401k Plan data: JOHN RATZLAFF 401 K PROFIT SHARING PLAN plan

JOHN RATZLAFF 401 K PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN RATZLAFF 401 K PROFIT SHARING PLAN
Plan identification number	001

JOHN RATZLAFF 401 K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

JOHN RATZLAFF has sponsored the creation of one or more 401k plans.

Company Name: JOHN RATZLAFF

Employer identification number (EIN): 202558621

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN RATZLAFF 401 K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 JOHN RATZLAFF
001 2010-01-01 JOHN RATZLAFF
001 2009-01-01 JOHN RATZLAFF

Plan id#	Filing Submission Date	Name of Administrator
001	2011-01-01	JOHN RATZLAFF
001	2010-01-01	JOHN RATZLAFF
001	2009-01-01	JOHN RATZLAFF

Plan Statistics for JOHN RATZLAFF 401 K PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN RATZLAFF 401 K PROFIT SHARING PLAN

Measure Date Value
2011: JOHN RATZLAFF 401 K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 6
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
2010: JOHN RATZLAFF 401 K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
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 5
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 5
2009: JOHN RATZLAFF 401 K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2011: JOHN RATZLAFF 401 K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	6
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
2010: JOHN RATZLAFF 401 K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
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	5
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	5
2009: JOHN RATZLAFF 401 K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on JOHN RATZLAFF 401 K PROFIT SHARING PLAN

Measure	Date	Value
2011 : JOHN RATZLAFF 401 K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$30,530
Total plan assets at end of year	2011-12-31	$895,641
Total plan assets at beginning of year	2011-12-31	$865,111
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$15,831
Other income received	2011-12-31	$-1,869
Net income (gross income less expenses)	2011-12-31	$30,530
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$895,641
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$865,111
Assets. Value of real-estate (other than employer real property)	2011-12-31	$170,480
Total contributions received or receivable from employer(s)	2011-12-31	$16,568
2010 : JOHN RATZLAFF 401 K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$124,326
Expenses. Total of all expenses incurred	2010-12-31	$84,343
Benefits paid (including direct rollovers)	2010-12-31	$74,839
Total plan assets at end of year	2010-12-31	$865,111
Total plan assets at beginning of year	2010-12-31	$825,128
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$19,016
Expenses. Other expenses not covered elsewhere	2010-12-31	$9,504
Other income received	2010-12-31	$86,313
Net income (gross income less expenses)	2010-12-31	$39,983
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$865,111
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$825,128
Assets. Value of real-estate (other than employer real property)	2010-12-31	$186,040
Total contributions received or receivable from employer(s)	2010-12-31	$18,997

Form 5500 Responses for JOHN RATZLAFF 401 K PROFIT SHARING PLAN

2011: JOHN RATZLAFF 401 K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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
2010: JOHN RATZLAFF 401 K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN RATZLAFF 401 K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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

Potentially related plans

JOHN RATZLAFF 401(K) PROFIT SHARING PLAN [EIN = 930664836]

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Company Name:	JOHN RATZLAFF
Employer identification number (EIN):	202558621
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages