TEMPLETON, SMITHEE, HAYES, HEINRICH & RUSSELL, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TEMPLETON, SMITHEE, HAYES, HEINRICH & RUSSELL, LLP PROFIT SHARING 401(K) PLAN
401k plan membership statisitcs for TEMPLETON, SMITHEE, HAYES, HEINRICH & RUSSELL, LLP PROFIT SHARING 401(K) PLAN
| Measure | Date | Value |
|---|
| 2012: TEMPLETON, SMITHEE, HAYES, HEINRICH & RUSSELL, LLP PROFIT SHARING 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 13 |
| 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 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 15 |
| Number of participants with account balances | 2012-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: TEMPLETON, SMITHEE, HAYES, HEINRICH & RUSSELL, LLP PROFIT SHARING 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 13 |
| 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 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 15 |
| Number of participants with account balances | 2011-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: TEMPLETON, SMITHEE, HAYES, HEINRICH & RUSSELL, LLP PROFIT SHARING 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 15 |
| Number of participants with account balances | 2010-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2012 : TEMPLETON, SMITHEE, HAYES, HEINRICH & RUSSELL, LLP PROFIT SHARING 401(K) PLAN 2012 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $259,309 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $9,258 |
| Total plan assets at end of year | 2012-12-31 | $2,155,891 |
| Total plan assets at beginning of year | 2012-12-31 | $1,905,840 |
| Value of fidelity bond covering the plan | 2012-12-31 | $230,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $11,875 |
| Other income received | 2012-12-31 | $225,125 |
| Net income (gross income less expenses) | 2012-12-31 | $250,051 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,155,891 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,905,840 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $56,313 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $22,309 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $9,258 |
| 2011 : TEMPLETON, SMITHEE, HAYES, HEINRICH & RUSSELL, LLP PROFIT SHARING 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $-34,658 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $17,860 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $9,352 |
| Total plan assets at end of year | 2011-12-31 | $1,905,840 |
| Total plan assets at beginning of year | 2011-12-31 | $1,958,358 |
| Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $23,880 |
| 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 | $-68,782 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $-52,518 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,905,840 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,958,358 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $10,028 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $10,244 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $8,508 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : TEMPLETON, SMITHEE, HAYES, HEINRICH & RUSSELL, LLP PROFIT SHARING 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $449,191 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $79,290 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $73,475 |
| Total plan assets at end of year | 2010-12-31 | $1,958,358 |
| Total plan assets at beginning of year | 2010-12-31 | $1,588,457 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $94,865 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $11,263 |
| Other income received | 2010-12-31 | $183,702 |
| Net income (gross income less expenses) | 2010-12-31 | $369,901 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,958,358 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,588,457 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $159,361 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5,815 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2012: TEMPLETON, SMITHEE, HAYES, HEINRICH & RUSSELL, LLP PROFIT SHARING 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: TEMPLETON, SMITHEE, HAYES, HEINRICH & RUSSELL, LLP PROFIT SHARING 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 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: TEMPLETON, SMITHEE, HAYES, HEINRICH & RUSSELL, LLP PROFIT SHARING 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 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 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 95909 |
| Policy instance | 1 |
| Insurance contract or identification number | 95909 | | Number of Individuals Covered | 14 | | 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 $8,824 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | 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 contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 8048 | | Additional information about fees paid to insurance broker | TRUSTEE FEES | | Insurance broker organization code? | 2 | | Insurance broker name | VERISIGHT, INC. |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 95909 |
| Policy instance | 1 |
| Insurance contract or identification number | 95909 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $8,272 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | 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 contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | 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 | 95909 |
| Policy instance | 1 |
| Insurance contract or identification number | 95909 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2010-02-05 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $6,972 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | 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 contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 3124 | | Additional information about fees paid to insurance broker | TRUSTEE FEES | | Insurance broker organization code? | 2 | | Insurance broker name | ACTUARIES & ASSOCIATES |
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