KEHART, PECKERT & BOOTH, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP
401k plan membership statisitcs for KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP
Measure | Date | Value |
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2013: KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
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 | 11 |
Total participants | 2013-01-01 | 11 |
Number of participants with account balances | 2013-01-01 | 11 |
2012: KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 11 |
Total participants | 2012-01-01 | 11 |
Number of participants with account balances | 2012-01-01 | 11 |
2011: KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 12 |
Total participants | 2011-01-01 | 12 |
Number of participants with account balances | 2011-01-01 | 12 |
2010: KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 12 |
Total participants | 2010-01-01 | 12 |
Number of participants with account balances | 2010-01-01 | 12 |
2009: KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
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 |
Measure | Date | Value |
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2013 : KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $348,965 |
Expenses. Total of all expenses incurred | 2013-12-31 | $115,882 |
Benefits paid (including direct rollovers) | 2013-12-31 | $107,042 |
Total plan assets at end of year | 2013-12-31 | $2,406,107 |
Total plan assets at beginning of year | 2013-12-31 | $2,173,024 |
Total contributions received or receivable from participants | 2013-12-31 | $11,685 |
Other income received | 2013-12-31 | $278,856 |
Net income (gross income less expenses) | 2013-12-31 | $233,083 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,406,107 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,173,024 |
Assets. Value of participant loans | 2013-12-31 | $3,944 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $58,424 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $8,840 |
2012 : KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $216,831 |
Expenses. Total of all expenses incurred | 2012-12-31 | $591,184 |
Benefits paid (including direct rollovers) | 2012-12-31 | $575,146 |
Total plan assets at end of year | 2012-12-31 | $2,173,024 |
Total plan assets at beginning of year | 2012-12-31 | $2,547,377 |
Total contributions received or receivable from participants | 2012-12-31 | $58,897 |
Other income received | 2012-12-31 | $146,155 |
Net income (gross income less expenses) | 2012-12-31 | $-374,353 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,173,024 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,547,377 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $11,779 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $16,038 |
2011 : KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $60,018 |
Expenses. Total of all expenses incurred | 2011-12-31 | $11,750 |
Benefits paid (including direct rollovers) | 2011-12-31 | $2,622 |
Total plan assets at end of year | 2011-12-31 | $2,547,377 |
Total plan assets at beginning of year | 2011-12-31 | $2,499,109 |
Total contributions received or receivable from participants | 2011-12-31 | $65,587 |
Other income received | 2011-12-31 | $-18,686 |
Net income (gross income less expenses) | 2011-12-31 | $48,268 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,547,377 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,499,109 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $13,117 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $2,025 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $7,103 |
2010 : KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $246,642 |
Expenses. Total of all expenses incurred | 2010-12-31 | $8,637 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,000 |
Total plan assets at end of year | 2010-12-31 | $2,499,109 |
Total plan assets at beginning of year | 2010-12-31 | $2,261,104 |
Total contributions received or receivable from participants | 2010-12-31 | $64,063 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $7,637 |
Other income received | 2010-12-31 | $169,766 |
Net income (gross income less expenses) | 2010-12-31 | $238,005 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,499,109 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,261,104 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $12,813 |
2013: KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 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 | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: KEHART, PECKERT, & BOOTH PC CASH OR DEFERRED PSP 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 731002 |
Policy instance | 1 |
Insurance contract or identification number | 731002 | Insurance policy start date | 2013-05-25 | Insurance policy end date | 2014-05-25 | Total amount of commissions paid to insurance broker | USD $0 | 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 | Insurance broker name | WILLIAM J. BRAUN CLU CHFC AEP |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 731002 |
Policy instance | 1 |
Insurance contract or identification number | 731002 | Insurance policy start date | 2012-05-25 | Insurance policy end date | 2013-05-25 | Total amount of commissions paid to insurance broker | USD $0 | 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 | Insurance broker name | WILLIAM J. BRAUN CLU CHFC AEP |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 731002 |
Policy instance | 1 |
Insurance contract or identification number | 731002 | Insurance policy start date | 2011-05-25 | Insurance policy end date | 2012-05-25 | Total amount of commissions paid to insurance broker | USD $0 | 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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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 731002 |
Policy instance | 1 |
Insurance contract or identification number | 731002 | Number of Individuals Covered | 1 | Insurance policy start date | 2010-05-25 | Insurance policy end date | 2011-05-25 | Are there contracts with allocated funds for individual policies? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | WILLIAM J. BRAUN CLU CHFC AEP |
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