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JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 401k Plan overview

Plan NameJAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996
Plan identification number 001

JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

JAMES L VOURVOULIAS & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:JAMES L VOURVOULIAS & ASSOCIATES, LLC
Employer identification number (EIN):263433005
NAIC Classification:541219
NAIC Description:Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01JAMES VOURVOULIAS JAMES VOURVOULIAS2013-01-24
0012011-01-01JAMES VOURVOULIAS JAMES VOURVOULIAS2012-01-18
0012009-01-01JAMES VOURVOULIAS JAMES VOURVOULIAS2011-09-20
0012008-01-01JAMES VOURVOULIAS
0012007-01-01JAMES VOURVOULIAS
0012003-01-01JAMES VOURVOULIAS
0012002-01-01JAMES VOURVOULIAS
0012001-01-01JAMES VOURVOULIAS
0011999-01-01JAMES VOURVOULIAS

Financial Data on JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996

Measure Date Value
2012 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2012 401k financial data
Total income from all sources2012-12-31$35,228
Total plan assets at end of year2012-12-31$189,233
Total plan assets at beginning of year2012-12-31$154,005
Total contributions received or receivable from participants2012-12-31$12,615
Other income received2012-12-31$22,613
Net income (gross income less expenses)2012-12-31$35,228
Net plan assets at end of year (total assets less liabilities)2012-12-31$189,233
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$154,005
2011 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2011 401k financial data
Total income from all sources2011-12-31$7,821
Expenses. Total of all expenses incurred2011-12-31$7,523
Benefits paid (including direct rollovers)2011-12-31$7,523
Total plan assets at end of year2011-12-31$154,005
Total plan assets at beginning of year2011-12-31$153,707
Total contributions received or receivable from participants2011-12-31$15,481
Other income received2011-12-31$-7,660
Net income (gross income less expenses)2011-12-31$298
Net plan assets at end of year (total assets less liabilities)2011-12-31$154,005
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$153,707
2010 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$32,082
Total plan assets at end of year2010-12-31$153,707
Total plan assets at beginning of year2010-12-31$121,625
Total contributions received or receivable from participants2010-12-31$14,750
Other income received2010-12-31$17,332
Net income (gross income less expenses)2010-12-31$32,082
Net plan assets at end of year (total assets less liabilities)2010-12-31$153,707
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$121,625
Total contributions received or receivable from employer(s)2010-12-31$0
2009 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2009 401k financial data
Total plan liabilities at end of year2009-12-31$0
Total plan liabilities at beginning of year2009-12-31$0
Total income from all sources2009-12-31$38,636
Total plan assets at end of year2009-12-31$121,625
Total plan assets at beginning of year2009-12-31$82,989
Total contributions received or receivable from participants2009-12-31$8,767
Other income received2009-12-31$29,869
Net income (gross income less expenses)2009-12-31$38,636
Net plan assets at end of year (total assets less liabilities)2009-12-31$121,625
Net plan assets at beginning of year (total assets less liabilities)2009-12-31$82,989
Total contributions received or receivable from employer(s)2009-12-31$0
2008 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2008 401k financial data
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$17,091
Expenses. Total of all expenses incurred2008-12-31$54,749
Total plan assets at end of year2008-12-31$82,989
Total plan assets at beginning of year2008-12-31$120,647
Total contributions received or receivable from participants2008-12-31$14,483
Expenses. Other expenses not covered elsewhere2008-12-31$54,749
Other income received2008-12-31$2,608
Net income (gross income less expenses)2008-12-31$-37,658
Net plan assets at end of year (total assets less liabilities)2008-12-31$82,989
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$120,647
Total contributions received or receivable from employer(s)2008-12-31$0
2007 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2007 401k financial data
Total plan liabilities at end of year2007-12-31$0
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$21,083
Total plan assets at end of year2007-12-31$120,647
Total plan assets at beginning of year2007-12-31$99,564
Total contributions received or receivable from participants2007-12-31$16,852
Other income received2007-12-31$4,231
Net income (gross income less expenses)2007-12-31$21,083
Net plan assets at end of year (total assets less liabilities)2007-12-31$120,647
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$99,564
Total contributions received or receivable from employer(s)2007-12-31$0
2006 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2006 401k financial data
Total plan liabilities at end of year2006-12-31$0
Total plan liabilities at beginning of year2006-12-31$0
Total income from all sources2006-12-31$19,754
Total plan assets at end of year2006-12-31$99,564
Total plan assets at beginning of year2006-12-31$79,810
Total contributions received or receivable from participants2006-12-31$14,431
Other income received2006-12-31$5,323
Net income (gross income less expenses)2006-12-31$19,754
Net plan assets at end of year (total assets less liabilities)2006-12-31$99,564
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$79,810
Total contributions received or receivable from employer(s)2006-12-31$0
2005 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2005 401k financial data
Total plan liabilities at end of year2005-12-31$0
Total plan liabilities at beginning of year2005-12-31$0
Total income from all sources2005-12-31$19,370
Expenses. Total of all expenses incurred2005-12-31$25,000
Benefits paid (including direct rollovers)2005-12-31$25,000
Total plan assets at end of year2005-12-31$79,810
Total plan assets at beginning of year2005-12-31$85,440
Total contributions received or receivable from participants2005-12-31$8,692
Other income received2005-12-31$10,678
Net income (gross income less expenses)2005-12-31$-5,630
Net plan assets at end of year (total assets less liabilities)2005-12-31$79,810
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$85,440
Total contributions received or receivable from employer(s)2005-12-31$0
2004 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2004 401k financial data
Total plan liabilities at end of year2004-12-31$0
Total plan liabilities at beginning of year2004-12-31$0
Total income from all sources2004-12-31$13,215
Total plan assets at end of year2004-12-31$85,440
Total plan assets at beginning of year2004-12-31$72,225
Total contributions received or receivable from participants2004-12-31$9,296
Other income received2004-12-31$3,919
Net income (gross income less expenses)2004-12-31$13,215
Net plan assets at end of year (total assets less liabilities)2004-12-31$85,440
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$72,225
Total contributions received or receivable from employer(s)2004-12-31$0
2003 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2003 401k financial data
Total plan liabilities at end of year2003-12-31$0
Total plan liabilities at beginning of year2003-12-31$0
Total income from all sources2003-12-31$19,802
Total plan assets at end of year2003-12-31$72,225
Total plan assets at beginning of year2003-12-31$52,423
Total contributions received or receivable from participants2003-12-31$7,986
Other income received2003-12-31$11,816
Net income (gross income less expenses)2003-12-31$19,802
Net plan assets at end of year (total assets less liabilities)2003-12-31$72,225
Net plan assets at beginning of year (total assets less liabilities)2003-12-31$52,423
Total contributions received or receivable from employer(s)2003-12-31$0
2002 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2002 401k financial data
Total plan liabilities at end of year2002-12-31$0
Total plan liabilities at beginning of year2002-12-31$0
Total income from all sources2002-12-31$8,310
Expenses. Total of all expenses incurred2002-12-31$19,278
Total plan assets at end of year2002-12-31$52,423
Total plan assets at beginning of year2002-12-31$63,391
Total contributions received or receivable from participants2002-12-31$8,310
Expenses. Other expenses not covered elsewhere2002-12-31$19,278
Net income (gross income less expenses)2002-12-31$-10,968
Net plan assets at end of year (total assets less liabilities)2002-12-31$52,423
Net plan assets at beginning of year (total assets less liabilities)2002-12-31$63,391
Total contributions received or receivable from employer(s)2002-12-31$0
2001 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2001 401k financial data
Total plan liabilities at end of year2001-12-31$0
Total plan liabilities at beginning of year2001-12-31$0
Total income from all sources2001-12-31$12,239
Expenses. Total of all expenses incurred2001-12-31$22,057
Total plan assets at end of year2001-12-31$63,391
Total plan assets at beginning of year2001-12-31$73,209
Total contributions received or receivable from participants2001-12-31$12,239
Expenses. Other expenses not covered elsewhere2001-12-31$22,057
Net income (gross income less expenses)2001-12-31$-9,818
Net plan assets at end of year (total assets less liabilities)2001-12-31$63,391
Net plan assets at beginning of year (total assets less liabilities)2001-12-31$73,209
Total contributions received or receivable from employer(s)2001-12-31$0
2000 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2000 401k financial data
Total plan liabilities at end of year2000-12-31$0
Total plan liabilities at beginning of year2000-12-31$0
Total income from all sources2000-12-31$19,438
Expenses. Total of all expenses incurred2000-12-31$23,502
Total plan assets at end of year2000-12-31$73,209
Total plan assets at beginning of year2000-12-31$77,273
Total contributions received or receivable from participants2000-12-31$6,611
Expenses. Other expenses not covered elsewhere2000-12-31$23,502
Other income received2000-12-31$12,827
Net income (gross income less expenses)2000-12-31$-4,064
Net plan assets at end of year (total assets less liabilities)2000-12-31$73,209
Net plan assets at beginning of year (total assets less liabilities)2000-12-31$77,273
Total contributions received or receivable from employer(s)2000-12-31$0
1999 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 1999 401k financial data
Total plan liabilities at end of year1999-12-31$0
Total plan liabilities at beginning of year1999-12-31$0
Total income from all sources1999-12-31$38,261
Total plan assets at end of year1999-12-31$77,273
Total plan assets at beginning of year1999-12-31$39,012
Total contributions received or receivable from participants1999-12-31$8,380
Other income received1999-12-31$29,881
Net income (gross income less expenses)1999-12-31$38,261
Net plan assets at end of year (total assets less liabilities)1999-12-31$77,273
Net plan assets at beginning of year (total assets less liabilities)1999-12-31$39,012
Total contributions received or receivable from employer(s)1999-12-31$0
1998 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 1998 401k financial data
Total plan liabilities at end of year1998-12-31$0
Total plan liabilities at beginning of year1998-12-31$0
Total income from all sources1998-12-31$17,847
Total plan assets at end of year1998-12-31$39,012
Total plan assets at beginning of year1998-12-31$21,165
Total contributions received or receivable from participants1998-12-31$10,515
Other income received1998-12-31$7,332
Net income (gross income less expenses)1998-12-31$17,847
Net plan assets at end of year (total assets less liabilities)1998-12-31$39,012
Net plan assets at beginning of year (total assets less liabilities)1998-12-31$21,165
Total contributions received or receivable from employer(s)1998-12-31$0
1997 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 1997 401k financial data
Total plan liabilities at end of year1997-12-31$0
Total plan liabilities at beginning of year1997-12-31$0
Total income from all sources1997-12-31$12,358
Expenses. Total of all expenses incurred1997-12-31$441
Total plan assets at end of year1997-12-31$21,165
Total plan assets at beginning of year1997-12-31$9,248
Total contributions received or receivable from participants1997-12-31$10,274
Expenses. Other expenses not covered elsewhere1997-12-31$441
Other income received1997-12-31$2,084
Net income (gross income less expenses)1997-12-31$11,917
Net plan assets at end of year (total assets less liabilities)1997-12-31$21,165
Net plan assets at beginning of year (total assets less liabilities)1997-12-31$9,248
Total contributions received or receivable from employer(s)1997-12-31$0
1996 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 1996 401k financial data
Total plan liabilities at end of year1996-12-31$0
Total plan liabilities at beginning of year1996-12-31$0
Total income from all sources1996-12-31$9,651
Expenses. Total of all expenses incurred1996-12-31$403
Total plan assets at end of year1996-12-31$9,248
Total plan assets at beginning of year1996-12-31$0
Total contributions received or receivable from participants1996-12-31$9,319
Other income received1996-12-31$332
Net income (gross income less expenses)1996-12-31$9,248
Net plan assets at end of year (total assets less liabilities)1996-12-31$9,248
Net plan assets at beginning of year (total assets less liabilities)1996-12-31$0
Total contributions received or receivable from employer(s)1996-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)1996-12-31$403

Form 5500 Responses for JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996

2012: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2003: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedYes
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement - TrustYes
2002: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedYes
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo
2002-01-01Plan funding arrangement – TrustYes
2002-01-01Plan benefit arrangement - TrustYes
2001: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2001 form 5500 responses
2001-01-01Type of plan entitySingle employer plan
2001-01-01Submission has been amendedYes
2001-01-01This submission is the final filingNo
2001-01-01This return/report is a short plan year return/report (less than 12 months)No
2001-01-01Plan is a collectively bargained planNo
2001-01-01Plan funding arrangement – TrustYes
2001-01-01Plan benefit arrangement - TrustYes
1999: JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 1999 form 5500 responses
1999-01-01Type of plan entitySingle employer plan
1999-01-01Submission has been amendedYes
1999-01-01This submission is the final filingNo
1999-01-01This return/report is a short plan year return/report (less than 12 months)No
1999-01-01Plan is a collectively bargained planNo
1999-01-01Plan funding arrangement – TrustYes
1999-01-01Plan benefit arrangement - TrustYes

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