JAMES FARRELL & CO. has sponsored the creation of one or more 401k plans.
Additional information about JAMES FARRELL & CO.
Submission information for form 5500 for 401k plan JAMES FARRELL & CO. 401(K) PLAN
401k plan membership statisitcs for JAMES FARRELL & CO. 401(K) PLAN
Measure | Date | Value |
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2011: JAMES FARRELL & CO. 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 49 |
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 | 23 |
Total of all active and inactive participants | 2011-01-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 72 |
Number of participants with account balances | 2011-01-01 | 71 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2009: JAMES FARRELL & CO. 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 32 |
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 | 18 |
Total of all active and inactive participants | 2009-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 50 |
Number of participants with account balances | 2009-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
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2011 : JAMES FARRELL & CO. 401(K) 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 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $354,841 |
Expenses. Total of all expenses incurred | 2011-12-31 | $10,144 |
Benefits paid (including direct rollovers) | 2011-12-31 | $10,144 |
Total plan assets at end of year | 2011-12-31 | $3,610,074 |
Total plan assets at beginning of year | 2011-12-31 | $3,265,377 |
Value of fidelity bond covering the plan | 2011-12-31 | $361,007 |
Total contributions received or receivable from participants | 2011-12-31 | $252,245 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-96,415 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $344,697 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,610,074 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,265,377 |
Assets. Value of participant loans | 2011-12-31 | $50,389 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $199,011 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
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 : JAMES FARRELL & CO. 401(K) 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 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $580,136 |
Expenses. Total of all expenses incurred | 2010-12-31 | $86,698 |
Benefits paid (including direct rollovers) | 2010-12-31 | $86,698 |
Total plan assets at end of year | 2010-12-31 | $3,043,570 |
Total plan assets at beginning of year | 2010-12-31 | $2,550,132 |
Value of fidelity bond covering the plan | 2010-12-31 | $130,000 |
Total contributions received or receivable from participants | 2010-12-31 | $159,365 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $273,924 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $493,438 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,043,570 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,550,132 |
Assets. Value of participant loans | 2010-12-31 | $23,825 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $146,847 |
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 : JAMES FARRELL & CO. 401(K) 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 |
2011: JAMES FARRELL & CO. 401(K) 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: JAMES FARRELL & CO. 401(K) 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 | Yes |
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 |