COOTS HENKE & WHEELER, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COOTS HENKE & WHEELER, P.C.
401k plan membership statisitcs for COOTS HENKE & WHEELER, P.C.
Measure | Date | Value |
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2015: COOTS HENKE & WHEELER, P.C. 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
Total of all active and inactive participants | 2015-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 41 |
Number of participants with account balances | 2015-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: COOTS HENKE & WHEELER, P.C. 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5 |
Total of all active and inactive participants | 2014-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 42 |
Number of participants with account balances | 2014-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: COOTS HENKE & WHEELER, P.C. 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 34 |
Number of participants with account balances | 2013-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: COOTS HENKE & WHEELER, P.C. 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 30 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 6 |
Total of all active and inactive participants | 2012-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 36 |
Number of participants with account balances | 2012-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: COOTS HENKE & WHEELER, P.C. 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
Total of all active and inactive participants | 2011-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 34 |
Number of participants with account balances | 2011-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: COOTS HENKE & WHEELER, P.C. 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 6 |
Total of all active and inactive participants | 2010-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 31 |
Number of participants with account balances | 2010-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: COOTS HENKE & WHEELER, P.C. 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6 |
Total of all active and inactive participants | 2009-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 29 |
Number of participants with account balances | 2009-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2015 : COOTS HENKE & WHEELER, P.C. 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $225,821 |
Expenses. Total of all expenses incurred | 2015-12-31 | $24,952 |
Benefits paid (including direct rollovers) | 2015-12-31 | $24,849 |
Total plan assets at end of year | 2015-12-31 | $3,716,873 |
Total plan assets at beginning of year | 2015-12-31 | $3,516,004 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $157,541 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $103 |
Other income received | 2015-12-31 | $-15,757 |
Net income (gross income less expenses) | 2015-12-31 | $200,869 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,716,873 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,516,004 |
Assets. Value of participant loans | 2015-12-31 | $53,859 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $84,037 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : COOTS HENKE & WHEELER, P.C. 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $438,629 |
Expenses. Total of all expenses incurred | 2014-12-31 | $150,675 |
Benefits paid (including direct rollovers) | 2014-12-31 | $150,581 |
Total plan assets at end of year | 2014-12-31 | $3,516,004 |
Total plan assets at beginning of year | 2014-12-31 | $3,228,050 |
Total contributions received or receivable from participants | 2014-12-31 | $137,702 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $94 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $222,107 |
Net income (gross income less expenses) | 2014-12-31 | $287,954 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,516,004 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,228,050 |
Assets. Value of participant loans | 2014-12-31 | $59,568 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $78,820 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : COOTS HENKE & WHEELER, P.C. 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $754,124 |
Expenses. Total of all expenses incurred | 2013-12-31 | $336,428 |
Benefits paid (including direct rollovers) | 2013-12-31 | $336,276 |
Total plan assets at end of year | 2013-12-31 | $3,228,050 |
Total plan assets at beginning of year | 2013-12-31 | $2,810,354 |
Total contributions received or receivable from participants | 2013-12-31 | $102,715 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $588,454 |
Net income (gross income less expenses) | 2013-12-31 | $417,696 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,228,050 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,810,354 |
Assets. Value of participant loans | 2013-12-31 | $31,560 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $62,955 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $152 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : COOTS HENKE & WHEELER, P.C. 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $468,913 |
Expenses. Total of all expenses incurred | 2012-12-31 | $120,380 |
Benefits paid (including direct rollovers) | 2012-12-31 | $120,380 |
Total plan assets at end of year | 2012-12-31 | $2,810,354 |
Total plan assets at beginning of year | 2012-12-31 | $2,461,821 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $97,848 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $309,273 |
Net income (gross income less expenses) | 2012-12-31 | $348,533 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,810,354 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,461,821 |
Assets. Value of participant loans | 2012-12-31 | $41,735 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $61,792 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : COOTS HENKE & WHEELER, P.C. 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $141,339 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $2,461,821 |
Total plan assets at beginning of year | 2011-12-31 | $2,320,482 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $93,552 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $1,074 |
Net income (gross income less expenses) | 2011-12-31 | $141,339 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,461,821 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,320,482 |
Assets. Value of participant loans | 2011-12-31 | $38,589 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $46,713 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
2010 : COOTS HENKE & WHEELER, P.C. 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $445,575 |
Expenses. Total of all expenses incurred | 2010-12-31 | $5,773 |
Benefits paid (including direct rollovers) | 2010-12-31 | $4,032 |
Total plan assets at end of year | 2010-12-31 | $2,320,482 |
Total plan assets at beginning of year | 2010-12-31 | $1,880,680 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $81,036 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $44,225 |
Other income received | 2010-12-31 | $269,947 |
Net income (gross income less expenses) | 2010-12-31 | $439,802 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,320,482 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,880,680 |
Assets. Value of participant loans | 2010-12-31 | $47,237 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $50,367 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $1,741 |
Value of corrective distributions | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : COOTS HENKE & WHEELER, P.C. 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2015: COOTS HENKE & WHEELER, P.C. 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: COOTS HENKE & WHEELER, P.C. 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: COOTS HENKE & WHEELER, P.C. 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: COOTS HENKE & WHEELER, P.C. 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: COOTS HENKE & WHEELER, P.C. 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: COOTS HENKE & WHEELER, P.C. 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: COOTS HENKE & WHEELER, P.C. 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |