KARREN, HENDRIX, STAGG, ALLEN & COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KARREN, HENDRIX, STAGG, ALLEN & COMPANY 401(K) PLAN
401k plan membership statisitcs for KARREN, HENDRIX, STAGG, ALLEN & COMPANY 401(K) PLAN
Measure | Date | Value |
---|
2014: KARREN, HENDRIX, STAGG, ALLEN & COMPANY 401(K) PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 35 |
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 | 6 |
Total of all active and inactive participants | 2014-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 41 |
Number of participants with account balances | 2014-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: KARREN, HENDRIX, STAGG, ALLEN & COMPANY 401(K) PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 25 |
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 | 4 |
Total of all active and inactive participants | 2013-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 29 |
Number of participants with account balances | 2013-01-01 | 26 |
2012: KARREN, HENDRIX, STAGG, ALLEN & COMPANY 401(K) PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 28 |
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 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 32 |
Number of participants with account balances | 2012-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: KARREN, HENDRIX, STAGG, ALLEN & COMPANY 401(K) PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 23 |
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 | 4 |
Total of all active and inactive participants | 2011-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 27 |
Number of participants with account balances | 2011-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: KARREN, HENDRIX, STAGG, ALLEN & COMPANY 401(K) PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 29 |
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 | 4 |
Total of all active and inactive participants | 2009-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 33 |
Number of participants with account balances | 2009-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2014 : KARREN, HENDRIX, STAGG, ALLEN & COMPANY 401(K) PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $288,412 |
Expenses. Total of all expenses incurred | 2014-12-31 | $496 |
Benefits paid (including direct rollovers) | 2014-12-31 | $162 |
Total plan assets at end of year | 2014-12-31 | $1,676,947 |
Total plan assets at beginning of year | 2014-12-31 | $1,389,031 |
Value of fidelity bond covering the plan | 2014-12-31 | $170,000 |
Total contributions received or receivable from participants | 2014-12-31 | $143,154 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $1,043 |
Other income received | 2014-12-31 | $67,212 |
Net income (gross income less expenses) | 2014-12-31 | $287,916 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,676,947 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,389,031 |
Assets. Value of participant loans | 2014-12-31 | $46,242 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $77,003 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $334 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : KARREN, HENDRIX, STAGG, ALLEN & COMPANY 401(K) PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $293,745 |
Expenses. Total of all expenses incurred | 2013-12-31 | $8,533 |
Benefits paid (including direct rollovers) | 2013-12-31 | $8,533 |
Total plan assets at end of year | 2013-12-31 | $1,389,031 |
Total plan assets at beginning of year | 2013-12-31 | $1,103,819 |
Value of fidelity bond covering the plan | 2013-12-31 | $140,000 |
Total contributions received or receivable from participants | 2013-12-31 | $78,111 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $10,993 |
Other income received | 2013-12-31 | $144,026 |
Net income (gross income less expenses) | 2013-12-31 | $285,212 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,389,031 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,103,819 |
Assets. Value of participant loans | 2013-12-31 | $55,579 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $60,615 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : KARREN, HENDRIX, STAGG, ALLEN & COMPANY 401(K) PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $150,837 |
Expenses. Total of all expenses incurred | 2012-12-31 | $30,530 |
Benefits paid (including direct rollovers) | 2012-12-31 | $30,530 |
Total plan assets at end of year | 2012-12-31 | $1,103,819 |
Total plan assets at beginning of year | 2012-12-31 | $983,512 |
Value of fidelity bond covering the plan | 2012-12-31 | $120,000 |
Total contributions received or receivable from participants | 2012-12-31 | $41,106 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $16,603 |
Other income received | 2012-12-31 | $93,128 |
Net income (gross income less expenses) | 2012-12-31 | $120,307 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,103,819 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $983,512 |
Assets. Value of participant loans | 2012-12-31 | $70,263 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : KARREN, HENDRIX, STAGG, ALLEN & COMPANY 401(K) PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $42,204 |
Expenses. Total of all expenses incurred | 2011-12-31 | $72,379 |
Benefits paid (including direct rollovers) | 2011-12-31 | $61,513 |
Total plan assets at end of year | 2011-12-31 | $983,512 |
Total plan assets at beginning of year | 2011-12-31 | $1,013,687 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $52,627 |
Other income received | 2011-12-31 | $-10,423 |
Net income (gross income less expenses) | 2011-12-31 | $-30,175 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $983,512 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,013,687 |
Assets. Value of participant loans | 2011-12-31 | $64,929 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $2,554 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $8,312 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : KARREN, HENDRIX, STAGG, ALLEN & COMPANY 401(K) PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $187,747 |
Expenses. Total of all expenses incurred | 2010-12-31 | $17,148 |
Benefits paid (including direct rollovers) | 2010-12-31 | $8,089 |
Total plan assets at end of year | 2010-12-31 | $1,013,687 |
Total plan assets at beginning of year | 2010-12-31 | $843,088 |
Value of fidelity bond covering the plan | 2010-12-31 | $105,000 |
Total contributions received or receivable from participants | 2010-12-31 | $78,794 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $350 |
Other income received | 2010-12-31 | $108,603 |
Net income (gross income less expenses) | 2010-12-31 | $170,599 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,013,687 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $843,088 |
Assets. Value of participant loans | 2010-12-31 | $39,365 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $9,059 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : KARREN, HENDRIX, STAGG, ALLEN & COMPANY 401(K) 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 |
2014: KARREN, HENDRIX, STAGG, ALLEN & COMPANY 401(K) 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: KARREN, HENDRIX, STAGG, ALLEN & COMPANY 401(K) 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: KARREN, HENDRIX, STAGG, ALLEN & COMPANY 401(K) 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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: KARREN, HENDRIX, STAGG, ALLEN & COMPANY 401(K) 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 |
2009: KARREN, HENDRIX, STAGG, ALLEN & COMPANY 401(K) 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 benefit arrangement – Insurance | Yes |