BUIE, NORMAN & CO PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN
401k plan membership statisitcs for BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN
Measure | Date | Value |
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2017: BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 12 |
Number of participants with account balances | 2017-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 12 |
Number of participants with account balances | 2016-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 10 |
Number of participants with account balances | 2015-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 12 |
Number of participants with account balances | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 11 |
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 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 11 |
Number of participants with account balances | 2013-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
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 | 0 |
Total of all active and inactive participants | 2012-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 11 |
Number of participants with account balances | 2012-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
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 | 0 |
Total of all active and inactive participants | 2011-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 8 |
Number of participants with account balances | 2011-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 9 |
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 | 0 |
Total of all active and inactive participants | 2010-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 9 |
Number of participants with account balances | 2010-01-01 | 9 |
2009: BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
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 | 0 |
Total of all active and inactive participants | 2009-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 9 |
Number of participants with account balances | 2009-01-01 | 9 |
Measure | Date | Value |
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2017 : BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $183,486 |
Expenses. Total of all expenses incurred | 2017-12-31 | $313,959 |
Benefits paid (including direct rollovers) | 2017-12-31 | $312,370 |
Total plan assets at end of year | 2017-12-31 | $1,232,169 |
Total plan assets at beginning of year | 2017-12-31 | $1,362,642 |
Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
Total contributions received or receivable from participants | 2017-12-31 | $38,936 |
Other income received | 2017-12-31 | $128,543 |
Net income (gross income less expenses) | 2017-12-31 | $-130,473 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,232,169 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,362,642 |
Assets. Value of participant loans | 2017-12-31 | $26,000 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $16,007 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,589 |
2016 : BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $131,283 |
Expenses. Total of all expenses incurred | 2016-12-31 | $30,583 |
Benefits paid (including direct rollovers) | 2016-12-31 | $30,057 |
Total plan assets at end of year | 2016-12-31 | $1,362,642 |
Total plan assets at beginning of year | 2016-12-31 | $1,261,942 |
Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
Total contributions received or receivable from participants | 2016-12-31 | $27,393 |
Other income received | 2016-12-31 | $87,750 |
Net income (gross income less expenses) | 2016-12-31 | $100,700 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,362,642 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,261,942 |
Assets. Value of participant loans | 2016-12-31 | $60,500 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $16,140 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $526 |
2015 : BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $36,998 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,218 |
Total plan assets at end of year | 2015-12-31 | $1,261,942 |
Total plan assets at beginning of year | 2015-12-31 | $1,226,162 |
Total contributions received or receivable from participants | 2015-12-31 | $37,765 |
Other income received | 2015-12-31 | $-17,329 |
Net income (gross income less expenses) | 2015-12-31 | $35,780 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,261,942 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,226,162 |
Assets. Value of participant loans | 2015-12-31 | $60,500 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $16,562 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,218 |
2014 : BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $118,848 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,199 |
Total plan assets at end of year | 2014-12-31 | $1,226,162 |
Total plan assets at beginning of year | 2014-12-31 | $1,108,513 |
Total contributions received or receivable from participants | 2014-12-31 | $37,806 |
Other income received | 2014-12-31 | $67,886 |
Net income (gross income less expenses) | 2014-12-31 | $117,649 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,226,162 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,108,513 |
Assets. Value of participant loans | 2014-12-31 | $60,500 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $13,156 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,199 |
2013 : BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $209,267 |
Expenses. Total of all expenses incurred | 2013-12-31 | $3,520 |
Benefits paid (including direct rollovers) | 2013-12-31 | $2,280 |
Total plan assets at end of year | 2013-12-31 | $1,108,513 |
Total plan assets at beginning of year | 2013-12-31 | $902,766 |
Total contributions received or receivable from participants | 2013-12-31 | $35,490 |
Other income received | 2013-12-31 | $157,260 |
Net income (gross income less expenses) | 2013-12-31 | $205,747 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,108,513 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $902,766 |
Assets. Value of participant loans | 2013-12-31 | $48,000 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $16,517 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,240 |
2012 : BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $104,917 |
Expenses. Total of all expenses incurred | 2012-12-31 | $856 |
Total plan assets at end of year | 2012-12-31 | $902,766 |
Total plan assets at beginning of year | 2012-12-31 | $798,705 |
Total contributions received or receivable from participants | 2012-12-31 | $29,692 |
Other income received | 2012-12-31 | $54,568 |
Net income (gross income less expenses) | 2012-12-31 | $104,061 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $902,766 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $798,705 |
Assets. Value of participant loans | 2012-12-31 | $48,000 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $20,657 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $856 |
2011 : BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $48,667 |
Expenses. Total of all expenses incurred | 2011-12-31 | $317,158 |
Benefits paid (including direct rollovers) | 2011-12-31 | $316,008 |
Total plan assets at end of year | 2011-12-31 | $798,705 |
Total plan assets at beginning of year | 2011-12-31 | $1,067,196 |
Total contributions received or receivable from participants | 2011-12-31 | $26,661 |
Other income received | 2011-12-31 | $8,935 |
Net income (gross income less expenses) | 2011-12-31 | $-268,491 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $798,705 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,067,196 |
Assets. Value of participant loans | 2011-12-31 | $30,000 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $13,071 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,150 |
2010 : BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $109,134 |
Expenses. Total of all expenses incurred | 2010-12-31 | $813 |
Total plan assets at end of year | 2010-12-31 | $1,067,196 |
Total plan assets at beginning of year | 2010-12-31 | $958,875 |
Total contributions received or receivable from participants | 2010-12-31 | $26,253 |
Other income received | 2010-12-31 | $72,103 |
Net income (gross income less expenses) | 2010-12-31 | $108,321 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,067,196 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $958,875 |
Assets. Value of participant loans | 2010-12-31 | $22,000 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $10,778 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $813 |
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | PF4E61J |
Policy instance | 1 |
Insurance contract or identification number | PF4E61J | Number of Individuals Covered | 12 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $1,589 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,589 | Insurance broker organization code? | 3 | Insurance broker name | EVAN HUNTER |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | PF4E61J |
Policy instance | 1 |
Insurance contract or identification number | PF4E61J | Number of Individuals Covered | 12 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $1,218 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $576 | Insurance broker organization code? | 3 | Insurance broker name | EVAN HUNTER |
|
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | PF4E61J |
Policy instance | 1 |
Insurance contract or identification number | PF4E61J | Number of Individuals Covered | 12 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $1,200 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $600 | Insurance broker organization code? | 3 | Insurance broker name | EVAN HUNTER |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | PF4E61J |
Policy instance | 1 |
Insurance contract or identification number | PF4E61J | Number of Individuals Covered | 12 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $1,240 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,240 | Additional information about fees paid to insurance broker | 3 | Insurance broker name | KEITH BETTEX |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | PF4E61J |
Policy instance | 1 |
Insurance contract or identification number | PF4E61J | Number of Individuals Covered | 12 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $856 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $856 | Additional information about fees paid to insurance broker | 3 | Insurance broker name | KEITH BETTEX |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | PF4E61J |
Policy instance | 1 |
Insurance contract or identification number | PF4E61J | Number of Individuals Covered | 8 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $897 | Total amount of fees paid to insurance company | USD $253 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | PF4E61J |
Policy instance | 1 |
Insurance contract or identification number | PF4E61J | Number of Individuals Covered | 9 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $813 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $813 | Insurance broker organization code? | 3 | Insurance broker name | KEITH BETTEX |
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