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WOLFE, NILGES, NAHORSKI, A PROFESSIONAL CORPORATION 401(K) PLAN AND TRUST 401k Plan overview

Plan NameWOLFE, NILGES, NAHORSKI, A PROFESSIONAL CORPORATION 401(K) PLAN AND TRUST
Plan identification number 001

WOLFE, NILGES, NAHORSKI, A PROFESSIONAL CORPORATION 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

WOLFE NILGES NAHORSKI PC has sponsored the creation of one or more 401k plans.

Company Name:WOLFE NILGES NAHORSKI PC
Employer identification number (EIN):431236296
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOLFE, NILGES, NAHORSKI, A PROFESSIONAL CORPORATION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JAMES NAHORSKI2015-10-14
0012013-01-01
0012012-01-01JAMES R NAHORSKI2013-07-30
0012011-01-01JAMES R NAHORSKI
0012010-01-01JAMES NAHORSKI
0012009-01-01JAMES R. NAHORSKI DENNIS P. NILGES2010-10-05

Plan Statistics for WOLFE, NILGES, NAHORSKI, A PROFESSIONAL CORPORATION 401(K) PLAN AND TRUST

401k plan membership statisitcs for WOLFE, NILGES, NAHORSKI, A PROFESSIONAL CORPORATION 401(K) PLAN AND TRUST

Measure Date Value
2011: WOLFE, NILGES, NAHORSKI, A PROFESSIONAL CORPORATION 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0133
Total number of active participants reported on line 7a of the Form 55002011-01-0128
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0134
Total participants2011-01-0134
Number of participants with account balances2011-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: WOLFE, NILGES, NAHORSKI, A PROFESSIONAL CORPORATION 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0134
Total number of active participants reported on line 7a of the Form 55002010-01-0125
Number of retired or separated participants receiving benefits2010-01-017
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0133
Total participants2010-01-0133
Number of participants with account balances2010-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: WOLFE, NILGES, NAHORSKI, A PROFESSIONAL CORPORATION 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0136
Total number of active participants reported on line 7a of the Form 55002009-01-0127
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0136
Total participants2009-01-0136
Number of participants with account balances2009-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on WOLFE, NILGES, NAHORSKI, A PROFESSIONAL CORPORATION 401(K) PLAN AND TRUST

Measure Date Value
2011 : WOLFE, NILGES, NAHORSKI, A PROFESSIONAL CORPORATION 401(K) PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$237,553
Expenses. Total of all expenses incurred2011-12-31$393,220
Benefits paid (including direct rollovers)2011-12-31$393,220
Total plan assets at end of year2011-12-31$2,255,331
Total plan assets at beginning of year2011-12-31$2,410,998
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$214,458
Other income received2011-12-31$-54,017
Net income (gross income less expenses)2011-12-31$-155,667
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,255,331
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,410,998
Total contributions received or receivable from employer(s)2011-12-31$77,112
2010 : WOLFE, NILGES, NAHORSKI, A PROFESSIONAL CORPORATION 401(K) PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$550,257
Expenses. Total of all expenses incurred2010-12-31$86,537
Benefits paid (including direct rollovers)2010-12-31$86,537
Total plan assets at end of year2010-12-31$2,410,998
Total plan assets at beginning of year2010-12-31$1,947,278
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$188,051
Other income received2010-12-31$285,410
Net income (gross income less expenses)2010-12-31$463,720
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,410,998
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,947,278
Total contributions received or receivable from employer(s)2010-12-31$76,796

Form 5500 Responses for WOLFE, NILGES, NAHORSKI, A PROFESSIONAL CORPORATION 401(K) PLAN AND TRUST

2011: WOLFE, NILGES, NAHORSKI, A PROFESSIONAL CORPORATION 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WOLFE, NILGES, NAHORSKI, A PROFESSIONAL CORPORATION 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WOLFE, NILGES, NAHORSKI, A PROFESSIONAL CORPORATION 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83255
Policy instance 1
Insurance contract or identification number83255
Number of Individuals Covered32
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,232
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number83255
Policy instance 1
Insurance contract or identification number83255
Number of Individuals Covered29
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,347
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,347
Insurance broker organization code?4
Insurance broker nameSOLOMON SMITH BARNEY

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