CUTTER & COMPANY BROKERAGE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CUTTER & COMPANY, INC. 401(K) PLAN
401k plan membership statisitcs for CUTTER & COMPANY, INC. 401(K) PLAN
Measure | Date | Value |
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2012: CUTTER & COMPANY, INC. 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 21 |
Number of participants with account balances | 2012-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: CUTTER & COMPANY, INC. 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 20 |
Number of participants with account balances | 2011-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: CUTTER & COMPANY, INC. 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 17 |
Number of participants with account balances | 2010-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: CUTTER & COMPANY, INC. 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 18 |
Number of participants with account balances | 2009-01-01 | 17 |
Measure | Date | Value |
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2012 : CUTTER & COMPANY, INC. 401(K) PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $256,411 |
Expenses. Total of all expenses incurred | 2012-12-31 | $624 |
Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $1,663,678 |
Total plan assets at beginning of year | 2012-12-31 | $1,407,891 |
Value of fidelity bond covering the plan | 2012-12-31 | $195,000 |
Total contributions received or receivable from participants | 2012-12-31 | $103,850 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $87,214 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $255,787 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,663,678 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,407,891 |
Assets. Value of participant loans | 2012-12-31 | $67,801 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $65,347 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $624 |
2011 : CUTTER & COMPANY, INC. 401(K) PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $88,413 |
Expenses. Total of all expenses incurred | 2011-12-31 | $1,614 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $1,397,587 |
Total plan assets at beginning of year | 2011-12-31 | $1,310,788 |
Value of fidelity bond covering the plan | 2011-12-31 | $195,000 |
Total contributions received or receivable from participants | 2011-12-31 | $83,771 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $250 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-52,551 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $86,799 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,397,587 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,310,788 |
Assets. Value of participant loans | 2011-12-31 | $27,684 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $57,193 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,364 |
2010 : CUTTER & COMPANY, INC. 401(K) PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $257,254 |
Expenses. Total of all expenses incurred | 2010-12-31 | $250 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $1,310,788 |
Total plan assets at beginning of year | 2010-12-31 | $1,053,784 |
Value of fidelity bond covering the plan | 2010-12-31 | $195,000 |
Total contributions received or receivable from participants | 2010-12-31 | $81,307 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $85,687 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $257,004 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,310,788 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,053,784 |
Assets. Value of participant loans | 2010-12-31 | $27,157 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $90,260 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $250 |
2012: CUTTER & COMPANY, INC. 401(K) PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CUTTER & COMPANY, INC. 401(K) PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: CUTTER & COMPANY, INC. 401(K) PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CUTTER & COMPANY, INC. 401(K) PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |