WASHINGTON COUNTY OPPORTUNITIES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 assets | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $43,050 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $555,299 |
| Value of total assets at beginning of year | 2012-12-31 | $351,961 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,839 |
| Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $117,225 |
| Assets. Loans (other than to participants) at end of year | 2012-12-31 | $19,959 |
| Assets. Loans (other than to participants) at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $1,839 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $535,340 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $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 assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $114,425 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $41,211 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | BELL & ASSOCIATES, CPA |
| Accountancy firm EIN | 2012-12-31 | 141924853 |
| 2011 : WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $-2,388 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-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 assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $11,455 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $351,961 |
| Value of total assets at beginning of year | 2011-12-31 | $85,490 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,505 |
| Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $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 year | 2011-12-31 | $43,556 |
| Assets. Loans (other than to participants) at beginning of year | 2011-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $3,505 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $308,405 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $67,227 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $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 year | 2011-12-31 | $308,405 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $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 assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $143,175 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $7,950 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | BELL & ASSOCIATES, CPA |
| Accountancy firm EIN | 2011-12-31 | 141924853 |
| 2010 : WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $85,491 |
| Value of total assets at end of year | 2010-12-31 | $85,490 |
| Value of total assets at beginning of year | 2010-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
| Total interest from all sources | 2010-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2010-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $18,263 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $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 assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $42,358 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| 2009 : WASHINGTON COUNTY OPPORTUNITIES, INC. 401(K) PLAN 2009 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2009-08-31 | $-81,526 |
| Total unrealized appreciation/depreciation of assets | 2009-08-31 | $-81,526 |
| Total income from all sources (including contributions) | 2009-08-31 | $-22,900 |
| Total of all expenses incurred | 2009-08-31 | $928,067 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2009-08-31 | $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 year | 2009-08-31 | $2,920 |
| Value of total assets at beginning of year | 2009-08-31 | $953,887 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2009-08-31 | $338 |
| Total interest from all sources | 2009-08-31 | $8,638 |
| Contributions received from participants | 2009-08-31 | $24,265 |
| Participant contributions at beginning of year | 2009-08-31 | $21,795 |
| Assets. Other investments not covered elsewhere at beginning of year | 2009-08-31 | $2,009 |
| Value of net income/loss | 2009-08-31 | $-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 year | 2009-08-31 | $2,920 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2009-08-31 | $930,083 |
| Interest on participant loans | 2009-08-31 | $890 |
| Interest earned on other investments | 2009-08-31 | $7,748 |
| Contributions received in cash from employer | 2009-08-31 | $25,723 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2009-08-31 | $927,729 |
| Contract administrator fees | 2009-08-31 | $338 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2009-08-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2009-08-31 | Disclaimer |
| Accountancy firm name | 2009-08-31 | WATKINS, WARD, & STAFFORD, PLLC |
| Accountancy firm EIN | 2009-08-31 | 640394922 |
| 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 incurred | 2008-08-31 | $105,439 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2008-08-31 | $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 year | 2008-08-31 | $947,142 |
| Value of total assets at beginning of year | 2008-08-31 | $878,026 |
| Total interest from all sources | 2008-08-31 | $17,059 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2008-08-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2008-08-31 | $0 |
| Was this plan covered by a fidelity bond | 2008-08-31 | No |
| If this is an individual account plan, was there a blackout period | 2008-08-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2008-08-31 | No |
| Contributions received from participants | 2008-08-31 | $73,385 |
| Participant contributions at end of year | 2008-08-31 | $17,059 |
| Other income not declared elsewhere | 2008-08-31 | $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 appraiser | 2008-08-31 | No |
| Value of net income/loss | 2008-08-31 | $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) | 2008-08-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2008-08-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2008-08-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2008-08-31 | $930,083 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2008-08-31 | $878,026 |
| Interest on participant loans | 2008-08-31 | $17,059 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2008-08-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2008-08-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2008-08-31 | No |
| Contributions received in cash from employer | 2008-08-31 | $73,205 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2008-08-31 | $105,439 |
| Did the plan have assets held for investment | 2008-08-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2008-08-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2008-08-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2008-08-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2008-08-31 | Disclaimer |
| Accountancy firm name | 2008-08-31 | WATKINS, WARD, & STAFFORD, PLLC |
| Accountancy firm EIN | 2008-08-31 | 640394922 |
