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DEE J WOLFE CPA PC TTE SB 401(K) PROTOTYPE PLAN DEE JAY WOLFE, TRUSTEE 401k Plan overview

Plan NameDEE J WOLFE CPA PC TTE SB 401(K) PROTOTYPE PLAN DEE JAY WOLFE, TRUSTEE
Plan identification number 003

DEE J WOLFE CPA PC TTE SB 401(K) PROTOTYPE PLAN DEE JAY WOLFE, TRUSTEE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

DEE J WOLFE CPA PC has sponsored the creation of one or more 401k plans.

Company Name:DEE J WOLFE CPA PC
Employer identification number (EIN):930796918
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEE J WOLFE CPA PC TTE SB 401(K) PROTOTYPE PLAN DEE JAY WOLFE, TRUSTEE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032012-01-01DEE J WOLFE
0032011-01-01DEE J WOLFE
0032010-01-01DEE J WOLFE
0032009-01-01DEE J WOLFE

Plan Statistics for DEE J WOLFE CPA PC TTE SB 401(K) PROTOTYPE PLAN DEE JAY WOLFE, TRUSTEE

401k plan membership statisitcs for DEE J WOLFE CPA PC TTE SB 401(K) PROTOTYPE PLAN DEE JAY WOLFE, TRUSTEE

Measure Date Value
2012: DEE J WOLFE CPA PC TTE SB 401(K) PROTOTYPE PLAN DEE JAY WOLFE, TRUSTEE 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total of all active and inactive participants2012-01-010
Total participants2012-01-010
2011: DEE J WOLFE CPA PC TTE SB 401(K) PROTOTYPE PLAN DEE JAY WOLFE, TRUSTEE 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2010: DEE J WOLFE CPA PC TTE SB 401(K) PROTOTYPE PLAN DEE JAY WOLFE, TRUSTEE 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: DEE J WOLFE CPA PC TTE SB 401(K) PROTOTYPE PLAN DEE JAY WOLFE, TRUSTEE 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on DEE J WOLFE CPA PC TTE SB 401(K) PROTOTYPE PLAN DEE JAY WOLFE, TRUSTEE

Measure Date Value
2012 : DEE J WOLFE CPA PC TTE SB 401(K) PROTOTYPE PLAN DEE JAY WOLFE, TRUSTEE 2012 401k financial data
Total income from all sources2012-12-31$14,832
Expenses. Total of all expenses incurred2012-12-31$127,812
Benefits paid (including direct rollovers)2012-12-31$127,497
Total plan assets at end of year2012-12-31$0
Total plan assets at beginning of year2012-12-31$112,980
Expenses. Other expenses not covered elsewhere2012-12-31$315
Other income received2012-12-31$3,832
Net income (gross income less expenses)2012-12-31$-112,980
Net plan assets at end of year (total assets less liabilities)2012-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$112,980
Total contributions received or receivable from employer(s)2012-12-31$11,000
2011 : DEE J WOLFE CPA PC TTE SB 401(K) PROTOTYPE PLAN DEE JAY WOLFE, TRUSTEE 2011 401k financial data
Total income from all sources2011-12-31$19,112
Expenses. Total of all expenses incurred2011-12-31$112,052
Benefits paid (including direct rollovers)2011-12-31$112,000
Total plan assets at end of year2011-12-31$112,980
Total plan assets at beginning of year2011-12-31$205,920
Total contributions received or receivable from participants2011-12-31$2,350
Expenses. Other expenses not covered elsewhere2011-12-31$52
Other income received2011-12-31$4,762
Net income (gross income less expenses)2011-12-31$-92,940
Net plan assets at end of year (total assets less liabilities)2011-12-31$112,980
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$205,920
Total contributions received or receivable from employer(s)2011-12-31$12,000
2010 : DEE J WOLFE CPA PC TTE SB 401(K) PROTOTYPE PLAN DEE JAY WOLFE, TRUSTEE 2010 401k financial data
Total income from all sources2010-12-31$40,285
Expenses. Total of all expenses incurred2010-12-31$100
Total plan assets at end of year2010-12-31$205,920
Total plan assets at beginning of year2010-12-31$165,735
Total contributions received or receivable from participants2010-12-31$23,200
Expenses. Other expenses not covered elsewhere2010-12-31$100
Other income received2010-12-31$5,085
Net income (gross income less expenses)2010-12-31$40,185
Net plan assets at end of year (total assets less liabilities)2010-12-31$205,920
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$165,735
Total contributions received or receivable from employer(s)2010-12-31$12,000

Form 5500 Responses for DEE J WOLFE CPA PC TTE SB 401(K) PROTOTYPE PLAN DEE JAY WOLFE, TRUSTEE

2012: DEE J WOLFE CPA PC TTE SB 401(K) PROTOTYPE PLAN DEE JAY WOLFE, TRUSTEE 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DEE J WOLFE CPA PC TTE SB 401(K) PROTOTYPE PLAN DEE JAY WOLFE, TRUSTEE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DEE J WOLFE CPA PC TTE SB 401(K) PROTOTYPE PLAN DEE JAY WOLFE, TRUSTEE 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DEE J WOLFE CPA PC TTE SB 401(K) PROTOTYPE PLAN DEE JAY WOLFE, TRUSTEE 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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