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WILLIAM L. JOINER DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameWILLIAM L. JOINER DEFINED BENEFIT PENSION PLAN
Plan identification number 001

WILLIAM L. JOINER DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WILLIAM L. JOINER has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM L. JOINER
Employer identification number (EIN):200969423
NAIC Classification:522292
NAIC Description:Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM L. JOINER DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01WILLIAM JOINER WILLIAM JOINER2013-02-23

Financial Data on WILLIAM L. JOINER DEFINED BENEFIT PENSION PLAN

Measure Date Value
2012 : WILLIAM L. JOINER DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$46,981
Expenses. Total of all expenses incurred2012-12-31$46,853
Benefits paid (including direct rollovers)2012-12-31$46,053
Total plan assets at end of year2012-12-31$338,260
Total plan assets at beginning of year2012-12-31$338,132
Total contributions received or receivable from participants2012-12-31$0
Assets. Value of loans (other than to participants)2012-12-31$325,000
Expenses. Other expenses not covered elsewhere2012-12-31$800
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$46,981
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$128
Net plan assets at end of year (total assets less liabilities)2012-12-31$338,260
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$338,132
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0

Form 5500 Responses for WILLIAM L. JOINER DEFINED BENEFIT PENSION PLAN

2012: WILLIAM L. JOINER DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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