ROAKE AND ASSOCIATES, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROAKE AND ASSOCIATES INC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2012: ROAKE AND ASSOCIATES INC PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 10 |
| Total of all active and inactive participants | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 0 |
| 2011: ROAKE AND ASSOCIATES INC PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 10 |
| Total participants | 2011-01-01 | 10 |
| Number of participants with account balances | 2011-01-01 | 10 |
| 2009: ROAKE AND ASSOCIATES INC PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 12 |
| Total participants | 2009-01-01 | 12 |
| Number of participants with account balances | 2009-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2012 : ROAKE AND ASSOCIATES INC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $128,367 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,527,837 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $1,517,735 |
| Total plan assets at end of year | 2012-12-31 | $0 |
| Total plan assets at beginning of year | 2012-12-31 | $1,399,470 |
| Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $10,102 |
| Other income received | 2012-12-31 | $128,367 |
| Net income (gross income less expenses) | 2012-12-31 | $-1,399,470 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,399,470 |
| 2011 : ROAKE AND ASSOCIATES INC PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $41,879 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $8,471 |
| Total plan assets at end of year | 2011-12-31 | $1,399,470 |
| Total plan assets at beginning of year | 2011-12-31 | $1,366,062 |
| Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $8,471 |
| Other income received | 2011-12-31 | $41,879 |
| Net income (gross income less expenses) | 2011-12-31 | $33,408 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,399,470 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,366,062 |
| 2010 : ROAKE AND ASSOCIATES INC PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $148,834 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,228,225 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,222,739 |
| Total plan assets at end of year | 2010-12-31 | $1,366,062 |
| Total plan assets at beginning of year | 2010-12-31 | $2,445,453 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $5,486 |
| Other income received | 2010-12-31 | $148,834 |
| Net income (gross income less expenses) | 2010-12-31 | $-1,079,391 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,366,062 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,445,453 |
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