PRIVATE ADVISORS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PRIVATE ADVISORS, LLC 401(K) PLAN
Measure | Date | Value |
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2012: PRIVATE ADVISORS, LLC 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 66 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 58 |
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 | 13 |
Total of all active and inactive participants | 2012-01-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 71 |
Number of participants with account balances | 2012-01-01 | 66 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: PRIVATE ADVISORS, LLC 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 64 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 56 |
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 | 11 |
Total of all active and inactive participants | 2011-01-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 67 |
Number of participants with account balances | 2011-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: PRIVATE ADVISORS, LLC 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 54 |
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 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 59 |
Number of participants with account balances | 2009-01-01 | 56 |
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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2012 : PRIVATE ADVISORS, LLC 401(K) PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $10,186 |
Total plan liabilities at beginning of year | 2012-12-31 | $11,091 |
Total income from all sources | 2012-12-31 | $1,396,925 |
Expenses. Total of all expenses incurred | 2012-12-31 | $35,884 |
Benefits paid (including direct rollovers) | 2012-12-31 | $35,884 |
Total plan assets at end of year | 2012-12-31 | $5,664,301 |
Total plan assets at beginning of year | 2012-12-31 | $4,304,165 |
Value of fidelity bond covering the plan | 2012-12-31 | $430,416 |
Total contributions received or receivable from participants | 2012-12-31 | $426,676 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $82,623 |
Other income received | 2012-12-31 | $632,726 |
Net income (gross income less expenses) | 2012-12-31 | $1,361,041 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,654,115 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,293,074 |
Assets. Value of participant loans | 2012-12-31 | $114,666 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $254,900 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $299 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : PRIVATE ADVISORS, LLC 401(K) PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $16,787 |
Total plan liabilities at beginning of year | 2011-12-31 | $901 |
Total income from all sources | 2011-12-31 | $549,348 |
Expenses. Total of all expenses incurred | 2011-12-31 | $469,918 |
Benefits paid (including direct rollovers) | 2011-12-31 | $469,918 |
Total plan assets at end of year | 2011-12-31 | $4,302,613 |
Total plan assets at beginning of year | 2011-12-31 | $4,207,297 |
Value of fidelity bond covering the plan | 2011-12-31 | $428,583 |
Total contributions received or receivable from participants | 2011-12-31 | $426,016 |
Other income received | 2011-12-31 | $-130,781 |
Net income (gross income less expenses) | 2011-12-31 | $79,430 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,285,826 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,206,396 |
Assets. Value of participant loans | 2011-12-31 | $84,210 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $254,113 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : PRIVATE ADVISORS, LLC 401(K) PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $901 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $1,314,806 |
Expenses. Total of all expenses incurred | 2010-12-31 | $393,507 |
Benefits paid (including direct rollovers) | 2010-12-31 | $392,606 |
Total plan assets at end of year | 2010-12-31 | $4,207,297 |
Total plan assets at beginning of year | 2010-12-31 | $3,285,097 |
Value of fidelity bond covering the plan | 2010-12-31 | $420,730 |
Total contributions received or receivable from participants | 2010-12-31 | $491,241 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $901 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $228,937 |
Other income received | 2010-12-31 | $316,101 |
Net income (gross income less expenses) | 2010-12-31 | $921,299 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,206,396 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,285,097 |
Assets. Value of participant loans | 2010-12-31 | $97,099 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $278,527 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : PRIVATE ADVISORS, LLC 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 |
2012: PRIVATE ADVISORS, LLC 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 | Yes |
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 - Trust | Yes |
2011: PRIVATE ADVISORS, LLC 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 - Trust | Yes |
2009: PRIVATE ADVISORS, LLC 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 - Trust | Yes |