TOMAS R PENSON PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THOMAS R BENSON P.C. PROFIT SHARING PLAN
401k plan membership statisitcs for THOMAS R BENSON P.C. PROFIT SHARING PLAN
Measure | Date | Value |
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2020: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 2 |
Number of participants with account balances | 2020-01-01 | 2 |
2019: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 1 |
Number of participants with account balances | 2019-01-01 | 1 |
2018: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 1 |
2017: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 1 |
2016: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
2015: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 2 |
Number of participants with account balances | 2015-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 2 |
Number of participants with account balances | 2011-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 2 |
Number of participants with account balances | 2010-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 2 |
Number of participants with account balances | 2009-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2020 : THOMAS R BENSON P.C. PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $29,580 |
Expenses. Total of all expenses incurred | 2020-12-31 | $646 |
Total plan assets at end of year | 2020-12-31 | $314,833 |
Total plan assets at beginning of year | 2020-12-31 | $285,899 |
Value of fidelity bond covering the plan | 2020-12-31 | $250,000 |
Other income received | 2020-12-31 | $29,580 |
Net income (gross income less expenses) | 2020-12-31 | $28,934 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $314,833 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $285,899 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $646 |
2019 : THOMAS R BENSON P.C. PROFIT SHARING PLAN 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $111 |
Expenses. Total of all expenses incurred | 2019-12-31 | $10,856 |
Total plan assets at end of year | 2019-12-31 | $285,899 |
Total plan assets at beginning of year | 2019-12-31 | $296,644 |
Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $9,573 |
Other income received | 2019-12-31 | $111 |
Net income (gross income less expenses) | 2019-12-31 | $-10,745 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $285,899 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $296,644 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,283 |
2018 : THOMAS R BENSON P.C. PROFIT SHARING PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $39,717 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $34 |
Total plan assets at end of year | 2018-12-31 | $296,644 |
Total plan assets at beginning of year | 2018-12-31 | $256,893 |
Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
Other income received | 2018-12-31 | $34 |
Net income (gross income less expenses) | 2018-12-31 | $34 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $296,644 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $256,893 |
2017 : THOMAS R BENSON P.C. PROFIT SHARING PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $-39,747 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $515 |
Total plan assets at end of year | 2017-12-31 | $256,893 |
Total plan assets at beginning of year | 2017-12-31 | $296,125 |
Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
Other income received | 2017-12-31 | $515 |
Net income (gross income less expenses) | 2017-12-31 | $515 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $256,893 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $296,125 |
Assets. Value of participant loans | 2017-12-31 | $39,747 |
2016 : THOMAS R BENSON P.C. PROFIT SHARING PLAN 2016 401k financial data |
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Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $453 |
Expenses. Total of all expenses incurred | 2016-12-31 | $2,670 |
Total plan assets at end of year | 2016-12-31 | $296,125 |
Total plan assets at beginning of year | 2016-12-31 | $298,342 |
Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $2,670 |
Other income received | 2016-12-31 | $453 |
Net income (gross income less expenses) | 2016-12-31 | $-2,217 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $296,125 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $298,342 |
2015 : THOMAS R BENSON P.C. PROFIT SHARING PLAN 2015 401k financial data |
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Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $18,476 |
Expenses. Total of all expenses incurred | 2015-12-31 | $2,073 |
Total plan assets at end of year | 2015-12-31 | $298,342 |
Total plan assets at beginning of year | 2015-12-31 | $281,939 |
Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $2,073 |
Other income received | 2015-12-31 | $18,476 |
Net income (gross income less expenses) | 2015-12-31 | $16,403 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $298,342 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $281,939 |
2014 : THOMAS R BENSON P.C. PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $8,973 |
Expenses. Total of all expenses incurred | 2014-12-31 | $4,695 |
Total plan assets at end of year | 2014-12-31 | $281,939 |
Total plan assets at beginning of year | 2014-12-31 | $277,661 |
Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $4,695 |
Other income received | 2014-12-31 | $8,973 |
Net income (gross income less expenses) | 2014-12-31 | $4,278 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $281,939 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $277,661 |
Assets. Value of participant loans | 2014-12-31 | $0 |
2013 : THOMAS R BENSON P.C. PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $14,068 |
Expenses. Total of all expenses incurred | 2013-12-31 | $3,473 |
Total plan assets at end of year | 2013-12-31 | $277,661 |
Total plan assets at beginning of year | 2013-12-31 | $267,066 |
Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $3,473 |
Other income received | 2013-12-31 | $14,068 |
Net income (gross income less expenses) | 2013-12-31 | $10,595 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $277,661 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $267,066 |
Assets. Value of participant loans | 2013-12-31 | $35,954 |
2012 : THOMAS R BENSON P.C. PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $-14,769 |
Expenses. Total of all expenses incurred | 2012-12-31 | $100 |
Total plan assets at end of year | 2012-12-31 | $267,066 |
Total plan assets at beginning of year | 2012-12-31 | $281,935 |
Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $100 |
Other income received | 2012-12-31 | $-14,769 |
Net income (gross income less expenses) | 2012-12-31 | $-14,869 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $267,066 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $281,935 |
Assets. Value of participant loans | 2012-12-31 | $73,442 |
2011 : THOMAS R BENSON P.C. PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-56,298 |
Expenses. Total of all expenses incurred | 2011-12-31 | $100 |
Total plan assets at end of year | 2011-12-31 | $281,935 |
Total plan assets at beginning of year | 2011-12-31 | $338,333 |
Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $100 |
Other income received | 2011-12-31 | $-56,298 |
Net income (gross income less expenses) | 2011-12-31 | $-56,398 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $281,935 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $338,333 |
Assets. Value of participant loans | 2011-12-31 | $50,000 |
2010 : THOMAS R BENSON P.C. PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $27,158 |
Expenses. Total of all expenses incurred | 2010-12-31 | $100 |
Total plan assets at end of year | 2010-12-31 | $338,333 |
Total plan assets at beginning of year | 2010-12-31 | $311,275 |
Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $100 |
Other income received | 2010-12-31 | $27,158 |
Net income (gross income less expenses) | 2010-12-31 | $27,058 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $338,333 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $311,275 |
Assets. Value of participant loans | 2010-12-31 | $43,000 |
2020: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THOMAS R BENSON P.C. PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |