401k Plan data: NELSON, FRAZIER & SHEOREY, INC 401(K) PLAN & TRUST plan

NELSON, FRAZIER & SHEOREY, INC 401(K) PLAN & TRUST 401k Plan overview

Plan Name	NELSON, FRAZIER & SHEOREY, INC 401(K) PLAN & TRUST
Plan identification number	001

NELSON, FRAZIER & SHEOREY, INC 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined 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.
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

NELSON, FRAZIER AND SHEOREY, INC. has sponsored the creation of one or more 401k plans.

Company Name: NELSON, FRAZIER AND SHEOREY, INC.

Employer identification number (EIN): 731119791

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NELSON, FRAZIER & SHEOREY, INC 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2010-01-01 SUREKHA SHEOREY, CPA
001 2009-01-01 SUREKHA SHEOREY C.P.A.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2010-01-01	SUREKHA SHEOREY, CPA
001	2009-01-01	SUREKHA SHEOREY C.P.A.

Plan Statistics for NELSON, FRAZIER & SHEOREY, INC 401(K) PLAN & TRUST

401k plan membership statisitcs for NELSON, FRAZIER & SHEOREY, INC 401(K) PLAN & TRUST

Measure Date Value
2010: NELSON, FRAZIER & SHEOREY, INC 401(K) PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 8
Number of participants with account balances 2010-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: NELSON, FRAZIER & SHEOREY, INC 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 12
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
2010: NELSON, FRAZIER & SHEOREY, INC 401(K) PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	8
Number of participants with account balances	2010-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: NELSON, FRAZIER & SHEOREY, INC 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	12
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

Financial Data on NELSON, FRAZIER & SHEOREY, INC 401(K) PLAN & TRUST

Measure	Date	Value
2010 : NELSON, FRAZIER & SHEOREY, INC 401(K) PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$74,602
Expenses. Total of all expenses incurred	2010-12-31	$96,190
Benefits paid (including direct rollovers)	2010-12-31	$91,206
Total plan assets at end of year	2010-12-31	$778,966
Total plan assets at beginning of year	2010-12-31	$800,554
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$55,020
Expenses. Other expenses not covered elsewhere	2010-12-31	$4,984
Other income received	2010-12-31	$-1,359
Net income (gross income less expenses)	2010-12-31	$-21,588
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$778,966
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$800,554
Assets. Value of participant loans	2010-12-31	$50,000
Total contributions received or receivable from employer(s)	2010-12-31	$20,941

Form 5500 Responses for NELSON, FRAZIER & SHEOREY, INC 401(K) PLAN & TRUST

2010: NELSON, FRAZIER & SHEOREY, INC 401(K) PLAN & TRUST 2010 form 5500 responses
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: NELSON, FRAZIER & SHEOREY, INC 401(K) PLAN & TRUST 2009 form 5500 responses
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

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	NELSON, FRAZIER AND SHEOREY, INC.
Employer identification number (EIN):	731119791
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants