WOLF & SLATKIN PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE PROFIT SHARING PLAN & TRUST AGREEMENT OF WOLF & SLATKIN PC
401k plan membership statisitcs for EMPLOYEE PROFIT SHARING PLAN & TRUST AGREEMENT OF WOLF & SLATKIN PC
| Measure | Date | Value |
|---|
| 2017: EMPLOYEE PROFIT SHARING PLAN & TRUST AGREEMENT OF WOLF & SLATKIN PC 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 8 |
| Total of all active and inactive participants | 2017-11-01 | 8 |
| Total participants | 2017-11-01 | 8 |
| Number of participants with account balances | 2017-11-01 | 8 |
| 2016: EMPLOYEE PROFIT SHARING PLAN & TRUST AGREEMENT OF WOLF & SLATKIN PC 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-11-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 8 |
| Total of all active and inactive participants | 2016-11-01 | 8 |
| Total participants | 2016-11-01 | 8 |
| Number of participants with account balances | 2016-11-01 | 8 |
| 2015: EMPLOYEE PROFIT SHARING PLAN & TRUST AGREEMENT OF WOLF & SLATKIN PC 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 10 |
| Total of all active and inactive participants | 2015-11-01 | 10 |
| Total participants | 2015-11-01 | 10 |
| Number of participants with account balances | 2015-11-01 | 10 |
| 2014: EMPLOYEE PROFIT SHARING PLAN & TRUST AGREEMENT OF WOLF & SLATKIN PC 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 12 |
| Total of all active and inactive participants | 2014-11-01 | 12 |
| Total participants | 2014-11-01 | 12 |
| Number of participants with account balances | 2014-11-01 | 12 |
| 2013: EMPLOYEE PROFIT SHARING PLAN & TRUST AGREEMENT OF WOLF & SLATKIN PC 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 13 |
| Total of all active and inactive participants | 2013-11-01 | 13 |
| Total participants | 2013-11-01 | 13 |
| Number of participants with account balances | 2013-11-01 | 13 |
| 2012: EMPLOYEE PROFIT SHARING PLAN & TRUST AGREEMENT OF WOLF & SLATKIN PC 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-11-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 14 |
| Total of all active and inactive participants | 2012-11-01 | 14 |
| Total participants | 2012-11-01 | 14 |
| Number of participants with account balances | 2012-11-01 | 14 |
| 2011: EMPLOYEE PROFIT SHARING PLAN & TRUST AGREEMENT OF WOLF & SLATKIN PC 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-11-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 15 |
| Total of all active and inactive participants | 2011-11-01 | 15 |
| Total participants | 2011-11-01 | 15 |
| Number of participants with account balances | 2011-11-01 | 15 |
| 2010: EMPLOYEE PROFIT SHARING PLAN & TRUST AGREEMENT OF WOLF & SLATKIN PC 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-11-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 16 |
| Total of all active and inactive participants | 2010-11-01 | 16 |
| Total participants | 2010-11-01 | 16 |
| Number of participants with account balances | 2010-11-01 | 16 |
| 2009: EMPLOYEE PROFIT SHARING PLAN & TRUST AGREEMENT OF WOLF & SLATKIN PC 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-11-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 16 |
| Total of all active and inactive participants | 2009-11-01 | 16 |
| Total participants | 2009-11-01 | 16 |
| Number of participants with account balances | 2009-11-01 | 16 |
| 2008: EMPLOYEE PROFIT SHARING PLAN & TRUST AGREEMENT OF WOLF & SLATKIN PC 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-11-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-11-01 | 16 |
| Total of all active and inactive participants | 2008-11-01 | 16 |
| Total participants | 2008-11-01 | 16 |
| Number of participants with account balances | 2008-11-01 | 16 |
| Measure | Date | Value |
|---|
| 2017 : EMPLOYEE PROFIT SHARING PLAN & TRUST AGREEMENT OF WOLF & SLATKIN PC 2017 401k financial data |
|---|
| Total income from all sources | 2017-10-31 | $52,502 |
| Expenses. Total of all expenses incurred | 2017-10-31 | $139,775 |
| Benefits paid (including direct rollovers) | 2017-10-31 | $139,775 |
| Total plan assets at end of year | 2017-10-31 | $1,092,598 |
| Total plan assets at beginning of year | 2017-10-31 | $1,179,871 |
| Value of fidelity bond covering the plan | 2017-10-31 | $250,000 |
| Total contributions received or receivable from participants | 2017-10-31 | $10,634 |
| Other income received | 2017-10-31 | $36,325 |
| Net income (gross income less expenses) | 2017-10-31 | $-87,273 |
| Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $1,092,598 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $1,179,871 |
| Assets. Value of participant loans | 2017-10-31 | $54,431 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-10-31 | $309,379 |
| Total contributions received or receivable from employer(s) | 2017-10-31 | $5,543 |
| 2016 : EMPLOYEE PROFIT SHARING PLAN & TRUST AGREEMENT OF WOLF & SLATKIN PC 2016 401k financial data |
|---|
| Total income from all sources | 2016-10-31 | $25,403 |
| Expenses. Total of all expenses incurred | 2016-10-31 | $63,052 |
| Benefits paid (including direct rollovers) | 2016-10-31 | $63,052 |
| Total plan assets at end of year | 2016-10-31 | $1,179,871 |
| Total plan assets at beginning of year | 2016-10-31 | $1,217,520 |
| Value of fidelity bond covering the plan | 2016-10-31 | $250,000 |
| Total contributions received or receivable from participants | 2016-10-31 | $1,118 |
| Other income received | 2016-10-31 | $8,268 |
| Net income (gross income less expenses) | 2016-10-31 | $-37,649 |
| Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $1,179,871 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $1,217,520 |
| Assets. Value of participant loans | 2016-10-31 | $56,993 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-10-31 | $654,848 |
| Total contributions received or receivable from employer(s) | 2016-10-31 | $16,017 |
| 2015 : EMPLOYEE PROFIT SHARING PLAN & TRUST AGREEMENT OF WOLF & SLATKIN PC 2015 401k financial data |
|---|
| Total income from all sources | 2015-10-31 | $108,041 |
| Expenses. Total of all expenses incurred | 2015-10-31 | $134,397 |
| Benefits paid (including direct rollovers) | 2015-10-31 | $134,397 |
| Total plan assets at end of year | 2015-10-31 | $1,217,520 |
| Total plan assets at beginning of year | 2015-10-31 | $1,243,876 |
| Value of fidelity bond covering the plan | 2015-10-31 | $250,000 |
| Total contributions received or receivable from participants | 2015-10-31 | $3,206 |
| Other income received | 2015-10-31 | $87,293 |
| Net income (gross income less expenses) | 2015-10-31 | $-26,356 |
| Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $1,217,520 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $1,243,876 |
| Assets. Value of participant loans | 2015-10-31 | $75,929 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-10-31 | $602,348 |
| Total contributions received or receivable from employer(s) | 2015-10-31 | $17,542 |
| 2014 : EMPLOYEE PROFIT SHARING PLAN & TRUST AGREEMENT OF WOLF & SLATKIN PC 2014 401k financial data |
|---|
| Total income from all sources | 2014-10-31 | $-99,577 |
| Expenses. Total of all expenses incurred | 2014-10-31 | $58,757 |
| Benefits paid (including direct rollovers) | 2014-10-31 | $58,757 |
| Total plan assets at end of year | 2014-10-31 | $1,243,876 |
| Total plan assets at beginning of year | 2014-10-31 | $1,402,210 |
| Value of fidelity bond covering the plan | 2014-10-31 | $250,000 |
| Total contributions received or receivable from participants | 2014-10-31 | $3,325 |
| Other income received | 2014-10-31 | $-120,282 |
| Net income (gross income less expenses) | 2014-10-31 | $-158,334 |
| Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $1,243,876 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $1,402,210 |
| Assets. Value of participant loans | 2014-10-31 | $89,926 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-10-31 | $614,784 |
| Total contributions received or receivable from employer(s) | 2014-10-31 | $17,380 |
| 2013 : EMPLOYEE PROFIT SHARING PLAN & TRUST AGREEMENT OF WOLF & SLATKIN PC 2013 401k financial data |
|---|
| Total income from all sources | 2013-10-31 | $96,198 |
| Expenses. Total of all expenses incurred | 2013-10-31 | $48,909 |
| Benefits paid (including direct rollovers) | 2013-10-31 | $48,909 |
| Total plan assets at end of year | 2013-10-31 | $1,402,210 |
| Total plan assets at beginning of year | 2013-10-31 | $1,354,921 |
| Value of fidelity bond covering the plan | 2013-10-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-10-31 | $2,643 |
| Other income received | 2013-10-31 | $78,625 |
| Net income (gross income less expenses) | 2013-10-31 | $47,289 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $1,402,210 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $1,354,921 |
| Assets. Value of participant loans | 2013-10-31 | $97,219 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-10-31 | $560,929 |
| Total contributions received or receivable from employer(s) | 2013-10-31 | $14,930 |
| 2012 : EMPLOYEE PROFIT SHARING PLAN & TRUST AGREEMENT OF WOLF & SLATKIN PC 2012 401k financial data |
|---|
| Total income from all sources | 2012-10-31 | $97,721 |
| Expenses. Total of all expenses incurred | 2012-10-31 | $106,659 |
| Benefits paid (including direct rollovers) | 2012-10-31 | $106,659 |
| Total plan assets at end of year | 2012-10-31 | $1,354,921 |
| Total plan assets at beginning of year | 2012-10-31 | $1,363,859 |
| Value of fidelity bond covering the plan | 2012-10-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-10-31 | $2,352 |
| Other income received | 2012-10-31 | $85,217 |
| Net income (gross income less expenses) | 2012-10-31 | $-8,938 |
| Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $1,354,921 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $1,363,859 |
| Assets. Value of participant loans | 2012-10-31 | $78,010 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-10-31 | $488,608 |
| Total contributions received or receivable from employer(s) | 2012-10-31 | $10,152 |
| 2011 : EMPLOYEE PROFIT SHARING PLAN & TRUST AGREEMENT OF WOLF & SLATKIN PC 2011 401k financial data |
|---|
| Total income from all sources | 2011-10-31 | $29,753 |
| Expenses. Total of all expenses incurred | 2011-10-31 | $17,324 |
| Benefits paid (including direct rollovers) | 2011-10-31 | $17,324 |
| Total plan assets at end of year | 2011-10-31 | $1,363,859 |
| Total plan assets at beginning of year | 2011-10-31 | $1,351,430 |
| Value of fidelity bond covering the plan | 2011-10-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-10-31 | $9,945 |
| Other income received | 2011-10-31 | $10,543 |
| Net income (gross income less expenses) | 2011-10-31 | $12,429 |
| Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $1,363,859 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $1,351,430 |
| Assets. Value of participant loans | 2011-10-31 | $83,629 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-10-31 | $555,250 |
| Total contributions received or receivable from employer(s) | 2011-10-31 | $9,265 |
| 2010 : EMPLOYEE PROFIT SHARING PLAN & TRUST AGREEMENT OF WOLF & SLATKIN PC 2010 401k financial data |
|---|
| Total income from all sources | 2010-10-31 | $87,313 |
| Expenses. Total of all expenses incurred | 2010-10-31 | $17,423 |
| Benefits paid (including direct rollovers) | 2010-10-31 | $17,423 |
| Total plan assets at end of year | 2010-10-31 | $1,351,430 |
| Total plan assets at beginning of year | 2010-10-31 | $1,281,540 |
| Value of fidelity bond covering the plan | 2010-10-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-10-31 | $22,116 |
| Other income received | 2010-10-31 | $51,252 |
| Net income (gross income less expenses) | 2010-10-31 | $69,890 |
| Net plan assets at end of year (total assets less liabilities) | 2010-10-31 | $1,351,430 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-10-31 | $1,281,540 |
| Assets. Value of participant loans | 2010-10-31 | $57,586 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-10-31 | $550,867 |
| Total contributions received or receivable from employer(s) | 2010-10-31 | $13,945 |
