POTEN & PARTNERS, INC. has sponsored the creation of one or more 401k plans.
Additional information about POTEN & PARTNERS, INC.
Submission information for form 5500 for 401k plan POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN
401k plan membership statisitcs for POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN
Measure | Date | Value |
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2019: POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 102 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 106 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 80 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 21 |
Total of all active and inactive participants | 2018-01-01 | 102 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 102 |
Number of participants with account balances | 2018-01-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 87 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 18 |
Total of all active and inactive participants | 2017-01-01 | 106 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 106 |
Number of participants with account balances | 2017-01-01 | 98 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 110 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 86 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 18 |
Total of all active and inactive participants | 2016-01-01 | 105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 105 |
Number of participants with account balances | 2016-01-01 | 94 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 107 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 90 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 19 |
Total of all active and inactive participants | 2015-01-01 | 110 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 110 |
Number of participants with account balances | 2015-01-01 | 94 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 82 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 24 |
Total of all active and inactive participants | 2014-01-01 | 107 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 107 |
Number of participants with account balances | 2014-01-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 114 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 78 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 11 |
Total of all active and inactive participants | 2013-01-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 90 |
Number of participants with account balances | 2013-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 99 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 14 |
Total of all active and inactive participants | 2012-01-01 | 114 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 114 |
Number of participants with account balances | 2012-01-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 94 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 17 |
Total of all active and inactive participants | 2011-01-01 | 112 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 112 |
Number of participants with account balances | 2011-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 11 |
Total of all active and inactive participants | 2010-01-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 104 |
Number of participants with account balances | 2010-01-01 | 65 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-03-01 | 102 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 92 |
Number of retired or separated participants receiving benefits | 2009-03-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-03-01 | 12 |
Total of all active and inactive participants | 2009-03-01 | 105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-03-01 | 0 |
Total participants | 2009-03-01 | 105 |
Number of participants with account balances | 2009-03-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-03-01 | 0 |
Measure | Date | Value |
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2019 : POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-09-12 | $0 |
Total plan liabilities at end of year | 2019-09-12 | $0 |
Total plan liabilities at beginning of year | 2019-09-12 | $0 |
Total income from all sources | 2019-09-12 | $1,955,612 |
Expenses. Total of all expenses incurred | 2019-09-12 | $16,276,604 |
Benefits paid (including direct rollovers) | 2019-09-12 | $16,112,620 |
Total plan assets at end of year | 2019-09-12 | $0 |
Total plan assets at beginning of year | 2019-09-12 | $14,320,992 |
Value of fidelity bond covering the plan | 2019-09-12 | $500,000 |
Total contributions received or receivable from participants | 2019-09-12 | $30,184 |
Expenses. Other expenses not covered elsewhere | 2019-09-12 | $0 |
Contributions received from other sources (not participants or employers) | 2019-09-12 | $0 |
Other income received | 2019-09-12 | $1,925,428 |
Noncash contributions received | 2019-09-12 | $0 |
Net income (gross income less expenses) | 2019-09-12 | $-14,320,992 |
Net plan assets at end of year (total assets less liabilities) | 2019-09-12 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-09-12 | $14,320,992 |
Assets. Value of participant loans | 2019-09-12 | $0 |
Total contributions received or receivable from employer(s) | 2019-09-12 | $0 |
Value of certain deemed distributions of participant loans | 2019-09-12 | $0 |
Value of corrective distributions | 2019-09-12 | $163,117 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-12 | $867 |
2018 : POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $179,040 |
Expenses. Total of all expenses incurred | 2018-12-31 | $835,363 |
Benefits paid (including direct rollovers) | 2018-12-31 | $385,492 |
Total plan assets at end of year | 2018-12-31 | $14,320,992 |
Total plan assets at beginning of year | 2018-12-31 | $14,977,315 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $684,973 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $152,904 |
Other income received | 2018-12-31 | $-658,837 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-656,323 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $14,320,992 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $14,977,315 |
Assets. Value of participant loans | 2018-12-31 | $46,055 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $449,646 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $225 |
2017 : POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $1,044,474 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $3,437,695 |
Expenses. Total of all expenses incurred | 2017-12-31 | $2,117,992 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,954,325 |
Total plan assets at end of year | 2017-12-31 | $14,977,315 |
Total plan assets at beginning of year | 2017-12-31 | $12,613,138 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $805,931 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $59,260 |
Other income received | 2017-12-31 | $2,572,504 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $1,319,703 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $14,977,315 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,613,138 |
Assets. Value of participant loans | 2017-12-31 | $50,148 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $163,461 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $206 |
2016 : POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $1,673,694 |
Expenses. Total of all expenses incurred | 2016-12-31 | $2,483,609 |
Benefits paid (including direct rollovers) | 2016-12-31 | $2,101,437 |
Total plan assets at end of year | 2016-12-31 | $12,613,138 |
Total plan assets at beginning of year | 2016-12-31 | $13,423,053 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $867,855 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $119,996 |
Other income received | 2016-12-31 | $685,843 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-809,915 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $12,613,138 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $13,423,053 |
Assets. Value of participant loans | 2016-12-31 | $41,093 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $381,866 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $306 |
2015 : POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $979,283 |
Expenses. Total of all expenses incurred | 2015-12-31 | $471,494 |
Benefits paid (including direct rollovers) | 2015-12-31 | $248,167 |
Total plan assets at end of year | 2015-12-31 | $13,423,053 |
Total plan assets at beginning of year | 2015-12-31 | $12,915,264 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $737,356 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $241,927 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $507,789 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $13,423,053 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $12,915,264 |
Assets. Value of participant loans | 2015-12-31 | $49,618 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $222,971 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $356 |
2014 : POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $1,778,430 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,027,772 |
Benefits paid (including direct rollovers) | 2014-12-31 | $866,810 |
Total plan assets at end of year | 2014-12-31 | $12,915,264 |
Total plan assets at beginning of year | 2014-12-31 | $12,164,606 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $724,943 |
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 | $1,053,487 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $750,658 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $12,915,264 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $12,164,606 |
Assets. Value of participant loans | 2014-12-31 | $83,884 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $160,633 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $329 |
2013 : POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $3,039,864 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,088,103 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,042,309 |
Total plan assets at end of year | 2013-12-31 | $12,164,606 |
Total plan assets at beginning of year | 2013-12-31 | $10,212,845 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $555,038 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $2,484,826 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $1,951,761 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $12,164,606 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,212,845 |
Assets. Value of participant loans | 2013-12-31 | $51,196 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $45,410 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $384 |
2012 : POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,671,278 |
Expenses. Total of all expenses incurred | 2012-12-31 | $405,609 |
Benefits paid (including direct rollovers) | 2012-12-31 | $394,021 |
Total plan assets at end of year | 2012-12-31 | $10,212,845 |
Total plan assets at beginning of year | 2012-12-31 | $8,947,176 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $561,071 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $2,777 |
Other income received | 2012-12-31 | $1,107,430 |
Net income (gross income less expenses) | 2012-12-31 | $1,265,669 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $10,212,845 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,947,176 |
Assets. Value of participant loans | 2012-12-31 | $32,293 |
Value of corrective distributions | 2012-12-31 | $11,448 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $140 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $391,062 |
Expenses. Total of all expenses incurred | 2011-12-31 | $227,730 |
Benefits paid (including direct rollovers) | 2011-12-31 | $218,720 |
Total plan assets at end of year | 2011-12-31 | $8,947,176 |
Total plan assets at beginning of year | 2011-12-31 | $8,783,844 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $548,352 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $9,661 |
Other income received | 2011-12-31 | $-166,951 |
Net income (gross income less expenses) | 2011-12-31 | $163,332 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $8,947,176 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,783,844 |
Assets. Value of participant loans | 2011-12-31 | $43,329 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $8,805 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $205 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $2,662,716 |
Expenses. Total of all expenses incurred | 2010-12-31 | $889,317 |
Benefits paid (including direct rollovers) | 2010-12-31 | $881,603 |
Total plan assets at end of year | 2010-12-31 | $8,783,844 |
Total plan assets at beginning of year | 2010-12-31 | $7,010,445 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $594,988 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $1,057,341 |
Other income received | 2010-12-31 | $1,010,387 |
Net income (gross income less expenses) | 2010-12-31 | $1,773,399 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $8,783,844 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,010,445 |
Assets. Value of participant loans | 2010-12-31 | $67,417 |
Value of corrective distributions | 2010-12-31 | $7,300 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $414 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2019: POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | Yes |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2016 form 5500 responses |
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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: POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION 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: POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION 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 |
2013: POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION 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 funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION 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 funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: POTEN & PARTNERS, INC. EMPLOYEE SAVINGS AND PROTECTION PLAN 2009 form 5500 responses |
---|
2009-03-01 | Type of plan entity | Single employer plan |
2009-03-01 | Submission has been amended | No |
2009-03-01 | This submission is the final filing | No |
2009-03-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2009-03-01 | Plan funding arrangement – Trust | Yes |
2009-03-01 | Plan benefit arrangement - Trust | Yes |