Plan Name | AV SCHWAN & ASSOCIATES, INC PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | AV SCHWAN & ASSOCIATES, INC |
Employer identification number (EIN): | 860263457 |
NAIC Classification: | 541330 |
NAIC Description: | Engineering Services |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2010-01-01 | STEPHEN SCHWAN | STEPHEN SCHWAN | 2011-09-06 | |
001 | 2009-01-01 | STEPHEN A. SCHWAN | STEPHEN A. SCHWAN | 2010-07-08 |
Measure | Date | Value |
---|---|---|
2010: AV SCHWAN & ASSOCIATES, INC PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 2 |
Total participants | 2010-01-01 | 2 |
2009: AV SCHWAN & ASSOCIATES, INC PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 12 |
Total participants | 2009-01-01 | 12 |
Number of participants with account balances | 2009-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2010 : AV SCHWAN & ASSOCIATES, INC PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $14,704 |
Expenses. Total of all expenses incurred | 2010-12-31 | $131,045 |
Total plan assets at end of year | 2010-12-31 | $531,199 |
Total plan assets at beginning of year | 2010-12-31 | $647,540 |
Value of fidelity bond covering the plan | 2010-12-31 | $70,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $131,045 |
Other income received | 2010-12-31 | $14,704 |
Net income (gross income less expenses) | 2010-12-31 | $-116,341 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $531,199 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $647,540 |
2010: AV SCHWAN & ASSOCIATES, INC PROFIT SHARING PLAN 2010 form 5500 responses | ||
---|---|---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
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: AV SCHWAN & ASSOCIATES, INC PROFIT SHARING PLAN 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 |