HEINFELD, MEECH & CO., P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEINFELD, MEECH & CO., P.C. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for HEINFELD, MEECH & CO., P.C. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
---|
2013: HEINFELD, MEECH & CO., P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 83 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 41 |
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 | 37 |
Total of all active and inactive participants | 2013-01-01 | 78 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 78 |
Number of participants with account balances | 2013-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 7 |
2012: HEINFELD, MEECH & CO., P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 78 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 46 |
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 | 37 |
Total of all active and inactive participants | 2012-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 83 |
Number of participants with account balances | 2012-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 10 |
2011: HEINFELD, MEECH & CO., P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 56 |
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 | 22 |
Total of all active and inactive participants | 2011-01-01 | 78 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 78 |
Number of participants with account balances | 2011-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 11 |
2010: HEINFELD, MEECH & CO., P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 67 |
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 | 12 |
Total of all active and inactive participants | 2010-01-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 79 |
Number of participants with account balances | 2010-01-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 5 |
2009: HEINFELD, MEECH & CO., P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 64 |
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 | 8 |
Total of all active and inactive participants | 2009-01-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 72 |
Number of participants with account balances | 2009-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 4 |
Measure | Date | Value |
---|
2013 : HEINFELD, MEECH & CO., P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $907,085 |
Expenses. Total of all expenses incurred | 2013-12-31 | $258,157 |
Benefits paid (including direct rollovers) | 2013-12-31 | $258,157 |
Total plan assets at end of year | 2013-12-31 | $3,308,921 |
Total plan assets at beginning of year | 2013-12-31 | $2,659,993 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $329,940 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $7,288 |
Other income received | 2013-12-31 | $514,163 |
Net income (gross income less expenses) | 2013-12-31 | $648,928 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,308,921 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,659,993 |
Assets. Value of participant loans | 2013-12-31 | $74,023 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $55,694 |
2012 : HEINFELD, MEECH & CO., P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $645,992 |
Expenses. Total of all expenses incurred | 2012-12-31 | $333,689 |
Benefits paid (including direct rollovers) | 2012-12-31 | $311,228 |
Total plan assets at end of year | 2012-12-31 | $2,659,993 |
Total plan assets at beginning of year | 2012-12-31 | $2,347,690 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $336,473 |
Other income received | 2012-12-31 | $250,628 |
Net income (gross income less expenses) | 2012-12-31 | $312,303 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,659,993 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,347,690 |
Assets. Value of participant loans | 2012-12-31 | $92,947 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $58,891 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $22,461 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : HEINFELD, MEECH & CO., P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $308,946 |
Expenses. Total of all expenses incurred | 2011-12-31 | $40,413 |
Benefits paid (including direct rollovers) | 2011-12-31 | $39,655 |
Total plan assets at end of year | 2011-12-31 | $2,347,690 |
Total plan assets at beginning of year | 2011-12-31 | $2,079,157 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $332,339 |
Other income received | 2011-12-31 | $-85,776 |
Net income (gross income less expenses) | 2011-12-31 | $268,533 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,347,690 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,079,157 |
Assets. Value of participant loans | 2011-12-31 | $76,536 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $62,383 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $758 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : HEINFELD, MEECH & CO., P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $575,416 |
Expenses. Total of all expenses incurred | 2010-12-31 | $34,636 |
Benefits paid (including direct rollovers) | 2010-12-31 | $34,636 |
Total plan assets at end of year | 2010-12-31 | $2,079,157 |
Total plan assets at beginning of year | 2010-12-31 | $1,538,377 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $315,782 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $848 |
Other income received | 2010-12-31 | $200,724 |
Net income (gross income less expenses) | 2010-12-31 | $540,780 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,079,157 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,538,377 |
Assets. Value of participant loans | 2010-12-31 | $8,730 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $58,062 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : HEINFELD, MEECH & CO., 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 |
2013: HEINFELD, MEECH & CO., 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 – 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: HEINFELD, MEECH & CO., 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: HEINFELD, MEECH & CO., 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: HEINFELD, MEECH & CO., 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: HEINFELD, MEECH & CO., 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 |
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 778-80005 |
Policy instance | 1 |
Insurance contract or identification number | 778-80005 | Number of Individuals Covered | 82 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $780 | Total amount of fees paid to insurance company | USD $390 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Commission paid to Insurance Broker | USD $780 | Amount paid for insurance broker fees | 390 | Insurance broker organization code? | 4 | Insurance broker name | CBIZ FINANCIAL SOLUTIONS, INC. |
|
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 778-80005 |
Policy instance | 1 |
Insurance contract or identification number | 778-80005 | Number of Individuals Covered | 83 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $844 | Total amount of fees paid to insurance company | USD $422 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Commission paid to Insurance Broker | USD $844 | Amount paid for insurance broker fees | 422 | Insurance broker organization code? | 4 | Insurance broker name | CBIZ FINANCIAL SOLUTIONS, INC. |
|
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 788-80005 |
Policy instance | 1 |
Insurance contract or identification number | 788-80005 | Number of Individuals Covered | 76 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $2,003 | Total amount of fees paid to insurance company | USD $501 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes |
|
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 788-80005 |
Policy instance | 1 |
Insurance contract or identification number | 788-80005 | Number of Individuals Covered | 67 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-08 | Total amount of commissions paid to insurance broker | USD $1,416 | Total amount of fees paid to insurance company | USD $354 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Commission paid to Insurance Broker | USD $1,416 | Amount paid for insurance broker fees | 354 | Insurance broker organization code? | 4 | Insurance broker name | CBIZ FINANCIAL SOLUTIONS, INC. |
|
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 778-80005 |
Policy instance | 2 |
Insurance contract or identification number | 778-80005 | Number of Individuals Covered | 67 | Insurance policy start date | 2010-12-09 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $118 | Total amount of fees paid to insurance company | USD $33 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Commission paid to Insurance Broker | USD $118 | Amount paid for insurance broker fees | 33 | Insurance broker organization code? | 4 | Insurance broker name | CBIZ FINANCIAL SOLUTIONS, INC. |
|