IVAN WARE & SON INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022: IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 132 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 13 |
Total of all active and inactive participants | 2022-01-01 | 145 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 145 |
Number of participants with account balances | 2022-01-01 | 123 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 6 |
2021: IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 118 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 12 |
Total of all active and inactive participants | 2021-01-01 | 130 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 131 |
Number of participants with account balances | 2021-01-01 | 117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 8 |
2020: IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 128 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 114 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 9 |
Total of all active and inactive participants | 2020-01-01 | 123 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 123 |
Number of participants with account balances | 2020-01-01 | 109 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 5 |
2012: IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 76 |
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 | 16 |
Total of all active and inactive participants | 2012-01-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 92 |
Number of participants with account balances | 2012-01-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 5 |
2011: IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 84 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 76 |
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 | 8 |
Total of all active and inactive participants | 2011-01-01 | 84 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 84 |
Number of participants with account balances | 2011-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2010: IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 81 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 75 |
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 | 8 |
Total of all active and inactive participants | 2010-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 83 |
Number of participants with account balances | 2010-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 69 |
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 | 10 |
Total of all active and inactive participants | 2009-01-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 79 |
Number of participants with account balances | 2009-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
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2022 : IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,622,493 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $981,768 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $847,784 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,537,382 |
Value of total assets at end of year | 2022-12-31 | $20,332,274 |
Value of total assets at beginning of year | 2022-12-31 | $22,936,535 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $133,984 |
Total interest from all sources | 2022-12-31 | $17,636 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $255,531 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $255,531 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,430,494 |
Participant contributions at end of year | 2022-12-31 | $259,206 |
Participant contributions at beginning of year | 2022-12-31 | $311,980 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $1,336,535 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $1,682,238 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $204,606 |
Other income not declared elsewhere | 2022-12-31 | $-690,586 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,604,261 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $20,332,274 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $22,936,535 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $52,810 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $15,211,702 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $17,653,796 |
Interest on participant loans | 2022-12-31 | $17,147 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,488,938 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $3,288,521 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $35,893 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $489 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,803,198 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $60,742 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $902,282 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $847,784 |
Contract administrator fees | 2022-12-31 | $81,174 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MCM CPAS & ADVISORS LLP |
Accountancy firm EIN | 2022-12-31 | 271235638 |
2021 : IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $4,388,894 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,199,610 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,068,428 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $22,936,535 |
Value of total assets at beginning of year | 2021-12-31 | $20,747,251 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $131,182 |
Total interest from all sources | 2021-12-31 | $2,017,106 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $240,661 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $240,661 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,137,351 |
Participant contributions at end of year | 2021-12-31 | $311,980 |
Participant contributions at beginning of year | 2021-12-31 | $347,651 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $1,682,238 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $1,502,525 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $44,296 |
Other income not declared elsewhere | 2021-12-31 | $179,713 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,189,284 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $22,936,535 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $20,747,251 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $52,548 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $17,624,243 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $14,227,026 |
Interest on participant loans | 2021-12-31 | $20,340 |
Income. Interest from US Government securities | 2021-12-31 | $1,137,351 |
Income. Interest from corporate debt instruments | 2021-12-31 | $95,915 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $3,288,521 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $4,646,668 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $29,553 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $23,381 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $23,381 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $763,500 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,895,798 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $55,616 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $764,993 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,068,428 |
Contract administrator fees | 2021-12-31 | $78,634 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MCM CPAS & ADVISORS LLP |
Accountancy firm EIN | 2021-12-31 | 271235638 |
2020 : IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $4,273,648 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $389,344 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $283,105 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,829,795 |
Value of total assets at end of year | 2020-12-31 | $20,747,251 |
Value of total assets at beginning of year | 2020-12-31 | $16,862,947 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $106,239 |
Total interest from all sources | 2020-12-31 | $28,041 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $202,281 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $202,281 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,085,818 |
Participant contributions at end of year | 2020-12-31 | $347,651 |
Participant contributions at beginning of year | 2020-12-31 | $386,440 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $1,502,525 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $793,679 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $444,088 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,884,304 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $20,747,251 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $16,862,947 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $42,237 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $14,227,026 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $13,872,331 |
Interest on participant loans | 2020-12-31 | $27,980 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $4,646,668 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,800,166 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $23,381 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $10,331 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $10,331 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $61 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,707,411 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $62,032 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $743,977 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $283,105 |
Contract administrator fees | 2020-12-31 | $64,002 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MCM CPAS & ADVISORS LLP |
Accountancy firm EIN | 2020-12-31 | 271235638 |
2012 : IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $900,155 |
Expenses. Total of all expenses incurred | 2012-12-31 | $163,478 |
Benefits paid (including direct rollovers) | 2012-12-31 | $163,478 |
Total plan assets at end of year | 2012-12-31 | $5,704,657 |
Total plan assets at beginning of year | 2012-12-31 | $4,967,980 |
Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
Total contributions received or receivable from participants | 2012-12-31 | $408,159 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $444,050 |
Net income (gross income less expenses) | 2012-12-31 | $736,677 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,704,657 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,967,980 |
Assets. Value of participant loans | 2012-12-31 | $170,592 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $47,946 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
2011 : IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $198,640 |
Expenses. Total of all expenses incurred | 2011-12-31 | $105,578 |
Benefits paid (including direct rollovers) | 2011-12-31 | $105,578 |
Total plan assets at end of year | 2011-12-31 | $4,967,980 |
Total plan assets at beginning of year | 2011-12-31 | $4,874,918 |
Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
Total contributions received or receivable from participants | 2011-12-31 | $411,257 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-316,370 |
Net income (gross income less expenses) | 2011-12-31 | $93,062 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,967,980 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,874,918 |
Assets. Value of participant loans | 2011-12-31 | $201,383 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $103,753 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
2010 : IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $837,633 |
Expenses. Total of all expenses incurred | 2010-12-31 | $186,762 |
Benefits paid (including direct rollovers) | 2010-12-31 | $186,762 |
Total plan assets at end of year | 2010-12-31 | $4,955,991 |
Total plan assets at beginning of year | 2010-12-31 | $4,305,120 |
Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
Total contributions received or receivable from participants | 2010-12-31 | $325,289 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $3,500 |
Other income received | 2010-12-31 | $383,571 |
Net income (gross income less expenses) | 2010-12-31 | $650,871 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,955,991 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,305,120 |
Assets. Value of participant loans | 2010-12-31 | $161,677 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $125,273 |
2009 : IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |