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FOX & JURAN SB P.S. PLAN 401k Plan overview

Plan NameFOX & JURAN SB P.S. PLAN
Plan identification number 003

FOX & JURAN SB P.S. PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

FOX & JURAN has sponsored the creation of one or more 401k plans.

Company Name:FOX & JURAN
Employer identification number (EIN):131511423
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOX & JURAN SB P.S. PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032012-01-01MARTIN MERMELSTEIN2013-07-16 MARTIN MERMELSTEIN2013-07-16
0032011-01-01MARTIN MERMELSTEIN2012-07-13 MARTIN MERMELSTEIN2012-07-13
0032010-01-01MARTIN MERMELSTEIN2011-07-01 MARTIN MERMELSTEIN2011-07-01
0032009-01-01MARTIN MERMELSTEIN2010-07-01 MARTIN MERMELSTEIN2010-07-01

Plan Statistics for FOX & JURAN SB P.S. PLAN

401k plan membership statisitcs for FOX & JURAN SB P.S. PLAN

Measure Date Value
2012: FOX & JURAN SB P.S. PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-010
2011: FOX & JURAN SB P.S. PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2010: FOX & JURAN SB P.S. PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
Number of participants with account balances2010-01-014
2009: FOX & JURAN SB P.S. PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014

Financial Data on FOX & JURAN SB P.S. PLAN

Measure Date Value
2012 : FOX & JURAN SB P.S. PLAN 2012 401k financial data
Total income from all sources2012-12-31$6,646
Expenses. Total of all expenses incurred2012-12-31$185,008
Benefits paid (including direct rollovers)2012-12-31$183,883
Total plan assets at beginning of year2012-12-31$178,362
Other income received2012-12-31$6,646
Net income (gross income less expenses)2012-12-31$-178,362
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$178,362
Value of certain deemed distributions of participant loans2012-12-31$1,125
2011 : FOX & JURAN SB P.S. PLAN 2011 401k financial data
Total income from all sources2011-12-31$-19,793
Total plan assets at end of year2011-12-31$178,362
Total plan assets at beginning of year2011-12-31$199,134
Other income received2011-12-31$-19,793
Net income (gross income less expenses)2011-12-31$-19,793
Net plan assets at end of year (total assets less liabilities)2011-12-31$178,362
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$199,134
Assets. Value of participant loans2011-12-31$1,125
2010 : FOX & JURAN SB P.S. PLAN 2010 401k financial data
Total income from all sources2010-12-31$20,558
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$197,029
Total plan assets at beginning of year2010-12-31$176,471
Total contributions received or receivable from participants2010-12-31$157
Other income received2010-12-31$20,401
Net income (gross income less expenses)2010-12-31$20,558
Net plan assets at end of year (total assets less liabilities)2010-12-31$197,029
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$176,471

Form 5500 Responses for FOX & JURAN SB P.S. PLAN

2012: FOX & JURAN SB P.S. PLAN 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: FOX & JURAN SB P.S. PLAN 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: FOX & JURAN SB P.S. PLAN 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: FOX & JURAN SB P.S. PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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