LEVAN, SPRADER, PATTON & MCCASKILL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEVAN, SPRADER, PATTON, PLYMIRE & OFFUTT 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for LEVAN, SPRADER, PATTON, PLYMIRE & OFFUTT 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2014: LEVAN, SPRADER, PATTON, PLYMIRE & OFFUTT 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 17 |
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 | 1 |
Total of all active and inactive participants | 2014-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 17 |
Number of participants with account balances | 2014-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: LEVAN, SPRADER, PATTON, PLYMIRE & OFFUTT 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 15 |
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 | 1 |
Total of all active and inactive participants | 2013-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 16 |
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: LEVAN, SPRADER, PATTON, PLYMIRE & OFFUTT 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 14 |
Number of participants with account balances | 2012-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: LEVAN, SPRADER, PATTON, PLYMIRE & OFFUTT 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
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 | 1 |
Total of all active and inactive participants | 2011-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 12 |
Number of participants with account balances | 2011-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: LEVAN, SPRADER, PATTON, PLYMIRE & OFFUTT 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 11 |
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 | 1 |
Total of all active and inactive participants | 2009-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 12 |
Number of participants with account balances | 2009-01-01 | 9 |
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 : LEVAN, SPRADER, PATTON, PLYMIRE & OFFUTT 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $143,701 |
Expenses. Total of all expenses incurred | 2014-12-31 | $10,918 |
Total plan assets at end of year | 2014-12-31 | $1,538,626 |
Total plan assets at beginning of year | 2014-12-31 | $1,405,843 |
Total contributions received or receivable from participants | 2014-12-31 | $46,159 |
Other income received | 2014-12-31 | $61,795 |
Net income (gross income less expenses) | 2014-12-31 | $132,783 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,538,626 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,405,843 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $35,747 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $10,918 |
2013 : LEVAN, SPRADER, PATTON, PLYMIRE & OFFUTT 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $281,825 |
Expenses. Total of all expenses incurred | 2013-12-31 | $9,852 |
Total plan assets at end of year | 2013-12-31 | $1,405,843 |
Total plan assets at beginning of year | 2013-12-31 | $1,133,870 |
Total contributions received or receivable from participants | 2013-12-31 | $51,359 |
Other income received | 2013-12-31 | $200,740 |
Net income (gross income less expenses) | 2013-12-31 | $271,973 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,405,843 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,133,870 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $29,726 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $9,852 |
2012 : LEVAN, SPRADER, PATTON, PLYMIRE & OFFUTT 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $218,882 |
Expenses. Total of all expenses incurred | 2012-12-31 | $8,688 |
Total plan assets at end of year | 2012-12-31 | $1,133,870 |
Total plan assets at beginning of year | 2012-12-31 | $923,676 |
Total contributions received or receivable from participants | 2012-12-31 | $49,130 |
Other income received | 2012-12-31 | $139,684 |
Net income (gross income less expenses) | 2012-12-31 | $210,194 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,133,870 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $923,676 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $30,068 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $8,688 |
2011 : LEVAN, SPRADER, PATTON, PLYMIRE & OFFUTT 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-12,066 |
Total plan assets at end of year | 2011-12-31 | $923,676 |
Total plan assets at beginning of year | 2011-12-31 | $935,742 |
Total contributions received or receivable from participants | 2011-12-31 | $22,647 |
Other income received | 2011-12-31 | $-50,950 |
Net income (gross income less expenses) | 2011-12-31 | $-12,066 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $923,676 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $935,742 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $16,237 |
2010 : LEVAN, SPRADER, PATTON, PLYMIRE & OFFUTT 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $164,912 |
Total plan assets at end of year | 2010-12-31 | $935,742 |
Total plan assets at beginning of year | 2010-12-31 | $770,830 |
Total contributions received or receivable from participants | 2010-12-31 | $33,357 |
Other income received | 2010-12-31 | $108,189 |
Net income (gross income less expenses) | 2010-12-31 | $164,912 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $935,742 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $770,830 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $23,366 |
2009 : LEVAN, SPRADER, PATTON, PLYMIRE & OFFUTT 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 |
2014: LEVAN, SPRADER, PATTON, PLYMIRE & OFFUTT 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: LEVAN, SPRADER, PATTON, PLYMIRE & OFFUTT 401(K) 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: LEVAN, SPRADER, PATTON, PLYMIRE & OFFUTT 401(K) 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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: LEVAN, SPRADER, PATTON, PLYMIRE & OFFUTT 401(K) 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: LEVAN, SPRADER, PATTON, PLYMIRE & OFFUTT 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 25652 |
Policy instance | 1 |
Insurance contract or identification number | 25652 | Number of Individuals Covered | 11 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $7,245 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 | Amount paid for insurance broker fees | 6114 | Insurance broker organization code? | 3 | Insurance broker name | WILEY-BROS. AINTREE, ALLC |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 25652 |
Policy instance | 1 |
Insurance contract or identification number | 25652 | Number of Individuals Covered | 11 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $6,081 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 $6,081 | Insurance broker organization code? | 3 | Insurance broker name | WILEY-BROS. AINTREE, ALLC |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 25652 |
Policy instance | 1 |
Insurance contract or identification number | 25652 | 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 $0 | Total amount of fees paid to insurance company | USD $5,011 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 | Amount paid for insurance broker fees | 5011 | Insurance broker organization code? | 3 | Insurance broker name | WILEY-BROS. AINTREE, ALLC |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 25652 |
Policy instance | 1 |
Insurance contract or identification number | 25652 | Number of Individuals Covered | 9 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $4,690 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 25652 |
Policy instance | 1 |
Insurance contract or identification number | 25652 | 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 $3,936 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 $3,936 | Additional information about fees paid to insurance broker | BROKER COMMISSION | Insurance broker organization code? | 3 | Insurance broker name | WILEY-BROS. AINTREE, ALLC |
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