401k Plan data: STANTON & COMPANY PLLC plan

STANTON & COMPANY PLLC 401k Plan overview

Plan Name	STANTON & COMPANY PLLC
Plan identification number	001

STANTON & COMPANY PLLC Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

STANTON & COMPANY PLLC has sponsored the creation of one or more 401k plans.

Company Name: STANTON & COMPANY PLLC

Employer identification number (EIN): 260257678

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STANTON & COMPANY PLLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 RENEE O STANTON
001 2011-01-01 RENEE O STANTON
001 2009-01-01 RENEE STANTON

Plan id#	Filing Submission Date	Name of Administrator
001	2012-01-01	RENEE O STANTON
001	2011-01-01	RENEE O STANTON
001	2009-01-01	RENEE STANTON

Plan Statistics for STANTON & COMPANY PLLC

401k plan membership statisitcs for STANTON & COMPANY PLLC

Measure Date Value
2012: STANTON & COMPANY PLLC 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Total of all active and inactive participants 2012-01-01 5
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
2011: STANTON & COMPANY PLLC 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 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: STANTON & COMPANY PLLC 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
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 1
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2012: STANTON & COMPANY PLLC 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
2011: STANTON & COMPANY PLLC 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	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: STANTON & COMPANY PLLC 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
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	1
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Financial Data on STANTON & COMPANY PLLC

Measure	Date	Value
2012 : STANTON & COMPANY PLLC 2012 401k financial data
Total income from all sources	2012-12-31	$157,624
Total plan assets at end of year	2012-12-31	$1,040,162
Total plan assets at beginning of year	2012-12-31	$882,538
Total contributions received or receivable from participants	2012-12-31	$33,711
Other income received	2012-12-31	$123,913
Net income (gross income less expenses)	2012-12-31	$157,624
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,040,162
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$882,538
2011 : STANTON & COMPANY PLLC 2011 401k financial data
Total income from all sources	2011-12-31	$42,015
Total plan assets at end of year	2011-12-31	$882,538
Total plan assets at beginning of year	2011-12-31	$840,523
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$38,510
Other income received	2011-12-31	$3,505
Net income (gross income less expenses)	2011-12-31	$42,015
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$882,538
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$840,523
2010 : STANTON & COMPANY PLLC 2010 401k financial data
Total income from all sources	2010-12-31	$138,828
Expenses. Total of all expenses incurred	2010-12-31	$174,061
Benefits paid (including direct rollovers)	2010-12-31	$174,061
Total plan assets at end of year	2010-12-31	$840,523
Total plan assets at beginning of year	2010-12-31	$875,756
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$38,752
Other income received	2010-12-31	$100,076
Net income (gross income less expenses)	2010-12-31	$-35,233
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$840,523
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$875,756

Form 5500 Responses for STANTON & COMPANY PLLC

2012: STANTON & COMPANY PLLC 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: STANTON & COMPANY PLLC 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: STANTON & COMPANY PLLC 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STANTON & COMPANY PLLC
Employer identification number (EIN):	260257678
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants