SUMMERS COMPTON WELLS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUMMERS COMPTON WELLS 401(K) PLAN
Measure | Date | Value |
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2013: SUMMERS COMPTON WELLS 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 32 |
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 | 3 |
Total of all active and inactive participants | 2013-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 35 |
Number of participants with account balances | 2013-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: SUMMERS COMPTON WELLS 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 32 |
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 | 2 |
Total of all active and inactive participants | 2012-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 34 |
Number of participants with account balances | 2012-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SUMMERS COMPTON WELLS 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 29 |
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 | 4 |
Total of all active and inactive participants | 2011-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 33 |
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 |
2009: SUMMERS COMPTON WELLS 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 31 |
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 | 5 |
Total of all active and inactive participants | 2009-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 36 |
Number of participants with account balances | 2009-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2013 : SUMMERS COMPTON WELLS 401(K) PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $2,526,074 |
Expenses. Total of all expenses incurred | 2013-12-31 | $379,852 |
Benefits paid (including direct rollovers) | 2013-12-31 | $311,315 |
Total plan assets at end of year | 2013-12-31 | $16,119,012 |
Total plan assets at beginning of year | 2013-12-31 | $13,972,790 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $189,100 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $456 |
Other income received | 2013-12-31 | $1,952,336 |
Net income (gross income less expenses) | 2013-12-31 | $2,146,222 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $16,119,012 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $13,972,790 |
Assets. Value of participant loans | 2013-12-31 | $97,701 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $30,790 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $384,638 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $68,081 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : SUMMERS COMPTON WELLS 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,519,961 |
Expenses. Total of all expenses incurred | 2012-12-31 | $347,048 |
Benefits paid (including direct rollovers) | 2012-12-31 | $265,909 |
Total plan assets at end of year | 2012-12-31 | $13,972,790 |
Total plan assets at beginning of year | 2012-12-31 | $12,799,877 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $164,842 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,122 |
Other income received | 2012-12-31 | $1,008,938 |
Net income (gross income less expenses) | 2012-12-31 | $1,172,913 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $13,972,790 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $12,799,877 |
Assets. Value of participant loans | 2012-12-31 | $107,999 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $35,240 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $346,181 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $80,017 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : SUMMERS COMPTON WELLS 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $796,477 |
Expenses. Total of all expenses incurred | 2011-12-31 | $420,711 |
Benefits paid (including direct rollovers) | 2011-12-31 | $347,397 |
Total plan assets at end of year | 2011-12-31 | $12,799,877 |
Total plan assets at beginning of year | 2011-12-31 | $12,424,111 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $169,479 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $949 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $569,050 |
Other income received | 2011-12-31 | $-275,297 |
Net income (gross income less expenses) | 2011-12-31 | $375,766 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $12,799,877 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $12,424,111 |
Assets. Value of participant loans | 2011-12-31 | $73,761 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $37,910 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $333,245 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $72,365 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : SUMMERS COMPTON WELLS 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $1,641,217 |
Expenses. Total of all expenses incurred | 2010-12-31 | $866,385 |
Benefits paid (including direct rollovers) | 2010-12-31 | $803,443 |
Total plan assets at end of year | 2010-12-31 | $12,424,111 |
Total plan assets at beginning of year | 2010-12-31 | $11,649,279 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $188,093 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $2,083 |
Other income received | 2010-12-31 | $1,130,934 |
Net income (gross income less expenses) | 2010-12-31 | $774,832 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $12,424,111 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $11,649,279 |
Assets. Value of participant loans | 2010-12-31 | $76,982 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $41,803 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $322,190 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $60,859 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : SUMMERS COMPTON WELLS 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 |
2013: SUMMERS COMPTON WELLS 401(K) PLAN 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 – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SUMMERS COMPTON WELLS 401(K) PLAN 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 – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SUMMERS COMPTON WELLS 401(K) PLAN 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 – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SUMMERS COMPTON WELLS 401(K) PLAN 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 – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |