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WILLIAMSON STAKER AND BARTLE PLLP SALARY REDUCTION AND PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameWILLIAMSON STAKER AND BARTLE PLLP SALARY REDUCTION AND PROFIT SHARING PLAN AND TRUST
Plan identification number 001

WILLIAMSON STAKER AND BARTLE PLLP SALARY REDUCTION AND PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeOther Pension Benefit
Plan Features/Benefits
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

WILLIAMSON, STAKER AND BARTLE PLLP has sponsored the creation of one or more 401k plans.

Company Name:WILLIAMSON, STAKER AND BARTLE PLLP
Employer identification number (EIN):261581996
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAMSON STAKER AND BARTLE PLLP SALARY REDUCTION AND PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01JAN B STAKER2015-10-14
0012013-01-01JAN B STAKER2014-10-13
0012012-01-01JAN B STAKER2013-09-23
0012011-01-01JAN B STAKER
0012010-01-01JAN B STAKER
0012009-01-01 JAN B STAKER2010-09-20

Financial Data on WILLIAMSON STAKER AND BARTLE PLLP SALARY REDUCTION AND PROFIT SHARING PLAN AND TRUST

Measure Date Value
2011 : WILLIAMSON STAKER AND BARTLE PLLP SALARY REDUCTION AND PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$7,722
Total plan assets at end of year2011-12-31$33,931
Total plan assets at beginning of year2011-12-31$26,209
Other income received2011-12-31$127
Net income (gross income less expenses)2011-12-31$7,722
Net plan assets at end of year (total assets less liabilities)2011-12-31$33,931
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$26,209
Total contributions received or receivable from employer(s)2011-12-31$7,595
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WILLIAMSON STAKER AND BARTLE PLLP SALARY REDUCTION AND PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$7,072
Total plan assets at end of year2010-12-31$26,209
Total plan assets at beginning of year2010-12-31$19,137
Other income received2010-12-31$-220
Net income (gross income less expenses)2010-12-31$7,072
Net plan assets at end of year (total assets less liabilities)2010-12-31$26,209
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$19,137
Total contributions received or receivable from employer(s)2010-12-31$7,292

Form 5500 Responses for WILLIAMSON STAKER AND BARTLE PLLP SALARY REDUCTION AND PROFIT SHARING PLAN AND TRUST

2011: WILLIAMSON STAKER AND BARTLE PLLP SALARY REDUCTION AND PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WILLIAMSON STAKER AND BARTLE PLLP SALARY REDUCTION AND PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WILLIAMSON STAKER AND BARTLE PLLP SALARY REDUCTION AND PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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