WELLBAUM & EMERY, P.A. has sponsored the creation of one or more 401k plans.
Additional information about WELLBAUM & EMERY, P.A.
Submission information for form 5500 for 401k plan WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL
401k plan membership statisitcs for WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL
Measure | Date | Value |
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2015: WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 10 |
Number of participants with account balances | 2015-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 11 |
Number of participants with account balances | 2014-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 9 |
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 | 1 |
Total of all active and inactive participants | 2013-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 10 |
Number of participants with account balances | 2013-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
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 | 1 |
Total of all active and inactive participants | 2012-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 10 |
Number of participants with account balances | 2012-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
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 | 0 |
Total of all active and inactive participants | 2011-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 9 |
Number of participants with account balances | 2011-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 8 |
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 | 1 |
Total of all active and inactive participants | 2010-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 9 |
Number of participants with account balances | 2010-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL 2009 401k membership |
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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 | 8 |
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 | 1 |
Total of all active and inactive participants | 2009-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 9 |
Number of participants with account balances | 2009-01-01 | 9 |
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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2015 : WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-2,251 |
Expenses. Total of all expenses incurred | 2015-12-31 | $91,895 |
Benefits paid (including direct rollovers) | 2015-12-31 | $87,884 |
Total plan assets at end of year | 2015-12-31 | $2,847,005 |
Total plan assets at beginning of year | 2015-12-31 | $2,941,151 |
Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
Other income received | 2015-12-31 | $-33,795 |
Net income (gross income less expenses) | 2015-12-31 | $-94,146 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,847,005 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,941,151 |
Assets. Value of participant loans | 2015-12-31 | $97,605 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $31,544 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $4,011 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $31,544 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $31,544 |
2014 : WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $165,957 |
Expenses. Total of all expenses incurred | 2014-12-31 | $72,000 |
Benefits paid (including direct rollovers) | 2014-12-31 | $72,000 |
Total plan assets at end of year | 2014-12-31 | $2,939,915 |
Total plan assets at beginning of year | 2014-12-31 | $2,845,958 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $136,303 |
Net income (gross income less expenses) | 2014-12-31 | $93,957 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,939,915 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,845,958 |
Assets. Value of participant loans | 2014-12-31 | $73,331 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $29,654 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
2013 : WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $302,894 |
Expenses. Total of all expenses incurred | 2013-12-31 | $72,000 |
Benefits paid (including direct rollovers) | 2013-12-31 | $72,000 |
Total plan assets at end of year | 2013-12-31 | $2,845,958 |
Total plan assets at beginning of year | 2013-12-31 | $2,615,064 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $272,782 |
Net income (gross income less expenses) | 2013-12-31 | $230,894 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,845,958 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,615,064 |
Assets. Value of participant loans | 2013-12-31 | $79,551 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $30,112 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $272,060 |
Expenses. Total of all expenses incurred | 2012-12-31 | $66,000 |
Benefits paid (including direct rollovers) | 2012-12-31 | $66,000 |
Total plan assets at end of year | 2012-12-31 | $2,615,064 |
Total plan assets at beginning of year | 2012-12-31 | $2,409,004 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $245,172 |
Net income (gross income less expenses) | 2012-12-31 | $206,060 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,615,064 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,409,004 |
Assets. Value of participant loans | 2012-12-31 | $56,722 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $26,888 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $26,888 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $26,888 |
2011 : WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $105,174 |
Expenses. Total of all expenses incurred | 2011-12-31 | $7,487 |
Benefits paid (including direct rollovers) | 2011-12-31 | $7,487 |
Total plan assets at end of year | 2011-12-31 | $2,409,004 |
Total plan assets at beginning of year | 2011-12-31 | $2,311,317 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $78,398 |
Net income (gross income less expenses) | 2011-12-31 | $97,687 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,409,004 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,311,317 |
Assets. Value of participant loans | 2011-12-31 | $65,927 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $26,776 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
2010 : WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $278,912 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $2,311,317 |
Total plan assets at beginning of year | 2010-12-31 | $2,032,405 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $254,744 |
Net income (gross income less expenses) | 2010-12-31 | $278,912 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,311,317 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,032,405 |
Assets. Value of participant loans | 2010-12-31 | $23,205 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $24,168 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $24,168 |
Minimum employer required contribution for this plan year | 2010-12-31 | $24,168 |
2009 : WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL 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 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $25,979 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $25,979 |
2015: WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL 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 - Trust | Yes |
2012: WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL 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 - Trust | Yes |
2011: WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL 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 |
2010: WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL 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 is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WELLBAUM & EMERY, P.A. DEFINED CONTRIB. PENSION PL 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 |