SARGENT & GILMORE, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SARGENT & GILMORE, LLP PENSION PLAN
| Measure | Date | Value |
|---|
| 2011: SARGENT & GILMORE, LLP PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 5 |
| Number of participants with account balances | 2011-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: SARGENT & GILMORE, LLP PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 9 |
| Number of participants with account balances | 2009-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2011 : SARGENT & GILMORE, LLP PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $15,034 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $162,751 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $151,368 |
| Total plan assets at end of year | 2011-12-31 | $685,575 |
| Total plan assets at beginning of year | 2011-12-31 | $833,292 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $14,577 |
| Net income (gross income less expenses) | 2011-12-31 | $-147,717 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $685,575 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $833,292 |
| Assets. Value of participant loans | 2011-12-31 | $16,684 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $457 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $11,383 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| 2010 : SARGENT & GILMORE, LLP PENSION PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $73,763 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $600 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $600 |
| Total plan assets at end of year | 2010-12-31 | $833,292 |
| Total plan assets at beginning of year | 2010-12-31 | $760,129 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $68,348 |
| Net income (gross income less expenses) | 2010-12-31 | $73,163 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $833,292 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $760,129 |
| Assets. Value of participant loans | 2010-12-31 | $54,687 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $5,415 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $5,415 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $5,415 |
| 2009 : SARGENT & GILMORE, LLP PENSION PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $7,151 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $7,151 |
| 2011: SARGENT & GILMORE, LLP PENSION 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: SARGENT & GILMORE, LLP PENSION 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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