LAW FIRM OF CONWAY, OLEJNICZAK & JERRY, S.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LAW FIRM OF CONWAY, OLEJNICZAK & JERRY S.C. RETIREMENT SAVINGS PLAN & TRUST
401k plan membership statisitcs for LAW FIRM OF CONWAY, OLEJNICZAK & JERRY S.C. RETIREMENT SAVINGS PLAN & TRUST
| Measure | Date | Value |
|---|
| 2015: LAW FIRM OF CONWAY, OLEJNICZAK & JERRY S.C. RETIREMENT SAVINGS PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
| Total of all active and inactive participants | 2015-01-01 | 50 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 50 |
| Number of participants with account balances | 2015-01-01 | 50 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: LAW FIRM OF CONWAY, OLEJNICZAK & JERRY S.C. RETIREMENT SAVINGS PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 10 |
| Total of all active and inactive participants | 2014-01-01 | 51 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 51 |
| Number of participants with account balances | 2014-01-01 | 51 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: LAW FIRM OF CONWAY, OLEJNICZAK & JERRY S.C. RETIREMENT SAVINGS PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 41 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 11 |
| Total of all active and inactive participants | 2013-01-01 | 53 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 53 |
| Number of participants with account balances | 2013-01-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2015 : LAW FIRM OF CONWAY, OLEJNICZAK & JERRY S.C. RETIREMENT SAVINGS PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $837,954 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,921,437 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $2,900,821 |
| Total plan assets at end of year | 2015-12-31 | $21,503,146 |
| Total plan assets at beginning of year | 2015-12-31 | $23,586,629 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $350,821 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $1,431 |
| Other income received | 2015-12-31 | $158,702 |
| Net income (gross income less expenses) | 2015-12-31 | $-2,083,483 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $21,503,146 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $23,586,629 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $327,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $20,616 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : LAW FIRM OF CONWAY, OLEJNICZAK & JERRY S.C. RETIREMENT SAVINGS PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $1,897,072 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $2,768,968 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $2,741,380 |
| Total plan assets at end of year | 2014-12-31 | $23,586,629 |
| Total plan assets at beginning of year | 2014-12-31 | $24,458,525 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $346,059 |
| Other income received | 2014-12-31 | $1,201,013 |
| Net income (gross income less expenses) | 2014-12-31 | $-871,896 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $23,586,629 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $24,458,525 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $371,643 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $350,000 |
| Value of corrective distributions | 2014-12-31 | $1,479 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $26,109 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : LAW FIRM OF CONWAY, OLEJNICZAK & JERRY S.C. RETIREMENT SAVINGS PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $4,208,309 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $670,654 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $647,905 |
| Total plan assets at end of year | 2013-12-31 | $24,458,525 |
| Total plan assets at beginning of year | 2013-12-31 | $20,920,870 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $304,528 |
| Other income received | 2013-12-31 | $3,571,781 |
| Net income (gross income less expenses) | 2013-12-31 | $3,537,655 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $24,458,525 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $20,920,870 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $491,316 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $332,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $22,749 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2015: LAW FIRM OF CONWAY, OLEJNICZAK & JERRY S.C. RETIREMENT SAVINGS PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: LAW FIRM OF CONWAY, OLEJNICZAK & JERRY S.C. RETIREMENT SAVINGS PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: LAW FIRM OF CONWAY, OLEJNICZAK & JERRY S.C. RETIREMENT SAVINGS PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
