SHADLE & WALSMA, PLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WESTOVER, SHADLE & WALSMA, PLC 401K PLAN
Measure | Date | Value |
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2011: WESTOVER, SHADLE & WALSMA, PLC 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
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 | 0 |
Total of all active and inactive participants | 2011-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 8 |
Number of participants with account balances | 2011-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: WESTOVER, SHADLE & WALSMA, PLC 401K PLAN 2010 401k membership |
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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 | 8 |
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 | 0 |
Total of all active and inactive participants | 2010-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 8 |
Number of participants with account balances | 2010-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: WESTOVER, SHADLE & WALSMA, PLC 401K PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
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 | 1 |
Total of all active and inactive participants | 2009-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 10 |
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 | 1 |
Measure | Date | Value |
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2011 : WESTOVER, SHADLE & WALSMA, PLC 401K PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-28,983 |
Expenses. Total of all expenses incurred | 2011-12-31 | $39,486 |
Benefits paid (including direct rollovers) | 2011-12-31 | $31,820 |
Total plan assets at end of year | 2011-12-31 | $669,042 |
Total plan assets at beginning of year | 2011-12-31 | $731,945 |
Total contributions received or receivable from participants | 2011-12-31 | $71,648 |
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 | $-107,564 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $-68,469 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $669,042 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $731,945 |
Assets. Value of participant loans | 2011-12-31 | $5,315 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $6,933 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $5,315 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,351 |
2010 : WESTOVER, SHADLE & WALSMA, PLC 401K PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $9,786 |
Total income from all sources | 2010-12-31 | $13,742 |
Expenses. Total of all expenses incurred | 2010-12-31 | $11,400 |
Benefits paid (including direct rollovers) | 2010-12-31 | $9,786 |
Total plan assets at end of year | 2010-12-31 | $731,945 |
Total plan assets at beginning of year | 2010-12-31 | $724,576 |
Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
Total contributions received or receivable from participants | 2010-12-31 | $72,800 |
Assets. Value of loans (other than to participants) | 2010-12-31 | $1,268 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $-66,466 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $2,342 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $731,945 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $724,576 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $7,408 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,614 |
2011: WESTOVER, SHADLE & WALSMA, PLC 401K PLAN 2011 form 5500 responses |
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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: WESTOVER, SHADLE & WALSMA, PLC 401K PLAN 2010 form 5500 responses |
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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: WESTOVER, SHADLE & WALSMA, PLC 401K PLAN 2009 form 5500 responses |
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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 |
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