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Plan Name | PAUL W. YATES LPA 401K PROFIT SHARING PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | PAUL W. YATES CO LPA |
Employer identification number (EIN): | 341319235 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2015-01-01 | PAUL W. YATES | 2016-07-31 | PAUL W. YATES | 2016-07-31 |
003 | 2014-01-01 | PAUL W. YATES | 2015-09-12 | PAUL W. YATES | 2015-09-12 |
003 | 2013-01-01 | PAUL W. YATES | 2014-10-13 | PAUL W. YATES | 2014-10-13 |
003 | 2012-01-01 | PAUL W. YATES | 2013-09-18 | PAUL W. YATES | 2013-09-18 |
003 | 2011-01-01 | PAUL W. YATES | 2012-09-13 | ||
003 | 2009-01-01 | PAUL W. YATES |
Measure | Date | Value |
---|---|---|
2009: PAUL W. YATES LPA 401K PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
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 | 0 |
Total of all active and inactive participants | 2009-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 3 |
Number of participants with account balances | 2009-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2010 : PAUL W. YATES LPA 401K PROFIT SHARING PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $5,739 |
Expenses. Total of all expenses incurred | 2010-12-31 | $3,450 |
Total plan assets at end of year | 2010-12-31 | $776,105 |
Total plan assets at beginning of year | 2010-12-31 | $773,816 |
Other income received | 2010-12-31 | $-887 |
Net income (gross income less expenses) | 2010-12-31 | $2,289 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $776,105 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $773,816 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $6,626 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,450 |
2009: PAUL W. YATES LPA 401K PROFIT SHARING PLAN 2009 form 5500 responses | ||
---|---|---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |