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JAMES L TRACEY PENSION PLAN 401k Plan overview

Plan NameJAMES L TRACEY PENSION PLAN
Plan identification number 004

JAMES L TRACEY PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing

401k Sponsoring company profile

JAMES C TRACEY has sponsored the creation of one or more 401k plans.

Company Name:JAMES C TRACEY
Employer identification number (EIN):363218869
NAIC Classification:331500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES L TRACEY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042017-01-01JAMES C TRACEY JAMES C TRACEY2018-02-27
0042016-01-01JAMES C TRACEY JAMES C TRACEY2018-03-19
0042015-01-01JAMES C TRACEY JAMES C TRACEY2016-07-18
0042013-01-01JAMES C TRACEY JAMES C TRACEY2014-07-15
0042012-01-01JAMES C TRACEY JAMES C TRACEY2013-07-17
0042011-01-01JAMES L TRACEY JAMES L TRACEY2012-07-31
0042009-01-01JAMES L TRACEY JAMES L TRACEY2010-06-30

Plan Statistics for JAMES L TRACEY PENSION PLAN

401k plan membership statisitcs for JAMES L TRACEY PENSION PLAN

Measure Date Value
2017: JAMES L TRACEY PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JAMES L TRACEY PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JAMES L TRACEY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2013: JAMES L TRACEY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
Number of participants with account balances2013-01-011
2012: JAMES L TRACEY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-011
2011: JAMES L TRACEY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2009: JAMES L TRACEY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on JAMES L TRACEY PENSION PLAN

Measure Date Value
2017 : JAMES L TRACEY PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$-238,023
Total income from all sources2017-12-31$0
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$238,023
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$238,023
2016 : JAMES L TRACEY PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$12,811
Total plan assets at end of year2016-12-31$238,023
Total plan assets at beginning of year2016-12-31$225,212
Other income received2016-12-31$12,811
Net income (gross income less expenses)2016-12-31$12,811
Net plan assets at end of year (total assets less liabilities)2016-12-31$238,023
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$225,212
2015 : JAMES L TRACEY PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$-16,151
Total plan assets at end of year2015-12-31$225,212
Total plan assets at beginning of year2015-12-31$241,363
Other income received2015-12-31$-21,151
Net income (gross income less expenses)2015-12-31$-16,151
Net plan assets at end of year (total assets less liabilities)2015-12-31$225,212
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$241,363
Total contributions received or receivable from employer(s)2015-12-31$5,000
2013 : JAMES L TRACEY PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$55,529
Total plan assets at end of year2013-12-31$247,715
Total plan assets at beginning of year2013-12-31$192,186
Other income received2013-12-31$35,129
Net income (gross income less expenses)2013-12-31$55,529
Net plan assets at end of year (total assets less liabilities)2013-12-31$247,715
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$192,186
Total contributions received or receivable from employer(s)2013-12-31$20,400
2012 : JAMES L TRACEY PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$48,982
Expenses. Total of all expenses incurred2012-12-31$463,385
Benefits paid (including direct rollovers)2012-12-31$463,385
Total plan assets at end of year2012-12-31$192,186
Total plan assets at beginning of year2012-12-31$606,589
Other income received2012-12-31$29,382
Net income (gross income less expenses)2012-12-31$-414,403
Net plan assets at end of year (total assets less liabilities)2012-12-31$192,186
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$606,589
Total contributions received or receivable from employer(s)2012-12-31$19,600
2011 : JAMES L TRACEY PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$-126,531
Total plan assets at end of year2011-12-31$606,589
Total plan assets at beginning of year2011-12-31$733,120
Other income received2011-12-31$-161,131
Net income (gross income less expenses)2011-12-31$-126,531
Net plan assets at end of year (total assets less liabilities)2011-12-31$606,589
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$733,120
Total contributions received or receivable from employer(s)2011-12-31$34,600
2010 : JAMES L TRACEY PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$222,898
Total plan assets at end of year2010-12-31$733,120
Total plan assets at beginning of year2010-12-31$510,222
Other income received2010-12-31$183,698
Net income (gross income less expenses)2010-12-31$222,898
Net plan assets at end of year (total assets less liabilities)2010-12-31$733,120
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$510,222
Total contributions received or receivable from employer(s)2010-12-31$39,200

Form 5500 Responses for JAMES L TRACEY PENSION PLAN

2017: JAMES L TRACEY PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES L TRACEY PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES L TRACEY PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2013: JAMES L TRACEY PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES L TRACEY PENSION PLAN 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 TRACEY PENSION PLAN 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 TRACEY PENSION PLAN 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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