TEAM FINANCIAL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TEAM FINANCIAL, INC. EMPLOYEES' STOCK OWNERSHIP PL
401k plan membership statisitcs for TEAM FINANCIAL, INC. EMPLOYEES' STOCK OWNERSHIP PL
Measure | Date | Value |
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2010: TEAM FINANCIAL, INC. EMPLOYEES' STOCK OWNERSHIP PL 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 257 |
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 | 0 |
Total participants | 2010-01-01 | 0 |
2009: TEAM FINANCIAL, INC. EMPLOYEES' STOCK OWNERSHIP PL 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 266 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 257 |
Total of all active and inactive participants | 2009-01-01 | 257 |
Total participants | 2009-01-01 | 257 |
2008: TEAM FINANCIAL, INC. EMPLOYEES' STOCK OWNERSHIP PL 2008 401k membership |
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Total participants, beginning-of-year | 2008-01-01 | 238 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 223 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 37 |
Total of all active and inactive participants | 2008-01-01 | 266 |
Total participants | 2008-01-01 | 266 |
Number of participants with account balances | 2008-01-01 | 257 |
Measure | Date | Value |
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2010 : TEAM FINANCIAL, INC. EMPLOYEES' STOCK OWNERSHIP PL 2010 401k financial data |
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Total income from all sources (including contributions) | 2010-12-31 | $29 |
Total of all expenses incurred | 2010-12-31 | $136,291 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $136,291 |
Value of total assets at beginning of year | 2010-12-31 | $136,262 |
Total interest from all sources | 2010-12-31 | $29 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | No |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
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 | $-136,262 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $136,262 |
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 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $136,262 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $136,262 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $29 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $136,291 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | 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 | 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 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | PETERSON, PETERSON AND GOSS, L.C. |
Accountancy firm EIN | 2010-12-31 | 480542098 |
2010: TEAM FINANCIAL, INC. EMPLOYEES' STOCK OWNERSHIP PL 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | This submission is the final filing | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: TEAM FINANCIAL, INC. EMPLOYEES' STOCK OWNERSHIP PL 2009 form 5500 responses |
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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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
2008: TEAM FINANCIAL, INC. EMPLOYEES' STOCK OWNERSHIP PL 2008 form 5500 responses |
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2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | Yes |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2008-01-01 | Plan benefit arrangement - Trust | Yes |
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