FRANZEN & SALZANO. P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN
401k plan membership statisitcs for FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN
Measure | Date | Value |
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2014: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 10 |
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 | 12 |
Total of all active and inactive participants | 2014-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 22 |
Number of participants with account balances | 2014-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 7 |
2013: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 14 |
Total of all active and inactive participants | 2013-01-01 | 24 |
Total participants | 2013-01-01 | 24 |
Number of participants with account balances | 2013-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 8 |
2012: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 10 |
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 | 15 |
Total of all active and inactive participants | 2012-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 25 |
Number of participants with account balances | 2012-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 18 |
2011: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10 |
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 | 14 |
Total of all active and inactive participants | 2011-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 24 |
Number of participants with account balances | 2011-01-01 | 24 |
2010: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 18 |
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 | 4 |
Total of all active and inactive participants | 2010-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 22 |
Number of participants with account balances | 2010-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 25 |
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 | 3 |
Total of all active and inactive participants | 2009-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 28 |
Number of participants with account balances | 2009-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2014 : FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $179,833 |
Expenses. Total of all expenses incurred | 2014-12-31 | $113,586 |
Benefits paid (including direct rollovers) | 2014-12-31 | $78,004 |
Total plan assets at end of year | 2014-12-31 | $2,017,209 |
Total plan assets at beginning of year | 2014-12-31 | $1,950,962 |
Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
Total contributions received or receivable from participants | 2014-12-31 | $76,184 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $106 |
Other income received | 2014-12-31 | $85,553 |
Net income (gross income less expenses) | 2014-12-31 | $66,247 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,017,209 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,950,962 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $18,096 |
Value of corrective distributions | 2014-12-31 | $35,476 |
2013 : FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2013 401k financial data |
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Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $360,604 |
Expenses. Total of all expenses incurred | 2013-12-31 | $21,556 |
Benefits paid (including direct rollovers) | 2013-12-31 | $2,568 |
Total plan assets at end of year | 2013-12-31 | $1,950,962 |
Total plan assets at beginning of year | 2013-12-31 | $1,611,914 |
Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
Total contributions received or receivable from participants | 2013-12-31 | $65,952 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $25 |
Other income received | 2013-12-31 | $294,652 |
Net income (gross income less expenses) | 2013-12-31 | $339,048 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,950,962 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,611,914 |
Value of corrective distributions | 2013-12-31 | $18,963 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2012 401k financial data |
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Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $254,457 |
Expenses. Total of all expenses incurred | 2012-12-31 | $167,919 |
Benefits paid (including direct rollovers) | 2012-12-31 | $162,178 |
Total plan assets at end of year | 2012-12-31 | $1,611,914 |
Total plan assets at beginning of year | 2012-12-31 | $1,525,376 |
Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
Total contributions received or receivable from participants | 2012-12-31 | $56,114 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $50 |
Other income received | 2012-12-31 | $198,343 |
Net income (gross income less expenses) | 2012-12-31 | $86,538 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,611,914 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,525,376 |
Value of corrective distributions | 2012-12-31 | $5,691 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2011 401k financial data |
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Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $-1,790 |
Expenses. Total of all expenses incurred | 2011-12-31 | $15,796 |
Benefits paid (including direct rollovers) | 2011-12-31 | $5,571 |
Total plan assets at end of year | 2011-12-31 | $1,525,376 |
Total plan assets at beginning of year | 2011-12-31 | $1,542,962 |
Total contributions received or receivable from participants | 2011-12-31 | $55,414 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $25 |
Other income received | 2011-12-31 | $-65,892 |
Net income (gross income less expenses) | 2011-12-31 | $-17,586 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,525,376 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,542,962 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $8,688 |
Value of corrective distributions | 2011-12-31 | $10,200 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2010 401k financial data |
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Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $293,967 |
Expenses. Total of all expenses incurred | 2010-12-31 | $15,918 |
Benefits paid (including direct rollovers) | 2010-12-31 | $15,918 |
Total plan assets at end of year | 2010-12-31 | $1,542,962 |
Total plan assets at beginning of year | 2010-12-31 | $1,264,913 |
Total contributions received or receivable from participants | 2010-12-31 | $72,822 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $11,969 |
Other income received | 2010-12-31 | $173,284 |
Net income (gross income less expenses) | 2010-12-31 | $278,049 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,542,962 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,264,913 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $35,892 |
2014: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
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 |
2010: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
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: FRANZEN & SALZANO, P.C. PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-822742 |
Policy instance | 1 |
Insurance contract or identification number | GA-822742 | Number of Individuals Covered | 21 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $5,785 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,785 | Insurance broker organization code? | 3 | Insurance broker name | SUNTRUST INVESTMENT SVCS |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-822742 |
Policy instance | 1 |
Insurance contract or identification number | GA-822742 | Number of Individuals Covered | 23 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $5,069 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,069 | Insurance broker organization code? | 3 | Insurance broker name | SUNTRUST INVESTMENT SVCS |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-822742 |
Policy instance | 1 |
Insurance contract or identification number | GA-822742 | Number of Individuals Covered | 10 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $4,713 | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Other information about contract | GROUP FUNDING AGREEMENT | Commission paid to Insurance Broker | USD $4,713 | Insurance broker organization code? | 3 | Insurance broker name | SUNTRUST INVESTMENT SVCS |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-822742 |
Policy instance | 1 |
Insurance contract or identification number | GA-822742 | Number of Individuals Covered | 24 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $1,431 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-822742 |
Policy instance | 1 |
Insurance contract or identification number | GA-822742 | Number of Individuals Covered | 21 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $13,631 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,631 | Insurance broker organization code? | 3 | Insurance broker name | SUNTRUST INVESTMENT SERVICES |
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