STEVENS & BRAND, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN
Measure | Date | Value |
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2013: STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 27 |
Total of all active and inactive participants | 2013-01-01 | 27 |
Total participants | 2013-01-01 | 27 |
Number of participants with account balances | 2013-01-01 | 27 |
2012: STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 24 |
Total of all active and inactive participants | 2012-01-01 | 24 |
Total participants | 2012-01-01 | 24 |
Number of participants with account balances | 2012-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 27 |
Total of all active and inactive participants | 2011-01-01 | 27 |
Total participants | 2011-01-01 | 27 |
Number of participants with account balances | 2011-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 23 |
Total of all active and inactive participants | 2009-01-01 | 23 |
Total participants | 2009-01-01 | 23 |
Number of participants with account balances | 2009-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
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2013 : STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $572,616 |
Expenses. Total of all expenses incurred | 2013-12-31 | $35,970 |
Benefits paid (including direct rollovers) | 2013-12-31 | $30,126 |
Total plan assets at end of year | 2013-12-31 | $2,923,346 |
Total plan assets at beginning of year | 2013-12-31 | $2,386,700 |
Value of fidelity bond covering the plan | 2013-12-31 | $350,000 |
Total contributions received or receivable from participants | 2013-12-31 | $163,612 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $21,770 |
Other income received | 2013-12-31 | $301,756 |
Net income (gross income less expenses) | 2013-12-31 | $536,646 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,923,346 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,386,700 |
Assets. Value of participant loans | 2013-12-31 | $78,641 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $85,478 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $5,844 |
2012 : STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $435,246 |
Expenses. Total of all expenses incurred | 2012-12-31 | $147,621 |
Benefits paid (including direct rollovers) | 2012-12-31 | $141,027 |
Total plan assets at end of year | 2012-12-31 | $2,386,700 |
Total plan assets at beginning of year | 2012-12-31 | $2,099,075 |
Value of fidelity bond covering the plan | 2012-12-31 | $265,000 |
Total contributions received or receivable from participants | 2012-12-31 | $163,522 |
Other income received | 2012-12-31 | $185,187 |
Net income (gross income less expenses) | 2012-12-31 | $287,625 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,386,700 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,099,075 |
Assets. Value of participant loans | 2012-12-31 | $73,798 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $86,537 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $6,594 |
2011 : STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $141,282 |
Expenses. Total of all expenses incurred | 2011-12-31 | $60,924 |
Benefits paid (including direct rollovers) | 2011-12-31 | $60,924 |
Total plan assets at end of year | 2011-12-31 | $2,099,075 |
Total plan assets at beginning of year | 2011-12-31 | $2,018,717 |
Value of fidelity bond covering the plan | 2011-12-31 | $265,000 |
Total contributions received or receivable from participants | 2011-12-31 | $136,494 |
Other income received | 2011-12-31 | $-66,820 |
Net income (gross income less expenses) | 2011-12-31 | $80,358 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,099,075 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,018,717 |
Assets. Value of participant loans | 2011-12-31 | $50,273 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $71,608 |
2010 : STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $318,219 |
Expenses. Total of all expenses incurred | 2010-12-31 | $5,557 |
Benefits paid (including direct rollovers) | 2010-12-31 | $5,557 |
Total plan assets at end of year | 2010-12-31 | $1,993,693 |
Total plan assets at beginning of year | 2010-12-31 | $1,681,031 |
Total contributions received or receivable from participants | 2010-12-31 | $123,632 |
Other income received | 2010-12-31 | $124,961 |
Net income (gross income less expenses) | 2010-12-31 | $312,662 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,993,693 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,681,031 |
Assets. Value of participant loans | 2010-12-31 | $24,974 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $69,626 |
2013: STEVENS & BRAND, LLP VIP PLUS 401(K) PLAN 2013 form 5500 responses |
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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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: STEVENS & BRAND, LLP VIP PLUS 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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: STEVENS & BRAND, LLP VIP PLUS 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: STEVENS & BRAND, LLP VIP PLUS 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |