THOMAS, THOMAS & MARKSON, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2014: THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 18 |
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 | 8 |
Total of all active and inactive participants | 2014-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 26 |
Number of participants with account balances | 2014-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 16 |
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 | 8 |
Total of all active and inactive participants | 2013-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 24 |
Number of participants with account balances | 2013-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 19 |
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 | 4 |
Total of all active and inactive participants | 2012-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 23 |
Number of participants with account balances | 2012-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 17 |
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 | 7 |
Total of all active and inactive participants | 2011-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 24 |
Number of participants with account balances | 2011-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 19 |
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 | 5 |
Total of all active and inactive participants | 2009-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 24 |
Number of participants with account balances | 2009-01-01 | 24 |
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 : THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $437,853 |
Expenses. Total of all expenses incurred | 2014-12-31 | $699,917 |
Benefits paid (including direct rollovers) | 2014-12-31 | $696,049 |
Total plan assets at end of year | 2014-12-31 | $3,696,420 |
Total plan assets at beginning of year | 2014-12-31 | $3,958,484 |
Value of fidelity bond covering the plan | 2014-12-31 | $400,000 |
Total contributions received or receivable from participants | 2014-12-31 | $90,555 |
Other income received | 2014-12-31 | $247,698 |
Net income (gross income less expenses) | 2014-12-31 | $-262,064 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,696,420 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,958,484 |
Assets. Value of participant loans | 2014-12-31 | $23,714 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $99,600 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,868 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $30 |
Total income from all sources | 2013-12-31 | $799,958 |
Expenses. Total of all expenses incurred | 2013-12-31 | $16,089 |
Benefits paid (including direct rollovers) | 2013-12-31 | $12,613 |
Total plan assets at end of year | 2013-12-31 | $3,958,484 |
Total plan assets at beginning of year | 2013-12-31 | $3,174,645 |
Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
Total contributions received or receivable from participants | 2013-12-31 | $99,629 |
Other income received | 2013-12-31 | $609,581 |
Net income (gross income less expenses) | 2013-12-31 | $783,869 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,958,484 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,174,615 |
Assets. Value of participant loans | 2013-12-31 | $28,181 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $4,029 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $90,748 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,476 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $30 |
Total plan liabilities at beginning of year | 2012-12-31 | $45 |
Total income from all sources | 2012-12-31 | $522,574 |
Expenses. Total of all expenses incurred | 2012-12-31 | $32,503 |
Benefits paid (including direct rollovers) | 2012-12-31 | $28,258 |
Total plan assets at end of year | 2012-12-31 | $3,174,645 |
Total plan assets at beginning of year | 2012-12-31 | $2,684,589 |
Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
Total contributions received or receivable from participants | 2012-12-31 | $99,051 |
Other income received | 2012-12-31 | $292,987 |
Net income (gross income less expenses) | 2012-12-31 | $490,071 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,174,615 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,684,544 |
Assets. Value of participant loans | 2012-12-31 | $13,359 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $6,839 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $130,536 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $4,245 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $45 |
Total plan liabilities at beginning of year | 2011-12-31 | $583 |
Total income from all sources | 2011-12-31 | $223,596 |
Expenses. Total of all expenses incurred | 2011-12-31 | $155,956 |
Benefits paid (including direct rollovers) | 2011-12-31 | $150,656 |
Total plan assets at end of year | 2011-12-31 | $2,684,589 |
Total plan assets at beginning of year | 2011-12-31 | $2,617,487 |
Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
Total contributions received or receivable from participants | 2011-12-31 | $110,118 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $3,231 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-880 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $67,640 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,684,544 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,616,904 |
Assets. Value of participant loans | 2011-12-31 | $6,044 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $7,058 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $114,358 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $2,069 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : THOMAS RUBIN & KELLEY PC 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $583 |
Total plan liabilities at beginning of year | 2010-12-31 | $6,636 |
Total income from all sources | 2010-12-31 | $460,432 |
Expenses. Total of all expenses incurred | 2010-12-31 | $7,098 |
Benefits paid (including direct rollovers) | 2010-12-31 | $2,027 |
Total plan assets at end of year | 2010-12-31 | $2,617,487 |
Total plan assets at beginning of year | 2010-12-31 | $2,170,206 |
Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
Total contributions received or receivable from participants | 2010-12-31 | $115,460 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $5,071 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $237,143 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $453,334 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,616,904 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,163,570 |
Assets. Value of participant loans | 2010-12-31 | $3,960 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $7,701 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $107,829 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : THOMAS RUBIN & KELLEY PC 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: THOMAS RUBIN & KELLEY PC 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 | 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 |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THOMAS RUBIN & KELLEY PC 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 | 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 |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THOMAS RUBIN & KELLEY PC 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 | 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: THOMAS RUBIN & KELLEY PC 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 | 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 |
2009: THOMAS RUBIN & KELLEY PC 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 | 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 |