401k Plan data: STUART A COURTNEY PROFIT SHARING PLAN plan

STUART A COURTNEY PROFIT SHARING PLAN 401k Plan overview

Plan Name	STUART A COURTNEY PROFIT SHARING PLAN
Plan identification number	001

STUART A COURTNEY PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Plan covering Self-Employed individuals.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

STUART A COURTNEY has sponsored the creation of one or more 401k plans.

Company Name: STUART A COURTNEY

Employer identification number (EIN): 132827843

NAIC Classification: 621391
NAIC Description: Offices of Podiatrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STUART A COURTNEY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 STUART COURTNEY
001 2013-01-01 STUART COURTNEY STUART COURTNEY 2014-10-15
001 2012-01-01 STUART COURTNEY STUART COURTNEY 2013-10-14
001 2011-01-01 STUART COURTNEY
001 2009-01-01 STUART COURTNEY

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	STUART COURTNEY
001	2013-01-01	STUART COURTNEY	STUART COURTNEY	2014-10-15
001	2012-01-01	STUART COURTNEY	STUART COURTNEY	2013-10-14
001	2011-01-01	STUART COURTNEY
001	2009-01-01	STUART COURTNEY

Plan Statistics for STUART A COURTNEY PROFIT SHARING PLAN

401k plan membership statisitcs for STUART A COURTNEY PROFIT SHARING PLAN

Measure Date Value
2014: STUART A COURTNEY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
2013: STUART A COURTNEY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
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 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
2012: STUART A COURTNEY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
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 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STUART A COURTNEY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
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 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: STUART A COURTNEY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
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: STUART A COURTNEY PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
2013: STUART A COURTNEY PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
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	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
2012: STUART A COURTNEY PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
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	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STUART A COURTNEY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
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	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: STUART A COURTNEY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on STUART A COURTNEY PROFIT SHARING PLAN

Measure	Date	Value
2014 : STUART A COURTNEY PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$-765,836
Total income from all sources	2014-12-31	$0
Expenses. Total of all expenses incurred	2014-12-31	$16,310
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$782,146
Expenses. Other expenses not covered elsewhere	2014-12-31	$16,310
Net income (gross income less expenses)	2014-12-31	$-16,310
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$782,146
2013 : STUART A COURTNEY PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$39,971
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$782,146
Total plan assets at beginning of year	2013-12-31	$742,175
Other income received	2013-12-31	$39,971
Net income (gross income less expenses)	2013-12-31	$39,971
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$782,146
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$742,175
2012 : STUART A COURTNEY PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$112,419
Total plan assets at end of year	2012-12-31	$742,175
Total plan assets at beginning of year	2012-12-31	$629,756
Other income received	2012-12-31	$111,310
Net income (gross income less expenses)	2012-12-31	$112,419
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$742,175
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$629,756
Total contributions received or receivable from employer(s)	2012-12-31	$1,109
2011 : STUART A COURTNEY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-107,769
Total plan assets at end of year	2011-12-31	$629,756
Total plan assets at beginning of year	2011-12-31	$735,525
Other income received	2011-12-31	$-110,088
Net income (gross income less expenses)	2011-12-31	$-107,769
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$629,756
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$735,525
Total contributions received or receivable from employer(s)	2011-12-31	$2,319
2010 : STUART A COURTNEY PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$207,952
Total plan assets at end of year	2010-12-31	$737,525
Total plan assets at beginning of year	2010-12-31	$529,573
Other income received	2010-12-31	$206,073
Net income (gross income less expenses)	2010-12-31	$207,952
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$737,525
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$529,573
Total contributions received or receivable from employer(s)	2010-12-31	$1,879

Form 5500 Responses for STUART A COURTNEY PROFIT SHARING PLAN

2014: STUART A COURTNEY PROFIT SHARING 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	Yes
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: STUART A COURTNEY PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
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: STUART A COURTNEY PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
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: STUART A COURTNEY PROFIT SHARING 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: STUART A COURTNEY PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	STUART A COURTNEY
Employer identification number (EIN):	132827843
NAIC Classification:	621391
NAIC Description:	Offices of Podiatrists