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WALLACE & SMITH CONTRACTORS, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameWALLACE & SMITH CONTRACTORS, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

WALLACE & SMITH CONTRACTORS, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

WALLACE & SMITH CONTRACTORS, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALLACE & SMITH CONTRACTORS, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01BART WALLACE2015-08-24
0022014-01-01BART WALLACE2015-07-24
0022013-01-01BART WALLACE2014-11-20
0022012-02-01BART WALLACE2013-10-10
0022011-02-01BART WALLACE
0022009-02-01BART WALLACE BART WALLACE2010-05-14
0022009-02-01 BART WALLACE2010-04-29

Financial Data on WALLACE & SMITH CONTRACTORS, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2012 : WALLACE & SMITH CONTRACTORS, INC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-01-31$0
Total plan liabilities at beginning of year2012-01-31$0
Total income from all sources2012-01-31$177,911
Expenses. Total of all expenses incurred2012-01-31$32,760
Benefits paid (including direct rollovers)2012-01-31$28,100
Total plan assets at end of year2012-01-31$2,240,766
Total plan assets at beginning of year2012-01-31$2,095,615
Value of fidelity bond covering the plan2012-01-31$225,000
Total contributions received or receivable from participants2012-01-31$0
Expenses. Other expenses not covered elsewhere2012-01-31$0
Contributions received from other sources (not participants or employers)2012-01-31$0
Other income received2012-01-31$77,462
Noncash contributions received2012-01-31$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 loans2012-01-31$0
Value of corrective distributions2012-01-31$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 securities2012-01-31$0
2011 : WALLACE & SMITH CONTRACTORS, INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year2011-01-31$0
Total plan liabilities at beginning of year2011-01-31$1,757
Total income from all sources2011-01-31$174,541
Expenses. Total of all expenses incurred2011-01-31$71,199
Benefits paid (including direct rollovers)2011-01-31$63,942
Total plan assets at end of year2011-01-31$2,095,615
Total plan assets at beginning of year2011-01-31$1,994,030
Value of fidelity bond covering the plan2011-01-31$225,000
Other income received2011-01-31$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 securities2011-01-31$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 securities2010-01-31$0

Form 5500 Responses for WALLACE & SMITH CONTRACTORS, INC. DEFINED BENEFIT PENSION PLAN

2011: WALLACE & SMITH CONTRACTORS, INC. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2009: WALLACE & SMITH CONTRACTORS, INC. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedYes
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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