ANDERSON WALKER & REICHERT, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ANDERSON WALKER & REICHERT, LLP RETIREMENT PLAN
401k plan membership statisitcs for ANDERSON WALKER & REICHERT, LLP RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2015: ANDERSON WALKER & REICHERT, LLP RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 11 |
| 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 | 4 |
| Total of all active and inactive participants | 2015-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 15 |
| Number of participants with account balances | 2015-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: ANDERSON WALKER & REICHERT, LLP RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 16 |
| 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 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 20 |
| Number of participants with account balances | 2014-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2015 : ANDERSON WALKER & REICHERT, LLP RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $34,144 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $41,154 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $41,154 |
| Total plan assets at end of year | 2015-12-31 | $875,123 |
| Total plan assets at beginning of year | 2015-12-31 | $882,133 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $27,563 |
| Other income received | 2015-12-31 | $-19,523 |
| Net income (gross income less expenses) | 2015-12-31 | $-7,010 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $875,123 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $882,133 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $26,104 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : ANDERSON WALKER & REICHERT, LLP RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $631,277 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,356,044 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,355,544 |
| Total plan assets at end of year | 2014-12-31 | $882,133 |
| Total plan assets at beginning of year | 2014-12-31 | $1,606,900 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $61,594 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $500 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $488,600 |
| Other income received | 2014-12-31 | $54,507 |
| Net income (gross income less expenses) | 2014-12-31 | $-724,767 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $882,133 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,606,900 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $26,576 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2015: ANDERSON WALKER & REICHERT, LLP RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ANDERSON WALKER & REICHERT, LLP RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
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