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Plan Name | BETTS HARDY & RODGERS RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | BETTS HARDY & RODGERS |
Employer identification number (EIN): | 550614637 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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002 | 2016-01-01 | BARBARA ELSWICK | 2017-01-17 | ||
002 | 2015-01-01 | BARBARA ELSWICK | 2016-03-28 | ||
002 | 2014-01-01 | BARBARA ELSWICK | 2015-04-15 | ||
002 | 2013-01-01 | BARBARA ELSWICK | 2014-04-11 | ||
002 | 2012-01-01 | BARBARA ELSWICK | 2013-07-31 | ||
002 | 2011-01-01 | BARBARA ELSWICK | 2014-06-17 | ||
002 | 2010-01-01 | WILLIAM S. WICKLINE | |||
002 | 2009-01-01 | WILLIAM S. WICKLINE |
Measure | Date | Value |
---|---|---|
2010: BETTS HARDY & RODGERS RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 41 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 11 |
Total of all active and inactive participants | 2010-01-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 52 |
Number of participants with account balances | 2010-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: BETTS HARDY & RODGERS RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 39 |
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 | 12 |
Total of all active and inactive participants | 2009-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 51 |
Number of participants with account balances | 2009-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2010 : BETTS HARDY & RODGERS RETIREMENT PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $1,782,460 |
Expenses. Total of all expenses incurred | 2010-12-31 | $519,519 |
Benefits paid (including direct rollovers) | 2010-12-31 | $519,519 |
Total plan assets at end of year | 2010-12-31 | $9,990,373 |
Total plan assets at beginning of year | 2010-12-31 | $8,727,432 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $334,783 |
Other income received | 2010-12-31 | $930,740 |
Net income (gross income less expenses) | 2010-12-31 | $1,262,941 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $9,990,373 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,727,432 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $516,937 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : BETTS HARDY & RODGERS RETIREMENT 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 |
2010: BETTS HARDY & RODGERS RETIREMENT PLAN 2010 form 5500 responses | ||
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2010-01-01 | Type of plan entity | Single 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: BETTS HARDY & RODGERS RETIREMENT 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 |
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) | |||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 29709 | ||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||
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PENN INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 0000 ) | |||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 9086112 | ||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||
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