STROUD, PENCE & ASSOCIATES, LTD. has sponsored the creation of one or more 401k plans.
Additional information about STROUD, PENCE & ASSOCIATES, LTD.
Submission information for form 5500 for 401k plan STROUD, PENCE & ASSOCIATES 401(K) PLAN
| Measure | Date | Value |
|---|
| 2011 : STROUD, PENCE & ASSOCIATES 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $279,887 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $561,700 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $561,544 |
| Total plan assets at end of year | 2011-12-31 | $4,972,967 |
| Total plan assets at beginning of year | 2011-12-31 | $5,254,780 |
| Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $160,755 |
| Other income received | 2011-12-31 | $-112,638 |
| Net income (gross income less expenses) | 2011-12-31 | $-281,813 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,972,967 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,254,780 |
| Assets. Value of participant loans | 2011-12-31 | $81,920 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $231,770 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $156 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : STROUD, PENCE & ASSOCIATES 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $907,838 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $12,702 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $7,883 |
| Total plan assets at end of year | 2010-12-31 | $5,254,780 |
| Total plan assets at beginning of year | 2010-12-31 | $4,359,644 |
| Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $161,018 |
| Other income received | 2010-12-31 | $503,563 |
| Net income (gross income less expenses) | 2010-12-31 | $895,136 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,254,780 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,359,644 |
| Assets. Value of participant loans | 2010-12-31 | $40,481 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $243,257 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $4,819 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : STROUD, PENCE & ASSOCIATES 401(K) 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 |
| 2011: STROUD, PENCE & ASSOCIATES 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single 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 |
| 2009: STROUD, PENCE & ASSOCIATES 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single 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 |
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