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MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR. 401k Plan overview

Plan NameMERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR.
Plan identification number 001

MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

WILLIAM WATT NEAL JR. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM WATT NEAL JR.
Employer identification number (EIN):581162835
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01WILLIAM WATT NEAL, JR.
0012011-01-01WILLIAM WATT NEAL, JR.
0012010-01-01WILLIAM WATT NEAL JR
0012009-01-01WILLIAM WATT NEAL JR

Plan Statistics for MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR.

401k plan membership statisitcs for MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR.

Measure Date Value
2014: MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR. 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Total of all active and inactive participants2014-01-011
Total participants2014-01-011
2013: MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR. 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
2012: MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR. 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
2011: MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR. 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
2010: MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR. 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015
2009: MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR. 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015

Financial Data on MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR.

Measure Date Value
2014 : MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR. 2014 401k financial data
Expenses. Total of all expenses incurred2014-12-31$60
Total plan assets at end of year2014-12-31$3,539
Total plan assets at beginning of year2014-12-31$3,599
Net income (gross income less expenses)2014-12-31$-60
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,539
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,599
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$60
2013 : MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR. 2013 401k financial data
Total income from all sources2013-12-31$37,873
Expenses. Total of all expenses incurred2013-12-31$301,089
Benefits paid (including direct rollovers)2013-12-31$301,029
Total plan assets at end of year2013-12-31$3,599
Total plan assets at beginning of year2013-12-31$266,815
Other income received2013-12-31$37,873
Net income (gross income less expenses)2013-12-31$-263,216
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,599
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$266,815
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$60
2012 : MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR. 2012 401k financial data
Transfers to/from the plan2012-12-31$-17,442
Total income from all sources2012-12-31$7,886
Expenses. Total of all expenses incurred2012-12-31$248
Total plan assets at end of year2012-12-31$266,815
Total plan assets at beginning of year2012-12-31$276,619
Other income received2012-12-31$7,886
Net income (gross income less expenses)2012-12-31$7,638
Net plan assets at end of year (total assets less liabilities)2012-12-31$266,815
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$276,619
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$248
2011 : MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR. 2011 401k financial data
Transfers to/from the plan2011-12-31$-26,730
Total income from all sources2011-12-31$-19,457
Expenses. Total of all expenses incurred2011-12-31$3,007
Total plan assets at end of year2011-12-31$276,619
Total plan assets at beginning of year2011-12-31$325,813
Other income received2011-12-31$-19,457
Net income (gross income less expenses)2011-12-31$-22,464
Net plan assets at end of year (total assets less liabilities)2011-12-31$276,619
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$325,813
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,007
2010 : MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR. 2010 401k financial data
Total income from all sources2010-12-31$23,957
Expenses. Total of all expenses incurred2010-12-31$643
Total plan assets at end of year2010-12-31$325,813
Total plan assets at beginning of year2010-12-31$302,499
Expenses. Other expenses not covered elsewhere2010-12-31$643
Other income received2010-12-31$23,957
Net income (gross income less expenses)2010-12-31$23,314
Net plan assets at end of year (total assets less liabilities)2010-12-31$325,813
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$302,499

Form 5500 Responses for MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR.

2014: MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MERRILL LYNCH PIERCE FENNER & SMITH CUSTODIAN FPO WILLIAM WATT NEAL, JR. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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