WILLIS R KEENE PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROFIT SHARING PLAN & TRUST OF WILLIS R KEENE PC
401k plan membership statisitcs for PROFIT SHARING PLAN & TRUST OF WILLIS R KEENE PC
| Measure | Date | Value |
|---|
| 2011: PROFIT SHARING PLAN & TRUST OF WILLIS R KEENE PC 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 1 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 1 |
| Total of all active and inactive participants | 2011-07-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 2 |
| Number of participants with account balances | 2011-07-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| 2010: PROFIT SHARING PLAN & TRUST OF WILLIS R KEENE PC 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 1 |
| Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 1 |
| Total of all active and inactive participants | 2010-07-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
| Total participants | 2010-07-01 | 2 |
| Number of participants with account balances | 2010-07-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 0 |
| 2009: PROFIT SHARING PLAN & TRUST OF WILLIS R KEENE PC 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 1 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 1 |
| Total of all active and inactive participants | 2009-07-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 4 |
| Number of participants with account balances | 2009-07-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Number of employers contributing to the scheme | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2012 : PROFIT SHARING PLAN & TRUST OF WILLIS R KEENE PC 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $211 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $3,600 |
| Total plan assets at end of year | 2012-06-30 | $55,067 |
| Total plan assets at beginning of year | 2012-06-30 | $58,456 |
| Other income received | 2012-06-30 | $211 |
| Net income (gross income less expenses) | 2012-06-30 | $-3,389 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $55,067 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $58,456 |
| Assets. Value of real-estate (other than employer real property) | 2012-06-30 | $12,601 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $3,600 |
| 2011 : PROFIT SHARING PLAN & TRUST OF WILLIS R KEENE PC 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $228 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $4,616 |
| Total plan assets at end of year | 2011-06-30 | $58,456 |
| Total plan assets at beginning of year | 2011-06-30 | $70,533 |
| Other income received | 2011-06-30 | $228 |
| Net income (gross income less expenses) | 2011-06-30 | $-4,388 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $58,456 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $70,533 |
| Assets. Value of real-estate (other than employer real property) | 2011-06-30 | $12,601 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $4,616 |
| 2008 : PROFIT SHARING PLAN & TRUST OF WILLIS R KEENE PC 2008 401k financial data |
|---|
| Total income from all sources | 2008-06-30 | $-2,002 |
| Total plan assets at end of year | 2008-06-30 | $89,627 |
| Total plan assets at beginning of year | 2008-06-30 | $91,628 |
| Other income received | 2008-06-30 | $-2,002 |
| Net income (gross income less expenses) | 2008-06-30 | $-2,002 |
| Net plan assets at end of year (total assets less liabilities) | 2008-06-30 | $89,627 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-06-30 | $91,628 |
| Assets. Value of real-estate (other than employer real property) | 2008-06-30 | $23,872 |
| 2007 : PROFIT SHARING PLAN & TRUST OF WILLIS R KEENE PC 2007 401k financial data |
|---|
| Total income from all sources | 2007-06-30 | $-1,985 |
| Total plan assets at end of year | 2007-06-30 | $91,628 |
| Total plan assets at beginning of year | 2007-06-30 | $93,613 |
| Other income received | 2007-06-30 | $-1,985 |
| Net income (gross income less expenses) | 2007-06-30 | $-1,985 |
| Net plan assets at end of year (total assets less liabilities) | 2007-06-30 | $91,628 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-06-30 | $93,613 |
| Assets. Value of real-estate (other than employer real property) | 2007-06-30 | $26,524 |
| 2011: PROFIT SHARING PLAN & TRUST OF WILLIS R KEENE PC 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PROFIT SHARING PLAN & TRUST OF WILLIS R KEENE PC 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Submission has been amended | No |
| 2010-07-01 | This submission is the final filing | No |
| 2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-07-01 | Plan is a collectively bargained plan | No |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PROFIT SHARING PLAN & TRUST OF WILLIS R KEENE PC 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
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