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| Plan Name | STEPHEN V WICKERSHAM RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Other Pension Benefit |
| Plan Features/Benefits |
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| Company Name: | STEPHEN V WICKERSHAM ATTORNEY |
| Employer identification number (EIN): | 942948983 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2013-01-01 | ||||
| 001 | 2012-01-01 | RONALD CARPENTER | 2013-07-16 | ||
| 001 | 2011-01-01 | RONALD CARPENTER | |||
| 001 | 2009-01-01 | RONALD CARPENTER |
| Measure | Date | Value |
|---|---|---|
| 2011: STEPHEN V WICKERSHAM RETIREMENT PLAN 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| Number of participants with account balances | 2011-01-01 | 2 |
| 2009: STEPHEN V WICKERSHAM RETIREMENT PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 2 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|---|---|
| 2011 : STEPHEN V WICKERSHAM RETIREMENT PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $3,533 |
| Total plan assets at end of year | 2011-12-31 | $1,113,661 |
| Total plan assets at beginning of year | 2011-12-31 | $1,110,128 |
| Other income received | 2011-12-31 | $-58,353 |
| Net income (gross income less expenses) | 2011-12-31 | $3,533 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,113,661 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,110,128 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $61,886 |
| 2010 : STEPHEN V WICKERSHAM RETIREMENT PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $185,790 |
| Total plan assets at end of year | 2010-12-31 | $1,110,128 |
| Total plan assets at beginning of year | 2010-12-31 | $924,337 |
| Other income received | 2010-12-31 | $137,215 |
| Net income (gross income less expenses) | 2010-12-31 | $185,790 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,110,128 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $924,337 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $48,575 |
| 2011: STEPHEN V WICKERSHAM RETIREMENT 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 |
| 2009: STEPHEN V WICKERSHAM RETIREMENT 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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