OLSEN & THOMPSON PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OLSEN & THOMPSON PA RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2011: OLSEN & THOMPSON PA RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2011-05-01 | 11 |
| Total of all active and inactive participants | 2011-05-01 | 23 |
| Total participants | 2011-05-01 | 23 |
| Number of participants with account balances | 2011-05-01 | 23 |
| 2010: OLSEN & THOMPSON PA RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-05-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-05-01 | 13 |
| Number of other retired or separated participants entitled to future benefits | 2010-05-01 | 13 |
| Total of all active and inactive participants | 2010-05-01 | 26 |
| Total participants | 2010-05-01 | 26 |
| 2009: OLSEN & THOMPSON PA RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-05-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 13 |
| Number of other retired or separated participants entitled to future benefits | 2009-05-01 | 14 |
| Total of all active and inactive participants | 2009-05-01 | 27 |
| Total participants | 2009-05-01 | 27 |
| Number of participants with account balances | 2009-05-01 | 27 |
| 2008: OLSEN & THOMPSON PA RETIREMENT PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-05-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-05-01 | 13 |
| Number of other retired or separated participants entitled to future benefits | 2008-05-01 | 12 |
| Total of all active and inactive participants | 2008-05-01 | 25 |
| Total participants | 2008-05-01 | 25 |
| Number of participants with account balances | 2008-05-01 | 25 |
| Measure | Date | Value |
|---|
| 2012 : OLSEN & THOMPSON PA RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-04-30 | $-67,122 |
| Expenses. Total of all expenses incurred | 2012-04-30 | $387,751 |
| Benefits paid (including direct rollovers) | 2012-04-30 | $387,751 |
| Total plan assets at end of year | 2012-04-30 | $3,540,012 |
| Total plan assets at beginning of year | 2012-04-30 | $3,994,885 |
| Value of fidelity bond covering the plan | 2012-04-30 | $400,000 |
| Total contributions received or receivable from participants | 2012-04-30 | $115,900 |
| Other income received | 2012-04-30 | $-244,732 |
| Net income (gross income less expenses) | 2012-04-30 | $-454,873 |
| Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $3,540,012 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $3,994,885 |
| Total contributions received or receivable from employer(s) | 2012-04-30 | $61,710 |
| 2011 : OLSEN & THOMPSON PA RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-04-30 | $667,203 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $26,577 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $26,577 |
| Total plan assets at end of year | 2011-04-30 | $3,994,885 |
| Total plan assets at beginning of year | 2011-04-30 | $3,354,259 |
| Value of fidelity bond covering the plan | 2011-04-30 | $400,000 |
| Total contributions received or receivable from participants | 2011-04-30 | $107,863 |
| Other income received | 2011-04-30 | $501,798 |
| Net income (gross income less expenses) | 2011-04-30 | $640,626 |
| Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $3,994,885 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $3,354,259 |
| Total contributions received or receivable from employer(s) | 2011-04-30 | $57,542 |
| 2009 : OLSEN & THOMPSON PA RETIREMENT PLAN 2009 401k financial data |
|---|
| Total income from all sources | 2009-04-30 | $-910,775 |
| Expenses. Total of all expenses incurred | 2009-04-30 | $10,000 |
| Benefits paid (including direct rollovers) | 2009-04-30 | $10,000 |
| Total plan assets at end of year | 2009-04-30 | $2,683,030 |
| Total plan assets at beginning of year | 2009-04-30 | $3,603,805 |
| Value of fidelity bond covering the plan | 2009-04-30 | $400,000 |
| Total contributions received or receivable from participants | 2009-04-30 | $108,052 |
| Other income received | 2009-04-30 | $-1,077,686 |
| Net income (gross income less expenses) | 2009-04-30 | $-920,775 |
| Net plan assets at end of year (total assets less liabilities) | 2009-04-30 | $2,683,030 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-04-30 | $3,603,805 |
| Total contributions received or receivable from employer(s) | 2009-04-30 | $58,859 |
| 2011: OLSEN & THOMPSON PA RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Submission has been amended | No |
| 2011-05-01 | This submission is the final filing | No |
| 2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-05-01 | Plan is a collectively bargained plan | No |
| 2011-05-01 | Plan funding arrangement – Trust | Yes |
| 2011-05-01 | Plan benefit arrangement - Trust | Yes |
| 2010: OLSEN & THOMPSON PA RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-05-01 | Type of plan entity | Single employer plan |
| 2010-05-01 | Submission has been amended | No |
| 2010-05-01 | This submission is the final filing | No |
| 2010-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-05-01 | Plan is a collectively bargained plan | No |
| 2010-05-01 | Plan funding arrangement – Trust | Yes |
| 2010-05-01 | Plan benefit arrangement - Trust | Yes |
| 2009: OLSEN & THOMPSON PA RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-05-01 | Type of plan entity | Single employer plan |
| 2009-05-01 | Submission has been amended | No |
| 2009-05-01 | This submission is the final filing | No |
| 2009-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-05-01 | Plan is a collectively bargained plan | No |
| 2009-05-01 | Plan funding arrangement – Trust | Yes |
| 2009-05-01 | Plan benefit arrangement - Trust | Yes |
| 2008: OLSEN & THOMPSON PA RETIREMENT PLAN 2008 form 5500 responses |
|---|
| 2008-05-01 | Type of plan entity | Single employer plan |
| 2008-05-01 | Submission has been amended | No |
| 2008-05-01 | This submission is the final filing | No |
| 2008-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-05-01 | Plan is a collectively bargained plan | No |
| 2008-05-01 | Plan funding arrangement – Trust | Yes |
| 2008-05-01 | Plan benefit arrangement - Trust | Yes |
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