| Plan Name | AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | ROMBERGER, WILSON & BEESON, INC. |
| Employer identification number (EIN): | 953654092 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
Additional information about ROMBERGER, WILSON & BEESON, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2013-06-03 |
| Company Identification Number: | 0801796875 |
| Legal Registered Office Address: |
500 N CENTRAL AVE STE 325 1019 HIDDEN HILLS DR. GLENDALE United States of America (USA) 91203 |
More information about ROMBERGER, WILSON & BEESON, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2012-01-01 | GORDON P HOFFMAN | |||
| 001 | 2011-01-01 | GORDON P HOFFMAN | |||
| 001 | 2010-01-01 | GORDON P HOFFMAN | |||
| 001 | 2009-01-01 | DARYL L WILSON |
| Measure | Date | Value |
|---|---|---|
| 2012 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-12-31 | $1,986 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $46,642 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $46,642 |
| Total plan assets at end of year | 2012-12-31 | $0 |
| Total plan assets at beginning of year | 2012-12-31 | $44,656 |
| Other income received | 2012-12-31 | $1,986 |
| Net income (gross income less expenses) | 2012-12-31 | $-44,656 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $44,656 |
| 2011 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $19,553 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $857,223 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $857,223 |
| Total plan assets at end of year | 2011-12-31 | $44,656 |
| Total plan assets at beginning of year | 2011-12-31 | $882,326 |
| Other income received | 2011-12-31 | $19,553 |
| Net income (gross income less expenses) | 2011-12-31 | $-837,670 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $44,656 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $882,326 |
| 2010 : AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $97,969 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $9,172 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $9,172 |
| Total plan assets at end of year | 2010-12-31 | $882,326 |
| Total plan assets at beginning of year | 2010-12-31 | $793,529 |
| Other income received | 2010-12-31 | $97,969 |
| Net income (gross income less expenses) | 2010-12-31 | $88,797 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $882,326 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $793,529 |