Plan Name | WARE JEWELERS, INC. PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | WARE JEWELERS, INC. |
Employer identification number (EIN): | 630701711 |
NAIC Classification: | 448310 |
NAIC Description: | Jewelry Stores |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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001 | 2021-07-01 | RONNIE H. WARE | 2023-04-14 | ||
001 | 2020-07-01 | RONNIE H. WARE | 2022-04-14 | ||
001 | 2019-07-01 | RONNIE H. WARE | 2021-04-09 | ||
001 | 2018-07-01 | RONNIE H. WARE | 2020-04-14 | ||
001 | 2017-07-01 | RONNIE H. WARE | 2019-04-15 | ||
001 | 2016-07-01 | RONNIE H. WARE | 2018-04-02 | ||
001 | 2015-07-01 | RONNIE H. WARE | 2017-04-03 | ||
001 | 2014-07-01 | RONNIE H. WARE | 2016-03-30 | ||
001 | 2013-07-01 | RONNIE H. WARE | 2015-03-05 | ||
001 | 2012-07-01 | RONNIE H. WARE | 2014-01-31 | ||
001 | 2011-07-01 | RONNIE H. WARE | 2013-04-09 | ||
001 | 2009-07-01 | RONNIE H. WARE | |||
001 | 2009-07-01 | RONNIE H. WARE | |||
001 | 2009-07-01 | RONNIE WARE |
Measure | Date | Value |
---|---|---|
2009: WARE JEWELERS, INC. PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 44 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 16 |
Total of all active and inactive participants | 2009-07-01 | 66 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 66 |
Number of participants with account balances | 2009-07-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 1 |
Measure | Date | Value |
---|---|---|
2011 : WARE JEWELERS, INC. PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-06-30 | $359,542 |
Expenses. Total of all expenses incurred | 2011-06-30 | $45,128 |
Benefits paid (including direct rollovers) | 2011-06-30 | $32,641 |
Total plan assets at end of year | 2011-06-30 | $1,531,937 |
Total plan assets at beginning of year | 2011-06-30 | $1,217,523 |
Value of fidelity bond covering the plan | 2011-06-30 | $100,000 |
Total contributions received or receivable from participants | 2011-06-30 | $84,365 |
Other income received | 2011-06-30 | $224,691 |
Net income (gross income less expenses) | 2011-06-30 | $314,414 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $1,531,937 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $1,217,523 |
Total contributions received or receivable from employer(s) | 2011-06-30 | $50,486 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $12,487 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
2009: WARE JEWELERS, INC. PROFIT SHARING PLAN 2009 form 5500 responses | ||
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2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Insurance | Yes |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement – Insurance | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) | |||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 648247 | ||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||
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