YATES, MCLAMB & WEYHER, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan YATES, MCLAMB & WEYHER, LLP RETIREMENT SAVINGS PLAN
401k plan membership statisitcs for YATES, MCLAMB & WEYHER, LLP RETIREMENT SAVINGS PLAN
Measure | Date | Value |
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2012: YATES, MCLAMB & WEYHER, LLP RETIREMENT SAVINGS PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 56 |
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 | 8 |
Total of all active and inactive participants | 2012-01-01 | 64 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 64 |
Number of participants with account balances | 2012-01-01 | 64 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: YATES, MCLAMB & WEYHER, LLP RETIREMENT SAVINGS PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 52 |
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 | 8 |
Total of all active and inactive participants | 2011-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 60 |
Number of participants with account balances | 2011-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: YATES, MCLAMB & WEYHER, LLP RETIREMENT SAVINGS PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 51 |
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 | 8 |
Total of all active and inactive participants | 2010-01-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 59 |
Number of participants with account balances | 2010-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 3 |
2009: YATES, MCLAMB & WEYHER, LLP RETIREMENT SAVINGS PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 56 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 55 |
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 | 6 |
Total of all active and inactive participants | 2009-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 61 |
Number of participants with account balances | 2009-01-01 | 60 |
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 : YATES, MCLAMB & WEYHER, LLP RETIREMENT SAVINGS PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,133,236 |
Expenses. Total of all expenses incurred | 2012-12-31 | $784,660 |
Benefits paid (including direct rollovers) | 2012-12-31 | $784,208 |
Total plan assets at end of year | 2012-12-31 | $5,489,693 |
Total plan assets at beginning of year | 2012-12-31 | $5,141,117 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $360,200 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $45,127 |
Other income received | 2012-12-31 | $603,959 |
Net income (gross income less expenses) | 2012-12-31 | $348,576 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,489,693 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,141,117 |
Assets. Value of participant loans | 2012-12-31 | $65,545 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $123,950 |
Value of corrective distributions | 2012-12-31 | $27 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $425 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : YATES, MCLAMB & WEYHER, LLP RETIREMENT SAVINGS PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $295,846 |
Expenses. Total of all expenses incurred | 2011-12-31 | $98,674 |
Benefits paid (including direct rollovers) | 2011-12-31 | $98,193 |
Total plan assets at end of year | 2011-12-31 | $5,141,117 |
Total plan assets at beginning of year | 2011-12-31 | $4,943,945 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $331,207 |
Other income received | 2011-12-31 | $-149,816 |
Net income (gross income less expenses) | 2011-12-31 | $197,172 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,141,117 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,943,945 |
Assets. Value of participant loans | 2011-12-31 | $79,302 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $114,455 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $481 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : YATES, MCLAMB & WEYHER, LLP RETIREMENT SAVINGS PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $1,100,256 |
Expenses. Total of all expenses incurred | 2010-12-31 | $945,968 |
Benefits paid (including direct rollovers) | 2010-12-31 | $942,910 |
Total plan assets at end of year | 2010-12-31 | $4,943,945 |
Total plan assets at beginning of year | 2010-12-31 | $4,789,657 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $314,045 |
Other income received | 2010-12-31 | $680,371 |
Net income (gross income less expenses) | 2010-12-31 | $154,288 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,943,945 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,789,657 |
Assets. Value of participant loans | 2010-12-31 | $94,576 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $105,840 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,058 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : YATES, MCLAMB & WEYHER, LLP RETIREMENT SAVINGS 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: YATES, MCLAMB & WEYHER, LLP RETIREMENT SAVINGS 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 funding arrangement – Insurance | Yes |
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: YATES, MCLAMB & WEYHER, LLP RETIREMENT SAVINGS 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 funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: YATES, MCLAMB & WEYHER, LLP RETIREMENT SAVINGS PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: YATES, MCLAMB & WEYHER, LLP RETIREMENT SAVINGS 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 funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |