ALTFELD & BATTAILE, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
---|
2015: ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 0 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
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 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 7 |
Number of participants with account balances | 2014-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
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 | 0 |
Total of all active and inactive participants | 2013-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 7 |
Number of participants with account balances | 2013-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
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 | 1 |
Total of all active and inactive participants | 2012-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 7 |
Number of participants with account balances | 2012-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
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 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 8 |
Number of participants with account balances | 2011-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 8 |
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 | 3 |
Total of all active and inactive participants | 2010-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 11 |
Number of participants with account balances | 2010-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 15 |
Number of participants with account balances | 2009-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2015 : ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
---|
Total plan liabilities at end of year | 2015-12-03 | $0 |
Total plan liabilities at beginning of year | 2015-12-03 | $785 |
Total income from all sources | 2015-12-03 | $-6,243 |
Expenses. Total of all expenses incurred | 2015-12-03 | $2,808,586 |
Benefits paid (including direct rollovers) | 2015-12-03 | $2,793,550 |
Total plan assets at end of year | 2015-12-03 | $0 |
Total plan assets at beginning of year | 2015-12-03 | $2,815,614 |
Value of fidelity bond covering the plan | 2015-12-03 | $250,000 |
Total contributions received or receivable from participants | 2015-12-03 | $400 |
Other income received | 2015-12-03 | $-6,643 |
Net income (gross income less expenses) | 2015-12-03 | $-2,814,829 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-03 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-03 | $2,814,829 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-03 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-03 | $15,036 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-03 | $0 |
2014 : ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
---|
Total plan liabilities at end of year | 2014-12-31 | $785 |
Total income from all sources | 2014-12-31 | $182,904 |
Expenses. Total of all expenses incurred | 2014-12-31 | $43,071 |
Benefits paid (including direct rollovers) | 2014-12-31 | $10,000 |
Total plan assets at end of year | 2014-12-31 | $2,815,614 |
Total plan assets at beginning of year | 2014-12-31 | $2,674,996 |
Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
Total contributions received or receivable from participants | 2014-12-31 | $27,900 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $131,296 |
Net income (gross income less expenses) | 2014-12-31 | $139,833 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,814,829 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,674,996 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $15,604 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $23,708 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $33,071 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $427,033 |
Expenses. Total of all expenses incurred | 2013-12-31 | $76,020 |
Benefits paid (including direct rollovers) | 2013-12-31 | $52,489 |
Total plan assets at end of year | 2013-12-31 | $2,674,996 |
Total plan assets at beginning of year | 2013-12-31 | $2,323,983 |
Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
Total contributions received or receivable from participants | 2013-12-31 | $48,400 |
Other income received | 2013-12-31 | $350,723 |
Net income (gross income less expenses) | 2013-12-31 | $351,013 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,674,996 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,323,983 |
Assets. Value of participant loans | 2013-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $42,904 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $27,910 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $23,531 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $262,459 |
Expenses. Total of all expenses incurred | 2012-12-31 | $223,962 |
Benefits paid (including direct rollovers) | 2012-12-31 | $201,651 |
Total plan assets at end of year | 2012-12-31 | $2,323,983 |
Total plan assets at beginning of year | 2012-12-31 | $2,285,486 |
Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
Total contributions received or receivable from participants | 2012-12-31 | $47,400 |
Other income received | 2012-12-31 | $190,059 |
Net income (gross income less expenses) | 2012-12-31 | $38,497 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,323,983 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,285,486 |
Assets. Value of participant loans | 2012-12-31 | $1,432 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $104,633 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $25,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $22,311 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $1,200,856 |
Expenses. Total of all expenses incurred | 2011-12-31 | $108,871 |
Benefits paid (including direct rollovers) | 2011-12-31 | $93,397 |
Total plan assets at end of year | 2011-12-31 | $2,285,486 |
Total plan assets at beginning of year | 2011-12-31 | $1,193,501 |
Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
Total contributions received or receivable from participants | 2011-12-31 | $46,500 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $1,126,613 |
Other income received | 2011-12-31 | $5,321 |
Net income (gross income less expenses) | 2011-12-31 | $1,091,985 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,285,486 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,193,501 |
Assets. Value of participant loans | 2011-12-31 | $3,807 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $97,509 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $22,422 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $15,474 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $231,357 |
Expenses. Total of all expenses incurred | 2010-12-31 | $339,786 |
Benefits paid (including direct rollovers) | 2010-12-31 | $323,957 |
Total plan assets at end of year | 2010-12-31 | $1,193,501 |
Total plan assets at beginning of year | 2010-12-31 | $1,301,930 |
Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
Total contributions received or receivable from participants | 2010-12-31 | $87,780 |
Other income received | 2010-12-31 | $104,829 |
Net income (gross income less expenses) | 2010-12-31 | $-108,429 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,193,501 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,301,930 |
Assets. Value of participant loans | 2010-12-31 | $6,083 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $105,000 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $38,748 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $15,829 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2015: ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | Yes |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING 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: ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING 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: ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING 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 |
2009: ALTFELD & BATTAILE, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |