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CLEARFIELD BANK & TRUST CO MASTER RETIREMENT PLAN & TRUST FOR SELF-EMPLOYED INDIVIDUAL 401k Plan overview

Plan NameCLEARFIELD BANK & TRUST CO MASTER RETIREMENT PLAN & TRUST FOR SELF-EMPLOYED INDIVIDUAL
Plan identification number 001

CLEARFIELD BANK & TRUST CO MASTER RETIREMENT PLAN & TRUST FOR SELF-EMPLOYED INDIVIDUAL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

JOHN SUGHRUE has sponsored the creation of one or more 401k plans.

Company Name:JOHN SUGHRUE
Employer identification number (EIN):251337513
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLEARFIELD BANK & TRUST CO MASTER RETIREMENT PLAN & TRUST FOR SELF-EMPLOYED INDIVIDUAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01JOHN SUGHRUE
0012010-01-01JOHN SUGHRUE
0012009-01-01JOHN SUGHRUE

Financial Data on CLEARFIELD BANK & TRUST CO MASTER RETIREMENT PLAN & TRUST FOR SELF-EMPLOYED INDIVIDUAL

Measure Date Value
2011 : CLEARFIELD BANK & TRUST CO MASTER RETIREMENT PLAN & TRUST FOR SELF-EMPLOYED INDIVIDUAL 2011 401k financial data
Total income from all sources2011-12-31$18,018
Expenses. Total of all expenses incurred2011-12-31$11,048
Benefits paid (including direct rollovers)2011-12-31$9,988
Total plan assets at end of year2011-12-31$204,619
Total plan assets at beginning of year2011-12-31$197,649
Expenses. Other expenses not covered elsewhere2011-12-31$1,060
Other income received2011-12-31$18,018
Net income (gross income less expenses)2011-12-31$6,970
Net plan assets at end of year (total assets less liabilities)2011-12-31$204,619
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$197,649
2010 : CLEARFIELD BANK & TRUST CO MASTER RETIREMENT PLAN & TRUST FOR SELF-EMPLOYED INDIVIDUAL 2010 401k financial data
Total income from all sources2010-12-31$14,269
Expenses. Total of all expenses incurred2010-12-31$12,593
Benefits paid (including direct rollovers)2010-12-31$11,000
Total plan assets at end of year2010-12-31$197,649
Total plan assets at beginning of year2010-12-31$195,973
Expenses. Other expenses not covered elsewhere2010-12-31$1,593
Other income received2010-12-31$14,269
Net income (gross income less expenses)2010-12-31$1,676
Net plan assets at end of year (total assets less liabilities)2010-12-31$197,649
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$195,973

Form 5500 Responses for CLEARFIELD BANK & TRUST CO MASTER RETIREMENT PLAN & TRUST FOR SELF-EMPLOYED INDIVIDUAL

2011: CLEARFIELD BANK & TRUST CO MASTER RETIREMENT PLAN & TRUST FOR SELF-EMPLOYED INDIVIDUAL 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CLEARFIELD BANK & TRUST CO MASTER RETIREMENT PLAN & TRUST FOR SELF-EMPLOYED INDIVIDUAL 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CLEARFIELD BANK & TRUST CO MASTER RETIREMENT PLAN & TRUST FOR SELF-EMPLOYED INDIVIDUAL 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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