GREGORY & SWAPP PLLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2012: GREGORY & SWAPP 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 71 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 61 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 7 |
Total of all active and inactive participants | 2012-01-01 | 68 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 68 |
Number of participants with account balances | 2012-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: GREGORY & SWAPP 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 63 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 8 |
Total of all active and inactive participants | 2011-01-01 | 71 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 71 |
Number of participants with account balances | 2011-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: GREGORY & SWAPP 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 57 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
Total of all active and inactive participants | 2009-01-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 62 |
Number of participants with account balances | 2009-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2012 : GREGORY & SWAPP 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $274,958 |
Expenses. Total of all expenses incurred | 2012-12-31 | $249,553 |
Benefits paid (including direct rollovers) | 2012-12-31 | $233,812 |
Total plan assets at end of year | 2012-12-31 | $954,693 |
Total plan assets at beginning of year | 2012-12-31 | $929,288 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $103,976 |
Other income received | 2012-12-31 | $100,911 |
Net income (gross income less expenses) | 2012-12-31 | $25,405 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $954,693 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $929,288 |
Assets. Value of participant loans | 2012-12-31 | $76,419 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $70,071 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $15,741 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : GREGORY & SWAPP 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $119,224 |
Expenses. Total of all expenses incurred | 2011-12-31 | $70,669 |
Benefits paid (including direct rollovers) | 2011-12-31 | $55,450 |
Total plan assets at end of year | 2011-12-31 | $929,288 |
Total plan assets at beginning of year | 2011-12-31 | $880,733 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $93,604 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-37,782 |
Net income (gross income less expenses) | 2011-12-31 | $48,555 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $929,288 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $880,733 |
Assets. Value of participant loans | 2011-12-31 | $44,096 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $63,402 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $15,219 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : GREGORY & SWAPP 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $280,769 |
Expenses. Total of all expenses incurred | 2010-12-31 | $153,258 |
Benefits paid (including direct rollovers) | 2010-12-31 | $138,973 |
Total plan assets at end of year | 2010-12-31 | $880,733 |
Total plan assets at beginning of year | 2010-12-31 | $753,222 |
Value of fidelity bond covering the plan | 2010-12-31 | $90,000 |
Total contributions received or receivable from participants | 2010-12-31 | $96,139 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $26,710 |
Other income received | 2010-12-31 | $94,288 |
Net income (gross income less expenses) | 2010-12-31 | $127,511 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $880,733 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $753,222 |
Assets. Value of participant loans | 2010-12-31 | $23,633 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $63,632 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $14,285 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : GREGORY & SWAPP 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2012: GREGORY & SWAPP 401(K) PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: GREGORY & SWAPP 401(K) PLAN 2011 form 5500 responses |
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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 – Insurance | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: GREGORY & SWAPP 401(K) PLAN 2009 form 5500 responses |
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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 – Insurance | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 18337 |
Policy instance | 1 |
Insurance contract or identification number | 18337 | Number of Individuals Covered | 28 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $8,086 | Total amount of fees paid to insurance company | USD $1,375 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Commission paid to Insurance Broker | USD $8,086 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1375 | Additional information about fees paid to insurance broker | ADMINISTRATON FEES | Insurance broker name | WC ADMINISTRATORS, LLC |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 18337 |
Policy instance | 1 |
Insurance contract or identification number | 18337 | Number of Individuals Covered | 28 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $7,470 | Total amount of fees paid to insurance company | USD $1,391 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 18337 |
Policy instance | 1 |
Insurance contract or identification number | 18337 | Number of Individuals Covered | 27 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $7,095 | Total amount of fees paid to insurance company | USD $2,376 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Commission paid to Insurance Broker | USD $7,095 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | ADMINISTRATION FEES | Insurance broker name | WC ADMINISTRATORS, LLC |
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