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SHEEHY, WARE & PAPPAS, P.C. 401(K) PLAN 401k Plan overview

Plan NameSHEEHY, WARE & PAPPAS, P.C. 401(K) PLAN
Plan identification number 002

SHEEHY, WARE & PAPPAS, P.C. 401(K) PLAN 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.
  • 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. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01LOTUS REN2024-09-30 LOTUS REN2024-09-30
0022022-01-01LOTUS REN2023-07-17 LOTUS REN2023-07-17
0022021-01-01KAYCI AVANT2022-06-16
0022020-01-01STEVE GRUBBS2021-07-22 STEVE GRUBBS2021-07-22
0022019-01-01STEVE GRUBBS2020-11-10 STEVE GRUBBS2020-11-10
0022018-01-01KEN BROSCH2019-07-15 STEVEN GRUBBS2019-07-15
0022017-01-01STEVEN GRUBBS2018-07-11 STEVEN GRUBBS2018-07-11
0022016-01-01R. EDWARD PERKINS2017-07-11 R. EDWARD PERKINS2017-07-11
0022015-01-01EDWARD PERKINS PRISCILLA LOPEZ2016-07-15
0022014-01-012015-07-14
0022014-01-012015-07-14
0022014-01-01PRISCILLA LOPEZ
0022014-01-012015-07-14
0022014-01-012015-07-15
0022013-01-01R. EDWARD PERKINS R. EDWARD PERKINS2014-07-14
0022012-01-01R. EDWARD PERKINS
0022011-01-01R. EDWARD PERKINS R. EDWARD PERKINS2012-07-25
0022009-01-01RAYMOND A. NEUER RAYMOND A. NEUER2010-07-13

Plan Statistics for SHEEHY, WARE & PAPPAS, P.C. 401(K) PLAN

401k plan membership statisitcs for SHEEHY, WARE & PAPPAS, P.C. 401(K) PLAN

Measure Date Value
2015: SHEEHY, WARE & PAPPAS, P.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0167
Total number of active participants reported on line 7a of the Form 55002015-01-0141
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0164
Number of participants with account balances2015-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: SHEEHY, WARE & PAPPAS, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0168
Total number of active participants reported on line 7a of the Form 55002014-01-0145
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0167
Number of participants with account balances2014-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: SHEEHY, WARE & PAPPAS, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0167
Total number of active participants reported on line 7a of the Form 55002013-01-0149
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0168
Number of participants with account balances2013-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: SHEEHY, WARE & PAPPAS, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0166
Total number of active participants reported on line 7a of the Form 55002012-01-0148
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0167
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: SHEEHY, WARE & PAPPAS, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0168
Total number of active participants reported on line 7a of the Form 55002011-01-0149
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-0166
Number of participants with account balances2011-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: SHEEHY, WARE & PAPPAS, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0166
Total number of active participants reported on line 7a of the Form 55002009-01-0144
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-0166
Number of participants with account balances2009-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on SHEEHY, WARE & PAPPAS, P.C. 401(K) PLAN

Measure Date Value
2015 : SHEEHY, WARE & PAPPAS, P.C. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$466,247
Expenses. Total of all expenses incurred2015-12-31$495,171
Benefits paid (including direct rollovers)2015-12-31$462,163
Total plan assets at end of year2015-12-31$5,789,939
Total plan assets at beginning of year2015-12-31$5,818,863
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$388,378
Expenses. Other expenses not covered elsewhere2015-12-31$149
Contributions received from other sources (not participants or employers)2015-12-31$430
Other income received2015-12-31$-56,453
Net income (gross income less expenses)2015-12-31$-28,924
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,789,939
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,818,863
Assets. Value of participant loans2015-12-31$92,066
Total contributions received or receivable from employer(s)2015-12-31$133,892
Value of certain deemed distributions of participant loans2015-12-31$32,859
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. 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$832,856
Expenses. Total of all expenses incurred2014-12-31$270,341
Benefits paid (including direct rollovers)2014-12-31$246,049
Total plan assets at end of year2014-12-31$5,818,863
Total plan assets at beginning of year2014-12-31$5,256,348
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$381,261
Expenses. Other expenses not covered elsewhere2014-12-31$67
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$324,857
Net income (gross income less expenses)2014-12-31$562,515
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,818,863
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,256,348
Assets. Value of participant loans2014-12-31$117,630
Total contributions received or receivable from employer(s)2014-12-31$126,738
Value of certain deemed distributions of participant loans2014-12-31$24,225
Value of corrective distributions2014-12-31$0
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. 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,177,308
Expenses. Total of all expenses incurred2013-12-31$148,403
Benefits paid (including direct rollovers)2013-12-31$147,158
Total plan assets at end of year2013-12-31$5,256,348
Total plan assets at beginning of year2013-12-31$4,227,443
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$345,067
Expenses. Other expenses not covered elsewhere2013-12-31$30
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$712,474
Net income (gross income less expenses)2013-12-31$1,028,905
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,256,348
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,227,443
Assets. Value of participant loans2013-12-31$122,561
Total contributions received or receivable from employer(s)2013-12-31$119,767
Value of certain deemed distributions of participant loans2013-12-31$1,215
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. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$832,671
Expenses. Total of all expenses incurred2012-12-31$339,008
Benefits paid (including direct rollovers)2012-12-31$328,782
Total plan assets at end of year2012-12-31$4,227,443
Total plan assets at beginning of year2012-12-31$3,733,780
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$318,881
Expenses. Other expenses not covered elsewhere2012-12-31$5
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$398,281
Net income (gross income less expenses)2012-12-31$493,663
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,227,443
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,733,780
Assets. Value of participant loans2012-12-31$76,788
Total contributions received or receivable from employer(s)2012-12-31$115,509
Value of certain deemed distributions of participant loans2012-12-31$10,221
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. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$493,179
Expenses. Total of all expenses incurred2011-12-31$128,445
Benefits paid (including direct rollovers)2011-12-31$116,874
Total plan assets at end of year2011-12-31$3,733,780
Total plan assets at beginning of year2011-12-31$3,369,048
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$301,629
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$29,602
Other income received2011-12-31$56,085
Net income (gross income less expenses)2011-12-31$364,734
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,733,780
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,369,048
Assets. Value of participant loans2011-12-31$115,545
Total contributions received or receivable from employer(s)2011-12-31$105,863
Value of certain deemed distributions of participant loans2011-12-31$11,571
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. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$693,255
Expenses. Total of all expenses incurred2010-12-31$359,700
Benefits paid (including direct rollovers)2010-12-31$359,700
Total plan assets at end of year2010-12-31$3,369,048
Total plan assets at beginning of year2010-12-31$3,035,493
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$282,663
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$42,374
Other income received2010-12-31$265,625
Net income (gross income less expenses)2010-12-31$333,555
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,369,048
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,035,493
Assets. Value of participant loans2010-12-31$135,353
Total contributions received or receivable from employer(s)2010-12-31$102,593
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
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. 401(K) PLAN 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. 401(K) PLAN

2015: SHEEHY, WARE & PAPPAS, P.C. 401(K) PLAN 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. 401(K) PLAN 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. 401(K) PLAN 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. 401(K) PLAN 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. 401(K) PLAN 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
2009: SHEEHY, WARE & PAPPAS, P.C. 401(K) PLAN 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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