SHAFFNER HEANEY ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SHAFFNER-HEANEY ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN
401k plan membership statisitcs for SHAFFNER-HEANEY ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN
| Measure | Date | Value |
|---|
| 2011: SHAFFNER-HEANEY ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 28 |
| Total of all active and inactive participants | 2011-07-01 | 28 |
| Total participants | 2011-07-01 | 28 |
| 2010: SHAFFNER-HEANEY ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 31 |
| Total of all active and inactive participants | 2010-07-01 | 31 |
| Total participants | 2010-07-01 | 31 |
| 2009: SHAFFNER-HEANEY ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 40 |
| Total of all active and inactive participants | 2009-07-01 | 40 |
| Total participants | 2009-07-01 | 40 |
| Measure | Date | Value |
|---|
| 2012 : SHAFFNER-HEANEY ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $319,651 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $309,233 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $294,591 |
| Total plan assets at end of year | 2012-06-30 | $11,833 |
| Total plan assets at beginning of year | 2012-06-30 | $1,415 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $14,642 |
| Other income received | 2012-06-30 | $9,613 |
| Net income (gross income less expenses) | 2012-06-30 | $10,418 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $11,833 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,415 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $310,038 |
| 2011 : SHAFFNER-HEANEY ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-06-30 | $15,913 |
| Total income from all sources | 2011-06-30 | $419,974 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $416,220 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $399,242 |
| Total plan assets at end of year | 2011-06-30 | $1,415 |
| Total plan assets at beginning of year | 2011-06-30 | $13,574 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $16,978 |
| Other income received | 2011-06-30 | $48,429 |
| Net income (gross income less expenses) | 2011-06-30 | $3,754 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $1,415 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $-2,339 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $371,545 |
| 2011: SHAFFNER-HEANEY ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2010: SHAFFNER-HEANEY ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Plan funding arrangement – Insurance | Yes |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SHAFFNER-HEANEY ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
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