SANDERS & PARKS, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SANDERS & PARKS, P.C. TAX SHELTERED SAVINGS PLAN & TRUST AGREEMENT
401k plan membership statisitcs for SANDERS & PARKS, P.C. TAX SHELTERED SAVINGS PLAN & TRUST AGREEMENT
Measure | Date | Value |
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2014: SANDERS & PARKS, P.C. TAX SHELTERED SAVINGS PLAN & TRUST AGREEMENT 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 74 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 30 |
Total of all active and inactive participants | 2014-01-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 76 |
Number of participants with account balances | 2014-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: SANDERS & PARKS, P.C. TAX SHELTERED SAVINGS PLAN & TRUST AGREEMENT 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 33 |
Total of all active and inactive participants | 2013-01-01 | 81 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 81 |
Number of participants with account balances | 2013-01-01 | 81 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: SANDERS & PARKS, P.C. TAX SHELTERED SAVINGS PLAN & TRUST AGREEMENT 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 55 |
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 | 24 |
Total of all active and inactive participants | 2012-01-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 79 |
Number of participants with account balances | 2012-01-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: SANDERS & PARKS, P.C. TAX SHELTERED SAVINGS PLAN & TRUST AGREEMENT 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 92 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 60 |
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 | 25 |
Total of all active and inactive participants | 2011-01-01 | 85 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 85 |
Number of participants with account balances | 2011-01-01 | 85 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: SANDERS & PARKS, P.C. TAX SHELTERED SAVINGS PLAN & TRUST AGREEMENT 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 106 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 54 |
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 | 44 |
Total of all active and inactive participants | 2009-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 99 |
Number of participants with account balances | 2009-01-01 | 98 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
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2014 : SANDERS & PARKS, P.C. TAX SHELTERED SAVINGS PLAN & TRUST AGREEMENT 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $1,234,743 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,170,243 |
Benefits paid (including direct rollovers) | 2014-12-31 | $1,169,630 |
Total plan assets at end of year | 2014-12-31 | $12,488,152 |
Total plan assets at beginning of year | 2014-12-31 | $12,423,652 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $269,013 |
Other income received | 2014-12-31 | $641,593 |
Net income (gross income less expenses) | 2014-12-31 | $64,500 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $12,488,152 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $12,423,652 |
Assets. Value of participant loans | 2014-12-31 | $81,755 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $324,137 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $613 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : SANDERS & PARKS, P.C. TAX SHELTERED SAVINGS PLAN & TRUST AGREEMENT 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $2,768,187 |
Expenses. Total of all expenses incurred | 2013-12-31 | $136,125 |
Benefits paid (including direct rollovers) | 2013-12-31 | $135,679 |
Total plan assets at end of year | 2013-12-31 | $12,423,652 |
Total plan assets at beginning of year | 2013-12-31 | $9,791,590 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $366,038 |
Other income received | 2013-12-31 | $2,103,543 |
Net income (gross income less expenses) | 2013-12-31 | $2,632,062 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $12,423,652 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,791,590 |
Assets. Value of participant loans | 2013-12-31 | $114,625 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $298,606 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $446 |
2012 : SANDERS & PARKS, P.C. TAX SHELTERED SAVINGS PLAN & TRUST AGREEMENT 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,982,763 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,360,502 |
Benefits paid (including direct rollovers) | 2012-12-31 | $1,359,643 |
Total plan assets at end of year | 2012-12-31 | $9,791,590 |
Total plan assets at beginning of year | 2012-12-31 | $9,169,329 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $496,003 |
Other income received | 2012-12-31 | $1,156,058 |
Net income (gross income less expenses) | 2012-12-31 | $622,261 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $9,791,590 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,169,329 |
Assets. Value of participant loans | 2012-12-31 | $137,088 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $330,702 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $859 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : SANDERS & PARKS, P.C. TAX SHELTERED SAVINGS PLAN & TRUST AGREEMENT 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $407,287 |
Expenses. Total of all expenses incurred | 2011-12-31 | $2,029,592 |
Benefits paid (including direct rollovers) | 2011-12-31 | $2,029,167 |
Total plan assets at end of year | 2011-12-31 | $9,169,329 |
Total plan assets at beginning of year | 2011-12-31 | $10,791,634 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $46,588 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $425 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-239,218 |
Net income (gross income less expenses) | 2011-12-31 | $-1,622,305 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $9,169,329 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,791,634 |
Assets. Value of participant loans | 2011-12-31 | $138,775 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $599,917 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : SANDERS & PARKS, P.C. TAX SHELTERED SAVINGS PLAN & TRUST AGREEMENT 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,589,573 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $529,700 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $529,700 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $490,220 |
Value of total assets at end of year | 2010-12-31 | $10,791,634 |
Value of total assets at beginning of year | 2010-12-31 | $9,731,761 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $7,864 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $366,049 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $366,049 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $413,774 |
Participant contributions at end of year | 2010-12-31 | $203,272 |
Participant contributions at beginning of year | 2010-12-31 | $153,938 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $76,446 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,059,873 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $10,791,634 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,731,761 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $9,873,146 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $7,403,567 |
Interest on participant loans | 2010-12-31 | $7,864 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $715,216 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $1,825,588 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $723,159 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $2,281 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Employer contributions (assets) at beginning of year | 2010-12-31 | $348,668 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $529,700 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SARVIS, KING & COLEMAN, P.C. |
Accountancy firm EIN | 2010-12-31 | 860555548 |
2014: SANDERS & PARKS, P.C. TAX SHELTERED SAVINGS PLAN & TRUST AGREEMENT 2014 form 5500 responses |
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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 – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: SANDERS & PARKS, P.C. TAX SHELTERED SAVINGS PLAN & TRUST AGREEMENT 2013 form 5500 responses |
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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 – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: SANDERS & PARKS, P.C. TAX SHELTERED SAVINGS PLAN & TRUST AGREEMENT 2012 form 5500 responses |
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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 |
2011: SANDERS & PARKS, P.C. TAX SHELTERED SAVINGS PLAN & TRUST AGREEMENT 2011 form 5500 responses |
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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 |
2009: SANDERS & PARKS, P.C. TAX SHELTERED SAVINGS PLAN & TRUST AGREEMENT 2009 form 5500 responses |
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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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |