401k Plan data: WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN plan

WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN
Plan identification number	003

WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

THE VEEN FIRM, PC has sponsored the creation of one or more 401k plans.

Company Name: THE VEEN FIRM, PC

Employer identification number (EIN): 942553122

NAIC Classification: 541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2014-02-01 WILLIAM L. VEEN
003 2013-02-01 WILLIAM L. VEEN
003 2012-02-01 WILLIAM L. VEEN
003 2011-02-01 WILLIAM L. VEEN
003 2010-02-01 WILLIAM L. VEEN
003 2009-02-01 WILLIAM L. VEEN

Plan id#	Filing Submission Date	Name of Administrator
003	2014-02-01	WILLIAM L. VEEN
003	2013-02-01	WILLIAM L. VEEN
003	2012-02-01	WILLIAM L. VEEN
003	2011-02-01	WILLIAM L. VEEN
003	2010-02-01	WILLIAM L. VEEN
003	2009-02-01	WILLIAM L. VEEN

Plan Statistics for WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2014: WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-02-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 0
Number of retired or separated participants receiving benefits 2014-02-01 0
Number of other retired or separated participants entitled to future benefits 2014-02-01 0
Total of all active and inactive participants 2014-02-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-01 0
Total participants 2014-02-01 0
Number of participants with account balances 2014-02-01 0
2013: WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-02-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 1
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 0
Total of all active and inactive participants 2013-02-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 0
Total participants 2013-02-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 0
2012: WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 28
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 14
Number of retired or separated participants receiving benefits 2012-02-01 1
Number of other retired or separated participants entitled to future benefits 2012-02-01 2
Total of all active and inactive participants 2012-02-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 0
2011: WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 41
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 16
Number of retired or separated participants receiving benefits 2011-02-01 1
Number of other retired or separated participants entitled to future benefits 2011-02-01 11
Total of all active and inactive participants 2011-02-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 0
2010: WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-02-01 41
Total number of active participants reported on line 7a of the Form 5500 2010-02-01 14
Number of retired or separated participants receiving benefits 2010-02-01 0
Number of other retired or separated participants entitled to future benefits 2010-02-01 27
Total of all active and inactive participants 2010-02-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-02-01 0
Total participants 2010-02-01 41
Number of participants with account balances 2010-02-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-02-01 0
2009: WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 44
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 18
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 23
Total of all active and inactive participants 2009-02-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 0

Measure	Date	Value
2014: WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-02-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	0
Number of retired or separated participants receiving benefits	2014-02-01	0
Number of other retired or separated participants entitled to future benefits	2014-02-01	0
Total of all active and inactive participants	2014-02-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-01	0
Total participants	2014-02-01	0
Number of participants with account balances	2014-02-01	0
2013: WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-02-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	1
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	0
Total of all active and inactive participants	2013-02-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	0
Total participants	2013-02-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	0
2012: WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	28
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	14
Number of retired or separated participants receiving benefits	2012-02-01	1
Number of other retired or separated participants entitled to future benefits	2012-02-01	2
Total of all active and inactive participants	2012-02-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	0
2011: WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	41
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	16
Number of retired or separated participants receiving benefits	2011-02-01	1
Number of other retired or separated participants entitled to future benefits	2011-02-01	11
Total of all active and inactive participants	2011-02-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	0
2010: WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-02-01	41
Total number of active participants reported on line 7a of the Form 5500	2010-02-01	14
Number of retired or separated participants receiving benefits	2010-02-01	0
Number of other retired or separated participants entitled to future benefits	2010-02-01	27
Total of all active and inactive participants	2010-02-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-02-01	0
Total participants	2010-02-01	41
Number of participants with account balances	2010-02-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-02-01	0
2009: WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	44
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	18
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	23
Total of all active and inactive participants	2009-02-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	0

Financial Data on WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2014 : WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan	2014-06-30	$0
Total plan liabilities at end of year	2014-06-30	$0
Total plan liabilities at beginning of year	2014-06-30	$0
Total income from all sources	2014-06-30	$47,189
Expenses. Total of all expenses incurred	2014-06-30	$1,854,166
Benefits paid (including direct rollovers)	2014-06-30	$1,854,166
Total plan assets at end of year	2014-06-30	$0
Total plan assets at beginning of year	2014-06-30	$1,806,977
Value of fidelity bond covering the plan	2014-06-30	$500,000
Total contributions received or receivable from participants	2014-06-30	$0
Expenses. Other expenses not covered elsewhere	2014-06-30	$0
Contributions received from other sources (not participants or employers)	2014-06-30	$0
Other income received	2014-06-30	$47,189
Noncash contributions received	2014-06-30	$0
Net income (gross income less expenses)	2014-06-30	$-1,806,977
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$1,806,977
Total contributions received or receivable from employer(s)	2014-06-30	$0
Value of certain deemed distributions of participant loans	2014-06-30	$0
Value of corrective distributions	2014-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Total plan liabilities at end of year	2014-01-31	$0
Total plan liabilities at beginning of year	2014-01-31	$0
Total income from all sources	2014-01-31	$638,199
Expenses. Total of all expenses incurred	2014-01-31	$5,184,789
Benefits paid (including direct rollovers)	2014-01-31	$5,157,376
Total plan assets at end of year	2014-01-31	$1,806,977
Total plan assets at beginning of year	2014-01-31	$6,353,567
Value of fidelity bond covering the plan	2014-01-31	$500,000
Expenses. Other expenses not covered elsewhere	2014-01-31	$27,413
Other income received	2014-01-31	$638,199
Net income (gross income less expenses)	2014-01-31	$-4,546,590
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$1,806,977
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$6,353,567
Assets. Value of assets in partnership/joint-venture interests	2014-01-31	$61,820
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-01-31	$0
2013 : WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-01-31	$0
Total plan liabilities at beginning of year	2013-01-31	$6,157
Total income from all sources	2013-01-31	$1,259,808
Expenses. Total of all expenses incurred	2013-01-31	$3,233,432
Benefits paid (including direct rollovers)	2013-01-31	$3,233,371
Total plan assets at end of year	2013-01-31	$6,353,567
Total plan assets at beginning of year	2013-01-31	$8,333,348
Value of fidelity bond covering the plan	2013-01-31	$500,000
Total contributions received or receivable from participants	2013-01-31	$0
Expenses. Other expenses not covered elsewhere	2013-01-31	$61
Contributions received from other sources (not participants or employers)	2013-01-31	$0
Other income received	2013-01-31	$679,808
Noncash contributions received	2013-01-31	$0
Net income (gross income less expenses)	2013-01-31	$-1,973,624
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$6,353,567
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$8,327,191
Assets. Value of assets in partnership/joint-venture interests	2013-01-31	$90,807
Total contributions received or receivable from employer(s)	2013-01-31	$580,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-01-31	$0
2012 : WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-01-31	$6,157
Total income from all sources	2012-01-31	$1,314,892
Expenses. Total of all expenses incurred	2012-01-31	$268,790
Benefits paid (including direct rollovers)	2012-01-31	$216,252
Total plan assets at end of year	2012-01-31	$8,333,348
Total plan assets at beginning of year	2012-01-31	$7,281,089
Value of fidelity bond covering the plan	2012-01-31	$500,000
Expenses. Other expenses not covered elsewhere	2012-01-31	$52,466
Other income received	2012-01-31	$217,981
Net income (gross income less expenses)	2012-01-31	$1,046,102
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$8,327,191
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$7,281,089
Assets. Value of assets in partnership/joint-venture interests	2012-01-31	$93,245
Total contributions received or receivable from employer(s)	2012-01-31	$1,096,911
Expenses. Administrative service providers (salaries,fees and commissions)	2012-01-31	$72
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-01-31	$0
2011 : WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-01-31	$0
Total income from all sources	2011-01-31	$891,016
Expenses. Total of all expenses incurred	2011-01-31	$53,463
Benefits paid (including direct rollovers)	2011-01-31	$0
Total plan assets at end of year	2011-01-31	$7,281,089
Total plan assets at beginning of year	2011-01-31	$6,443,536
Value of fidelity bond covering the plan	2011-01-31	$500,000
Total contributions received or receivable from participants	2011-01-31	$0
Expenses. Other expenses not covered elsewhere	2011-01-31	$53,463
Contributions received from other sources (not participants or employers)	2011-01-31	$0
Other income received	2011-01-31	$891,016
Noncash contributions received	2011-01-31	$0
Net income (gross income less expenses)	2011-01-31	$837,553
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$7,281,089
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$6,443,536
Assets. Value of assets in partnership/joint-venture interests	2011-01-31	$95,840
Total contributions received or receivable from employer(s)	2011-01-31	$0
Value of certain deemed distributions of participant loans	2011-01-31	$0
Value of corrective distributions	2011-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-01-31	$0
2010 : WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-01-31	$0

Form 5500 Responses for WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN

2014: WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Submission has been amended	No
2014-02-01	This submission is the final filing	Yes
2014-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-02-01	Plan is a collectively bargained plan	No
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	No
2013-02-01	This submission is the final filing	No
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-02-01	Plan is a collectively bargained plan	No
2013-02-01	Plan funding arrangement – Insurance	Yes
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement – Insurance	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	No
2012-02-01	Plan funding arrangement – Insurance	Yes
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement – Insurance	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Insurance	Yes
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement – Insurance	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2010: WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-02-01	Type of plan entity	Single employer plan
2010-02-01	Submission has been amended	No
2010-02-01	This submission is the final filing	No
2010-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-02-01	Plan is a collectively bargained plan	No
2010-02-01	Plan funding arrangement – Insurance	Yes
2010-02-01	Plan funding arrangement – Trust	Yes
2010-02-01	Plan benefit arrangement – Insurance	Yes
2010-02-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM L. VEEN, APC DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Insurance	Yes
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement – Insurance	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	THE VEEN FIRM, PC
Employer identification number (EIN):	942553122
NAIC Classification:	541190