| Plan Name | WALLACE & SMITH CONTRACTORS, INC. DEFINED BENEFIT PENSION PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | WALLACE & SMITH CONTRACTORS, INC. |
| Employer identification number (EIN): | 770071899 |
| NAIC Classification: | 236200 |
Additional information about WALLACE & SMITH CONTRACTORS, INC.
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 1980-09-12 |
| Company Identification Number: | C1025149 |
| Legal Registered Office Address: |
3232 Chester Ln Bakersfield United States of America (USA) 93304 |
More information about WALLACE & SMITH CONTRACTORS, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2015-01-01 | BART WALLACE | 2015-08-24 | ||
| 002 | 2014-01-01 | BART WALLACE | 2015-07-24 | ||
| 002 | 2013-01-01 | BART WALLACE | 2014-11-20 | ||
| 002 | 2012-02-01 | BART WALLACE | 2013-10-10 | ||
| 002 | 2011-02-01 | BART WALLACE | |||
| 002 | 2009-02-01 | BART WALLACE | BART WALLACE | 2010-05-14 | |
| 002 | 2009-02-01 | BART WALLACE | 2010-04-29 |
| Measure | Date | Value |
|---|---|---|
| 2012 : WALLACE & SMITH CONTRACTORS, INC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data | ||
| Total plan liabilities at end of year | 2012-01-31 | $0 |
| Total plan liabilities at beginning of year | 2012-01-31 | $0 |
| Total income from all sources | 2012-01-31 | $177,911 |
| Expenses. Total of all expenses incurred | 2012-01-31 | $32,760 |
| Benefits paid (including direct rollovers) | 2012-01-31 | $28,100 |
| Total plan assets at end of year | 2012-01-31 | $2,240,766 |
| Total plan assets at beginning of year | 2012-01-31 | $2,095,615 |
| Value of fidelity bond covering the plan | 2012-01-31 | $225,000 |
| Total contributions received or receivable from participants | 2012-01-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-01-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-01-31 | $0 |
| Other income received | 2012-01-31 | $77,462 |
| Noncash contributions received | 2012-01-31 | $0 |
| Net income (gross income less expenses) | 2012-01-31 | $145,151 |
| Net plan assets at end of year (total assets less liabilities) | 2012-01-31 | $2,240,766 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-01-31 | $2,095,615 |
| Assets. Value of real-estate (other than employer real property) | 2012-01-31 | $208,000 |
| Total contributions received or receivable from employer(s) | 2012-01-31 | $100,449 |
| Value of certain deemed distributions of participant loans | 2012-01-31 | $0 |
| Value of corrective distributions | 2012-01-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-01-31 | $4,660 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-01-31 | $0 |
| 2011 : WALLACE & SMITH CONTRACTORS, INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data | ||
| Total plan liabilities at end of year | 2011-01-31 | $0 |
| Total plan liabilities at beginning of year | 2011-01-31 | $1,757 |
| Total income from all sources | 2011-01-31 | $174,541 |
| Expenses. Total of all expenses incurred | 2011-01-31 | $71,199 |
| Benefits paid (including direct rollovers) | 2011-01-31 | $63,942 |
| Total plan assets at end of year | 2011-01-31 | $2,095,615 |
| Total plan assets at beginning of year | 2011-01-31 | $1,994,030 |
| Value of fidelity bond covering the plan | 2011-01-31 | $225,000 |
| Other income received | 2011-01-31 | $117,701 |
| Net income (gross income less expenses) | 2011-01-31 | $103,342 |
| Net plan assets at end of year (total assets less liabilities) | 2011-01-31 | $2,095,615 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-01-31 | $1,992,273 |
| Assets. Value of real-estate (other than employer real property) | 2011-01-31 | $208,000 |
| Total contributions received or receivable from employer(s) | 2011-01-31 | $56,840 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-01-31 | $7,257 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-01-31 | $0 |
| 2010 : WALLACE & SMITH CONTRACTORS, INC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-01-31 | $0 |
| 2011: WALLACE & SMITH CONTRACTORS, INC. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses | ||
|---|---|---|
| 2011-02-01 | Type of plan entity | Single employer plan |
| 2011-02-01 | Submission has been amended | No |
| 2011-02-01 | This submission is the final filing | No |
| 2011-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-02-01 | Plan is a collectively bargained plan | No |
| 2011-02-01 | Plan funding arrangement – Trust | Yes |
| 2011-02-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WALLACE & SMITH CONTRACTORS, INC. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses | ||
| 2009-02-01 | Type of plan entity | Single employer plan |
| 2009-02-01 | Submission has been amended | Yes |
| 2009-02-01 | This submission is the final filing | No |
| 2009-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-02-01 | Plan is a collectively bargained plan | No |
| 2009-02-01 | Plan funding arrangement – Trust | Yes |
| 2009-02-01 | Plan benefit arrangement - Trust | Yes |