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DANIEL R SUTHERLY & CO INC PROFIT SHARING PLAN 401k Plan overview

Plan NameDANIEL R SUTHERLY & CO INC PROFIT SHARING PLAN
Plan identification number 001

DANIEL R SUTHERLY & CO INC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

DANIEL R SUTHERLY & CO INC has sponsored the creation of one or more 401k plans.

Company Name:DANIEL R SUTHERLY & CO INC
Employer identification number (EIN):311434569
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL R SUTHERLY & CO INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01DANIEL R SUTHERLY
0012011-01-01DANIEL R SUTHERLY
0012010-01-01DANIEL R SUTHERLY
0012009-01-01DANIEL R SUTHERLY

Plan Statistics for DANIEL R SUTHERLY & CO INC PROFIT SHARING PLAN

401k plan membership statisitcs for DANIEL R SUTHERLY & CO INC PROFIT SHARING PLAN

Measure Date Value
2012: DANIEL R SUTHERLY & CO INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total of all active and inactive participants2012-01-010
Total participants2012-01-010
2011: DANIEL R SUTHERLY & CO INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
2010: DANIEL R SUTHERLY & CO INC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
Number of participants with account balances2010-01-013
2009: DANIEL R SUTHERLY & CO INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013

Financial Data on DANIEL R SUTHERLY & CO INC PROFIT SHARING PLAN

Measure Date Value
2012 : DANIEL R SUTHERLY & CO INC PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$-231,752
Total plan assets at end of year2012-12-31$0
Total plan assets at beginning of year2012-12-31$231,752
Net plan assets at end of year (total assets less liabilities)2012-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$231,752
2011 : DANIEL R SUTHERLY & CO INC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$14,714
Total plan assets at end of year2011-12-31$231,752
Total plan assets at beginning of year2011-12-31$217,038
Other income received2011-12-31$-8,445
Net income (gross income less expenses)2011-12-31$14,714
Net plan assets at end of year (total assets less liabilities)2011-12-31$231,752
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$217,038
Total contributions received or receivable from employer(s)2011-12-31$23,159
2010 : DANIEL R SUTHERLY & CO INC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$31,857
Total plan assets at end of year2010-12-31$217,038
Total plan assets at beginning of year2010-12-31$185,181
Other income received2010-12-31$9,219
Net income (gross income less expenses)2010-12-31$31,857
Net plan assets at end of year (total assets less liabilities)2010-12-31$217,038
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$185,181
Total contributions received or receivable from employer(s)2010-12-31$22,638

Form 5500 Responses for DANIEL R SUTHERLY & CO INC PROFIT SHARING PLAN

2012: DANIEL R SUTHERLY & CO INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DANIEL R SUTHERLY & CO INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DANIEL R SUTHERLY & CO INC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DANIEL R SUTHERLY & CO INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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