ALLEN SHORT has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2012: ALLEN SHORT HR 10 PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Total participants | 2012-01-01 | 3 |
| 2011: ALLEN SHORT HR 10 PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Total participants | 2011-01-01 | 3 |
| 2009: ALLEN SHORT HR 10 PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2012 : ALLEN SHORT HR 10 PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $90,223 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $9,523 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $9,523 |
| Total plan assets at end of year | 2012-12-31 | $465,635 |
| Total plan assets at beginning of year | 2012-12-31 | $384,935 |
| Other income received | 2012-12-31 | $71,663 |
| Net income (gross income less expenses) | 2012-12-31 | $80,700 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $465,635 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $384,935 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $18,560 |
| 2011 : ALLEN SHORT HR 10 PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $5,595 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $9,179 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $9,179 |
| Total plan assets at end of year | 2011-12-31 | $384,935 |
| Total plan assets at beginning of year | 2011-12-31 | $388,519 |
| Other income received | 2011-12-31 | $-15,883 |
| Net income (gross income less expenses) | 2011-12-31 | $-3,584 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $384,935 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $388,519 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $21,478 |
| 2010 : ALLEN SHORT HR 10 PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $76,735 |
| Total plan assets at end of year | 2010-12-31 | $388,519 |
| Total plan assets at beginning of year | 2010-12-31 | $311,784 |
| Other income received | 2010-12-31 | $55,298 |
| Net income (gross income less expenses) | 2010-12-31 | $76,735 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $388,519 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $311,784 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $21,437 |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 16923 |
| Policy instance | 1 |
| Insurance contract or identification number | 16923 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $211 | | Total amount of fees paid to insurance company | USD $103 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | INDIVIDUAL INSURANCE AND ANNUITY | | Commission paid to Insurance Broker | USD $106 | | Amount paid for insurance broker fees | 51 | | Insurance broker organization code? | 3 | | Insurance broker name | RICHARD PAUL DOUDD |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 16923 |
| Policy instance | 1 |
| Insurance contract or identification number | 16923 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $376 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | INDIVIDUAL INSURANCE AND ANNUITY |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 16923 |
| Policy instance | 1 |
| Insurance contract or identification number | 16923 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $336 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | INDIVIDUAL INSURANCE AND ANNUITY | | Amount paid for insurance broker fees | 168 | | Additional information about fees paid to insurance broker | SERVICING FEES | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES M SMITH |
|
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