HARRISON, WALDROP & UHEREK, L.L.P. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HARRISON, WALDROP & UHEREK, LLP PS & 401(K) PLAN
401k plan membership statisitcs for HARRISON, WALDROP & UHEREK, LLP PS & 401(K) PLAN
Measure | Date | Value |
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2012: HARRISON, WALDROP & UHEREK, LLP PS & 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 7 |
Total of all active and inactive participants | 2012-01-01 | 21 |
Total participants | 2012-01-01 | 21 |
Number of participants with account balances | 2012-01-01 | 21 |
2011: HARRISON, WALDROP & UHEREK, LLP PS & 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 7 |
Total of all active and inactive participants | 2011-01-01 | 22 |
Total participants | 2011-01-01 | 22 |
2009: HARRISON, WALDROP & UHEREK, LLP PS & 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 7 |
Total of all active and inactive participants | 2009-01-01 | 23 |
Total participants | 2009-01-01 | 23 |
Number of participants with account balances | 2009-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
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2012 : HARRISON, WALDROP & UHEREK, LLP PS & 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $207,497 |
Expenses. Total of all expenses incurred | 2012-12-31 | $9,200 |
Benefits paid (including direct rollovers) | 2012-12-31 | $244 |
Total plan assets at end of year | 2012-12-31 | $1,422,311 |
Total plan assets at beginning of year | 2012-12-31 | $1,224,014 |
Value of fidelity bond covering the plan | 2012-12-31 | $350,000 |
Total contributions received or receivable from participants | 2012-12-31 | $70,982 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $8,956 |
Other income received | 2012-12-31 | $98,175 |
Net income (gross income less expenses) | 2012-12-31 | $198,297 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,422,311 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,224,014 |
Assets. Value of participant loans | 2012-12-31 | $12,946 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $38,340 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : HARRISON, WALDROP & UHEREK, LLP PS & 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $37,948 |
Expenses. Total of all expenses incurred | 2011-12-31 | $71,023 |
Benefits paid (including direct rollovers) | 2011-12-31 | $59,632 |
Total plan assets at end of year | 2011-12-31 | $1,224,014 |
Total plan assets at beginning of year | 2011-12-31 | $1,257,089 |
Value of fidelity bond covering the plan | 2011-12-31 | $350,000 |
Total contributions received or receivable from participants | 2011-12-31 | $45,513 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $11,391 |
Other income received | 2011-12-31 | $-31,498 |
Net income (gross income less expenses) | 2011-12-31 | $-33,075 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,224,014 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,257,089 |
Assets. Value of participant loans | 2011-12-31 | $17,537 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $23,933 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : HARRISON, WALDROP & UHEREK, LLP PS & 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $185,173 |
Expenses. Total of all expenses incurred | 2010-12-31 | $210,902 |
Benefits paid (including direct rollovers) | 2010-12-31 | $198,252 |
Total plan assets at end of year | 2010-12-31 | $1,257,089 |
Total plan assets at beginning of year | 2010-12-31 | $1,282,818 |
Value of fidelity bond covering the plan | 2010-12-31 | $350,000 |
Total contributions received or receivable from participants | 2010-12-31 | $37,079 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $12,650 |
Other income received | 2010-12-31 | $120,922 |
Net income (gross income less expenses) | 2010-12-31 | $-25,729 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,257,089 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,282,818 |
Assets. Value of participant loans | 2010-12-31 | $24,779 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $27,172 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : HARRISON, WALDROP & UHEREK, LLP PS & 401(K) PLAN 2009 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |