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SHEEHY, WARE & PAPPAS, P.C. 401k Plan overview

Plan NameSHEEHY, WARE & PAPPAS, P.C.
Plan identification number 001

SHEEHY, WARE & PAPPAS, P.C. 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(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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

SHEEHY, WARE & PAPPAS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:SHEEHY, WARE & PAPPAS, P.C.
Employer identification number (EIN):760238937
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about SHEEHY, WARE & PAPPAS, P.C.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1987-12-31
Company Identification Number: 0091270402
Legal Registered Office Address: 909 FANNIN ST STE 2500 ATT: KEN BROSCH

HOUSTON
United States of America (USA)
77010

More information about SHEEHY, WARE & PAPPAS, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEEHY, WARE & PAPPAS, P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LOTUS REN2024-09-30 LOTUS REN2024-09-30
0012022-01-01LOTUS REN2023-07-17 LOTUS REN2023-07-17
0012021-01-01KAYCI AVANT2022-06-16
0012020-01-01STEVE GRUBBS2021-07-22 STEVE GRUBBS2021-07-22
0012019-01-01STEVE GRUBBS2020-11-10 STEVE GRUBBS2020-11-10
0012018-01-01KEN BROSCH2019-07-15 STEVEN GRUBBS2019-07-15
0012017-01-01STEVEN GRUBBS2018-07-11 STEVEN GRUBBS2018-07-11
0012016-01-01R. EDWARD PERKINS2017-07-11
0012015-01-01EDWARD PERKINS PRISCILLA LOPEZ2016-07-15
0012014-01-012015-07-15
0012014-01-012015-07-14
0012014-01-012015-07-14
0012014-01-01PRISCILLA LOPEZ
0012013-01-01R. EDWARD PERKINS R. EDWARD PERKINS2014-07-14
0012012-01-01R. EDWARD PERKINS R. EDWARD PERKINS2013-07-08
0012011-01-01R. EDWARD PERKINS R. EDWARD PERKINS2012-07-25
0012010-01-01R.EDWARD PERKINS R. EDWARD PERKINS2011-10-03
0012009-01-01RAYMOND A. NEUER RAYMOND A. NEUER2010-07-13

Plan Statistics for SHEEHY, WARE & PAPPAS, P.C.

401k plan membership statisitcs for SHEEHY, WARE & PAPPAS, P.C.

Measure Date Value
2015: SHEEHY, WARE & PAPPAS, P.C. 2015 401k membership
Total participants, beginning-of-year2015-01-0144
Total number of active participants reported on line 7a of the Form 55002015-01-0129
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0143
Number of participants with account balances2015-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SHEEHY, WARE & PAPPAS, P.C. 2014 401k membership
Total participants, beginning-of-year2014-01-0147
Total number of active participants reported on line 7a of the Form 55002014-01-0132
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0144
Number of participants with account balances2014-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SHEEHY, WARE & PAPPAS, P.C. 2013 401k membership
Total participants, beginning-of-year2013-01-0149
Total number of active participants reported on line 7a of the Form 55002013-01-0135
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-0147
Number of participants with account balances2013-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: SHEEHY, WARE & PAPPAS, P.C. 2012 401k membership
Total participants, beginning-of-year2012-01-0149
Total number of active participants reported on line 7a of the Form 55002012-01-0138
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-0149
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: SHEEHY, WARE & PAPPAS, P.C. 2011 401k membership
Total participants, beginning-of-year2011-01-0150
Total number of active participants reported on line 7a of the Form 55002011-01-0137
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-0149
Number of participants with account balances2011-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: SHEEHY, WARE & PAPPAS, P.C. 2010 401k membership
Total participants, beginning-of-year2010-01-0153
Total number of active participants reported on line 7a of the Form 55002010-01-0138
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 participants2010-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-0150
Number of participants with account balances2010-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SHEEHY, WARE & PAPPAS, P.C. 2009 401k membership
Total participants, beginning-of-year2009-01-0152
Total number of active participants reported on line 7a of the Form 55002009-01-0138
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-0153
Number of participants with account balances2009-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on SHEEHY, WARE & PAPPAS, P.C.

Measure Date Value
2015 : SHEEHY, WARE & PAPPAS, P.C. 2015 401k financial data
Total income from all sources2015-12-31$274,554
Expenses. Total of all expenses incurred2015-12-31$216,853
Benefits paid (including direct rollovers)2015-12-31$216,765
Total plan assets at end of year2015-12-31$6,468,649
Total plan assets at beginning of year2015-12-31$6,410,948
Value of fidelity bond covering the plan2015-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$88
Other income received2015-12-31$-86,596
Net income (gross income less expenses)2015-12-31$57,701
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,468,649
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,410,948
Total contributions received or receivable from employer(s)2015-12-31$361,150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SHEEHY, WARE & PAPPAS, P.C. 2014 401k financial data
Total income from all sources2014-12-31$771,553
Expenses. Total of all expenses incurred2014-12-31$478,757
Benefits paid (including direct rollovers)2014-12-31$478,704
Total plan assets at end of year2014-12-31$6,410,948
Total plan assets at beginning of year2014-12-31$6,118,152
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$371,814
Net income (gross income less expenses)2014-12-31$292,796
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,410,948
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,118,152
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$399,739
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$53
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$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 : SHEEHY, WARE & PAPPAS, P.C. 2013 401k financial data
Total income from all sources2013-12-31$1,272,907
Expenses. Total of all expenses incurred2013-12-31$2,648,351
Benefits paid (including direct rollovers)2013-12-31$2,648,319
Total plan assets at end of year2013-12-31$6,118,152
Total plan assets at beginning of year2013-12-31$7,493,596
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$32
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$861,778
Net income (gross income less expenses)2013-12-31$-1,375,444
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,118,152
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$7,493,596
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$411,129
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$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 : SHEEHY, WARE & PAPPAS, P.C. 2012 401k financial data
Total income from all sources2012-12-31$1,013,990
Expenses. Total of all expenses incurred2012-12-31$92,221
Benefits paid (including direct rollovers)2012-12-31$92,215
Total plan assets at end of year2012-12-31$7,493,596
Total plan assets at beginning of year2012-12-31$6,571,827
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$6
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$645,677
Net income (gross income less expenses)2012-12-31$921,769
Net plan assets at end of year (total assets less liabilities)2012-12-31$7,493,596
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,571,827
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$368,313
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$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 : SHEEHY, WARE & PAPPAS, P.C. 2011 401k financial data
Total income from all sources2011-12-31$282,775
Expenses. Total of all expenses incurred2011-12-31$69,972
Benefits paid (including direct rollovers)2011-12-31$69,972
Total plan assets at end of year2011-12-31$6,571,827
Total plan assets at beginning of year2011-12-31$6,359,024
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-91,937
Net income (gross income less expenses)2011-12-31$212,803
Net plan assets at end of year (total assets less liabilities)2011-12-31$6,571,827
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$6,359,024
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$374,712
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : SHEEHY, WARE & PAPPAS, P.C. 2010 401k financial data
Total income from all sources2010-12-31$1,146,712
Expenses. Total of all expenses incurred2010-12-31$1,973,390
Benefits paid (including direct rollovers)2010-12-31$1,973,390
Total plan assets at end of year2010-12-31$6,359,024
Total plan assets at beginning of year2010-12-31$7,172,652
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$770,880
Net income (gross income less expenses)2010-12-31$-826,678
Net plan assets at end of year (total assets less liabilities)2010-12-31$6,359,024
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$7,172,652
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$375,832
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : SHEEHY, WARE & PAPPAS, P.C. 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for SHEEHY, WARE & PAPPAS, P.C.

2015: SHEEHY, WARE & PAPPAS, P.C. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHEEHY, WARE & PAPPAS, P.C. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHEEHY, WARE & PAPPAS, P.C. 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHEEHY, WARE & PAPPAS, P.C. 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHEEHY, WARE & PAPPAS, P.C. 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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SHEEHY, WARE & PAPPAS, P.C. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SHEEHY, WARE & PAPPAS, P.C. 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 is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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