CLAUSEN & COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2022: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 5 |
| Number of participants with account balances | 2022-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 5 |
| Number of participants with account balances | 2021-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 4 |
| Number of participants with account balances | 2020-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 4 |
| Number of participants with account balances | 2019-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 4 |
| Number of participants with account balances | 2018-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 4 |
| Number of participants with account balances | 2017-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 5 |
| Number of participants with account balances | 2016-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 4 |
| Number of participants with account balances | 2015-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 4 |
| Number of participants with account balances | 2014-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 4 |
| Number of participants with account balances | 2013-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 5 |
| Number of participants with account balances | 2012-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| 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 | 0 |
| 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 |
| 2010: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 4 |
| Total participants | 2010-01-01 | 4 |
| Number of participants with account balances | 2010-01-01 | 4 |
| 2009: JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2022 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-79,157 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $22,870 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $19,690 |
| Total plan assets at end of year | 2022-12-31 | $860,347 |
| Total plan assets at beginning of year | 2022-12-31 | $962,374 |
| Value of fidelity bond covering the plan | 2022-12-31 | $100,000 |
| Other income received | 2022-12-31 | $-118,847 |
| Net income (gross income less expenses) | 2022-12-31 | $-102,027 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $860,347 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $962,374 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $39,690 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $3,180 |
| 2021 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $187,940 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $17,788 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $16,115 |
| Total plan assets at end of year | 2021-12-31 | $962,374 |
| Total plan assets at beginning of year | 2021-12-31 | $792,222 |
| Value of fidelity bond covering the plan | 2021-12-31 | $100,000 |
| Other income received | 2021-12-31 | $151,825 |
| Net income (gross income less expenses) | 2021-12-31 | $170,152 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $962,374 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $792,222 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $36,115 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,673 |
| 2020 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $122,733 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $3,311 |
| Total plan assets at end of year | 2020-12-31 | $792,222 |
| Total plan assets at beginning of year | 2020-12-31 | $672,800 |
| Value of fidelity bond covering the plan | 2020-12-31 | $80,000 |
| Other income received | 2020-12-31 | $72,733 |
| Net income (gross income less expenses) | 2020-12-31 | $119,422 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $792,222 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $672,800 |
| Assets. Value of participant loans | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $50,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $3,311 |
| 2019 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $174,782 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $13,790 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $10,600 |
| Total plan assets at end of year | 2019-12-31 | $672,800 |
| Total plan assets at beginning of year | 2019-12-31 | $511,808 |
| Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
| Other income received | 2019-12-31 | $134,182 |
| Net income (gross income less expenses) | 2019-12-31 | $160,992 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $672,800 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $511,808 |
| Assets. Value of participant loans | 2019-12-31 | $14,751 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $40,600 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $3,190 |
| 2018 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-4,941 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $2,980 |
| Total plan assets at end of year | 2018-12-31 | $511,808 |
| Total plan assets at beginning of year | 2018-12-31 | $519,729 |
| Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
| Other income received | 2018-12-31 | $-30,011 |
| Net income (gross income less expenses) | 2018-12-31 | $-7,921 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $511,808 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $519,729 |
| Assets. Value of participant loans | 2018-12-31 | $19,641 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $25,070 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,980 |
| 2017 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $93,366 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $66,373 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $64,178 |
| Total plan assets at end of year | 2017-12-31 | $519,729 |
| Total plan assets at beginning of year | 2017-12-31 | $492,736 |
| Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
| Other income received | 2017-12-31 | $73,296 |
| Net income (gross income less expenses) | 2017-12-31 | $26,993 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $519,729 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $492,736 |
| Assets. Value of participant loans | 2017-12-31 | $24,412 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $20,070 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $2,195 |
| 2016 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $57,202 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $2,366 |
| Total plan assets at end of year | 2016-12-31 | $492,736 |
| Total plan assets at beginning of year | 2016-12-31 | $437,900 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
| Other income received | 2016-12-31 | $32,004 |
| Net income (gross income less expenses) | 2016-12-31 | $54,836 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $492,736 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $437,900 |
| Assets. Value of participant loans | 2016-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $25,198 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,366 |
| 2015 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $46,726 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,109 |
| Total plan assets at end of year | 2015-12-31 | $437,900 |
| Total plan assets at beginning of year | 2015-12-31 | $393,283 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Other income received | 2015-12-31 | $-3,324 |
| Net income (gross income less expenses) | 2015-12-31 | $44,617 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $437,900 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $393,283 |
| Assets. Value of participant loans | 2015-12-31 | $5,100 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $50,050 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,109 |
| 2014 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $22,447 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $2,012 |
| Total plan assets at end of year | 2014-12-31 | $393,283 |
| Total plan assets at beginning of year | 2014-12-31 | $372,848 |
| Value of fidelity bond covering the plan | 2014-12-31 | $30,000 |
| Other income received | 2014-12-31 | $22,447 |
| Net income (gross income less expenses) | 2014-12-31 | $20,435 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $393,283 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $372,848 |
| Assets. Value of participant loans | 2014-12-31 | $11,433 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,012 |
| 2013 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $94,326 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $25,420 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $23,827 |
| Total plan assets at end of year | 2013-12-31 | $372,848 |
| Total plan assets at beginning of year | 2013-12-31 | $303,942 |
| Value of fidelity bond covering the plan | 2013-12-31 | $30,000 |
| Other income received | 2013-12-31 | $44,326 |
| Net income (gross income less expenses) | 2013-12-31 | $68,906 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $372,848 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $303,942 |
| Assets. Value of participant loans | 2013-12-31 | $17,647 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $50,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,593 |
| 2012 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $70,546 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,027 |
| Total plan assets at end of year | 2012-12-31 | $303,942 |
| Total plan assets at beginning of year | 2012-12-31 | $234,423 |
| Value of fidelity bond covering the plan | 2012-12-31 | $30,000 |
| Other income received | 2012-12-31 | $20,546 |
| Net income (gross income less expenses) | 2012-12-31 | $69,519 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $303,942 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $234,423 |
| Assets. Value of participant loans | 2012-12-31 | $23,744 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $50,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,027 |
| 2011 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $29,016 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,001 |
| Total plan assets at end of year | 2011-12-31 | $234,423 |
| Total plan assets at beginning of year | 2011-12-31 | $206,408 |
| Value of fidelity bond covering the plan | 2011-12-31 | $30,000 |
| Other income received | 2011-12-31 | $-6,134 |
| Net income (gross income less expenses) | 2011-12-31 | $28,015 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $234,423 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $206,408 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $35,150 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,001 |
| 2010 : JAMES S. CLAUSEN & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $64,969 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $653 |
| Total plan assets at end of year | 2010-12-31 | $206,408 |
| Total plan assets at beginning of year | 2010-12-31 | $142,092 |
| Value of fidelity bond covering the plan | 2010-12-31 | $21,000 |
| Other income received | 2010-12-31 | $14,819 |
| Net income (gross income less expenses) | 2010-12-31 | $64,316 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $206,408 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $142,092 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $50,150 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $653 |
