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| Plan Name | TR OF SHERWOOD M WALLS INC. PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | SHERWOOD M. WALLS, INC. |
| Employer identification number (EIN): | 161106530 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about SHERWOOD M. WALLS, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1978-05-02 |
| Company Identification Number: | 486515 |
| Legal Registered Office Address: |
15 HAWLEY STREET Broome BINGHAMTON United States of America (USA) 13901 |
More information about SHERWOOD M. WALLS, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2012-01-01 | SHERWOOD WALLS | 2013-07-24 | SHERWOOD WALLS | 2013-07-24 |
| 001 | 2011-01-01 | SHERWOOD WALLS | 2012-08-31 | SHERWOOD WALLS | 2012-08-31 |
| 001 | 2010-01-01 | SHERWOOD WALLS | SHERWOOD WALLS | 2011-07-08 | |
| 001 | 2009-01-01 | SHERWOOD WALLS | SHERWOOD WALLS | 2010-07-20 |
| Measure | Date | Value |
|---|---|---|
| 2010: TR OF SHERWOOD M WALLS INC. PROFIT SHARING PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
| Total of all active and inactive participants | 2010-01-01 | 5 |
| Total participants | 2010-01-01 | 5 |
| 2009: TR OF SHERWOOD M WALLS INC. PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Total participants | 2009-01-01 | 5 |
| Measure | Date | Value |
|---|---|---|
| 2010 : TR OF SHERWOOD M WALLS INC. PROFIT SHARING PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $678 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $5,060 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $5,000 |
| Total plan assets at end of year | 2010-12-31 | $304,066 |
| Total plan assets at beginning of year | 2010-12-31 | $308,448 |
| Value of fidelity bond covering the plan | 2010-12-31 | $35,000 |
| Other income received | 2010-12-31 | $678 |
| Net income (gross income less expenses) | 2010-12-31 | $-4,382 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $304,066 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $308,448 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $60 |
| 2010: TR OF SHERWOOD M WALLS INC. PROFIT SHARING PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: TR OF SHERWOOD M WALLS INC. PROFIT SHARING PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 ) | |||||||||||||||||||||
| Policy contract number | 038419 | ||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||
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