Plan Name | LAIRD & ROBERTSON, P.C., 401(K) PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | LAIRD & ROBERTSON, P.C. |
Employer identification number (EIN): | 630854125 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2013-09-01 | NANCY LAIRD | 2017-06-08 | ||
002 | 2012-09-01 | NANCY LAIRD | 2014-03-28 | ||
002 | 2011-09-01 | NANCY LAIRD | |||
002 | 2009-09-01 | NANCY LAIRD |
Measure | Date | Value |
---|---|---|
2011: LAIRD & ROBERTSON, P.C., 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-09-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 7 |
Number of retired or separated participants receiving benefits | 2011-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-09-01 | 3 |
Total of all active and inactive participants | 2011-09-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-09-01 | 0 |
Total participants | 2011-09-01 | 10 |
Number of participants with account balances | 2011-09-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-09-01 | 0 |
2009: LAIRD & ROBERTSON, P.C., 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-09-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 7 |
Number of retired or separated participants receiving benefits | 2009-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-09-01 | 1 |
Total of all active and inactive participants | 2009-09-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-09-01 | 0 |
Total participants | 2009-09-01 | 8 |
Number of participants with account balances | 2009-09-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-09-01 | 0 |
Measure | Date | Value |
---|---|---|
2012 : LAIRD & ROBERTSON, P.C., 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-08-31 | $88,233 |
Expenses. Total of all expenses incurred | 2012-08-31 | $0 |
Total plan assets at end of year | 2012-08-31 | $1,384,725 |
Total plan assets at beginning of year | 2012-08-31 | $1,296,492 |
Value of fidelity bond covering the plan | 2012-08-31 | $200,000 |
Total contributions received or receivable from participants | 2012-08-31 | $2,107 |
Other income received | 2012-08-31 | $78,750 |
Net income (gross income less expenses) | 2012-08-31 | $88,233 |
Net plan assets at end of year (total assets less liabilities) | 2012-08-31 | $1,384,725 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-08-31 | $1,296,492 |
Total contributions received or receivable from employer(s) | 2012-08-31 | $7,376 |
2011 : LAIRD & ROBERTSON, P.C., 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-08-31 | $101,430 |
Expenses. Total of all expenses incurred | 2011-08-31 | $0 |
Total plan assets at end of year | 2011-08-31 | $1,296,492 |
Total plan assets at beginning of year | 2011-08-31 | $1,195,062 |
Value of fidelity bond covering the plan | 2011-08-31 | $200,000 |
Total contributions received or receivable from participants | 2011-08-31 | $6,390 |
Other income received | 2011-08-31 | $85,971 |
Net income (gross income less expenses) | 2011-08-31 | $101,430 |
Net plan assets at end of year (total assets less liabilities) | 2011-08-31 | $1,296,492 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-08-31 | $1,195,062 |
Assets. Value of participant loans | 2011-08-31 | $639 |
Total contributions received or receivable from employer(s) | 2011-08-31 | $9,069 |
2011: LAIRD & ROBERTSON, P.C., 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
---|---|---|
2011-09-01 | Type of plan entity | Single employer plan |
2011-09-01 | Submission has been amended | No |
2011-09-01 | This submission is the final filing | No |
2011-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-09-01 | Plan is a collectively bargained plan | No |
2011-09-01 | Plan funding arrangement – Insurance | Yes |
2011-09-01 | Plan funding arrangement – Trust | Yes |
2011-09-01 | Plan benefit arrangement – Insurance | Yes |
2011-09-01 | Plan benefit arrangement - Trust | Yes |
2009: LAIRD & ROBERTSON, P.C., 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-09-01 | Type of plan entity | Single employer plan |
2009-09-01 | Submission has been amended | No |
2009-09-01 | This submission is the final filing | No |
2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-09-01 | Plan is a collectively bargained plan | No |
2009-09-01 | Plan funding arrangement – Insurance | Yes |
2009-09-01 | Plan funding arrangement – Trust | Yes |
2009-09-01 | Plan benefit arrangement – Insurance | Yes |
2009-09-01 | Plan benefit arrangement - Trust | Yes |
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) | |||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 50408 | ||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||
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NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) | |||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 50408 | ||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||
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