PURDY POWERS & CO. P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PURDY POWERS & COMPANY 401(K) 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for PURDY POWERS & COMPANY 401(K) 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2014: PURDY POWERS & COMPANY 401(K) 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 9 |
| Total of all active and inactive participants | 2014-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 25 |
| Number of participants with account balances | 2014-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: PURDY POWERS & COMPANY 401(K) 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 9 |
| Total of all active and inactive participants | 2013-01-01 | 25 |
| Total participants | 2013-01-01 | 25 |
| Number of participants with account balances | 2013-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2014 : PURDY POWERS & COMPANY 401(K) 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $244,033 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $41,601 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $39,505 |
| Total plan assets at end of year | 2014-12-31 | $2,704,696 |
| Total plan assets at beginning of year | 2014-12-31 | $2,502,264 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $111,600 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $90,502 |
| Net income (gross income less expenses) | 2014-12-31 | $202,432 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,704,696 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,502,264 |
| Assets. Value of participant loans | 2014-12-31 | $52,236 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $41,931 |
| Value of corrective distributions | 2014-12-31 | $2,096 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : PURDY POWERS & COMPANY 401(K) 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $615,199 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $201,501 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $197,314 |
| Total plan assets at end of year | 2013-12-31 | $2,502,264 |
| Total plan assets at beginning of year | 2013-12-31 | $2,088,566 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $116,495 |
| Other income received | 2013-12-31 | $452,181 |
| Net income (gross income less expenses) | 2013-12-31 | $413,698 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,502,264 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,088,566 |
| Assets. Value of participant loans | 2013-12-31 | $34,063 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $46,523 |
| Value of corrective distributions | 2013-12-31 | $4,187 |
| 2014: PURDY POWERS & COMPANY 401(K) 401(K) PROFIT SHARING 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PURDY POWERS & COMPANY 401(K) 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 99425 |
| Policy instance | 1 |
| Insurance contract or identification number | 99425 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $5,020 | | Total amount of fees paid to insurance company | USD $750 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $5,020 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | COMPASS RETIREMENT CONSULTING GROUP |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 99425 |
| Policy instance | 1 |
| Insurance contract or identification number | 99425 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $4,488 | | Total amount of fees paid to insurance company | USD $50 | | Commission paid to Insurance Broker | USD $2,656 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 50 | | Additional information about fees paid to insurance broker | FEE | | Insurance broker name | COMPASS RETIREMENT CONSULTING GROUP |
|
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