401k Plan data: LOCKITCH, CLEMENTS & RICE 401(K) PLAN plan

LOCKITCH, CLEMENTS & RICE 401(K) PLAN 401k Plan overview

Plan Name	LOCKITCH, CLEMENTS & RICE 401(K) PLAN
Plan identification number	001

LOCKITCH, CLEMENTS & RICE 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

LOCKITCH, CLEMENTS & RICE, P.S. has sponsored the creation of one or more 401k plans.

Company Name: LOCKITCH, CLEMENTS & RICE, P.S.

Employer identification number (EIN): 910903661

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

Additional information about LOCKITCH, CLEMENTS & RICE, P.S.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1973-06-29

Company Identification Number: 600108699

Legal Registered Office Address: 100 LAKE CHELAN SHORES DR UNIT 17-12

CHELAN
United States of America (USA)
988169868

More information about LOCKITCH, CLEMENTS & RICE, P.S.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCKITCH, CLEMENTS & RICE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 KENNETH CLENIN
001 2013-01-01 KENNETH L CLENIN
001 2012-01-01 KENNETH CLENIN
001 2011-01-01 KENNETH CLENIN
001 2010-01-01 KENNETH CLENIN
001 2009-01-01 KENNETH CLENIN KENNETH CLENIN 2010-09-27

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	KENNETH CLENIN
001	2013-01-01	KENNETH L CLENIN
001	2012-01-01	KENNETH CLENIN
001	2011-01-01	KENNETH CLENIN
001	2010-01-01	KENNETH CLENIN
001	2009-01-01	KENNETH CLENIN	KENNETH CLENIN	2010-09-27

Plan Statistics for LOCKITCH, CLEMENTS & RICE 401(K) PLAN

401k plan membership statisitcs for LOCKITCH, CLEMENTS & RICE 401(K) PLAN

Measure Date Value
2014: LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 5
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
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 5
Total of all active and inactive participants 2012-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 16
Number of participants with account balances 2012-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
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 4
Total of all active and inactive participants 2011-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 23
Number of participants with account balances 2011-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 21
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 4
Total of all active and inactive participants 2010-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 25
Number of participants with account balances 2010-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 20
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 6
Total of all active and inactive participants 2009-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 26
Number of participants with account balances 2009-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	5
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
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	5
Total of all active and inactive participants	2012-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	16
Number of participants with account balances	2012-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
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	4
Total of all active and inactive participants	2011-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	23
Number of participants with account balances	2011-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	21
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	4
Total of all active and inactive participants	2010-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	25
Number of participants with account balances	2010-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	20
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	6
Total of all active and inactive participants	2009-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	26
Number of participants with account balances	2009-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LOCKITCH, CLEMENTS & RICE 401(K) PLAN

Measure	Date	Value
2014 : LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-09-30	$0
Total plan liabilities at beginning of year	2014-09-30	$0
Total income from all sources	2014-09-30	$22,375
Expenses. Total of all expenses incurred	2014-09-30	$1,507,084
Benefits paid (including direct rollovers)	2014-09-30	$1,506,234
Total plan assets at end of year	2014-09-30	$0
Total plan assets at beginning of year	2014-09-30	$1,484,709
Value of fidelity bond covering the plan	2014-09-30	$350,000
Other income received	2014-09-30	$22,375
Net income (gross income less expenses)	2014-09-30	$-1,484,709
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$1,484,709
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$850
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
2013 : LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$286,724
Expenses. Total of all expenses incurred	2013-12-31	$190,355
Benefits paid (including direct rollovers)	2013-12-31	$190,305
Total plan assets at end of year	2013-12-31	$1,484,709
Total plan assets at beginning of year	2013-12-31	$1,388,340
Value of fidelity bond covering the plan	2013-12-31	$350,000
Other income received	2013-12-31	$286,724
Net income (gross income less expenses)	2013-12-31	$96,369
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,484,709
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,388,340
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$50
2012 : LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$196,096
Expenses. Total of all expenses incurred	2012-12-31	$1,610,593
Benefits paid (including direct rollovers)	2012-12-31	$1,610,583
Total plan assets at end of year	2012-12-31	$1,388,340
Total plan assets at beginning of year	2012-12-31	$2,802,837
Value of fidelity bond covering the plan	2012-12-31	$350,000
Other income received	2012-12-31	$196,096
Net income (gross income less expenses)	2012-12-31	$-1,414,497
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,388,340
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,802,837
Assets. Value of participant loans	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$10
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$156,466
Expenses. Total of all expenses incurred	2011-12-31	$66,509
Benefits paid (including direct rollovers)	2011-12-31	$66,156
Total plan assets at end of year	2011-12-31	$2,802,837
Total plan assets at beginning of year	2011-12-31	$2,712,880
Value of fidelity bond covering the plan	2011-12-31	$350,000
Total contributions received or receivable from participants	2011-12-31	$91,256
Other income received	2011-12-31	$-4,701
Net income (gross income less expenses)	2011-12-31	$89,957
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,802,837
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,712,880
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$69,911
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$353
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$551,067
Expenses. Total of all expenses incurred	2010-12-31	$755,197
Benefits paid (including direct rollovers)	2010-12-31	$754,917
Total plan assets at end of year	2010-12-31	$2,712,880
Total plan assets at beginning of year	2010-12-31	$2,917,010
Value of fidelity bond covering the plan	2010-12-31	$350,000
Total contributions received or receivable from participants	2010-12-31	$115,536
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$353,338
Net income (gross income less expenses)	2010-12-31	$-204,130
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,712,880
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,917,010
Assets. Value of participant loans	2010-12-31	$9,179
Total contributions received or receivable from employer(s)	2010-12-31	$82,193
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : LOCKITCH, CLEMENTS & RICE 401(K) PLAN 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

Form 5500 Responses for LOCKITCH, CLEMENTS & RICE 401(K) PLAN

2014: LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: LOCKITCH, CLEMENTS & RICE 401(K) PLAN 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: LOCKITCH, CLEMENTS & RICE 401(K) PLAN 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: LOCKITCH, CLEMENTS & RICE 401(K) PLAN 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: LOCKITCH, CLEMENTS & RICE 401(K) 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: LOCKITCH, CLEMENTS & RICE 401(K) 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

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Company Name:	LOCKITCH, CLEMENTS & RICE, P.S.
Employer identification number (EIN):	910903661
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1973-06-29
Company Identification Number:	600108699
Legal Registered Office Address:	100 LAKE CHELAN SHORES DR UNIT 17-12 CHELAN United States of America (USA) 988169868