?>
Logo

WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN 401k Plan overview

Plan NameWASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN
Plan identification number 001

WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) 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 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

WASHINGTON COUNTY OPPORTUNITIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:WASHINGTON COUNTY OPPORTUNITIES, INC.
Employer identification number (EIN):640542172
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01TERRY JONES
0012011-01-01TERRY JONES
0012009-09-01TERRY JONES
0012007-09-01TERRY JONES

Plan Statistics for WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN

401k plan membership statisitcs for WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN

Measure Date Value
2012: WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01165
Total number of active participants reported on line 7a of the Form 55002012-01-01175
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01175
Number of participants with account balances2012-01-01147
2011: WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01130
Total number of active participants reported on line 7a of the Form 55002011-01-01165
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01165
Number of participants with account balances2011-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-011
Total number of active participants reported on line 7a of the Form 55002009-09-010
Total of all active and inactive participants2009-09-010
Total participants2009-09-010
Number of participants with account balances2009-09-010
2007: WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-09-01169
Total number of active participants reported on line 7a of the Form 55002007-09-01155
Number of other retired or separated participants entitled to future benefits2007-09-019
Total of all active and inactive participants2007-09-01164
Total participants2007-09-01164
Number of participants with account balances2007-09-01157

Financial Data on WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN

Measure Date Value
2012 : WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$246,388
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$43,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$41,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$231,650
Value of total assets at end of year2012-12-31$555,299
Value of total assets at beginning of year2012-12-31$351,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,839
Total interest from all sources2012-12-31$16,516
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$117,225
Assets. Loans (other than to participants) at end of year2012-12-31$19,959
Assets. Loans (other than to participants) at beginning of year2012-12-31$43,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$203,338
Value of net assets at end of year (total assets less liabilities)2012-12-31$555,299
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$351,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,839
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$535,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$308,405
Income. Interest from loans (other than to participants)2012-12-31$16,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$-1,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$114,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$41,211
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BELL & ASSOCIATES, CPA
Accountancy firm EIN2012-12-31141924853
2011 : WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$-2,388
Total unrealized appreciation/depreciation of assets2011-12-31$-2,388
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$277,926
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$11,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$318,775
Value of total assets at end of year2011-12-31$351,961
Value of total assets at beginning of year2011-12-31$85,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,505
Total interest from all sources2011-12-31$5,095
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$145,600
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$30,000
Assets. Loans (other than to participants) at end of year2011-12-31$43,556
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$266,471
Value of net assets at end of year (total assets less liabilities)2011-12-31$351,961
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$85,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$3,505
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$308,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$67,227
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$18,263
Income. Interest from loans (other than to participants)2011-12-31$5,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$308,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$67,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-43,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$143,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,950
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BELL & ASSOCIATES, CPA
Accountancy firm EIN2011-12-31141924853
2010 : WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$85,490
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$85,491
Value of total assets at end of year2010-12-31$85,490
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$43,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$85,490
Value of net assets at end of year (total assets less liabilities)2010-12-31$85,490
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$18,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$67,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$42,358
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
2009 : WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN 2009 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2009-08-31$-81,526
Total unrealized appreciation/depreciation of assets2009-08-31$-81,526
Total income from all sources (including contributions)2009-08-31$-22,900
Total of all expenses incurred2009-08-31$928,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-08-31$927,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-08-31$49,988
Value of total assets at end of year2009-08-31$2,920
Value of total assets at beginning of year2009-08-31$953,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-08-31$338
Total interest from all sources2009-08-31$8,638
Contributions received from participants2009-08-31$24,265
Participant contributions at beginning of year2009-08-31$21,795
Assets. Other investments not covered elsewhere at beginning of year2009-08-31$2,009
Value of net income/loss2009-08-31$-950,967
Value of net assets at end of year (total assets less liabilities)2009-08-31$2,920
Value of net assets at beginning of year (total assets less liabilities)2009-08-31$953,887
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-08-31$2,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-08-31$930,083
Interest on participant loans2009-08-31$890
Interest earned on other investments2009-08-31$7,748
Contributions received in cash from employer2009-08-31$25,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-08-31$927,729
Contract administrator fees2009-08-31$338
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-08-31Yes
Opinion of an independent qualified public accountant for this plan2009-08-31Disclaimer
Accountancy firm name2009-08-31WATKINS, WARD, & STAFFORD, PLLC
Accountancy firm EIN2009-08-31640394922
2008 : WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN 2008 401k financial data
Total income from all sources (including contributions)2008-08-31$174,555
Total of all expenses incurred2008-08-31$105,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-08-31$105,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-08-31$146,590
Value of total assets at end of year2008-08-31$947,142
Value of total assets at beginning of year2008-08-31$878,026
Total interest from all sources2008-08-31$17,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-08-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2008-08-31$0
Was this plan covered by a fidelity bond2008-08-31No
If this is an individual account plan, was there a blackout period2008-08-31No
Were there any nonexempt tranactions with any party-in-interest2008-08-31No
Contributions received from participants2008-08-31$73,385
Participant contributions at end of year2008-08-31$17,059
Other income not declared elsewhere2008-08-31$10,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-08-31No
Value of net income/loss2008-08-31$69,116
Value of net assets at end of year (total assets less liabilities)2008-08-31$947,142
Value of net assets at beginning of year (total assets less liabilities)2008-08-31$878,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-08-31No
Were any leases to which the plan was party in default or uncollectible2008-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-08-31$930,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-08-31$878,026
Interest on participant loans2008-08-31$17,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-08-31No
Was there a failure to transmit to the plan any participant contributions2008-08-31No
Has the plan failed to provide any benefit when due under the plan2008-08-31No
Contributions received in cash from employer2008-08-31$73,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-08-31$105,439
Did the plan have assets held for investment2008-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-08-31Yes
Opinion of an independent qualified public accountant for this plan2008-08-31Disclaimer
Accountancy firm name2008-08-31WATKINS, WARD, & STAFFORD, PLLC
Accountancy firm EIN2008-08-31640394922

Form 5500 Responses for WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN

2012: WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingYes
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes
2007: WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN 2007 form 5500 responses
2007-09-01Type of plan entitySingle employer plan
2007-09-01First time form 5500 has been submittedYes
2007-09-01Submission has been amendedNo
2007-09-01This submission is the final filingNo
2007-09-01This return/report is a short plan year return/report (less than 12 months)No
2007-09-01Plan is a collectively bargained planNo
2007-09-01Plan funding arrangement – InsuranceYes
2007-09-01Plan funding arrangement – TrustYes
2007-09-01Plan benefit arrangement – InsuranceYes
2007-09-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3