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LOCKITCH, CLEMENTS & RICE 401(K) PLAN 401k Plan overview

Plan NameLOCKITCH, CLEMENTS & RICE 401(K) PLAN
Plan identification number 001

LOCKITCH, CLEMENTS & RICE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LOCKITCH, CLEMENTS & RICE, P.S. has sponsored the creation of one or more 401k plans.

Company Name:LOCKITCH, CLEMENTS & RICE, P.S.
Employer identification number (EIN):910903661
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about LOCKITCH, CLEMENTS & RICE, P.S.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1973-06-29
Company Identification Number: 600108699
Legal Registered Office Address: 100 LAKE CHELAN SHORES DR UNIT 17-12

CHELAN
United States of America (USA)
988169868

More information about LOCKITCH, CLEMENTS & RICE, P.S.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCKITCH, CLEMENTS & RICE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01KENNETH CLENIN
0012013-01-01KENNETH L CLENIN
0012012-01-01KENNETH CLENIN
0012011-01-01KENNETH CLENIN
0012010-01-01KENNETH CLENIN
0012009-01-01KENNETH CLENIN KENNETH CLENIN2010-09-27

Financial Data on LOCKITCH, CLEMENTS & RICE 401(K) PLAN

Measure Date Value
2014 : LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year2014-09-30$0
Total plan liabilities at beginning of year2014-09-30$0
Total income from all sources2014-09-30$22,375
Expenses. Total of all expenses incurred2014-09-30$1,507,084
Benefits paid (including direct rollovers)2014-09-30$1,506,234
Total plan assets at end of year2014-09-30$0
Total plan assets at beginning of year2014-09-30$1,484,709
Value of fidelity bond covering the plan2014-09-30$350,000
Other income received2014-09-30$22,375
Net income (gross income less expenses)2014-09-30$-1,484,709
Net plan assets at end of year (total assets less liabilities)2014-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$1,484,709
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$850
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
2013 : LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$286,724
Expenses. Total of all expenses incurred2013-12-31$190,355
Benefits paid (including direct rollovers)2013-12-31$190,305
Total plan assets at end of year2013-12-31$1,484,709
Total plan assets at beginning of year2013-12-31$1,388,340
Value of fidelity bond covering the plan2013-12-31$350,000
Other income received2013-12-31$286,724
Net income (gross income less expenses)2013-12-31$96,369
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,484,709
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,388,340
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$50
2012 : LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$196,096
Expenses. Total of all expenses incurred2012-12-31$1,610,593
Benefits paid (including direct rollovers)2012-12-31$1,610,583
Total plan assets at end of year2012-12-31$1,388,340
Total plan assets at beginning of year2012-12-31$2,802,837
Value of fidelity bond covering the plan2012-12-31$350,000
Other income received2012-12-31$196,096
Net income (gross income less expenses)2012-12-31$-1,414,497
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,388,340
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,802,837
Assets. Value of participant loans2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$10
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$156,466
Expenses. Total of all expenses incurred2011-12-31$66,509
Benefits paid (including direct rollovers)2011-12-31$66,156
Total plan assets at end of year2011-12-31$2,802,837
Total plan assets at beginning of year2011-12-31$2,712,880
Value of fidelity bond covering the plan2011-12-31$350,000
Total contributions received or receivable from participants2011-12-31$91,256
Other income received2011-12-31$-4,701
Net income (gross income less expenses)2011-12-31$89,957
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,802,837
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,712,880
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$69,911
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$353
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$551,067
Expenses. Total of all expenses incurred2010-12-31$755,197
Benefits paid (including direct rollovers)2010-12-31$754,917
Total plan assets at end of year2010-12-31$2,712,880
Total plan assets at beginning of year2010-12-31$2,917,010
Value of fidelity bond covering the plan2010-12-31$350,000
Total contributions received or receivable from participants2010-12-31$115,536
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$353,338
Net income (gross income less expenses)2010-12-31$-204,130
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,712,880
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,917,010
Assets. Value of participant loans2010-12-31$9,179
Total contributions received or receivable from employer(s)2010-12-31$82,193
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LOCKITCH, CLEMENTS & RICE 401(K) PLAN

2014: LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOCKITCH, CLEMENTS & RICE 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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