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JO ANN RUDD CPA PC MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameJO ANN RUDD CPA PC MONEY PURCHASE PENSION PLAN
Plan identification number 005

JO ANN RUDD CPA PC MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

JO ANN RUDD CPA PC has sponsored the creation of one or more 401k plans.

Company Name:JO ANN RUDD CPA PC
Employer identification number (EIN):860548005
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JO ANN RUDD CPA PC MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052011-01-01JO ANN RUDD

Plan Statistics for JO ANN RUDD CPA PC MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for JO ANN RUDD CPA PC MONEY PURCHASE PENSION PLAN

Measure Date Value
2011: JO ANN RUDD CPA PC MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-010

Financial Data on JO ANN RUDD CPA PC MONEY PURCHASE PENSION PLAN

Measure Date Value
2011 : JO ANN RUDD CPA PC MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$6,346
Total plan assets at end of year2011-12-31$338,119
Total plan assets at beginning of year2011-12-31$342,610
Net income (gross income less expenses)2011-12-31$6,346
Net plan assets at end of year (total assets less liabilities)2011-12-31$338,119
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$342,610
Total contributions received or receivable from employer(s)2011-12-31$6,346
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$6,346
Amount contributed by the employer to the plan for this plan year2011-12-31$6,346
2010 : JO ANN RUDD CPA PC MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$6,000
Total plan assets at end of year2010-12-31$342,610
Total plan assets at beginning of year2010-12-31$256,008
Net income (gross income less expenses)2010-12-31$6,000
Net plan assets at end of year (total assets less liabilities)2010-12-31$342,610
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$256,008
Total contributions received or receivable from employer(s)2010-12-31$6,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$6,000
Amount contributed by the employer to the plan for this plan year2010-12-31$6,000

Form 5500 Responses for JO ANN RUDD CPA PC MONEY PURCHASE PENSION PLAN

2011: JO ANN RUDD CPA PC MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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