Plan Name | SHEEHY, WARE & PAPPAS, P.C. |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | LOTUS REN | 2024-09-30 | LOTUS REN | 2024-09-30 |
001 | 2022-01-01 | LOTUS REN | 2023-07-17 | LOTUS REN | 2023-07-17 |
001 | 2021-01-01 | KAYCI AVANT | 2022-06-16 | ||
001 | 2020-01-01 | STEVE GRUBBS | 2021-07-22 | STEVE GRUBBS | 2021-07-22 |
001 | 2019-01-01 | STEVE GRUBBS | 2020-11-10 | STEVE GRUBBS | 2020-11-10 |
001 | 2018-01-01 | KEN BROSCH | 2019-07-15 | STEVEN GRUBBS | 2019-07-15 |
001 | 2017-01-01 | STEVEN GRUBBS | 2018-07-11 | STEVEN GRUBBS | 2018-07-11 |
001 | 2016-01-01 | R. EDWARD PERKINS | 2017-07-11 | ||
001 | 2015-01-01 | EDWARD PERKINS | PRISCILLA LOPEZ | 2016-07-15 | |
001 | 2014-01-01 | 2015-07-15 | |||
001 | 2014-01-01 | 2015-07-14 | |||
001 | 2014-01-01 | 2015-07-14 | |||
001 | 2014-01-01 | PRISCILLA LOPEZ | |||
001 | 2013-01-01 | R. EDWARD PERKINS | R. EDWARD PERKINS | 2014-07-14 | |
001 | 2012-01-01 | R. EDWARD PERKINS | R. EDWARD PERKINS | 2013-07-08 | |
001 | 2011-01-01 | R. EDWARD PERKINS | R. EDWARD PERKINS | 2012-07-25 | |
001 | 2010-01-01 | R.EDWARD PERKINS | R. EDWARD PERKINS | 2011-10-03 | |
001 | 2009-01-01 | RAYMOND A. NEUER | RAYMOND A. NEUER | 2010-07-13 |
Measure | Date | Value |
---|---|---|
2015: SHEEHY, WARE & PAPPAS, P.C. 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 13 |
Total of all active and inactive participants | 2015-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 43 |
Number of participants with account balances | 2015-01-01 | 43 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SHEEHY, WARE & PAPPAS, P.C. 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 12 |
Total of all active and inactive participants | 2014-01-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 44 |
Number of participants with account balances | 2014-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SHEEHY, WARE & PAPPAS, P.C. 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 10 |
Total of all active and inactive participants | 2013-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 47 |
Number of participants with account balances | 2013-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: SHEEHY, WARE & PAPPAS, P.C. 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 9 |
Total of all active and inactive participants | 2012-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 49 |
Number of participants with account balances | 2012-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: SHEEHY, WARE & PAPPAS, P.C. 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 37 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 9 |
Total of all active and inactive participants | 2011-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 49 |
Number of participants with account balances | 2011-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2010: SHEEHY, WARE & PAPPAS, P.C. 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 38 |
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 | 9 |
Total of all active and inactive participants | 2010-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 3 |
Total participants | 2010-01-01 | 50 |
Number of participants with account balances | 2010-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: SHEEHY, WARE & PAPPAS, P.C. 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 52 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 38 |
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 | 12 |
Total of all active and inactive participants | 2009-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 3 |
Total participants | 2009-01-01 | 53 |
Number of participants with account balances | 2009-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2015 : SHEEHY, WARE & PAPPAS, P.C. 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $274,554 |
Expenses. Total of all expenses incurred | 2015-12-31 | $216,853 |
Benefits paid (including direct rollovers) | 2015-12-31 | $216,765 |
Total plan assets at end of year | 2015-12-31 | $6,468,649 |
Total plan assets at beginning of year | 2015-12-31 | $6,410,948 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $88 |
Other income received | 2015-12-31 | $-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 securities | 2015-12-31 | $0 |
2014 : SHEEHY, WARE & PAPPAS, P.C. 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $771,553 |
Expenses. Total of all expenses incurred | 2014-12-31 | $478,757 |
Benefits paid (including direct rollovers) | 2014-12-31 | $478,704 |
Total plan assets at end of year | 2014-12-31 | $6,410,948 |
Total plan assets at beginning of year | 2014-12-31 | $6,118,152 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $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 loans | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $399,739 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $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 securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : SHEEHY, WARE & PAPPAS, P.C. 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $1,272,907 |
Expenses. Total of all expenses incurred | 2013-12-31 | $2,648,351 |
Benefits paid (including direct rollovers) | 2013-12-31 | $2,648,319 |
Total plan assets at end of year | 2013-12-31 | $6,118,152 |
Total plan assets at beginning of year | 2013-12-31 | $7,493,596 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $32 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $411,129 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : SHEEHY, WARE & PAPPAS, P.C. 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $1,013,990 |
Expenses. Total of all expenses incurred | 2012-12-31 | $92,221 |
Benefits paid (including direct rollovers) | 2012-12-31 | $92,215 |
Total plan assets at end of year | 2012-12-31 | $7,493,596 |
Total plan assets at beginning of year | 2012-12-31 | $6,571,827 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $6 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $368,313 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
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 : SHEEHY, WARE & PAPPAS, P.C. 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $282,775 |
Expenses. Total of all expenses incurred | 2011-12-31 | $69,972 |
Benefits paid (including direct rollovers) | 2011-12-31 | $69,972 |
Total plan assets at end of year | 2011-12-31 | $6,571,827 |
Total plan assets at beginning of year | 2011-12-31 | $6,359,024 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-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 loans | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $374,712 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
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 : SHEEHY, WARE & PAPPAS, P.C. 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $1,146,712 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,973,390 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,973,390 |
Total plan assets at end of year | 2010-12-31 | $6,359,024 |
Total plan assets at beginning of year | 2010-12-31 | $7,172,652 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $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 loans | 2010-12-31 | $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 securities | 2010-12-31 | $0 |
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 : 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 securities | 2009-12-31 | $0 |
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 |
2015: SHEEHY, WARE & PAPPAS, P.C. 2015 form 5500 responses | ||
---|---|---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SHEEHY, WARE & PAPPAS, P.C. 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SHEEHY, WARE & PAPPAS, P.C. 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SHEEHY, WARE & PAPPAS, P.C. 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SHEEHY, WARE & PAPPAS, P.C. 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: SHEEHY, WARE & PAPPAS, P.C. 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
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: SHEEHY, WARE & PAPPAS, P.C. 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 |