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WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE 401k Plan overview

Plan NameWEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE
Plan identification number 001

WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WEEMS, SCHIMPF,HAINES, LANDRY, SHEMWELL & MOORE has sponsored the creation of one or more 401k plans.

Company Name:WEEMS, SCHIMPF,HAINES, LANDRY, SHEMWELL & MOORE
Employer identification number (EIN):721146774
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01SONIA L. ORGERON2019-09-10
0012017-01-01SONIA ORGERON2018-06-18 CAREY SCHIMPF2018-06-18
0012016-01-01NILA K. THURSTON2017-06-19 CAREY T. SCHIMPF2017-06-19
0012015-01-01NILA THURSTON2016-06-21 CAREY SCHIMPF2016-06-21
0012014-01-01NILA K. THURSTON
0012013-01-01NILA THURSTON
0012012-01-01CAREY SCHIMPF
0012011-01-01CAREY SCHIMPF
0012010-01-01CAREY SCHIMPF
0012009-01-01CAREY SCHIMPF

Plan Statistics for WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE

401k plan membership statisitcs for WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE

Measure Date Value
2014: WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE 2014 401k membership
Total participants, beginning-of-year2014-01-0122
Total number of active participants reported on line 7a of the Form 55002014-01-0116
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0121
Number of participants with account balances2014-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE 2013 401k membership
Total participants, beginning-of-year2013-01-0122
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0121
Number of participants with account balances2013-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE 2012 401k membership
Total participants, beginning-of-year2012-01-0123
Total number of active participants reported on line 7a of the Form 55002012-01-0119
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0124
Number of participants with account balances2012-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE 2011 401k membership
Total participants, beginning-of-year2011-01-0131
Total number of active participants reported on line 7a of the Form 55002011-01-0124
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0132
Number of participants with account balances2011-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE 2010 401k membership
Total participants, beginning-of-year2010-01-0131
Total number of active participants reported on line 7a of the Form 55002010-01-0122
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0131
Number of participants with account balances2010-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE 2009 401k membership
Total participants, beginning-of-year2009-01-0132
Total number of active participants reported on line 7a of the Form 55002009-01-0121
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0131
Number of participants with account balances2009-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE

Measure Date Value
2014 : WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$348,641
Expenses. Total of all expenses incurred2014-12-31$97,188
Benefits paid (including direct rollovers)2014-12-31$96,812
Total plan assets at end of year2014-12-31$2,934,272
Total plan assets at beginning of year2014-12-31$2,682,819
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$98,422
Expenses. Other expenses not covered elsewhere2014-12-31$376
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$170,912
Net income (gross income less expenses)2014-12-31$251,453
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,934,272
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,682,819
Assets. Value of participant loans2014-12-31$81,116
Total contributions received or receivable from employer(s)2014-12-31$79,307
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE 2013 401k financial data
Total income from all sources2013-12-31$631,183
Expenses. Total of all expenses incurred2013-12-31$232,907
Benefits paid (including direct rollovers)2013-12-31$232,561
Total plan assets at end of year2013-12-31$2,682,819
Total plan assets at beginning of year2013-12-31$2,284,543
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$110,186
Expenses. Other expenses not covered elsewhere2013-12-31$346
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$424,372
Net income (gross income less expenses)2013-12-31$398,276
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,682,819
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,284,543
Assets. Value of participant loans2013-12-31$85,214
Total contributions received or receivable from employer(s)2013-12-31$96,625
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE 2012 401k financial data
Total income from all sources2012-12-31$353,719
Expenses. Total of all expenses incurred2012-12-31$297,773
Benefits paid (including direct rollovers)2012-12-31$295,039
Total plan assets at end of year2012-12-31$2,284,543
Total plan assets at beginning of year2012-12-31$2,228,597
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$78,708
Expenses. Other expenses not covered elsewhere2012-12-31$2,734
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$212,695
Net income (gross income less expenses)2012-12-31$55,946
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,284,543
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,228,597
Assets. Value of participant loans2012-12-31$108,560
Total contributions received or receivable from employer(s)2012-12-31$62,316
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE 2011 401k financial data
Total income from all sources2011-12-31$71,394
Expenses. Total of all expenses incurred2011-12-31$67,734
Benefits paid (including direct rollovers)2011-12-31$64,208
Total plan assets at end of year2011-12-31$2,228,596
Total plan assets at beginning of year2011-12-31$2,224,936
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$82,945
Other income received2011-12-31$-93,066
Net income (gross income less expenses)2011-12-31$3,660
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,228,596
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,224,936
Assets. Value of participant loans2011-12-31$87,582
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$9,456
Total contributions received or receivable from employer(s)2011-12-31$81,515
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,526
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE 2010 401k financial data
Total income from all sources2010-12-31$386,604
Expenses. Total of all expenses incurred2010-12-31$122,798
Benefits paid (including direct rollovers)2010-12-31$118,882
Total plan assets at end of year2010-12-31$2,224,936
Total plan assets at beginning of year2010-12-31$1,961,130
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$80,667
Other income received2010-12-31$226,967
Net income (gross income less expenses)2010-12-31$263,806
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,224,936
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,961,130
Assets. Value of participant loans2010-12-31$97,484
Total contributions received or receivable from employer(s)2010-12-31$78,970
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$3,916
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE

2014: WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WEEMS, SCHIMPF, HAINES, LANDRY, SHEMWELL & MOORE 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-830402
Policy instance 1
Insurance contract or identification numberGA-830402
Number of Individuals Covered20
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,895
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,852
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES & ASSOC INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-830402
Policy instance 1
Insurance contract or identification numberGA-830402
Number of Individuals Covered21
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,610
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,056
Insurance broker organization code?3
Insurance broker nameMORGAN KEEGAN & CO INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-830402
Policy instance 1
Insurance contract or identification numberGA-830402
Number of Individuals Covered19
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $21,782
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,782
Insurance broker organization code?3
Insurance broker nameMORGAN KEEGAN & CO INC

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