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Plan Name | CRANDALL, SWENSON, GLEASON & WADSWORTH, CHTD 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | CRANDALL, SWENSON, GLEASON & |
Employer identification number (EIN): | 820447568 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2016-01-01 | CARL SWENSON | 2019-12-02 | ||
001 | 2016-01-01 | CARL SWENSON | 2018-11-21 | ||
001 | 2016-01-01 | CLYDE CRANDALL | 2019-12-03 | CLYDE CRANDALL | 2019-12-03 |
001 | 2016-01-01 | CARL SWENSON | 2019-01-02 | ||
001 | 2015-01-01 | CLYDE CRANDALL | 2019-01-02 | CLYDE CRANDALL | 2019-01-02 |
001 | 2015-01-01 | CARL SWENSON | 2018-11-21 | ||
001 | 2014-01-01 | CLYDE CRANDALL | 2015-10-13 | ||
001 | 2013-01-01 | CLYDE CRANDALL | 2014-10-04 | ||
001 | 2012-01-01 | GEORGE WADSWORTH | 2013-10-14 | ||
001 | 2011-01-01 | GEORGE WADSWORTH | |||
001 | 2010-01-01 | GEORGE WADSWORTH | |||
001 | 2009-02-01 | CLYDE CRANDALL |
Measure | Date | Value |
---|---|---|
2011: CRANDALL, SWENSON, GLEASON & WADSWORTH, CHTD 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
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 | 9 |
Total participants | 2011-01-01 | 9 |
Number of participants with account balances | 2011-01-01 | 8 |
2010: CRANDALL, SWENSON, GLEASON & WADSWORTH, CHTD 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 10 |
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 | 0 |
Total of all active and inactive participants | 2010-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 10 |
Number of participants with account balances | 2010-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: CRANDALL, SWENSON, GLEASON & WADSWORTH, CHTD 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-02-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-02-01 | 10 |
Number of retired or separated participants receiving benefits | 2009-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-02-01 | 0 |
Total of all active and inactive participants | 2009-02-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-02-01 | 0 |
Total participants | 2009-02-01 | 10 |
Number of participants with account balances | 2009-02-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-02-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : CRANDALL, SWENSON, GLEASON & WADSWORTH, CHTD 401(K) PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $84,107 |
Expenses. Total of all expenses incurred | 2011-12-31 | $134,289 |
Benefits paid (including direct rollovers) | 2011-12-31 | $134,289 |
Total plan assets at end of year | 2011-12-31 | $135,579 |
Total plan assets at beginning of year | 2011-12-31 | $185,761 |
Total contributions received or receivable from participants | 2011-12-31 | $60,421 |
Other income received | 2011-12-31 | $8,250 |
Net income (gross income less expenses) | 2011-12-31 | $-50,182 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $135,579 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $185,761 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $15,436 |
2010 : CRANDALL, SWENSON, GLEASON & WADSWORTH, CHTD 401(K) PLAN 2010 401k financial data | ||
Transfers to/from the plan | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $96,146 |
Expenses. Total of all expenses incurred | 2010-12-31 | $250 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $185,761 |
Total plan assets at beginning of year | 2010-12-31 | $89,865 |
Total contributions received or receivable from participants | 2010-12-31 | $69,945 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $250 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $9,873 |
Net income (gross income less expenses) | 2010-12-31 | $95,896 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $185,761 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $89,865 |
Assets. Value of participant loans | 2010-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $16,328 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
2011: CRANDALL, SWENSON, GLEASON & WADSWORTH, CHTD 401(K) PLAN 2011 form 5500 responses | ||
---|---|---|
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 |
2010: CRANDALL, SWENSON, GLEASON & WADSWORTH, CHTD 401(K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
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 |
2009: CRANDALL, SWENSON, GLEASON & WADSWORTH, CHTD 401(K) PLAN 2009 form 5500 responses | ||
2009-02-01 | Type of plan entity | Single employer plan |
2009-02-01 | First time form 5500 has been submitted | Yes |
2009-02-01 | Submission has been amended | No |
2009-02-01 | This submission is the final filing | No |
2009-02-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2009-02-01 | Plan is a collectively bargained plan | No |
2009-02-01 | Plan funding arrangement – Insurance | Yes |
2009-02-01 | Plan funding arrangement – Trust | Yes |
2009-02-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) | |||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | GA-812740 | ||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||
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