DONALD W. TAPERT INSURANCE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DONALD W. TAPERT INSURANCE - FLEXIBLE BENEFITS PLAN
401k plan membership statisitcs for DONALD W. TAPERT INSURANCE - FLEXIBLE BENEFITS PLAN
| Measure | Date | Value |
|---|
| 2016: DONALD W. TAPERT INSURANCE - FLEXIBLE BENEFITS PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
| Total of all active and inactive participants | 2016-01-01 | 7 |
| Total participants | 2016-01-01 | 7 |
| 2015: DONALD W. TAPERT INSURANCE - FLEXIBLE BENEFITS PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
| Total of all active and inactive participants | 2015-01-01 | 8 |
| Total participants | 2015-01-01 | 8 |
| 2014: DONALD W. TAPERT INSURANCE - FLEXIBLE BENEFITS PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 4 |
| Total participants | 2014-01-01 | 4 |
| 2012: DONALD W. TAPERT INSURANCE - FLEXIBLE BENEFITS PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
| Total of all active and inactive participants | 2012-01-01 | 6 |
| Total participants | 2012-01-01 | 6 |
| 2011: DONALD W. TAPERT INSURANCE - FLEXIBLE BENEFITS PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 4 |
| Total participants | 2011-01-01 | 4 |
| 2009: DONALD W. TAPERT INSURANCE - FLEXIBLE BENEFITS PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
| Total of all active and inactive participants | 2009-01-01 | 6 |
| Total participants | 2009-01-01 | 6 |
| Measure | Date | Value |
|---|
| 2016 : DONALD W. TAPERT INSURANCE - FLEXIBLE BENEFITS PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $5,710 |
| Total income from all sources | 2016-12-31 | $6,586 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $5,710 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $5,710 |
| Total plan assets at end of year | 2016-12-31 | $6,586 |
| Value of fidelity bond covering the plan | 2016-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $6,586 |
| Net income (gross income less expenses) | 2016-12-31 | $876 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $876 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| 2015 : DONALD W. TAPERT INSURANCE - FLEXIBLE BENEFITS PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $5,562 |
| Total income from all sources | 2015-12-31 | $7,355 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $5,562 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $5,562 |
| Total plan assets at end of year | 2015-12-31 | $7,355 |
| Value of fidelity bond covering the plan | 2015-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $7,355 |
| Net income (gross income less expenses) | 2015-12-31 | $1,793 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,793 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| 2014 : DONALD W. TAPERT INSURANCE - FLEXIBLE BENEFITS PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $7,310 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $6,277 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $6,277 |
| Total plan assets at end of year | 2014-12-31 | $1,033 |
| Value of fidelity bond covering the plan | 2014-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $7,310 |
| Net income (gross income less expenses) | 2014-12-31 | $1,033 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,033 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| 2012 : DONALD W. TAPERT INSURANCE - FLEXIBLE BENEFITS PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $7,120 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $6,933 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $6,933 |
| Total plan assets at end of year | 2012-12-31 | $187 |
| Value of fidelity bond covering the plan | 2012-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $7,120 |
| Net income (gross income less expenses) | 2012-12-31 | $187 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $187 |
| 2011 : DONALD W. TAPERT INSURANCE - FLEXIBLE BENEFITS PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $1,063 |
| Total income from all sources | 2011-12-31 | $4,652 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $5,715 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $5,715 |
| Value of fidelity bond covering the plan | 2011-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $4,652 |
| Net income (gross income less expenses) | 2011-12-31 | $-1,063 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $-1,063 |
| 2010 : DONALD W. TAPERT INSURANCE - FLEXIBLE BENEFITS PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $3,899 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $3,859 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $3,859 |
| Total plan assets at end of year | 2010-12-31 | $40 |
| Total plan assets at beginning of year | 2010-12-31 | $0 |
| Value of fidelity bond covering the plan | 2010-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $3,899 |
| Net income (gross income less expenses) | 2010-12-31 | $40 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $40 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
| 2016: DONALD W. TAPERT INSURANCE - FLEXIBLE BENEFITS PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: DONALD W. TAPERT INSURANCE - FLEXIBLE BENEFITS PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DONALD W. TAPERT INSURANCE - FLEXIBLE BENEFITS PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DONALD W. TAPERT INSURANCE - FLEXIBLE BENEFITS PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DONALD W. TAPERT INSURANCE - FLEXIBLE BENEFITS PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DONALD W. TAPERT INSURANCE - FLEXIBLE BENEFITS PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
