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VOGEL KATZ & WOLD CPAS LTD P/S PLAN 401k Plan overview

Plan NameVOGEL KATZ & WOLD CPAS LTD P/S PLAN
Plan identification number 001

VOGEL KATZ & WOLD CPAS LTD P/S PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

VOGEL KATZ & WOLD CPAS LTD has sponsored the creation of one or more 401k plans.

Company Name:VOGEL KATZ & WOLD CPAS LTD
Employer identification number (EIN):363046928
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VOGEL KATZ & WOLD CPAS LTD P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01STEVEN WOLD
0012013-01-01STEVEN WOLD
0012012-01-01STEVEN WOLD
0012011-01-01STEVEN WOLD
0012010-01-01STEVEN WOLD
0012009-01-01STEVEN WOLD

Plan Statistics for VOGEL KATZ & WOLD CPAS LTD P/S PLAN

401k plan membership statisitcs for VOGEL KATZ & WOLD CPAS LTD P/S PLAN

Measure Date Value
2014: VOGEL KATZ & WOLD CPAS LTD P/S PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-010
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
2013: VOGEL KATZ & WOLD CPAS LTD P/S PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
2012: VOGEL KATZ & WOLD CPAS LTD P/S PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: VOGEL KATZ & WOLD CPAS LTD P/S PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2010: VOGEL KATZ & WOLD CPAS LTD P/S PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: VOGEL KATZ & WOLD CPAS LTD P/S PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012

Financial Data on VOGEL KATZ & WOLD CPAS LTD P/S PLAN

Measure Date Value
2014 : VOGEL KATZ & WOLD CPAS LTD P/S PLAN 2014 401k financial data
Total income from all sources2014-12-31$29,748
Expenses. Total of all expenses incurred2014-12-31$243
Total plan assets at end of year2014-12-31$831,184
Total plan assets at beginning of year2014-12-31$801,679
Expenses. Other expenses not covered elsewhere2014-12-31$243
Other income received2014-12-31$29,748
Net income (gross income less expenses)2014-12-31$29,505
Net plan assets at end of year (total assets less liabilities)2014-12-31$831,184
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$801,679
2013 : VOGEL KATZ & WOLD CPAS LTD P/S PLAN 2013 401k financial data
Total income from all sources2013-12-31$121,524
Expenses. Total of all expenses incurred2013-12-31$155
Total plan assets at end of year2013-12-31$801,679
Total plan assets at beginning of year2013-12-31$680,310
Expenses. Other expenses not covered elsewhere2013-12-31$155
Other income received2013-12-31$116,709
Net income (gross income less expenses)2013-12-31$121,369
Net plan assets at end of year (total assets less liabilities)2013-12-31$801,679
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$680,310
Total contributions received or receivable from employer(s)2013-12-31$4,815
2012 : VOGEL KATZ & WOLD CPAS LTD P/S PLAN 2012 401k financial data
Total income from all sources2012-12-31$9,964
Expenses. Total of all expenses incurred2012-12-31$220
Total plan assets at end of year2012-12-31$680,310
Total plan assets at beginning of year2012-12-31$670,566
Expenses. Other expenses not covered elsewhere2012-12-31$220
Other income received2012-12-31$6,789
Net income (gross income less expenses)2012-12-31$9,744
Net plan assets at end of year (total assets less liabilities)2012-12-31$680,310
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$670,566
Total contributions received or receivable from employer(s)2012-12-31$3,175
2011 : VOGEL KATZ & WOLD CPAS LTD P/S PLAN 2011 401k financial data
Total income from all sources2011-12-31$-54,930
Expenses. Total of all expenses incurred2011-12-31$104
Total plan assets at end of year2011-12-31$670,566
Total plan assets at beginning of year2011-12-31$725,600
Expenses. Other expenses not covered elsewhere2011-12-31$104
Other income received2011-12-31$-57,550
Net income (gross income less expenses)2011-12-31$-55,034
Net plan assets at end of year (total assets less liabilities)2011-12-31$670,566
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$725,600
Total contributions received or receivable from employer(s)2011-12-31$2,620
2010 : VOGEL KATZ & WOLD CPAS LTD P/S PLAN 2010 401k financial data
Total income from all sources2010-12-31$42,340
Expenses. Total of all expenses incurred2010-12-31$250
Total plan assets at end of year2010-12-31$725,600
Total plan assets at beginning of year2010-12-31$683,510
Expenses. Other expenses not covered elsewhere2010-12-31$250
Other income received2010-12-31$37,630
Net income (gross income less expenses)2010-12-31$42,090
Net plan assets at end of year (total assets less liabilities)2010-12-31$725,600
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$683,510
Total contributions received or receivable from employer(s)2010-12-31$4,710

Form 5500 Responses for VOGEL KATZ & WOLD CPAS LTD P/S PLAN

2014: VOGEL KATZ & WOLD CPAS LTD P/S PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VOGEL KATZ & WOLD CPAS LTD P/S PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VOGEL KATZ & WOLD CPAS LTD P/S PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VOGEL KATZ & WOLD CPAS LTD P/S PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: VOGEL KATZ & WOLD CPAS LTD P/S PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: VOGEL KATZ & WOLD CPAS LTD P/S PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number312050851
Policy instance 1
Insurance contract or identification number312050851
Number of Individuals Covered1
Insurance policy start date2014-10-17
Insurance policy end date2015-10-17
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number312050851
Policy instance 1
Insurance contract or identification number312050851
Number of Individuals Covered1
Insurance policy start date2013-10-17
Insurance policy end date2014-10-17
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number312050851
Policy instance 1
Insurance contract or identification number312050851
Number of Individuals Covered1
Insurance policy start date2012-10-17
Insurance policy end date2013-10-17
Total amount of commissions paid to insurance brokerUSD $5,254
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,627
Insurance broker organization code?3
Insurance broker nameANDREW BENNETT

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