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SELF EMPLOYED RETIREMENT PLAN OF WILLIFORD, WINDHAM & STONE 401k Plan overview

Plan NameSELF EMPLOYED RETIREMENT PLAN OF WILLIFORD, WINDHAM & STONE
Plan identification number 001

SELF EMPLOYED RETIREMENT PLAN OF WILLIFORD, WINDHAM & STONE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

WILLIFORD, WINDHAM & STONE has sponsored the creation of one or more 401k plans.

Company Name:WILLIFORD, WINDHAM & STONE
Employer identification number (EIN):580697179
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SELF EMPLOYED RETIREMENT PLAN OF WILLIFORD, WINDHAM & STONE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012009-07-01TODD STONE
0012008-07-01
0012007-07-01TODD STONE

Plan Statistics for SELF EMPLOYED RETIREMENT PLAN OF WILLIFORD, WINDHAM & STONE

401k plan membership statisitcs for SELF EMPLOYED RETIREMENT PLAN OF WILLIFORD, WINDHAM & STONE

Measure Date Value
2009: SELF EMPLOYED RETIREMENT PLAN OF WILLIFORD, WINDHAM & STONE 2009 401k membership
Total participants, beginning-of-year2009-07-012
Total number of active participants reported on line 7a of the Form 55002009-07-011
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-011
Total of all active and inactive participants2009-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-012
Number of participants with account balances2009-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010
2007: SELF EMPLOYED RETIREMENT PLAN OF WILLIFORD, WINDHAM & STONE 2007 401k membership
Total participants, beginning-of-year2007-07-013
Total number of active participants reported on line 7a of the Form 55002007-07-011
Number of retired or separated participants receiving benefits2007-07-010
Number of other retired or separated participants entitled to future benefits2007-07-011
Total of all active and inactive participants2007-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-07-010
Total participants2007-07-012
Number of participants with account balances2007-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-07-010

Financial Data on SELF EMPLOYED RETIREMENT PLAN OF WILLIFORD, WINDHAM & STONE

Measure Date Value
2008 : SELF EMPLOYED RETIREMENT PLAN OF WILLIFORD, WINDHAM & STONE 2008 401k financial data
Total income from all sources2008-06-30$-43,912
Expenses. Total of all expenses incurred2008-06-30$216,230
Benefits paid (including direct rollovers)2008-06-30$205,830
Total plan assets at end of year2008-06-30$823,880
Total plan assets at beginning of year2008-06-30$1,084,022
Total contributions received or receivable from participants2008-06-30$0
Expenses. Other expenses not covered elsewhere2008-06-30$10,400
Other income received2008-06-30$-43,912
Net income (gross income less expenses)2008-06-30$-260,142
Net plan assets at end of year (total assets less liabilities)2008-06-30$823,880
Net plan assets at beginning of year (total assets less liabilities)2008-06-30$1,084,022
2007 : SELF EMPLOYED RETIREMENT PLAN OF WILLIFORD, WINDHAM & STONE 2007 401k financial data
Total income from all sources2007-06-30$225,233
Expenses. Total of all expenses incurred2007-06-30$211,993
Benefits paid (including direct rollovers)2007-06-30$200,000
Total plan assets at end of year2007-06-30$1,084,022
Total plan assets at beginning of year2007-06-30$1,070,782
Total contributions received or receivable from participants2007-06-30$25,000
Expenses. Other expenses not covered elsewhere2007-06-30$11,993
Other income received2007-06-30$200,233
Net income (gross income less expenses)2007-06-30$13,240
Net plan assets at end of year (total assets less liabilities)2007-06-30$1,084,022
Net plan assets at beginning of year (total assets less liabilities)2007-06-30$1,070,782

Form 5500 Responses for SELF EMPLOYED RETIREMENT PLAN OF WILLIFORD, WINDHAM & STONE

2009: SELF EMPLOYED RETIREMENT PLAN OF WILLIFORD, WINDHAM & STONE 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes
2008: SELF EMPLOYED RETIREMENT PLAN OF WILLIFORD, WINDHAM & STONE 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2007: SELF EMPLOYED RETIREMENT PLAN OF WILLIFORD, WINDHAM & STONE 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2007-07-01Plan funding arrangement – TrustYes
2007-07-01Plan benefit arrangement - TrustYes

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