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Plan Name | AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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 membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 0 |
2011: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 1 |
2010: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 2 |
Total participants | 2010-01-01 | 2 |
2009: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 2 |
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 |
2012: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2012 form 5500 responses | ||
---|---|---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | This submission is the final filing | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |