401k Plan data: G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST plan

G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 401k Plan overview

Plan Name	G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST
Plan identification number	001

G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GOULSTON & STORRS PC has sponsored the creation of one or more 401k plans.

Company Name: GOULSTON & STORRS PC

Employer identification number (EIN): 042738098

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-04-01 KEVIN SMITH
001 2014-04-01 KEVIN SMITH
001 2013-04-01 KEVIN SMITH
001 2012-04-01 KEVIN SMITH
001 2011-04-01 KEVIN SMITH
001 2010-04-01 KEVIN SMITH
001 2009-04-01 KEVIN SMITH
001 2009-04-01 KEVIN SMITH

Plan id#	Filing Submission Date	Name of Administrator
001	2015-04-01	KEVIN SMITH
001	2014-04-01	KEVIN SMITH
001	2013-04-01	KEVIN SMITH
001	2012-04-01	KEVIN SMITH
001	2011-04-01	KEVIN SMITH
001	2010-04-01	KEVIN SMITH
001	2009-04-01	KEVIN SMITH
001	2009-04-01	KEVIN SMITH

Plan Statistics for G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST

401k plan membership statisitcs for G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST

Measure Date Value
2015: G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-04-01 344
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 0
Number of retired or separated participants receiving benefits 2015-04-01 0
Number of other retired or separated participants entitled to future benefits 2015-04-01 0
Total of all active and inactive participants 2015-04-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 0
Total participants 2015-04-01 0
Number of participants with account balances 2015-04-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 0
2014: G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-04-01 340
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 263
Number of retired or separated participants receiving benefits 2014-04-01 0
Number of other retired or separated participants entitled to future benefits 2014-04-01 79
Total of all active and inactive participants 2014-04-01 342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 2
Total participants 2014-04-01 344
Number of participants with account balances 2014-04-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 10
2013: G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-04-01 340
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 259
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 80
Total of all active and inactive participants 2013-04-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 1
Total participants 2013-04-01 340
Number of participants with account balances 2013-04-01 311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 8
2012: G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-04-01 360
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 255
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 84
Total of all active and inactive participants 2012-04-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 1
Total participants 2012-04-01 340
Number of participants with account balances 2012-04-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 15
2011: G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-04-01 359
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 266
Number of retired or separated participants receiving benefits 2011-04-01 0
Number of other retired or separated participants entitled to future benefits 2011-04-01 76
Total of all active and inactive participants 2011-04-01 342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 1
Total participants 2011-04-01 343
Number of participants with account balances 2011-04-01 314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 6
2010: G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-04-01 363
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 264
Number of retired or separated participants receiving benefits 2010-04-01 0
Number of other retired or separated participants entitled to future benefits 2010-04-01 79
Total of all active and inactive participants 2010-04-01 343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-04-01 1
Total participants 2010-04-01 344
Number of participants with account balances 2010-04-01 322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 7
2009: G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-04-01 371
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 264
Number of retired or separated participants receiving benefits 2009-04-01 0
Number of other retired or separated participants entitled to future benefits 2009-04-01 89
Total of all active and inactive participants 2009-04-01 353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 2
Total participants 2009-04-01 355
Number of participants with account balances 2009-04-01 332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 7

Measure	Date	Value
2015: G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-04-01	344
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	0
Number of retired or separated participants receiving benefits	2015-04-01	0
Number of other retired or separated participants entitled to future benefits	2015-04-01	0
Total of all active and inactive participants	2015-04-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	0
Total participants	2015-04-01	0
Number of participants with account balances	2015-04-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	0
2014: G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-04-01	340
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	263
Number of retired or separated participants receiving benefits	2014-04-01	0
Number of other retired or separated participants entitled to future benefits	2014-04-01	79
Total of all active and inactive participants	2014-04-01	342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	2
Total participants	2014-04-01	344
Number of participants with account balances	2014-04-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	10
2013: G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-04-01	340
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	259
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	80
Total of all active and inactive participants	2013-04-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	1
Total participants	2013-04-01	340
Number of participants with account balances	2013-04-01	311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	8
2012: G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-04-01	360
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	255
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	84
Total of all active and inactive participants	2012-04-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	1
Total participants	2012-04-01	340
Number of participants with account balances	2012-04-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	15
2011: G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-04-01	359
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	266
Number of retired or separated participants receiving benefits	2011-04-01	0
Number of other retired or separated participants entitled to future benefits	2011-04-01	76
Total of all active and inactive participants	2011-04-01	342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	1
Total participants	2011-04-01	343
Number of participants with account balances	2011-04-01	314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	6
2010: G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-04-01	363
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	264
Number of retired or separated participants receiving benefits	2010-04-01	0
Number of other retired or separated participants entitled to future benefits	2010-04-01	79
Total of all active and inactive participants	2010-04-01	343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-04-01	1
Total participants	2010-04-01	344
Number of participants with account balances	2010-04-01	322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	7
2009: G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-04-01	371
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	264
Number of retired or separated participants receiving benefits	2009-04-01	0
Number of other retired or separated participants entitled to future benefits	2009-04-01	89
Total of all active and inactive participants	2009-04-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	2
Total participants	2009-04-01	355
Number of participants with account balances	2009-04-01	332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	7

Financial Data on G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST

Measure	Date	Value
2015 : G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-09-01	$0
Total transfer of assets from this plan	2015-09-01	$64,631,968
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-01	$0
Total income from all sources (including contributions)	2015-09-01	$-2,466,803
Total loss/gain on sale of assets	2015-09-01	$0
Total of all expenses incurred	2015-09-01	$384,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-09-01	$363,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-09-01	$20,437
Value of total assets at end of year	2015-09-01	$0
Value of total assets at beginning of year	2015-09-01	$67,483,343
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-09-01	$21,232
Total interest from all sources	2015-09-01	$1,960
Total dividends received (eg from common stock, registered investment company shares)	2015-09-01	$217,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-09-01	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-09-01	$0
Total dividends received from registered investment company shares (eg mutual funds)	2015-09-01	$217,342
Was this plan covered by a fidelity bond	2015-09-01	Yes
Value of fidelity bond cover	2015-09-01	$500,000
If this is an individual account plan, was there a blackout period	2015-09-01	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-09-01	$0
Funding deficiency by the employer to the plan for this plan year	2015-09-01	$0
Minimum employer required contribution for this plan year	2015-09-01	$0
Amount contributed by the employer to the plan for this plan year	2015-09-01	$0
Were there any nonexempt tranactions with any party-in-interest	2015-09-01	No
Participant contributions at end of year	2015-09-01	$0
Participant contributions at beginning of year	2015-09-01	$127,359
Assets. Other investments not covered elsewhere at end of year	2015-09-01	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-09-01	$1,184,210
Income. Received or receivable in cash from other sources (including rollovers)	2015-09-01	$20,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-09-01	No
Value of net income/loss	2015-09-01	$-2,851,375
Value of net assets at end of year (total assets less liabilities)	2015-09-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-09-01	$67,483,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-09-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-09-01	No
Were any leases to which the plan was party in default or uncollectible	2015-09-01	No
Investment advisory and management fees	2015-09-01	$19,013
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-09-01	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-09-01	$62,419,734
Value of interest in pooled separate accounts at end of year	2015-09-01	$0
Value of interest in pooled separate accounts at beginning of year	2015-09-01	$546,584
Interest on participant loans	2015-09-01	$1,960
Expenses. Payments to insurance carriers foe the provision of benefits	2015-09-01	$2,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-09-01	$-2,706,542
Net investment gain/loss from pooled separate accounts	2015-09-01	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-09-01	No
Was there a failure to transmit to the plan any participant contributions	2015-09-01	No
Has the plan failed to provide any benefit when due under the plan	2015-09-01	No
Employer contributions (assets) at end of year	2015-09-01	$0
Employer contributions (assets) at beginning of year	2015-09-01	$3,205,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-09-01	$361,001
Contract administrator fees	2015-09-01	$2,219
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-09-01	Yes
Did the plan have assets held for investment	2015-09-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-09-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-09-01	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-09-01	Yes
Opinion of an independent qualified public accountant for this plan	2015-09-01	Disclaimer
Accountancy firm name	2015-09-01	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2015-09-01	431947695
Total unrealized appreciation/depreciation of assets	2015-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-03-31	$0
Total income from all sources (including contributions)	2015-03-31	$7,381,438
Total loss/gain on sale of assets	2015-03-31	$0
Total of all expenses incurred	2015-03-31	$2,786,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-03-31	$2,769,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-03-31	$3,205,456
Value of total assets at end of year	2015-03-31	$67,483,343
Value of total assets at beginning of year	2015-03-31	$62,888,805
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-03-31	$17,072
Total interest from all sources	2015-03-31	$54,798
Total dividends received (eg from common stock, registered investment company shares)	2015-03-31	$879,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-03-31	$879,241
Administrative expenses professional fees incurred	2015-03-31	$15,300
Was this plan covered by a fidelity bond	2015-03-31	Yes
Value of fidelity bond cover	2015-03-31	$500,000
If this is an individual account plan, was there a blackout period	2015-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-03-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-03-31	$0
Minimum employer required contribution for this plan year	2015-03-31	$3,130,053
Amount contributed by the employer to the plan for this plan year	2015-03-31	$3,130,053
Were there any nonexempt tranactions with any party-in-interest	2015-03-31	No
Participant contributions at end of year	2015-03-31	$127,359
Participant contributions at beginning of year	2015-03-31	$127,748
Assets. Other investments not covered elsewhere at end of year	2015-03-31	$1,184,210
Assets. Other investments not covered elsewhere at beginning of year	2015-03-31	$1,135,465
Other income not declared elsewhere	2015-03-31	$42,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-03-31	No
Value of net income/loss	2015-03-31	$4,594,538
Value of net assets at end of year (total assets less liabilities)	2015-03-31	$67,483,343
Value of net assets at beginning of year (total assets less liabilities)	2015-03-31	$62,888,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-03-31	No
Were any leases to which the plan was party in default or uncollectible	2015-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-03-31	$62,419,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-03-31	$57,944,212
Value of interest in pooled separate accounts at end of year	2015-03-31	$546,584
Value of interest in pooled separate accounts at beginning of year	2015-03-31	$554,318
Interest on participant loans	2015-03-31	$6,053
Interest earned on other investments	2015-03-31	$48,745
Expenses. Payments to insurance carriers foe the provision of benefits	2015-03-31	$2,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-03-31	$3,191,101
Net investment gain/loss from pooled separate accounts	2015-03-31	$8,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-03-31	No
Was there a failure to transmit to the plan any participant contributions	2015-03-31	No
Has the plan failed to provide any benefit when due under the plan	2015-03-31	No
Contributions received in cash from employer	2015-03-31	$3,205,456
Employer contributions (assets) at end of year	2015-03-31	$3,205,456
Employer contributions (assets) at beginning of year	2015-03-31	$3,127,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-03-31	$2,767,490
Contract administrator fees	2015-03-31	$1,772
Did the plan have assets held for investment	2015-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-03-31	Disclaimer
Accountancy firm name	2015-03-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2015-03-31	431947695
2014 : G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-03-31	$0
Total income from all sources (including contributions)	2014-03-31	$11,582,667
Total loss/gain on sale of assets	2014-03-31	$0
Total of all expenses incurred	2014-03-31	$4,238,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-03-31	$4,237,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-03-31	$3,127,062
Value of total assets at end of year	2014-03-31	$62,888,805
Value of total assets at beginning of year	2014-03-31	$55,544,644
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-03-31	$617
Total interest from all sources	2014-03-31	$52,459
Total dividends received (eg from common stock, registered investment company shares)	2014-03-31	$786,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-03-31	$786,328
Was this plan covered by a fidelity bond	2014-03-31	Yes
Value of fidelity bond cover	2014-03-31	$500,000
If this is an individual account plan, was there a blackout period	2014-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-03-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-03-31	$0
Minimum employer required contribution for this plan year	2014-03-31	$2,994,980
Amount contributed by the employer to the plan for this plan year	2014-03-31	$2,994,980
Were there any nonexempt tranactions with any party-in-interest	2014-03-31	No
Participant contributions at end of year	2014-03-31	$127,748
Participant contributions at beginning of year	2014-03-31	$134,920
Assets. Other investments not covered elsewhere at end of year	2014-03-31	$1,135,465
Assets. Other investments not covered elsewhere at beginning of year	2014-03-31	$1,088,632
Other income not declared elsewhere	2014-03-31	$11,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-03-31	No
Value of net income/loss	2014-03-31	$7,344,161
Value of net assets at end of year (total assets less liabilities)	2014-03-31	$62,888,805
Value of net assets at beginning of year (total assets less liabilities)	2014-03-31	$55,544,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-03-31	No
Were any leases to which the plan was party in default or uncollectible	2014-03-31	No
Investment advisory and management fees	2014-03-31	$17
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-03-31	$57,944,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-03-31	$51,322,043
Value of interest in pooled separate accounts at end of year	2014-03-31	$554,318
Value of interest in pooled separate accounts at beginning of year	2014-03-31	$53,081
Interest on participant loans	2014-03-31	$5,526
Interest earned on other investments	2014-03-31	$46,933
Expenses. Payments to insurance carriers foe the provision of benefits	2014-03-31	$2,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-03-31	$7,597,903
Net investment gain/loss from pooled separate accounts	2014-03-31	$7,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-03-31	No
Was there a failure to transmit to the plan any participant contributions	2014-03-31	No
Has the plan failed to provide any benefit when due under the plan	2014-03-31	No
Contributions received in cash from employer	2014-03-31	$3,127,062
Employer contributions (assets) at end of year	2014-03-31	$3,127,062
Employer contributions (assets) at beginning of year	2014-03-31	$2,945,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-03-31	$4,235,550
Contract administrator fees	2014-03-31	$600
Did the plan have assets held for investment	2014-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-03-31	Disclaimer
Accountancy firm name	2014-03-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2014-03-31	431947695
2013 : G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-03-31	$0
Total income from all sources (including contributions)	2013-03-31	$8,297,880
Total loss/gain on sale of assets	2013-03-31	$0
Total of all expenses incurred	2013-03-31	$5,692,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-03-31	$5,691,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-03-31	$2,946,215
Value of total assets at end of year	2013-03-31	$55,544,644
Value of total assets at beginning of year	2013-03-31	$52,939,726
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-03-31	$1,281
Total interest from all sources	2013-03-31	$54,502
Total dividends received (eg from common stock, registered investment company shares)	2013-03-31	$827,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-03-31	$827,367
Was this plan covered by a fidelity bond	2013-03-31	Yes
Value of fidelity bond cover	2013-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-03-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-03-31	$0
Minimum employer required contribution for this plan year	2013-03-31	$2,945,968
Amount contributed by the employer to the plan for this plan year	2013-03-31	$2,945,968
Were there any nonexempt tranactions with any party-in-interest	2013-03-31	No
Participant contributions at end of year	2013-03-31	$134,920
Participant contributions at beginning of year	2013-03-31	$121,873
Assets. Other investments not covered elsewhere at end of year	2013-03-31	$1,088,632
Assets. Other investments not covered elsewhere at beginning of year	2013-03-31	$1,040,517
Income. Received or receivable in cash from other sources (including rollovers)	2013-03-31	$247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-03-31	No
Value of net income/loss	2013-03-31	$2,604,918
Value of net assets at end of year (total assets less liabilities)	2013-03-31	$55,544,644
Value of net assets at beginning of year (total assets less liabilities)	2013-03-31	$52,939,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-03-31	No
Were any leases to which the plan was party in default or uncollectible	2013-03-31	No
Investment advisory and management fees	2013-03-31	$581
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-03-31	$51,322,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-03-31	$48,839,864
Value of interest in pooled separate accounts at end of year	2013-03-31	$53,081
Value of interest in pooled separate accounts at beginning of year	2013-03-31	$0
Interest on participant loans	2013-03-31	$6,387
Interest earned on other investments	2013-03-31	$48,115
Expenses. Payments to insurance carriers foe the provision of benefits	2013-03-31	$2,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-03-31	$4,469,711
Net investment gain/loss from pooled separate accounts	2013-03-31	$85
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-03-31	No
Was there a failure to transmit to the plan any participant contributions	2013-03-31	No
Has the plan failed to provide any benefit when due under the plan	2013-03-31	No
Contributions received in cash from employer	2013-03-31	$2,945,968
Employer contributions (assets) at end of year	2013-03-31	$2,945,968
Employer contributions (assets) at beginning of year	2013-03-31	$2,937,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-03-31	$5,689,342
Contract administrator fees	2013-03-31	$700
Did the plan have assets held for investment	2013-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-03-31	Disclaimer
Accountancy firm name	2013-03-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2013-03-31	431947695
2012 : G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-03-31	$0
Total income from all sources (including contributions)	2012-03-31	$4,731,109
Total loss/gain on sale of assets	2012-03-31	$0
Total of all expenses incurred	2012-03-31	$4,354,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-03-31	$4,352,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-03-31	$2,937,704
Value of total assets at end of year	2012-03-31	$52,939,726
Value of total assets at beginning of year	2012-03-31	$52,562,653
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-03-31	$1,682
Total interest from all sources	2012-03-31	$42,945
Total dividends received (eg from common stock, registered investment company shares)	2012-03-31	$837,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-03-31	$837,537
Was this plan covered by a fidelity bond	2012-03-31	Yes
Value of fidelity bond cover	2012-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-03-31	No
Funding deficiency by the employer to the plan for this plan year	2012-03-31	$0
Minimum employer required contribution for this plan year	2012-03-31	$2,937,472
Amount contributed by the employer to the plan for this plan year	2012-03-31	$2,937,472
Were there any nonexempt tranactions with any party-in-interest	2012-03-31	No
Participant contributions at end of year	2012-03-31	$121,873
Participant contributions at beginning of year	2012-03-31	$51,894
Assets. Other investments not covered elsewhere at end of year	2012-03-31	$1,040,517
Assets. Other investments not covered elsewhere at beginning of year	2012-03-31	$1,001,910
Income. Received or receivable in cash from other sources (including rollovers)	2012-03-31	$232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-03-31	No
Value of net income/loss	2012-03-31	$377,073
Value of net assets at end of year (total assets less liabilities)	2012-03-31	$52,939,726
Value of net assets at beginning of year (total assets less liabilities)	2012-03-31	$52,562,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-03-31	No
Were any leases to which the plan was party in default or uncollectible	2012-03-31	No
Investment advisory and management fees	2012-03-31	$882
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-03-31	$48,839,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-03-31	$48,574,797
Interest on participant loans	2012-03-31	$4,338
Interest earned on other investments	2012-03-31	$38,607
Expenses. Payments to insurance carriers foe the provision of benefits	2012-03-31	$2,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-03-31	$912,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-03-31	No
Was there a failure to transmit to the plan any participant contributions	2012-03-31	No
Has the plan failed to provide any benefit when due under the plan	2012-03-31	No
Assets. Invements in employer securities at end of year	2012-03-31	$0
Contributions received in cash from employer	2012-03-31	$2,937,472
Employer contributions (assets) at end of year	2012-03-31	$2,937,472
Employer contributions (assets) at beginning of year	2012-03-31	$2,934,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-03-31	$4,349,923
Contract administrator fees	2012-03-31	$800
Did the plan have assets held for investment	2012-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-03-31	Disclaimer
Accountancy firm name	2012-03-31	MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN	2012-03-31	431947695
2011 : G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-03-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$0
Total income from all sources (including contributions)	2011-03-31	$8,358,341
Total loss/gain on sale of assets	2011-03-31	$0
Total of all expenses incurred	2011-03-31	$1,534,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-03-31	$1,532,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-03-31	$2,934,052
Value of total assets at end of year	2011-03-31	$52,562,653
Value of total assets at beginning of year	2011-03-31	$45,738,488
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-03-31	$1,675
Total interest from all sources	2011-03-31	$45,129
Total dividends received (eg from common stock, registered investment company shares)	2011-03-31	$771,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-03-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-03-31	$771,822
Was this plan covered by a fidelity bond	2011-03-31	Yes
Value of fidelity bond cover	2011-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-03-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-03-31	$0
Minimum employer required contribution for this plan year	2011-03-31	$2,934,052
Amount contributed by the employer to the plan for this plan year	2011-03-31	$2,934,052
Were there any nonexempt tranactions with any party-in-interest	2011-03-31	No
Participant contributions at end of year	2011-03-31	$51,894
Participant contributions at beginning of year	2011-03-31	$36,617
Assets. Other investments not covered elsewhere at end of year	2011-03-31	$1,001,910
Assets. Other investments not covered elsewhere at beginning of year	2011-03-31	$959,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-03-31	No
Value of net income/loss	2011-03-31	$6,824,165
Value of net assets at end of year (total assets less liabilities)	2011-03-31	$52,562,653
Value of net assets at beginning of year (total assets less liabilities)	2011-03-31	$45,738,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-03-31	No
Were any leases to which the plan was party in default or uncollectible	2011-03-31	No
Investment advisory and management fees	2011-03-31	$1,375
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-03-31	$48,574,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-03-31	$41,921,375
Interest on participant loans	2011-03-31	$2,309
Interest earned on other investments	2011-03-31	$42,820
Expenses. Payments to insurance carriers foe the provision of benefits	2011-03-31	$2,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-03-31	$4,607,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-03-31	No
Was there a failure to transmit to the plan any participant contributions	2011-03-31	No
Has the plan failed to provide any benefit when due under the plan	2011-03-31	No
Contributions received in cash from employer	2011-03-31	$2,934,052
Employer contributions (assets) at end of year	2011-03-31	$2,934,052
Employer contributions (assets) at beginning of year	2011-03-31	$2,821,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-03-31	$1,530,070
Contract administrator fees	2011-03-31	$300
Did the plan have assets held for investment	2011-03-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-03-31	Disclaimer
Accountancy firm name	2011-03-31	MAYER HOFFMAN MCCANN, P.C. - TOFIAS
Accountancy firm EIN	2011-03-31	431947695
2010 : G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-03-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-03-31	$0
Minimum employer required contribution for this plan year	2010-03-31	$2,821,406
Amount contributed by the employer to the plan for this plan year	2010-03-31	$2,821,406

Form 5500 Responses for G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST

2015: G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Submission has been amended	No
2015-04-01	This submission is the final filing	Yes
2015-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-04-01	Plan is a collectively bargained plan	No
2015-04-01	Plan funding arrangement – Insurance	Yes
2015-04-01	Plan funding arrangement – Trust	Yes
2015-04-01	Plan benefit arrangement – Insurance	Yes
2015-04-01	Plan benefit arrangement - Trust	Yes
2014: G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Submission has been amended	No
2014-04-01	This submission is the final filing	No
2014-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-04-01	Plan is a collectively bargained plan	No
2014-04-01	Plan funding arrangement – Insurance	Yes
2014-04-01	Plan funding arrangement – Trust	Yes
2014-04-01	Plan benefit arrangement – Insurance	Yes
2014-04-01	Plan benefit arrangement - Trust	Yes
2013: G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Insurance	Yes
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement – Insurance	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Insurance	Yes
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement – Insurance	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes
2011: G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	No
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-04-01	Plan is a collectively bargained plan	No
2011-04-01	Plan funding arrangement – Insurance	Yes
2011-04-01	Plan funding arrangement – Trust	Yes
2011-04-01	Plan benefit arrangement – Insurance	Yes
2011-04-01	Plan benefit arrangement - Trust	Yes
2010: G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Submission has been amended	No
2010-04-01	This submission is the final filing	No
2010-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-04-01	Plan is a collectively bargained plan	No
2010-04-01	Plan funding arrangement – Insurance	Yes
2010-04-01	Plan funding arrangement – Trust	Yes
2010-04-01	Plan benefit arrangement – Insurance	Yes
2010-04-01	Plan benefit arrangement - Trust	Yes
2009: G & S RESTATED MONEY PURCHASE PENSION PLAN AND TRUST 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Submission has been amended	No
2009-04-01	This submission is the final filing	No
2009-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-04-01	Plan is a collectively bargained plan	No
2009-04-01	Plan funding arrangement – Insurance	Yes
2009-04-01	Plan funding arrangement – Trust	Yes
2009-04-01	Plan benefit arrangement – Insurance	Yes
2009-04-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GOULSTON & STORRS PC
Employer identification number (EIN):	042738098
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers