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FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameFOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN
Plan identification number 002

FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FOWLER WHITE BOGGS P.A. has sponsored the creation of one or more 401k plans.

Company Name:FOWLER WHITE BOGGS P.A.
Employer identification number (EIN):591280172
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about FOWLER WHITE BOGGS P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1969-12-29
Company Identification Number: 601830
Legal Registered Office Address: 1200 South Pine Island Road

Plantation

33324

More information about FOWLER WHITE BOGGS P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-11-01KIM WHITE
0022013-11-01KIM WHITE
0022012-11-01SCOTT FLETCHER
0022011-11-01SCOTT FLETCHER
0022010-11-01SCOTT FLETCHER
0022009-11-01SCOTT FLETCHER
0022009-11-01SCOTT FLETCHER
0022008-11-01

Plan Statistics for FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN

Measure Date Value
2014: FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-01282
Total number of active participants reported on line 7a of the Form 55002014-11-010
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-010
Total of all active and inactive participants2014-11-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-010
Number of participants with account balances2014-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-013
2013: FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-01379
Total number of active participants reported on line 7a of the Form 55002013-11-01147
Number of retired or separated participants receiving benefits2013-11-011
Number of other retired or separated participants entitled to future benefits2013-11-01134
Total of all active and inactive participants2013-11-01282
Total participants2013-11-01282
Number of participants with account balances2013-11-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-0114
2012: FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-01408
Total number of active participants reported on line 7a of the Form 55002012-11-01214
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-01164
Total of all active and inactive participants2012-11-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-011
Total participants2012-11-01379
Number of participants with account balances2012-11-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-0132
2011: FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-01414
Total number of active participants reported on line 7a of the Form 55002011-11-01283
Number of retired or separated participants receiving benefits2011-11-011
Number of other retired or separated participants entitled to future benefits2011-11-01122
Total of all active and inactive participants2011-11-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-012
Total participants2011-11-01408
Number of participants with account balances2011-11-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-019
2010: FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-11-01375
Total number of active participants reported on line 7a of the Form 55002010-11-01264
Number of retired or separated participants receiving benefits2010-11-011
Number of other retired or separated participants entitled to future benefits2010-11-01147
Total of all active and inactive participants2010-11-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-012
Total participants2010-11-01414
Number of participants with account balances2010-11-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-017
2009: FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-01391
Total number of active participants reported on line 7a of the Form 55002009-11-01232
Number of retired or separated participants receiving benefits2009-11-011
Number of other retired or separated participants entitled to future benefits2009-11-01140
Total of all active and inactive participants2009-11-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-012
Total participants2009-11-01375
Number of participants with account balances2009-11-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-0111

Financial Data on FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN

Measure Date Value
2015 : FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-10-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-10-30$0
Total unrealized appreciation/depreciation of assets2015-10-30$0
Total transfer of assets to this plan2015-10-30$0
Total transfer of assets from this plan2015-10-30$21,517,696
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-30$0
Expenses. Interest paid2015-10-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-10-30$0
Total income from all sources (including contributions)2015-10-30$741,801
Total loss/gain on sale of assets2015-10-30$-1
Total of all expenses incurred2015-10-30$24,700,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-30$24,693,083
Expenses. Certain deemed distributions of participant loans2015-10-30$0
Value of total corrective distributions2015-10-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-30$232,905
Value of total assets at end of year2015-10-30$0
Value of total assets at beginning of year2015-10-30$45,476,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-30$7,628
Total income from rents2015-10-30$0
Total interest from all sources2015-10-30$1,190
Total dividends received (eg from common stock, registered investment company shares)2015-10-30$1,348,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-10-30$1,348,140
Assets. Real estate other than employer real property at end of year2015-10-30$0
Assets. Real estate other than employer real property at beginning of year2015-10-30$0
Administrative expenses professional fees incurred2015-10-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-10-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-10-30$0
Was this plan covered by a fidelity bond2015-10-30Yes
Value of fidelity bond cover2015-10-30$500,000
If this is an individual account plan, was there a blackout period2015-10-30No
Were there any nonexempt tranactions with any party-in-interest2015-10-30No
Contributions received from participants2015-10-30$0
Participant contributions at end of year2015-10-30$0
Participant contributions at beginning of year2015-10-30$0
Participant contributions at end of year2015-10-30$0
Participant contributions at beginning of year2015-10-30$0
Assets. Other investments not covered elsewhere at end of year2015-10-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-10-30$891,175
Income. Received or receivable in cash from other sources (including rollovers)2015-10-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-10-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-10-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-10-30$0
Assets. Loans (other than to participants) at end of year2015-10-30$0
Assets. Loans (other than to participants) at beginning of year2015-10-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-10-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-10-30$0
Other income not declared elsewhere2015-10-30$0
Administrative expenses (other) incurred2015-10-30$7,628
Liabilities. Value of operating payables at end of year2015-10-30$0
Liabilities. Value of operating payables at beginning of year2015-10-30$0
Total non interest bearing cash at end of year2015-10-30$0
Total non interest bearing cash at beginning of year2015-10-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-30No
Income. Non cash contributions2015-10-30$0
Value of net income/loss2015-10-30$-23,958,910
Value of net assets at end of year (total assets less liabilities)2015-10-30$0
Value of net assets at beginning of year (total assets less liabilities)2015-10-30$45,476,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-30No
Were any leases to which the plan was party in default or uncollectible2015-10-30No
Assets. partnership/joint venture interests at end of year2015-10-30$0
Assets. partnership/joint venture interests at beginning of year2015-10-30$0
Investment advisory and management fees2015-10-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-10-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-10-30$43,962,775
Value of interest in pooled separate accounts at end of year2015-10-30$0
Value of interest in pooled separate accounts at beginning of year2015-10-30$0
Interest on participant loans2015-10-30$0
Income. Interest from loans (other than to participants)2015-10-30$0
Interest earned on other investments2015-10-30$0
Income. Interest from US Government securities2015-10-30$0
Income. Interest from corporate debt instruments2015-10-30$0
Value of interest in master investment trust accounts at end of year2015-10-30$0
Value of interest in master investment trust accounts at beginning of year2015-10-30$0
Value of interest in common/collective trusts at end of year2015-10-30$0
Value of interest in common/collective trusts at beginning of year2015-10-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-10-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-10-30$622,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-10-30$622,656
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-10-30$1,190
Assets. Value of investments in 103.12 investment entities at end of year2015-10-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-10-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-10-30$14,352
Asset value of US Government securities at end of year2015-10-30$0
Asset value of US Government securities at beginning of year2015-10-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-10-30$-840,433
Net investment gain/loss from pooled separate accounts2015-10-30$0
Net investment gain or loss from common/collective trusts2015-10-30$0
Net gain/loss from 103.12 investment entities2015-10-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-30No
Was there a failure to transmit to the plan any participant contributions2015-10-30No
Has the plan failed to provide any benefit when due under the plan2015-10-30No
Assets. Invements in employer securities at end of year2015-10-30$0
Assets. Invements in employer securities at beginning of year2015-10-30$0
Assets. Value of employer real property at end of year2015-10-30$0
Assets. Value of employer real property at beginning of year2015-10-30$0
Contributions received in cash from employer2015-10-30$232,905
Employer contributions (assets) at end of year2015-10-30$0
Employer contributions (assets) at beginning of year2015-10-30$0
Income. Dividends from preferred stock2015-10-30$0
Income. Dividends from common stock2015-10-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-30$24,678,731
Asset. Corporate debt instrument preferred debt at end of year2015-10-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-10-30$0
Asset. Corporate debt instrument debt (other) at end of year2015-10-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-10-30$0
Contract administrator fees2015-10-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-10-30No
Assets. Corporate common stocks other than exployer securities at end of year2015-10-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-10-30$0
Liabilities. Value of benefit claims payable at end of year2015-10-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-10-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-10-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-10-30$0
Did the plan have assets held for investment2015-10-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-30Yes
Aggregate proceeds on sale of assets2015-10-30$0
Aggregate carrying amount (costs) on sale of assets2015-10-30$1
Liabilities. Value of acquisition indebtedness at end of year2015-10-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-10-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-30Yes
Opinion of an independent qualified public accountant for this plan2015-10-30Disclaimer
Accountancy firm name2015-10-30PRIDA, GUIDA & COMPANY, P.A.
Accountancy firm EIN2015-10-30591978917
2014 : FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-10-31$39,638
Unrealized appreciation/depreciation of other (non real estate) assets2014-10-31$0
Total unrealized appreciation/depreciation of assets2014-10-31$39,638
Total transfer of assets to this plan2014-10-31$120,000
Total transfer of assets from this plan2014-10-31$240,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Expenses. Interest paid2014-10-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-10-31$0
Total income from all sources (including contributions)2014-10-31$2,923,747
Total loss/gain on sale of assets2014-10-31$-30,375
Total of all expenses incurred2014-10-31$12,770,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$12,757,579
Expenses. Certain deemed distributions of participant loans2014-10-31$0
Value of total corrective distributions2014-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$0
Value of total assets at end of year2014-10-31$45,476,606
Value of total assets at beginning of year2014-10-31$55,443,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$13,225
Total income from rents2014-10-31$0
Total interest from all sources2014-10-31$30
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$1,639,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-10-31$1,639,793
Assets. Real estate other than employer real property at end of year2014-10-31$0
Assets. Real estate other than employer real property at beginning of year2014-10-31$0
Administrative expenses professional fees incurred2014-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-10-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-10-31$0
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$500,000
If this is an individual account plan, was there a blackout period2014-10-31No
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Contributions received from participants2014-10-31$0
Participant contributions at end of year2014-10-31$0
Participant contributions at beginning of year2014-10-31$0
Participant contributions at end of year2014-10-31$0
Participant contributions at beginning of year2014-10-31$0
Assets. Other investments not covered elsewhere at end of year2014-10-31$891,175
Assets. Other investments not covered elsewhere at beginning of year2014-10-31$1,174,553
Income. Received or receivable in cash from other sources (including rollovers)2014-10-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-10-31$53,602
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-10-31$0
Assets. Loans (other than to participants) at end of year2014-10-31$0
Assets. Loans (other than to participants) at beginning of year2014-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-10-31$0
Other income not declared elsewhere2014-10-31$45,356
Administrative expenses (other) incurred2014-10-31$13,225
Liabilities. Value of operating payables at end of year2014-10-31$0
Liabilities. Value of operating payables at beginning of year2014-10-31$0
Total non interest bearing cash at end of year2014-10-31$0
Total non interest bearing cash at beginning of year2014-10-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Income. Non cash contributions2014-10-31$0
Value of net income/loss2014-10-31$-9,847,057
Value of net assets at end of year (total assets less liabilities)2014-10-31$45,476,606
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$55,443,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Assets. partnership/joint venture interests at end of year2014-10-31$0
Assets. partnership/joint venture interests at beginning of year2014-10-31$0
Investment advisory and management fees2014-10-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-10-31$43,962,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-10-31$53,009,096
Value of interest in pooled separate accounts at end of year2014-10-31$0
Value of interest in pooled separate accounts at beginning of year2014-10-31$0
Interest on participant loans2014-10-31$0
Income. Interest from loans (other than to participants)2014-10-31$0
Interest earned on other investments2014-10-31$0
Income. Interest from US Government securities2014-10-31$0
Income. Interest from corporate debt instruments2014-10-31$0
Value of interest in master investment trust accounts at end of year2014-10-31$0
Value of interest in master investment trust accounts at beginning of year2014-10-31$0
Value of interest in common/collective trusts at end of year2014-10-31$0
Value of interest in common/collective trusts at beginning of year2014-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-10-31$622,656
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-10-31$569,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-10-31$569,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-10-31$30
Assets. Value of investments in 103.12 investment entities at end of year2014-10-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-10-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-10-31$112,083
Asset value of US Government securities at end of year2014-10-31$0
Asset value of US Government securities at beginning of year2014-10-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-10-31$1,229,305
Net investment gain/loss from pooled separate accounts2014-10-31$0
Net investment gain or loss from common/collective trusts2014-10-31$0
Net gain/loss from 103.12 investment entities2014-10-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31No
Was there a failure to transmit to the plan any participant contributions2014-10-31No
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Assets. Invements in employer securities at end of year2014-10-31$0
Assets. Invements in employer securities at beginning of year2014-10-31$0
Assets. Value of employer real property at end of year2014-10-31$0
Assets. Value of employer real property at beginning of year2014-10-31$0
Contributions received in cash from employer2014-10-31$0
Employer contributions (assets) at end of year2014-10-31$0
Employer contributions (assets) at beginning of year2014-10-31$690,987
Income. Dividends from preferred stock2014-10-31$0
Income. Dividends from common stock2014-10-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$12,591,894
Asset. Corporate debt instrument preferred debt at end of year2014-10-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-10-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-10-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-10-31$0
Contract administrator fees2014-10-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-10-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-10-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-10-31$0
Liabilities. Value of benefit claims payable at end of year2014-10-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-10-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-10-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-10-31$0
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Aggregate proceeds on sale of assets2014-10-31$172,125
Aggregate carrying amount (costs) on sale of assets2014-10-31$202,500
Liabilities. Value of acquisition indebtedness at end of year2014-10-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-10-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31Yes
Opinion of an independent qualified public accountant for this plan2014-10-31Disclaimer
Accountancy firm name2014-10-31PRIDA, GUIDA & COMPANY, P.A.
Accountancy firm EIN2014-10-31591978917
2013 : FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-10-31$146,140
Total unrealized appreciation/depreciation of assets2013-10-31$146,140
Total transfer of assets from this plan2013-10-31$719,043
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total income from all sources (including contributions)2013-10-31$7,958,698
Total of all expenses incurred2013-10-31$7,058,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$7,045,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$702,299
Value of total assets at end of year2013-10-31$55,443,663
Value of total assets at beginning of year2013-10-31$55,262,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$12,975
Total interest from all sources2013-10-31$53
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$1,789,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-10-31$1,789,881
Was this plan covered by a fidelity bond2013-10-31Yes
Value of fidelity bond cover2013-10-31$500,000
If this is an individual account plan, was there a blackout period2013-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Assets. Other investments not covered elsewhere at end of year2013-10-31$1,174,553
Assets. Other investments not covered elsewhere at beginning of year2013-10-31$1,335,382
Administrative expenses (other) incurred2013-10-31$12,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$900,327
Value of net assets at end of year (total assets less liabilities)2013-10-31$55,443,663
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$55,262,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-10-31$53,009,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-10-31$52,585,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-10-31$569,027
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-10-31$469,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-10-31$469,603
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-10-31$53
Expenses. Payments to insurance carriers foe the provision of benefits2013-10-31$71,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-10-31$5,320,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31No
Was there a failure to transmit to the plan any participant contributions2013-10-31No
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Contributions received in cash from employer2013-10-31$702,299
Employer contributions (assets) at end of year2013-10-31$690,987
Employer contributions (assets) at beginning of year2013-10-31$872,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$6,974,217
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-10-31No
Did the plan have assets held for investment2013-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31Yes
Opinion of an independent qualified public accountant for this plan2013-10-31Disclaimer
Accountancy firm name2013-10-31PRIDA, GUIDA & COMPANY, P.A.
Accountancy firm EIN2013-10-31591978917
2012 : FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-10-31$71,375
Total unrealized appreciation/depreciation of assets2012-10-31$71,375
Total transfer of assets from this plan2012-10-31$229,995
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total income from all sources (including contributions)2012-10-31$5,773,759
Total of all expenses incurred2012-10-31$2,964,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$2,947,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$872,078
Value of total assets at end of year2012-10-31$55,262,379
Value of total assets at beginning of year2012-10-31$52,682,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$16,962
Total interest from all sources2012-10-31$28
Total dividends received (eg from common stock, registered investment company shares)2012-10-31$1,554,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-10-31$1,554,481
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$500,000
If this is an individual account plan, was there a blackout period2012-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-10-31$0
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Assets. Other investments not covered elsewhere at end of year2012-10-31$1,335,382
Assets. Other investments not covered elsewhere at beginning of year2012-10-31$1,404,880
Administrative expenses (other) incurred2012-10-31$16,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Value of net income/loss2012-10-31$2,809,534
Value of net assets at end of year (total assets less liabilities)2012-10-31$55,262,379
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$52,682,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-10-31$52,585,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-10-31$49,128,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-10-31$469,603
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-10-31$503,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-10-31$503,578
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-10-31$28
Expenses. Payments to insurance carriers foe the provision of benefits2012-10-31$71,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-10-31$3,275,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31No
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Contributions received in cash from employer2012-10-31$872,078
Employer contributions (assets) at end of year2012-10-31$872,078
Employer contributions (assets) at beginning of year2012-10-31$1,645,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$2,875,836
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-10-31No
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31Yes
Opinion of an independent qualified public accountant for this plan2012-10-31Disclaimer
Accountancy firm name2012-10-31PRIDA, GUIDA & COMPANY, P.A.
Accountancy firm EIN2012-10-31591978917
2011 : FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total income from all sources (including contributions)2011-10-31$3,022,408
Total of all expenses incurred2011-10-31$7,538,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$7,443,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$1,645,708
Value of total assets at end of year2011-10-31$52,682,840
Value of total assets at beginning of year2011-10-31$57,198,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$95,225
Total interest from all sources2011-10-31$48
Total dividends received (eg from common stock, registered investment company shares)2011-10-31$2,139,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-10-31$2,139,531
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$500,000
If this is an individual account plan, was there a blackout period2011-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-10-31$0
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Assets. Other investments not covered elsewhere at end of year2011-10-31$1,404,880
Assets. Other investments not covered elsewhere at beginning of year2011-10-31$1,388,932
Other income not declared elsewhere2011-10-31$170,136
Administrative expenses (other) incurred2011-10-31$95,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$-4,515,940
Value of net assets at end of year (total assets less liabilities)2011-10-31$52,682,840
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$57,198,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-10-31$49,128,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-10-31$54,122,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-10-31$503,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-10-31$915,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-10-31$915,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-10-31$48
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-10-31$-933,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31No
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Contributions received in cash from employer2011-10-31$1,645,708
Employer contributions (assets) at end of year2011-10-31$1,645,708
Employer contributions (assets) at beginning of year2011-10-31$771,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$7,443,123
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-10-31No
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31Yes
Opinion of an independent qualified public accountant for this plan2011-10-31Disclaimer
Accountancy firm name2011-10-31PRIDA, GUIDA & COMPANY
Accountancy firm EIN2011-10-31591978917
2010 : FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-10-31$0

Form 5500 Responses for FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN

2014: FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingYes
2014-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement – InsuranceYes
2014-11-01Plan benefit arrangement - TrustYes
2013: FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement – InsuranceYes
2013-11-01Plan benefit arrangement - TrustYes
2012: FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-11-01Plan benefit arrangement - TrustYes
2011: FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement – InsuranceYes
2011-11-01Plan benefit arrangement - TrustYes
2010: FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Submission has been amendedNo
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)No
2010-11-01Plan funding arrangement – InsuranceYes
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement – InsuranceYes
2010-11-01Plan benefit arrangement - TrustYes
2009: FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedYes
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan benefit arrangement - TrustYes
2008: FOWLER WHITE BOGGS P.A. PROFIT SHARING PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

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