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WADE D WARD RETIREMENT ANNUITY PLAN 401k Plan overview

Plan NameWADE D WARD RETIREMENT ANNUITY PLAN
Plan identification number 001

WADE D WARD RETIREMENT ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

WADE D WARD has sponsored the creation of one or more 401k plans.

Company Name:WADE D WARD
Employer identification number (EIN):520636760
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WADE D WARD RETIREMENT ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012010-01-01MICHAEL WARD
0012009-01-01MICHAEL WARD

Plan Statistics for WADE D WARD RETIREMENT ANNUITY PLAN

401k plan membership statisitcs for WADE D WARD RETIREMENT ANNUITY PLAN

Measure Date Value
2010: WADE D WARD RETIREMENT ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total of all active and inactive participants2010-01-010
Total participants2010-01-010
2009: WADE D WARD RETIREMENT ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total of all active and inactive participants2009-01-010
Total participants2009-01-010

Financial Data on WADE D WARD RETIREMENT ANNUITY PLAN

Measure Date Value
2010 : WADE D WARD RETIREMENT ANNUITY PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$-106,000
Total income from all sources2010-12-31$4,056
Total plan assets at end of year2010-12-31$0
Total plan assets at beginning of year2010-12-31$101,944
Other income received2010-12-31$4,056
Net income (gross income less expenses)2010-12-31$4,056
Net plan assets at end of year (total assets less liabilities)2010-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$101,944

Form 5500 Responses for WADE D WARD RETIREMENT ANNUITY PLAN

2010: WADE D WARD RETIREMENT ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WADE D WARD RETIREMENT ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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