SHEAKLEY HR LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2011: SHEAKLEY HR 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 160 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2011-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 0 |
Number of participants with account balances | 2011-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2010: SHEAKLEY HR 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 168 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 201 |
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 | 16 |
Total of all active and inactive participants | 2010-01-01 | 217 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 217 |
Number of participants with account balances | 2010-01-01 | 140 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 14 |
2009: SHEAKLEY HR 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 103 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 118 |
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 | 0 |
Total of all active and inactive participants | 2009-01-01 | 118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 118 |
Number of participants with account balances | 2009-01-01 | 82 |
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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2011 : SHEAKLEY HR 401(K) PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-08-31 | $0 |
Total transfer of assets from this plan | 2011-08-31 | $3,509,766 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-08-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-08-31 | $0 |
Total income from all sources (including contributions) | 2011-08-31 | $346,522 |
Total loss/gain on sale of assets | 2011-08-31 | $0 |
Total of all expenses incurred | 2011-08-31 | $70,457 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-08-31 | $56,010 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-08-31 | $254,044 |
Value of total assets at end of year | 2011-08-31 | $0 |
Value of total assets at beginning of year | 2011-08-31 | $3,233,701 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-08-31 | $14,447 |
Total interest from all sources | 2011-08-31 | $602 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-08-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-08-31 | No |
Was this plan covered by a fidelity bond | 2011-08-31 | Yes |
Value of fidelity bond cover | 2011-08-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2011-08-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-08-31 | No |
Contributions received from participants | 2011-08-31 | $177,823 |
Participant contributions at end of year | 2011-08-31 | $0 |
Participant contributions at beginning of year | 2011-08-31 | $70,860 |
Participant contributions at beginning of year | 2011-08-31 | $1,913 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-08-31 | No |
Value of net income/loss | 2011-08-31 | $276,065 |
Value of net assets at end of year (total assets less liabilities) | 2011-08-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-08-31 | $3,233,701 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-08-31 | No |
Investment advisory and management fees | 2011-08-31 | $14,447 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-08-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-08-31 | $3,092,535 |
Interest on participant loans | 2011-08-31 | $602 |
Value of interest in common/collective trusts at end of year | 2011-08-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2011-08-31 | $57,155 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-08-31 | $2,712 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-08-31 | $91,876 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-08-31 | No |
Contributions received in cash from employer | 2011-08-31 | $76,221 |
Employer contributions (assets) at end of year | 2011-08-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-08-31 | $8,526 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-08-31 | $56,010 |
Did the plan have assets held for investment | 2011-08-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-08-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-08-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-08-31 | Disclaimer |
Accountancy firm name | 2011-08-31 | VONLEHMAN |
Accountancy firm EIN | 2011-08-31 | 310905417 |
2010 : SHEAKLEY HR 401(K) PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $547,174 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $841,514 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $249,711 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $229,489 |
Value of total corrective distributions | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $488,452 |
Value of total assets at end of year | 2010-12-31 | $3,233,701 |
Value of total assets at beginning of year | 2010-12-31 | $2,094,724 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $20,222 |
Total interest from all sources | 2010-12-31 | $7,215 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $332,955 |
Participant contributions at end of year | 2010-12-31 | $70,860 |
Participant contributions at beginning of year | 2010-12-31 | $55,690 |
Participant contributions at end of year | 2010-12-31 | $1,913 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $43,610 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $591,803 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,233,701 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,094,724 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $20,222 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,092,535 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,039,034 |
Interest on participant loans | 2010-12-31 | $7,215 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $57,155 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $2,712 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $345,847 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $111,887 |
Employer contributions (assets) at end of year | 2010-12-31 | $8,526 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $229,489 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | VONLEHMAN |
Accountancy firm EIN | 2010-12-31 | 310905417 |
2009 : SHEAKLEY HR 401(K) PLAN 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 |