SPOONER & MUCH, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SPOONER & MUCH, P.C. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for SPOONER & MUCH, P.C. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2016: SPOONER & MUCH, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 12 |
Total participants | 2016-01-01 | 12 |
Number of participants with account balances | 2016-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SPOONER & MUCH, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 11 |
Number of participants with account balances | 2015-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SPOONER & MUCH, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 9 |
Total of all active and inactive participants | 2014-01-01 | 9 |
Total participants | 2014-01-01 | 9 |
Number of participants with account balances | 2014-01-01 | 9 |
2013: SPOONER & MUCH, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 9 |
Total of all active and inactive participants | 2013-01-01 | 9 |
Total participants | 2013-01-01 | 9 |
Number of participants with account balances | 2013-01-01 | 9 |
2012: SPOONER & MUCH, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 13 |
Total of all active and inactive participants | 2012-01-01 | 13 |
Total participants | 2012-01-01 | 13 |
Number of participants with account balances | 2012-01-01 | 13 |
2011: SPOONER & MUCH, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
Total of all active and inactive participants | 2011-01-01 | 12 |
Total participants | 2011-01-01 | 12 |
Number of participants with account balances | 2011-01-01 | 12 |
2009: SPOONER & MUCH, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 13 |
Total of all active and inactive participants | 2009-01-01 | 13 |
Total participants | 2009-01-01 | 13 |
Number of participants with account balances | 2009-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2016 : SPOONER & MUCH, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $81,913 |
Expenses. Total of all expenses incurred | 2016-12-31 | $2,831 |
Benefits paid (including direct rollovers) | 2016-12-31 | $2,831 |
Total plan assets at end of year | 2016-12-31 | $609,268 |
Total plan assets at beginning of year | 2016-12-31 | $530,186 |
Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
Total contributions received or receivable from participants | 2016-12-31 | $44,896 |
Other income received | 2016-12-31 | $18,132 |
Net income (gross income less expenses) | 2016-12-31 | $79,082 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $609,268 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $530,186 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $18,885 |
2015 : SPOONER & MUCH, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $64,629 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,084,738 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,084,738 |
Total plan assets at end of year | 2015-12-31 | $530,186 |
Total plan assets at beginning of year | 2015-12-31 | $1,550,295 |
Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
Total contributions received or receivable from participants | 2015-12-31 | $47,473 |
Other income received | 2015-12-31 | $-5,231 |
Net income (gross income less expenses) | 2015-12-31 | $-1,020,109 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $530,186 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,550,295 |
Assets. Value of participant loans | 2015-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $39,581 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $22,387 |
2014 : SPOONER & MUCH, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $251,844 |
Expenses. Total of all expenses incurred | 2014-12-31 | $945,800 |
Benefits paid (including direct rollovers) | 2014-12-31 | $945,800 |
Total plan assets at end of year | 2014-12-31 | $1,550,295 |
Total plan assets at beginning of year | 2014-12-31 | $2,244,251 |
Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
Total contributions received or receivable from participants | 2014-12-31 | $15,480 |
Other income received | 2014-12-31 | $118,148 |
Net income (gross income less expenses) | 2014-12-31 | $-693,956 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,550,295 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,244,251 |
Assets. Value of participant loans | 2014-12-31 | $2,283 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $118,216 |
2013 : SPOONER & MUCH, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $225,255 |
Expenses. Total of all expenses incurred | 2013-12-31 | $850,194 |
Benefits paid (including direct rollovers) | 2013-12-31 | $850,194 |
Total plan assets at end of year | 2013-12-31 | $2,244,251 |
Total plan assets at beginning of year | 2013-12-31 | $2,869,190 |
Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
Total contributions received or receivable from participants | 2013-12-31 | $15,480 |
Other income received | 2013-12-31 | $105,815 |
Net income (gross income less expenses) | 2013-12-31 | $-624,939 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,244,251 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,869,190 |
Assets. Value of participant loans | 2013-12-31 | $5,889 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $115,000 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $103,960 |
2012 : SPOONER & MUCH, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $414,297 |
Total plan assets at end of year | 2012-12-31 | $2,869,190 |
Total plan assets at beginning of year | 2012-12-31 | $2,454,893 |
Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
Total contributions received or receivable from participants | 2012-12-31 | $15,480 |
Other income received | 2012-12-31 | $167,350 |
Net income (gross income less expenses) | 2012-12-31 | $414,297 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,869,190 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,454,893 |
Assets. Value of participant loans | 2012-12-31 | $52,064 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $125,000 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $231,467 |
2011 : SPOONER & MUCH, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $233,156 |
Expenses. Total of all expenses incurred | 2011-12-31 | $28,513 |
Benefits paid (including direct rollovers) | 2011-12-31 | $23,911 |
Total plan assets at end of year | 2011-12-31 | $2,454,893 |
Total plan assets at beginning of year | 2011-12-31 | $2,250,250 |
Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
Total contributions received or receivable from participants | 2011-12-31 | $15,480 |
Other income received | 2011-12-31 | $22,431 |
Net income (gross income less expenses) | 2011-12-31 | $204,643 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,454,893 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,250,250 |
Assets. Value of participant loans | 2011-12-31 | $56,690 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $131,000 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $195,245 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $4,602 |
2010 : SPOONER & MUCH, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $309,549 |
Expenses. Total of all expenses incurred | 2010-12-31 | $6,900 |
Benefits paid (including direct rollovers) | 2010-12-31 | $5,116 |
Total plan assets at end of year | 2010-12-31 | $2,250,250 |
Total plan assets at beginning of year | 2010-12-31 | $1,947,601 |
Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
Total contributions received or receivable from participants | 2010-12-31 | $15,480 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,784 |
Other income received | 2010-12-31 | $90,181 |
Net income (gross income less expenses) | 2010-12-31 | $302,649 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,250,250 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,947,601 |
Assets. Value of participant loans | 2010-12-31 | $66,870 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $142,500 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $203,888 |