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LAW OFFICES OF WILLIAM HOLT RETIREMENT PLAN 401k Plan overview

Plan NameLAW OFFICES OF WILLIAM HOLT RETIREMENT PLAN
Plan identification number 001

LAW OFFICES OF WILLIAM HOLT RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

LAW OFFICES OF WILLIAM HOLT has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF WILLIAM HOLT
Employer identification number (EIN):753217284
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF WILLIAM HOLT RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01WILLIAM HOLT2015-08-06
0012012-01-01WILLIAM HOLT2013-07-01 WILLIAM HOLT2013-07-01
0012011-01-01WILLIAM HOLT2012-06-21 WILLIAM HOLT2012-06-21
0012010-01-01WILLIAM F. HOLT2011-10-14 WILLIAM F. HOLT2011-10-14
0012006-07-01WILLIAM HOLT WILLIAM HOLT2011-10-17

Plan Statistics for LAW OFFICES OF WILLIAM HOLT RETIREMENT PLAN

401k plan membership statisitcs for LAW OFFICES OF WILLIAM HOLT RETIREMENT PLAN

Measure Date Value
2006: LAW OFFICES OF WILLIAM HOLT RETIREMENT PLAN 2006 401k membership
Total participants, beginning-of-year2006-07-010
Total number of active participants reported on line 7a of the Form 55002006-07-011
Number of retired or separated participants receiving benefits2006-07-010
Total of all active and inactive participants2006-07-011
Total participants2006-07-011
Number of participants with account balances2006-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-07-010

Financial Data on LAW OFFICES OF WILLIAM HOLT RETIREMENT PLAN

Measure Date Value
2008 : LAW OFFICES OF WILLIAM HOLT RETIREMENT PLAN 2008 401k financial data
Total income from all sources2008-12-31$-99,243
Expenses. Total of all expenses incurred2008-12-31$1,705
Total plan assets at end of year2008-12-31$145,788
Total plan assets at beginning of year2008-12-31$246,736
Total contributions received or receivable from participants2008-12-31$9,335
Expenses. Other expenses not covered elsewhere2008-12-31$1,705
Other income received2008-12-31$-108,928
Net income (gross income less expenses)2008-12-31$-100,948
Net plan assets at end of year (total assets less liabilities)2008-12-31$145,788
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$246,736
Total contributions received or receivable from employer(s)2008-12-31$350
2007 : LAW OFFICES OF WILLIAM HOLT RETIREMENT PLAN 2007 401k financial data
Total income from all sources2007-12-31$67,195
Expenses. Total of all expenses incurred2007-12-31$1,811
Total plan assets at end of year2007-12-31$246,736
Total plan assets at beginning of year2007-12-31$181,352
Total contributions received or receivable from participants2007-12-31$33,000
Expenses. Other expenses not covered elsewhere2007-12-31$1,811
Other income received2007-12-31$34,195
Net income (gross income less expenses)2007-12-31$65,384
Net plan assets at end of year (total assets less liabilities)2007-12-31$246,736
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$181,352
Total contributions received or receivable from employer(s)2007-12-31$0
2006 : LAW OFFICES OF WILLIAM HOLT RETIREMENT PLAN 2006 401k financial data
Total income from all sources2006-12-31$181,352
Total plan assets at end of year2006-12-31$181,352
Total plan assets at beginning of year2006-12-31$0
Total contributions received or receivable from participants2006-12-31$0
Contributions received from other sources (not participants or employers)2006-12-31$181,352
Net income (gross income less expenses)2006-12-31$181,352
Net plan assets at end of year (total assets less liabilities)2006-12-31$181,352
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$0
Total contributions received or receivable from employer(s)2006-12-31$0

Form 5500 Responses for LAW OFFICES OF WILLIAM HOLT RETIREMENT PLAN

2006: LAW OFFICES OF WILLIAM HOLT RETIREMENT PLAN 2006 form 5500 responses
2006-07-01Type of plan entitySingle employer plan
2006-07-01Submission has been amendedYes
2006-07-01This submission is the final filingNo
2006-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2006-07-01Plan is a collectively bargained planNo
2006-07-01Plan funding arrangement – InsuranceYes
2006-07-01Plan funding arrangement – TrustYes
2006-07-01Plan benefit arrangement – InsuranceYes
2006-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number59392
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number59392
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number59392
Policy instance 1

Potentially related plans

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