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PETER BELL CPA QUALIFIED TERMINATION PLAN 401k Plan overview

Plan NamePETER BELL CPA QUALIFIED TERMINATION PLAN
Plan identification number 504

PETER BELL CPA QUALIFIED TERMINATION PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Severance pay
  • 10 or more employer plan under Code section 419A(f)(6).

401k Sponsoring company profile

PETER BELL CPA SEC 129 PLAN has sponsored the creation of one or more 401k plans.

Company Name:PETER BELL CPA SEC 129 PLAN
Employer identification number (EIN):561414439
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETER BELL CPA QUALIFIED TERMINATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042013-01-01PETER BELL CPA PETER BELL CPA2014-07-08
5042012-01-01PETER BELL CPA PETER BELL CPA2013-07-20
5042011-01-01PETER BELL CPA PETER BELL CPA2012-07-30
5042010-01-01PETER BELL CPA PETER BELL CPA2011-07-28
5042009-01-01PETER BELL CPA PETER BELL CPA2010-08-10

Plan Statistics for PETER BELL CPA QUALIFIED TERMINATION PLAN

401k plan membership statisitcs for PETER BELL CPA QUALIFIED TERMINATION PLAN

Measure Date Value
2013: PETER BELL CPA QUALIFIED TERMINATION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-0113
Total of all active and inactive participants2013-01-0113
2012: PETER BELL CPA QUALIFIED TERMINATION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Total of all active and inactive participants2012-01-0111
2011: PETER BELL CPA QUALIFIED TERMINATION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114
Total number of active participants reported on line 7a of the Form 55002011-01-0112
Total of all active and inactive participants2011-01-0112
2010: PETER BELL CPA QUALIFIED TERMINATION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0115
Total number of active participants reported on line 7a of the Form 55002010-01-0114
Total of all active and inactive participants2010-01-0114
2009: PETER BELL CPA QUALIFIED TERMINATION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0114
Total number of active participants reported on line 7a of the Form 55002009-01-0115
Total of all active and inactive participants2009-01-0115

Financial Data on PETER BELL CPA QUALIFIED TERMINATION PLAN

Measure Date Value
2013 : PETER BELL CPA QUALIFIED TERMINATION PLAN 2013 401k financial data
Total income from all sources2013-12-31$2,381
Expenses. Total of all expenses incurred2013-12-31$2,381
Benefits paid (including direct rollovers)2013-12-31$2,345
Total plan assets at end of year2013-12-31$250
Total plan assets at beginning of year2013-12-31$250
Net income (gross income less expenses)2013-12-31$0
Net plan assets at end of year (total assets less liabilities)2013-12-31$250
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$250
Total contributions received or receivable from employer(s)2013-12-31$2,381
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$36
2012 : PETER BELL CPA QUALIFIED TERMINATION PLAN 2012 401k financial data
Total income from all sources2012-12-31$2,379
Expenses. Total of all expenses incurred2012-12-31$2,383
Benefits paid (including direct rollovers)2012-12-31$2,345
Total plan assets at end of year2012-12-31$250
Total plan assets at beginning of year2012-12-31$254
Net income (gross income less expenses)2012-12-31$-4
Net plan assets at end of year (total assets less liabilities)2012-12-31$250
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$254
Total contributions received or receivable from employer(s)2012-12-31$2,379
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$38
2011 : PETER BELL CPA QUALIFIED TERMINATION PLAN 2011 401k financial data
Total income from all sources2011-12-31$2,450
Expenses. Total of all expenses incurred2011-12-31$2,366
Benefits paid (including direct rollovers)2011-12-31$2,345
Total plan assets at end of year2011-12-31$254
Total plan assets at beginning of year2011-12-31$170
Net income (gross income less expenses)2011-12-31$84
Net plan assets at end of year (total assets less liabilities)2011-12-31$254
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$170
Total contributions received or receivable from employer(s)2011-12-31$2,450
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$21
2010 : PETER BELL CPA QUALIFIED TERMINATION PLAN 2010 401k financial data
Total income from all sources2010-12-31$2,400
Expenses. Total of all expenses incurred2010-12-31$2,345
Benefits paid (including direct rollovers)2010-12-31$2,345
Total plan assets at end of year2010-12-31$170
Total plan assets at beginning of year2010-12-31$115
Net income (gross income less expenses)2010-12-31$55
Net plan assets at end of year (total assets less liabilities)2010-12-31$170
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$115
Total contributions received or receivable from employer(s)2010-12-31$2,400

Form 5500 Responses for PETER BELL CPA QUALIFIED TERMINATION PLAN

2013: PETER BELL CPA QUALIFIED TERMINATION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PETER BELL CPA QUALIFIED TERMINATION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PETER BELL CPA QUALIFIED TERMINATION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PETER BELL CPA QUALIFIED TERMINATION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PETER BELL CPA QUALIFIED TERMINATION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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