THE OTTERY GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE OTTERY GROUP SAFE HARBOR 401K PLAN
Measure | Date | Value |
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2013: THE OTTERY GROUP SAFE HARBOR 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 0 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THE OTTERY GROUP SAFE HARBOR 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 4 |
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 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 4 |
Number of participants with account balances | 2012-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THE OTTERY GROUP SAFE HARBOR 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10 |
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 | 0 |
Total of all active and inactive participants | 2011-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 10 |
Number of participants with account balances | 2011-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: THE OTTERY GROUP SAFE HARBOR 401K PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 6 |
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 | 1 |
Total of all active and inactive participants | 2010-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 7 |
Number of participants with account balances | 2010-01-01 | 6 |
2009: THE OTTERY GROUP SAFE HARBOR 401K PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
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 | 8 |
Total participants | 2009-01-01 | 8 |
Number of participants with account balances | 2009-01-01 | 8 |
Measure | Date | Value |
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2013 : THE OTTERY GROUP SAFE HARBOR 401K PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-27 | $27,954 |
Expenses. Total of all expenses incurred | 2013-12-27 | $183,532 |
Benefits paid (including direct rollovers) | 2013-12-27 | $177,700 |
Total plan assets at end of year | 2013-12-27 | $0 |
Total plan assets at beginning of year | 2013-12-27 | $155,578 |
Other income received | 2013-12-27 | $27,954 |
Net income (gross income less expenses) | 2013-12-27 | $-155,578 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-27 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-27 | $155,578 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-27 | $5,832 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-27 | $0 |
2012 : THE OTTERY GROUP SAFE HARBOR 401K PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $23,442 |
Expenses. Total of all expenses incurred | 2012-12-31 | $5,000 |
Benefits paid (including direct rollovers) | 2012-12-31 | $862 |
Total plan assets at end of year | 2012-12-31 | $155,578 |
Total plan assets at beginning of year | 2012-12-31 | $137,136 |
Total contributions received or receivable from participants | 2012-12-31 | $146 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $4,138 |
Other income received | 2012-12-31 | $12,364 |
Net income (gross income less expenses) | 2012-12-31 | $18,442 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $155,578 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $137,136 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $10,932 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : THE OTTERY GROUP SAFE HARBOR 401K PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $2,493 |
Expenses. Total of all expenses incurred | 2011-12-31 | $6,495 |
Benefits paid (including direct rollovers) | 2011-12-31 | $2,361 |
Total plan assets at end of year | 2011-12-31 | $136,226 |
Total plan assets at beginning of year | 2011-12-31 | $140,228 |
Value of fidelity bond covering the plan | 2011-12-31 | $14,000 |
Total contributions received or receivable from participants | 2011-12-31 | $6,512 |
Other income received | 2011-12-31 | $-4,019 |
Net income (gross income less expenses) | 2011-12-31 | $-4,002 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $136,226 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $140,228 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $4,134 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : THE OTTERY GROUP SAFE HARBOR 401K PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $28,187 |
Expenses. Total of all expenses incurred | 2010-12-31 | $14,462 |
Benefits paid (including direct rollovers) | 2010-12-31 | $10,499 |
Total plan assets at end of year | 2010-12-31 | $140,228 |
Total plan assets at beginning of year | 2010-12-31 | $126,503 |
Value of fidelity bond covering the plan | 2010-12-31 | $15,000 |
Total contributions received or receivable from participants | 2010-12-31 | $14,722 |
Other income received | 2010-12-31 | $13,465 |
Net income (gross income less expenses) | 2010-12-31 | $13,725 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $140,228 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $126,503 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,963 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2013: THE OTTERY GROUP SAFE HARBOR 401K 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 | Yes |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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: THE OTTERY GROUP SAFE HARBOR 401K 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: THE OTTERY GROUP SAFE HARBOR 401K 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 | Yes |
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 |
2010: THE OTTERY GROUP SAFE HARBOR 401K 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 | Yes |
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 – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE OTTERY GROUP SAFE HARBOR 401K 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 |