401k Plan data: TOTAL HR 401K PROFIT SHARING PLAN plan

TOTAL HR 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	TOTAL HR 401K PROFIT SHARING PLAN
Plan identification number	001

TOTAL HR 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

WOODWARD & HAMILTON, INC. has sponsored the creation of one or more 401k plans.

Company Name: WOODWARD & HAMILTON, INC.

Employer identification number (EIN): 383235720

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TOTAL HR 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 DAVID STONE
001 2012-01-01 DAVID STONE
001 2011-01-01 DAVID STONE
001 2010-01-01 DAVID STONE
001 2009-01-01 DAVID STONE
001 2008-01-01 DAVID STONE DAVID STONE 2010-03-12
001 2007-01-01 DAVID STONE
001 2007-01-01 DAVID STONE DAVID STONE 2010-03-12
001 2007-01-01 DAVID STONE

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	DAVID STONE
001	2012-01-01	DAVID STONE
001	2011-01-01	DAVID STONE
001	2010-01-01	DAVID STONE
001	2009-01-01	DAVID STONE
001	2008-01-01	DAVID STONE	DAVID STONE	2010-03-12
001	2007-01-01	DAVID STONE
001	2007-01-01	DAVID STONE	DAVID STONE	2010-03-12
001	2007-01-01	DAVID STONE

Plan Statistics for TOTAL HR 401K PROFIT SHARING PLAN

401k plan membership statisitcs for TOTAL HR 401K PROFIT SHARING PLAN

Measure Date Value
2013: TOTAL HR 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 411
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TOTAL HR 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 387
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 382
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 29
Total of all active and inactive participants 2012-01-01 411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 411
Number of participants with account balances 2012-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: TOTAL HR 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 306
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 326
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 61
Total of all active and inactive participants 2011-01-01 387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 387
Number of participants with account balances 2011-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: TOTAL HR 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 252
Number of retired or separated participants receiving benefits 2010-01-01 54
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 306
Number of participants with account balances 2010-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: TOTAL HR 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 361
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 153
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 39
Total of all active and inactive participants 2009-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 192
Number of participants with account balances 2009-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2008: TOTAL HR 401K PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 671
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 376
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 44
Total of all active and inactive participants 2008-01-01 420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 420
Number of participants with account balances 2008-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 9
2007: TOTAL HR 401K PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 352
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 663
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 8
Total of all active and inactive participants 2007-01-01 671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 671
Number of participants with account balances 2007-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2013: TOTAL HR 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	411
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TOTAL HR 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	387
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	382
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	29
Total of all active and inactive participants	2012-01-01	411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	411
Number of participants with account balances	2012-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: TOTAL HR 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	306
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	326
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	61
Total of all active and inactive participants	2011-01-01	387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	387
Number of participants with account balances	2011-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: TOTAL HR 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	252
Number of retired or separated participants receiving benefits	2010-01-01	54
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	306
Number of participants with account balances	2010-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: TOTAL HR 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	361
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	153
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	39
Total of all active and inactive participants	2009-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	192
Number of participants with account balances	2009-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2008: TOTAL HR 401K PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	671
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	376
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	44
Total of all active and inactive participants	2008-01-01	420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	420
Number of participants with account balances	2008-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	9
2007: TOTAL HR 401K PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	352
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	663
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	8
Total of all active and inactive participants	2007-01-01	671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	671
Number of participants with account balances	2007-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on TOTAL HR 401K PROFIT SHARING PLAN

Measure	Date	Value
2013 : TOTAL HR 401K PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$2,148,878
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$156
Total income from all sources (including contributions)	2013-12-31	$94,099
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$6,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$5,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$13,611
Value of total assets at end of year	2013-12-31	$0
Value of total assets at beginning of year	2013-12-31	$2,061,853
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,873
Total interest from all sources	2013-12-31	$478
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$80,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$80,010
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$13,061
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$97,547
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$7,752
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$87,181
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,061,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$1,873
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,939,774
Income. Interest from loans (other than to participants)	2013-12-31	$478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$9,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$9,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$550
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$7,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$5,045
Did the plan have assets held for investment	2013-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	FENNER, MELSTROM & DOOLING, PLC
Accountancy firm EIN	2013-12-31	381402622
Total unrealized appreciation/depreciation of assets	2013-02-28	$0
Total transfer of assets from this plan	2013-02-28	$2,141,165
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-02-28	$156
Total income from all sources (including contributions)	2013-02-28	$93,704
Total loss/gain on sale of assets	2013-02-28	$0
Total of all expenses incurred	2013-02-28	$14,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-02-28	$12,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-02-28	$13,216
Value of total assets at end of year	2013-02-28	$0
Value of total assets at beginning of year	2013-02-28	$2,061,853
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-02-28	$1,873
Total interest from all sources	2013-02-28	$478
Total dividends received (eg from common stock, registered investment company shares)	2013-02-28	$80,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-02-28	$80,010
Was this plan covered by a fidelity bond	2013-02-28	Yes
Value of fidelity bond cover	2013-02-28	$500,000
If this is an individual account plan, was there a blackout period	2013-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2013-02-28	No
Contributions received from participants	2013-02-28	$12,805
Participant contributions at end of year	2013-02-28	$0
Participant contributions at beginning of year	2013-02-28	$97,547
Participant contributions at end of year	2013-02-28	$0
Participant contributions at beginning of year	2013-02-28	$7,752
Assets. Other investments not covered elsewhere at end of year	2013-02-28	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-02-28	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-02-28	$7,318
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-02-28	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-02-28	$156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-02-28	No
Value of net income/loss	2013-02-28	$79,468
Value of net assets at end of year (total assets less liabilities)	2013-02-28	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-02-28	$2,061,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-02-28	No
Were any leases to which the plan was party in default or uncollectible	2013-02-28	No
Investment advisory and management fees	2013-02-28	$1,873
Value of interest in pooled separate accounts at end of year	2013-02-28	$0
Value of interest in pooled separate accounts at beginning of year	2013-02-28	$1,939,774
Income. Interest from loans (other than to participants)	2013-02-28	$478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-02-28	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-02-28	$9,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-02-28	$9,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-02-28	No
Was there a failure to transmit to the plan any participant contributions	2013-02-28	No
Has the plan failed to provide any benefit when due under the plan	2013-02-28	No
Contributions received in cash from employer	2013-02-28	$411
Employer contributions (assets) at end of year	2013-02-28	$0
Employer contributions (assets) at beginning of year	2013-02-28	$7,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-02-28	$5,045
Did the plan have assets held for investment	2013-02-28	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-02-28	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2013-02-28	Disclaimer
Accountancy firm name	2013-02-28	FENNER, MELSTROM & DOOLING, PLC
Accountancy firm EIN	2013-02-28	381402622
2012 : TOTAL HR 401K PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$2,636
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$156
Total income from all sources (including contributions)	2012-12-31	$636,656
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,006,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$969,058
Value of total corrective distributions	2012-12-31	$6,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$384,358
Value of total assets at end of year	2012-12-31	$2,061,853
Value of total assets at beginning of year	2012-12-31	$2,428,816
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$30,488
Total interest from all sources	2012-12-31	$2,992
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$30,488
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$273,434
Participant contributions at end of year	2012-12-31	$97,547
Participant contributions at beginning of year	2012-12-31	$54,714
Participant contributions at end of year	2012-12-31	$7,752
Participant contributions at beginning of year	2012-12-31	$10,242
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$432,038
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$101,759
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$156
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-369,599
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,061,697
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,428,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,939,774
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,920,690
Interest on participant loans	2012-12-31	$2,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$9,075
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$5,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$5,248
Net investment gain/loss from pooled separate accounts	2012-12-31	$249,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$9,165
Employer contributions (assets) at end of year	2012-12-31	$7,705
Employer contributions (assets) at beginning of year	2012-12-31	$5,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$969,058
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	FENNER, MELSTROM & DOOLING, PLC
Accountancy firm EIN	2012-12-31	381402622
2011 : TOTAL HR 401K PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$2,291
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$156
Total income from all sources (including contributions)	2011-12-31	$305,147
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$452,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$423,067
Value of total corrective distributions	2011-12-31	$7,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$375,342
Value of total assets at end of year	2011-12-31	$2,428,816
Value of total assets at beginning of year	2011-12-31	$2,573,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$21,879
Total interest from all sources	2011-12-31	$1,237
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$310,672
Participant contributions at end of year	2011-12-31	$54,714
Participant contributions at beginning of year	2011-12-31	$11,711
Participant contributions at end of year	2011-12-31	$10,242
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$432,038
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$557,626
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$52,587
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$156
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$156
Other income not declared elsewhere	2011-12-31	$27,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-147,437
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,428,660
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,573,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,920,690
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,999,356
Interest on participant loans	2011-12-31	$1,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$5,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$2,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$2,452
Net investment gain/loss from pooled separate accounts	2011-12-31	$-98,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$12,083
Employer contributions (assets) at end of year	2011-12-31	$5,884
Employer contributions (assets) at beginning of year	2011-12-31	$2,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$423,067
Contract administrator fees	2011-12-31	$21,879
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	FENNER, MELSTROM & DOOLING, PLC
Accountancy firm EIN	2011-12-31	381402622
2010 : TOTAL HR 401K PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$24,655
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$71
Total income from all sources (including contributions)	2010-12-31	$557,389
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$408,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$386,343
Expenses. Certain deemed distributions of participant loans	2010-12-31	$1,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$270,939
Value of total assets at end of year	2010-12-31	$2,573,962
Value of total assets at beginning of year	2010-12-31	$2,400,723
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$21,095
Total interest from all sources	2010-12-31	$789
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$253,163
Participant contributions at end of year	2010-12-31	$11,711
Participant contributions at beginning of year	2010-12-31	$14,183
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$6,291
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$156
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$71
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$148,499
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,573,806
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,400,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,559,434
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$2,289,538
Interest on participant loans	2010-12-31	$789
Net investment gain/loss from pooled separate accounts	2010-12-31	$285,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$17,776
Employer contributions (assets) at end of year	2010-12-31	$2,817
Employer contributions (assets) at beginning of year	2010-12-31	$90,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$386,343
Contract administrator fees	2010-12-31	$21,095
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	FENNER, MELSTROM & DOOLING
Accountancy firm EIN	2010-12-31	381402622
2009 : TOTAL HR 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for TOTAL HR 401K PROFIT SHARING PLAN

2013: TOTAL HR 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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
2012: TOTAL HR 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TOTAL HR 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple 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 is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TOTAL HR 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple 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 is a collectively bargained plan	No
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: TOTAL HR 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	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
2008: TOTAL HR 401K PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Mulitple employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: TOTAL HR 401K PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Mulitple employer plan
2007-01-01	Submission has been amended	Yes
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WOODWARD & HAMILTON, INC.
Employer identification number (EIN):	383235720
NAIC Classification:	812990
NAIC Description:	All Other Personal Services