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JAMES L TRACEY PENSION PLAN 401k Plan overview

Plan NameJAMES L TRACEY PENSION PLAN
Plan identification number 005

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
0052017-01-01JAMES C TRACEY JAMES L TRACEY2018-02-27
0052016-01-01JAMES C TRACEY JAMES L TRACEY2018-03-19
0052015-01-01JAMES C TRACEY JAMES L TRACEY2016-07-18
0052013-01-01JAMES C TRACEY JAMES L TRACEY2014-07-15
0052012-01-01JAMES C TRACEY JAMES L TRACEY2013-07-17
0052011-01-01JAMES L TRACEY JAMES L TRACEY2012-07-31
0052010-01-01JAMES L TRACEY JAMES L TRACEY2011-06-08
0052009-01-01JAMES 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
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 55002016-01-011
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 participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
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 of all active and inactive participants2013-01-010
Total participants2013-01-010
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
2010: JAMES L TRACEY PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
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$-291,298
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$291,298
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$291,298
2016 : JAMES L TRACEY PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$22,694
Total plan assets at end of year2016-12-31$291,298
Total plan assets at beginning of year2016-12-31$268,604
Other income received2016-12-31$22,694
Net income (gross income less expenses)2016-12-31$22,694
Net plan assets at end of year (total assets less liabilities)2016-12-31$291,298
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$268,604
2015 : JAMES L TRACEY PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$-19,958
Total plan assets at end of year2015-12-31$268,604
Total plan assets at beginning of year2015-12-31$288,562
Other income received2015-12-31$-24,958
Net income (gross income less expenses)2015-12-31$-19,958
Net plan assets at end of year (total assets less liabilities)2015-12-31$268,604
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$288,562
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$45,583
Total plan assets at end of year2013-12-31$254,939
Total plan assets at beginning of year2013-12-31$209,356
Other income received2013-12-31$45,583
Net income (gross income less expenses)2013-12-31$45,583
Net plan assets at end of year (total assets less liabilities)2013-12-31$254,939
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$209,356
2012 : JAMES L TRACEY PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$-141,387
Expenses. Total of all expenses incurred2012-12-31$383,014
Benefits paid (including direct rollovers)2012-12-31$383,014
Total plan assets at end of year2012-12-31$209,356
Total plan assets at beginning of year2012-12-31$733,757
Other income received2012-12-31$-170,787
Net income (gross income less expenses)2012-12-31$-524,401
Net plan assets at end of year (total assets less liabilities)2012-12-31$209,356
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$733,757
Total contributions received or receivable from employer(s)2012-12-31$29,400
2011 : JAMES L TRACEY PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$83,129
Total plan assets at end of year2011-12-31$733,757
Total plan assets at beginning of year2011-12-31$650,628
Other income received2011-12-31$31,229
Net income (gross income less expenses)2011-12-31$83,129
Net plan assets at end of year (total assets less liabilities)2011-12-31$733,757
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$650,628
Total contributions received or receivable from employer(s)2011-12-31$51,900
2010 : JAMES L TRACEY PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$32,693
Total plan assets at end of year2010-12-31$650,628
Total plan assets at beginning of year2010-12-31$617,935
Other income received2010-12-31$-26,107
Net income (gross income less expenses)2010-12-31$32,693
Net plan assets at end of year (total assets less liabilities)2010-12-31$650,628
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$617,935
Total contributions received or receivable from employer(s)2010-12-31$58,800

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
2010: JAMES L TRACEY PENSION PLAN 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: 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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