WITT, CALLIER & PRESTLEY, CPAS, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CALLIER.WITT, CPAS, LLP 401(K) RETIREMENT PLAN
401k plan membership statisitcs for CALLIER.WITT, CPAS, LLP 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2012: CALLIER.WITT, CPAS, LLP 401(K) RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 9 |
| Total participants | 2012-01-01 | 9 |
| Number of participants with account balances | 2012-01-01 | 8 |
| 2011: CALLIER.WITT, CPAS, LLP 401(K) RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 7 |
| Total participants | 2011-01-01 | 7 |
| Number of participants with account balances | 2011-01-01 | 5 |
| 2009: CALLIER.WITT, CPAS, LLP 401(K) RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 8 |
| Total participants | 2009-01-01 | 8 |
| Number of participants with account balances | 2009-01-01 | 8 |
| Measure | Date | Value |
|---|
| 2012 : CALLIER.WITT, CPAS, LLP 401(K) RETIREMENT PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $4,317 |
| Total income from all sources | 2012-12-31 | $110,856 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $23,422 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $23,157 |
| Total plan assets at end of year | 2012-12-31 | $472,676 |
| Total plan assets at beginning of year | 2012-12-31 | $380,925 |
| Total contributions received or receivable from participants | 2012-12-31 | $59,795 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $265 |
| Other income received | 2012-12-31 | $44,816 |
| Net income (gross income less expenses) | 2012-12-31 | $87,434 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $472,676 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $380,925 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $6,245 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $23,157 |
| 2011 : CALLIER.WITT, CPAS, LLP 401(K) RETIREMENT PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $25,487 |
| Total income from all sources | 2011-12-31 | $27,948 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $40,238 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $40,238 |
| Total plan assets at end of year | 2011-12-31 | $380,925 |
| Total plan assets at beginning of year | 2011-12-31 | $367,728 |
| Value of fidelity bond covering the plan | 2011-12-31 | $43,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $28,331 |
| Other income received | 2011-12-31 | $-4,365 |
| Net income (gross income less expenses) | 2011-12-31 | $-12,290 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $380,925 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $367,728 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $3,982 |
| 2010 : CALLIER.WITT, CPAS, LLP 401(K) RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $72,068 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $16,298 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $16,234 |
| Total plan assets at end of year | 2010-12-31 | $367,728 |
| Total plan assets at beginning of year | 2010-12-31 | $311,958 |
| Value of fidelity bond covering the plan | 2010-12-31 | $43,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $33,572 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $64 |
| Other income received | 2010-12-31 | $32,853 |
| Net income (gross income less expenses) | 2010-12-31 | $55,770 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $367,728 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $311,958 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $5,643 |
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