trust | Yes |
2012: ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
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2012-04-01 | Type of plan entity | Single employer plan |
2012-04-01 | Submission has been amended | No |
2012-04-01 | This submission is the final filing | No |
2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-04-01 | Plan is a collectively bargained plan | No |
2012-04-01 | Plan funding arrangement – Trust | Yes |
2012-04-01 | Plan benefit arrangement - Trust | Yes |
2011: ROBERT V HOUSEL CO LPA PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
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2011-04-01 | Type of plan entity | Single employer plan |
2011-04-01 | Plan funding arrangement – Trust | Yes |
2011-04-01 | Plan benefit arrangement - Trust | Yes |
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 135570651 |
Policy instance | 1 |
Insurance contract or identification number | 135570651 | Number of Individuals Covered | 1 | Insurance policy start date | 2015-04-01 | Insurance policy end date | 2016-03-31 | Total amount of commissions paid to insurance broker | USD $2,536 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,536 | Insurance broker organization code? | 3 | Insurance broker name | WILLIAM R. HAWKE |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 135570651 |
Policy instance | 1 |
Insurance contract or identification number | 135570651 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-04-01 | Insurance policy end date | 2015-03-31 | Total amount of commissions paid to insurance broker | USD $10,707 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,707 | Insurance broker organization code? | 3 | Insurance broker name | WILLIAM R. HAWKE |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 135570651 |
Policy instance | 1 |
Insurance contract or identification number | 135570651 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-04-01 | Insurance policy end date | 2014-03-31 | Total amount of commissions paid to insurance broker | USD $214 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $214 | Insurance broker organization code? | 3 | Insurance broker name | WILLIAM R HAWKE |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 158208655 |
Policy instance | 1 |
Insurance contract or identification number | 158208655 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-04-01 | Insurance policy end date | 2013-03-31 | Total amount of commissions paid to insurance broker | USD $214 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $214 | Insurance broker organization code? | 3 | Insurance broker name | WILLIAM R HAWKE |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 158208855 |
Policy instance | 1 |
Insurance contract or identification number | 158208855 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2012-03-31 | Total amount of commissions paid to insurance broker | USD $214 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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