401k Plan data: WILLIAM J.R. DAILY INVESTMENTS, LLC PROFIT SHARING PLAN plan

WILLIAM J.R. DAILY INVESTMENTS, LLC PROFIT SHARING PLAN 401k Plan overview

Plan Name	WILLIAM J.R. DAILY INVESTMENTS, LLC PROFIT SHARING PLAN
Plan identification number	001

WILLIAM J.R. DAILY INVESTMENTS, LLC PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

WILLIAM J.R. DAILY INVESTMENTS LLC has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM J.R. DAILY INVESTMENTS LLC

Employer identification number (EIN): 200472504

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM J.R. DAILY INVESTMENTS, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 WILLIAM DAILY
001 2012-01-01 WILLIAM DAILY
001 2011-01-01 WILLIAM DAILY
001 2009-01-01 WILLIAM DAILY

Plan id#	Filing Submission Date	Name of Administrator
001	2013-01-01	WILLIAM DAILY
001	2012-01-01	WILLIAM DAILY
001	2011-01-01	WILLIAM DAILY
001	2009-01-01	WILLIAM DAILY

Plan Statistics for WILLIAM J.R. DAILY INVESTMENTS, LLC PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM J.R. DAILY INVESTMENTS, LLC PROFIT SHARING PLAN

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

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

Financial Data on WILLIAM J.R. DAILY INVESTMENTS, LLC PROFIT SHARING PLAN

Measure	Date	Value
2013 : WILLIAM J.R. DAILY INVESTMENTS, LLC PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$4,629
Total plan liabilities at beginning of year	2013-12-31	$855
Total income from all sources	2013-12-31	$2,170
Expenses. Total of all expenses incurred	2013-12-31	$13,026
Total plan assets at end of year	2013-12-31	$593,521
Total plan assets at beginning of year	2013-12-31	$600,603
Assets. Value of loans (other than to participants)	2013-12-31	$532,632
Expenses. Other expenses not covered elsewhere	2013-12-31	$12,276
Other income received	2013-12-31	$2,170
Net income (gross income less expenses)	2013-12-31	$-10,856
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$588,892
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$599,748
Assets. Value of real-estate (other than employer real property)	2013-12-31	$57,943
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$750
2012 : WILLIAM J.R. DAILY INVESTMENTS, LLC PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$855
Total plan liabilities at beginning of year	2012-12-31	$855
Total income from all sources	2012-12-31	$-45,990
Expenses. Total of all expenses incurred	2012-12-31	$13,752
Total plan assets at end of year	2012-12-31	$600,603
Total plan assets at beginning of year	2012-12-31	$660,345
Assets. Value of loans (other than to participants)	2012-12-31	$502,758
Expenses. Other expenses not covered elsewhere	2012-12-31	$11,518
Other income received	2012-12-31	$-45,990
Net income (gross income less expenses)	2012-12-31	$-59,742
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$599,748
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$659,490
Assets. Value of real-estate (other than employer real property)	2012-12-31	$89,908
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,234
2011 : WILLIAM J.R. DAILY INVESTMENTS, LLC PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$855
Total plan liabilities at beginning of year	2011-12-31	$855
Total income from all sources	2011-12-31	$25,079
Expenses. Total of all expenses incurred	2011-12-31	$4,137
Total plan assets at end of year	2011-12-31	$660,345
Total plan assets at beginning of year	2011-12-31	$639,403
Assets. Value of loans (other than to participants)	2011-12-31	$565,665
Expenses. Other expenses not covered elsewhere	2011-12-31	$3,326
Other income received	2011-12-31	$25,079
Net income (gross income less expenses)	2011-12-31	$20,942
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$659,490
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$638,548
Assets. Value of real-estate (other than employer real property)	2011-12-31	$88,515
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$811
2010 : WILLIAM J.R. DAILY INVESTMENTS, LLC PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$855
Total plan liabilities at beginning of year	2010-12-31	$855
Total income from all sources	2010-12-31	$3,899
Expenses. Total of all expenses incurred	2010-12-31	$5,006
Total plan assets at end of year	2010-12-31	$639,403
Total plan assets at beginning of year	2010-12-31	$640,510
Assets. Value of loans (other than to participants)	2010-12-31	$551,017
Expenses. Other expenses not covered elsewhere	2010-12-31	$3,198
Other income received	2010-12-31	$3,899
Net income (gross income less expenses)	2010-12-31	$-1,107
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$638,548
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$639,655
Assets. Value of real-estate (other than employer real property)	2010-12-31	$83,327
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,808

Form 5500 Responses for WILLIAM J.R. DAILY INVESTMENTS, LLC PROFIT SHARING PLAN

2013: WILLIAM J.R. DAILY INVESTMENTS, LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WILLIAM J.R. DAILY INVESTMENTS, LLC PROFIT SHARING PLAN 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: WILLIAM J.R. DAILY INVESTMENTS, LLC PROFIT SHARING PLAN 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
2009: WILLIAM J.R. DAILY INVESTMENTS, LLC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

WILLIAM J.R. DAILY INVESTMENTS, LLC PROFIT SHARING PLAN [EIN = 200378647]

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Company Name:	WILLIAM J.R. DAILY INVESTMENTS LLC
Employer identification number (EIN):	200472504
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)