RUFFIN & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RUFFIN & ASSOCIATES INC MONEY PURCHASE PLAN & TRUST
401k plan membership statisitcs for RUFFIN & ASSOCIATES INC MONEY PURCHASE PLAN & TRUST
| Measure | Date | Value |
|---|
| 2013: RUFFIN & ASSOCIATES INC MONEY PURCHASE PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
| 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 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 0 |
| Number of participants with account balances | 2013-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: RUFFIN & ASSOCIATES INC MONEY PURCHASE PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 8 |
| Total participants | 2012-01-01 | 8 |
| Number of participants with account balances | 2012-01-01 | 8 |
| 2011: RUFFIN & ASSOCIATES INC MONEY PURCHASE PLAN & TRUST 2011 401k membership |
|---|
| 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 |
| Measure | Date | Value |
|---|
| 2013 : RUFFIN & ASSOCIATES INC MONEY PURCHASE PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $216,905 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,058,577 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,058,577 |
| Total plan assets at end of year | 2013-12-31 | $0 |
| Total plan assets at beginning of year | 2013-12-31 | $841,672 |
| Value of fidelity bond covering the plan | 2013-12-31 | $175,000 |
| Other income received | 2013-12-31 | $11,446 |
| Net income (gross income less expenses) | 2013-12-31 | $-841,672 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $841,672 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $205,459 |
| 2012 : RUFFIN & ASSOCIATES INC MONEY PURCHASE PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $149,212 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $177,980 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $171,946 |
| Total plan assets at end of year | 2012-12-31 | $841,672 |
| Total plan assets at beginning of year | 2012-12-31 | $870,440 |
| Value of fidelity bond covering the plan | 2012-12-31 | $175,000 |
| Other income received | 2012-12-31 | $60,071 |
| Net income (gross income less expenses) | 2012-12-31 | $-28,768 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $841,672 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $870,440 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $89,141 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $6,034 |
| 2011 : RUFFIN & ASSOCIATES INC MONEY PURCHASE PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $17,331 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $7,111 |
| Total plan assets at end of year | 2011-12-31 | $870,440 |
| Total plan assets at beginning of year | 2011-12-31 | $860,220 |
| Value of fidelity bond covering the plan | 2011-12-31 | $175,000 |
| Other income received | 2011-12-31 | $17,331 |
| Net income (gross income less expenses) | 2011-12-31 | $10,220 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $870,440 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $860,220 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $7,111 |
| 2010 : RUFFIN & ASSOCIATES INC MONEY PURCHASE PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $56,844 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $5,596 |
| Total plan assets at end of year | 2010-12-31 | $860,220 |
| Total plan assets at beginning of year | 2010-12-31 | $808,972 |
| Value of fidelity bond covering the plan | 2010-12-31 | $175,000 |
| Other income received | 2010-12-31 | $56,844 |
| Net income (gross income less expenses) | 2010-12-31 | $51,248 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $860,220 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $808,972 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5,596 |
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