401k Plan data: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN plan

YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN
Plan identification number	005

YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
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

YANARI WATSON MCGAUGHEY PC has sponsored the creation of one or more 401k plans.

Company Name: YANARI WATSON MCGAUGHEY PC

Employer identification number (EIN): 840805144

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2011-05-01 G. LANCE MCGAUGHEY
005 2010-05-01 G. LANCE MCGAUGHEY
005 2009-05-01 G. LANCE MCGAUGHEY
005 2009-05-01 G. LANCE MCGAUGHEY

Plan id#	Filing Submission Date	Name of Administrator
005	2011-05-01	G. LANCE MCGAUGHEY
005	2010-05-01	G. LANCE MCGAUGHEY
005	2009-05-01	G. LANCE MCGAUGHEY
005	2009-05-01	G. LANCE MCGAUGHEY

Plan Statistics for YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN

401k plan membership statisitcs for YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN

Measure Date Value
2011: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-05-01 16
Total number of active participants reported on line 7a of the Form 5500 2011-05-01 12
Number of other retired or separated participants entitled to future benefits 2011-05-01 3
Total of all active and inactive participants 2011-05-01 15
Total participants 2011-05-01 15
Number of participants with account balances 2011-05-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-05-01 0
2010: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-05-01 17
Total number of active participants reported on line 7a of the Form 5500 2010-05-01 12
Number of other retired or separated participants entitled to future benefits 2010-05-01 7
Total of all active and inactive participants 2010-05-01 19
Total participants 2010-05-01 19
Number of participants with account balances 2010-05-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-05-01 1
2009: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-05-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-05-01 11
Number of other retired or separated participants entitled to future benefits 2009-05-01 8
Total of all active and inactive participants 2009-05-01 19
Total participants 2009-05-01 19
Number of participants with account balances 2009-05-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-05-01 1

Measure	Date	Value
2011: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-05-01	16
Total number of active participants reported on line 7a of the Form 5500	2011-05-01	12
Number of other retired or separated participants entitled to future benefits	2011-05-01	3
Total of all active and inactive participants	2011-05-01	15
Total participants	2011-05-01	15
Number of participants with account balances	2011-05-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-05-01	0
2010: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-05-01	17
Total number of active participants reported on line 7a of the Form 5500	2010-05-01	12
Number of other retired or separated participants entitled to future benefits	2010-05-01	7
Total of all active and inactive participants	2010-05-01	19
Total participants	2010-05-01	19
Number of participants with account balances	2010-05-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-05-01	1
2009: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-05-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-05-01	11
Number of other retired or separated participants entitled to future benefits	2009-05-01	8
Total of all active and inactive participants	2009-05-01	19
Total participants	2009-05-01	19
Number of participants with account balances	2009-05-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-05-01	1

Financial Data on YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN

Measure	Date	Value
2012 : YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-04-30	$-138,088
Expenses. Total of all expenses incurred	2012-04-30	$45,362
Benefits paid (including direct rollovers)	2012-04-30	$45,327
Total plan assets at end of year	2012-04-30	$2,126,717
Total plan assets at beginning of year	2012-04-30	$2,310,168
Value of fidelity bond covering the plan	2012-04-30	$250,000
Total contributions received or receivable from participants	2012-04-30	$76,883
Other income received	2012-04-30	$-250,760
Net income (gross income less expenses)	2012-04-30	$-183,450
Net plan assets at end of year (total assets less liabilities)	2012-04-30	$2,126,717
Net plan assets at beginning of year (total assets less liabilities)	2012-04-30	$2,310,168
Total contributions received or receivable from employer(s)	2012-04-30	$35,789
Expenses. Administrative service providers (salaries,fees and commissions)	2012-04-30	$35
2011 : YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-04-30	$407,761
Expenses. Total of all expenses incurred	2011-04-30	$190,975
Benefits paid (including direct rollovers)	2011-04-30	$190,940
Total plan assets at end of year	2011-04-30	$2,310,168
Total plan assets at beginning of year	2011-04-30	$2,093,382
Value of fidelity bond covering the plan	2011-04-30	$250,000
Total contributions received or receivable from participants	2011-04-30	$74,677
Other income received	2011-04-30	$297,668
Net income (gross income less expenses)	2011-04-30	$216,786
Net plan assets at end of year (total assets less liabilities)	2011-04-30	$2,310,168
Net plan assets at beginning of year (total assets less liabilities)	2011-04-30	$2,093,382
Total contributions received or receivable from employer(s)	2011-04-30	$35,416
Expenses. Administrative service providers (salaries,fees and commissions)	2011-04-30	$35

Form 5500 Responses for YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN

2011: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-05-01	Type of plan entity	Single employer plan
2011-05-01	Plan funding arrangement – Trust	Yes
2011-05-01	Plan benefit arrangement - Trust	Yes
2010: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-05-01	Type of plan entity	Single employer plan
2010-05-01	Plan funding arrangement – Trust	Yes
2010-05-01	Plan benefit arrangement - Trust	Yes
2009: YANARI WATSON MCGAUGHEY PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-05-01	Type of plan entity	Single employer plan
2009-05-01	Submission has been amended	Yes
2009-05-01	This submission is the final filing	No
2009-05-01	Plan funding arrangement – Trust	Yes
2009-05-01	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:	YANARI WATSON MCGAUGHEY PC
Employer identification number (EIN):	840805144
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants