401k Plan data: JOHN MEO, JR., CFP PROFIT SHARING PLAN plan

JOHN MEO, JR., CFP PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN MEO, JR., CFP PROFIT SHARING PLAN
Plan identification number	002

JOHN MEO, JR., CFP PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

JOHN MEO, JR., CFP has sponsored the creation of one or more 401k plans.

Company Name: JOHN MEO, JR., CFP

Employer identification number (EIN): 222905608

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN MEO, JR., CFP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 JOHN MEO JOHN MEO 2016-07-15
002 2014-01-01 JOHN MEO JOHN MEO 2015-12-15
002 2013-01-01 JOHN MEO JOHN MEO 2016-01-25
002 2012-01-01 KATHERINE PRAYDICK - MEO KATHERINE PRAYDICK - MEO 2016-01-26
002 2011-01-01 JOHN MEO JOHN MEO 2012-08-20
002 2009-01-01 JOHN MEO JOHN MEO 2012-07-31

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2015-01-01	JOHN MEO	JOHN MEO	2016-07-15
002	2014-01-01	JOHN MEO	JOHN MEO	2015-12-15
002	2013-01-01	JOHN MEO	JOHN MEO	2016-01-25
002	2012-01-01	KATHERINE PRAYDICK - MEO	KATHERINE PRAYDICK - MEO	2016-01-26
002	2011-01-01	JOHN MEO	JOHN MEO	2012-08-20
002	2009-01-01	JOHN MEO	JOHN MEO	2012-07-31

Plan Statistics for JOHN MEO, JR., CFP PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN MEO, JR., CFP PROFIT SHARING PLAN

Measure Date Value
2015: JOHN MEO, JR., CFP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 1
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 0
2014: JOHN MEO, JR., CFP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
2013: JOHN MEO, JR., CFP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Total of all active and inactive participants 2013-01-01 1
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
2012: JOHN MEO, JR., CFP 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
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: JOHN MEO, JR., CFP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 4
2009: JOHN MEO, JR., CFP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4

Measure	Date	Value
2015: JOHN MEO, JR., CFP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	1
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	0
2014: JOHN MEO, JR., CFP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
2013: JOHN MEO, JR., CFP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Total of all active and inactive participants	2013-01-01	1
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
2012: JOHN MEO, JR., CFP 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
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: JOHN MEO, JR., CFP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	4
2009: JOHN MEO, JR., CFP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4

Financial Data on JOHN MEO, JR., CFP PROFIT SHARING PLAN

Measure	Date	Value
2015 : JOHN MEO, JR., CFP PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$125
Expenses. Total of all expenses incurred	2015-12-31	$6,393
Benefits paid (including direct rollovers)	2015-12-31	$6,393
Total plan assets at end of year	2015-12-31	$0
Total plan assets at beginning of year	2015-12-31	$6,268
Other income received	2015-12-31	$125
Net income (gross income less expenses)	2015-12-31	$-6,268
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,268
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JOHN MEO, JR., CFP PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$-365
Total plan assets at end of year	2014-12-31	$6,268
Total plan assets at beginning of year	2014-12-31	$6,633
Other income received	2014-12-31	$-365
Net income (gross income less expenses)	2014-12-31	$-365
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,268
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,633
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : JOHN MEO, JR., CFP PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,793
Expenses. Total of all expenses incurred	2013-12-31	$4,411
Benefits paid (including direct rollovers)	2013-12-31	$4,411
Total plan assets at end of year	2013-12-31	$6,633
Total plan assets at beginning of year	2013-12-31	$9,251
Other income received	2013-12-31	$1,793
Net income (gross income less expenses)	2013-12-31	$-2,618
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,633
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$9,251
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : JOHN MEO, JR., CFP PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$4,649
Expenses. Total of all expenses incurred	2012-12-31	$25,000
Benefits paid (including direct rollovers)	2012-12-31	$25,000
Total plan assets at end of year	2012-12-31	$9,249
Total plan assets at beginning of year	2012-12-31	$29,600
Other income received	2012-12-31	$4,649
Net income (gross income less expenses)	2012-12-31	$-20,351
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$9,249
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$29,600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JOHN MEO, JR., CFP PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$467
Total plan assets at end of year	2011-12-31	$29,600
Total plan assets at beginning of year	2011-12-31	$29,133
Other income received	2011-12-31	$467
Net income (gross income less expenses)	2011-12-31	$467
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$29,600
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$29,133
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JOHN MEO, JR., CFP PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$6,496
Expenses. Total of all expenses incurred	2010-12-31	$80,000
Benefits paid (including direct rollovers)	2010-12-31	$80,000
Total plan assets at end of year	2010-12-31	$29,133
Total plan assets at beginning of year	2010-12-31	$102,637
Total contributions received or receivable from participants	2010-12-31	$386
Other income received	2010-12-31	$5,960
Net income (gross income less expenses)	2010-12-31	$-73,504
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$29,133
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$102,637
Total contributions received or receivable from employer(s)	2010-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : JOHN MEO, JR., CFP PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JOHN MEO, JR., CFP PROFIT SHARING PLAN

2015: JOHN MEO, JR., CFP PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOHN MEO, JR., CFP PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHN MEO, JR., CFP 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: JOHN MEO, JR., CFP 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: JOHN MEO, JR., CFP 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: JOHN MEO, JR., CFP 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

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Company Name:	JOHN MEO, JR., CFP
Employer identification number (EIN):	222905608
NAIC Classification:	523900