401k Plan data: PROFIT SHARING PLAN OF BARRETT & SULLIVAN plan

PROFIT SHARING PLAN OF BARRETT & SULLIVAN 401k Plan overview

Plan Name	PROFIT SHARING PLAN OF BARRETT & SULLIVAN
Plan identification number	001

PROFIT SHARING PLAN OF BARRETT & SULLIVAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Plan covering Self-Employed individuals.
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

LAW OFFICES OF BARRETT & SULLIVAN has sponsored the creation of one or more 401k plans.

Company Name: LAW OFFICES OF BARRETT & SULLIVAN

Employer identification number (EIN): 043061019

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN OF BARRETT & SULLIVAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01
001 2012-01-01 JACQUELINE J. SULLIVAN
001 2011-01-01 JACQUELINE J. SULLIVAN
001 2010-01-01 JACQUELINE J. SULLIVAN
001 2009-01-01 JACQUELINE SULLIVAN JACQUELINE SULLIVAN 2010-10-13
001 2007-01-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01
001	2012-01-01	JACQUELINE J. SULLIVAN
001	2011-01-01	JACQUELINE J. SULLIVAN
001	2010-01-01	JACQUELINE J. SULLIVAN
001	2009-01-01	JACQUELINE SULLIVAN	JACQUELINE SULLIVAN	2010-10-13
001	2007-01-01

Plan Statistics for PROFIT SHARING PLAN OF BARRETT & SULLIVAN

401k plan membership statisitcs for PROFIT SHARING PLAN OF BARRETT & SULLIVAN

Measure Date Value
2013: PROFIT SHARING PLAN OF BARRETT & SULLIVAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PROFIT SHARING PLAN OF BARRETT & SULLIVAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
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 1
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PROFIT SHARING PLAN OF BARRETT & SULLIVAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 1
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PROFIT SHARING PLAN OF BARRETT & SULLIVAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
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 1
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PROFIT SHARING PLAN OF BARRETT & SULLIVAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
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 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: PROFIT SHARING PLAN OF BARRETT & SULLIVAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PROFIT SHARING PLAN OF BARRETT & SULLIVAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
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	1
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PROFIT SHARING PLAN OF BARRETT & SULLIVAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	1
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PROFIT SHARING PLAN OF BARRETT & SULLIVAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
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	1
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PROFIT SHARING PLAN OF BARRETT & SULLIVAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
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	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PROFIT SHARING PLAN OF BARRETT & SULLIVAN

Measure	Date	Value
2013 : PROFIT SHARING PLAN OF BARRETT & SULLIVAN 2013 401k financial data
Total income from all sources	2013-12-31	$5,519
Expenses. Total of all expenses incurred	2013-12-31	$178,877
Benefits paid (including direct rollovers)	2013-12-31	$176,251
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$173,358
Expenses. Other expenses not covered elsewhere	2013-12-31	$89
Other income received	2013-12-31	$5,519
Net income (gross income less expenses)	2013-12-31	$-173,358
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$173,358
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,537
2012 : PROFIT SHARING PLAN OF BARRETT & SULLIVAN 2012 401k financial data
Total income from all sources	2012-12-31	$18,896
Expenses. Total of all expenses incurred	2012-12-31	$3,665
Total plan assets at end of year	2012-12-31	$173,358
Total plan assets at beginning of year	2012-12-31	$158,127
Other income received	2012-12-31	$18,896
Net income (gross income less expenses)	2012-12-31	$15,231
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$173,358
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$158,127
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,665
2011 : PROFIT SHARING PLAN OF BARRETT & SULLIVAN 2011 401k financial data
Total income from all sources	2011-12-31	$-6,490
Total plan assets at end of year	2011-12-31	$158,127
Total plan assets at beginning of year	2011-12-31	$164,617
Other income received	2011-12-31	$-6,490
Net income (gross income less expenses)	2011-12-31	$-6,490
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$158,127
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$164,617
2010 : PROFIT SHARING PLAN OF BARRETT & SULLIVAN 2010 401k financial data
Total income from all sources	2010-12-31	$15,911
Total plan assets at end of year	2010-12-31	$164,617
Total plan assets at beginning of year	2010-12-31	$148,706
Other income received	2010-12-31	$15,911
Net income (gross income less expenses)	2010-12-31	$15,911
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$164,617
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$148,706

Form 5500 Responses for PROFIT SHARING PLAN OF BARRETT & SULLIVAN

2013: PROFIT SHARING PLAN OF BARRETT & SULLIVAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	This submission is the final filing	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PROFIT SHARING PLAN OF BARRETT & SULLIVAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PROFIT SHARING PLAN OF BARRETT & SULLIVAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PROFIT SHARING PLAN OF BARRETT & SULLIVAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PROFIT SHARING PLAN OF BARRETT & SULLIVAN 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2007: PROFIT SHARING PLAN OF BARRETT & SULLIVAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No

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Company Name:	LAW OFFICES OF BARRETT & SULLIVAN
Employer identification number (EIN):	043061019
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers