401k Plan data: NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN plan

NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 401k Plan overview

Plan Name	NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN
Plan identification number	001

NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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

EDWARD J WALDRON, III has sponsored the creation of one or more 401k plans.

Company Name: EDWARD J WALDRON, III

Employer identification number (EIN): 061668385

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH SHORE ADVISORY GROUP, INC 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
001 2013-01-01
001 2012-01-01 EDWARD J WALDRON, III
001 2011-01-01 EDWARD J WALDRON, III
001 2010-01-01 EDWARD J WALDRON, III
001 2009-01-01 EDWARD J WALDRON, III

Plan Statistics for NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN

401k plan membership statisitcs for NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN

Measure Date Value
2014: NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
2013: NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Total of all active and inactive participants 2013-01-01 1
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
2012: NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Total of all active and inactive participants 2011-01-01 3
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
2010: NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Total of all active and inactive participants 2010-01-01 3
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
2009: NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2014: NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
2013: NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Total of all active and inactive participants	2013-01-01	1
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
2012: NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Total of all active and inactive participants	2011-01-01	3
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
2010: NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Total of all active and inactive participants	2010-01-01	3
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
2009: NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN

Measure	Date	Value
2014 : NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$28,647
Total plan assets at end of year	2014-12-31	$179,751
Total plan assets at beginning of year	2014-12-31	$151,104
Total contributions received or receivable from participants	2014-12-31	$17,500
Other income received	2014-12-31	$11,147
Net income (gross income less expenses)	2014-12-31	$28,647
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$179,751
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$151,104
2013 : NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$27,681
Expenses. Total of all expenses incurred	2013-12-31	$59,366
Benefits paid (including direct rollovers)	2013-12-31	$59,366
Total plan assets at end of year	2013-12-31	$151,104
Total plan assets at beginning of year	2013-12-31	$182,789
Total contributions received or receivable from participants	2013-12-31	$17,500
Other income received	2013-12-31	$10,181
Net income (gross income less expenses)	2013-12-31	$-31,685
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$151,104
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$182,789
2012 : NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$21,199
Expenses. Total of all expenses incurred	2012-12-31	$26,325
Benefits paid (including direct rollovers)	2012-12-31	$26,325
Total plan assets at end of year	2012-12-31	$182,789
Total plan assets at beginning of year	2012-12-31	$187,915
Total contributions received or receivable from participants	2012-12-31	$24,967
Other income received	2012-12-31	$-3,768
Net income (gross income less expenses)	2012-12-31	$-5,126
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$182,789
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$187,915
2011 : NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$18,897
Total plan assets at end of year	2011-12-31	$187,915
Total plan assets at beginning of year	2011-12-31	$169,018
Total contributions received or receivable from participants	2011-12-31	$30,135
Other income received	2011-12-31	$-11,238
Net income (gross income less expenses)	2011-12-31	$18,897
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$187,915
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$169,018
2010 : NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$42,680
Total plan assets at end of year	2010-12-31	$169,018
Total plan assets at beginning of year	2010-12-31	$126,338
Total contributions received or receivable from participants	2010-12-31	$27,256
Other income received	2010-12-31	$15,424
Net income (gross income less expenses)	2010-12-31	$42,680
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$169,018
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$126,338

Form 5500 Responses for NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN

2014: NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: NORTH SHORE ADVISORY GROUP, INC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	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:	EDWARD J WALDRON, III
Employer identification number (EIN):	061668385
NAIC Classification:	523900