401k Plan data: DAVID W. GARRETT & ASSOCIATES PC 401K PLAN plan

DAVID W. GARRETT & ASSOCIATES PC 401K PLAN 401k Plan overview

Plan Name	DAVID W. GARRETT & ASSOCIATES PC 401K PLAN
Plan identification number	001

DAVID W. GARRETT & ASSOCIATES PC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Code section 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.
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

DAVID W. GARRETT & ASSOCIATES PC has sponsored the creation of one or more 401k plans.

Company Name: DAVID W. GARRETT & ASSOCIATES PC

Employer identification number (EIN): 313150551

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W. GARRETT & ASSOCIATES PC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 DAVID GARRETT
001 2013-01-01 DAVID GARRETT
001 2012-01-01 DAVID GARRETT
001 2011-01-01 DAVID GARRETT
001 2010-01-01 DAVID GARRETT
001 2009-01-01 DAVID W. GARRETT
001 2009-01-01 DAVID W. GARRETT
001 2009-01-01 DAVID GARRETT

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	DAVID GARRETT
001	2013-01-01	DAVID GARRETT
001	2012-01-01	DAVID GARRETT
001	2011-01-01	DAVID GARRETT
001	2010-01-01	DAVID GARRETT
001	2009-01-01	DAVID W. GARRETT
001	2009-01-01	DAVID W. GARRETT
001	2009-01-01	DAVID GARRETT

Plan Statistics for DAVID W. GARRETT & ASSOCIATES PC 401K PLAN

401k plan membership statisitcs for DAVID W. GARRETT & ASSOCIATES PC 401K PLAN

Measure Date Value
2014: DAVID W. GARRETT & ASSOCIATES PC 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DAVID W. GARRETT & ASSOCIATES PC 401K 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 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DAVID W. GARRETT & ASSOCIATES PC 401K 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
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DAVID W. GARRETT & ASSOCIATES PC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DAVID W. GARRETT & ASSOCIATES PC 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: DAVID W. GARRETT & ASSOCIATES PC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
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 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2014: DAVID W. GARRETT & ASSOCIATES PC 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DAVID W. GARRETT & ASSOCIATES PC 401K 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	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DAVID W. GARRETT & ASSOCIATES PC 401K 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
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DAVID W. GARRETT & ASSOCIATES PC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DAVID W. GARRETT & ASSOCIATES PC 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: DAVID W. GARRETT & ASSOCIATES PC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
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	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on DAVID W. GARRETT & ASSOCIATES PC 401K PLAN

Measure	Date	Value
2014 : DAVID W. GARRETT & ASSOCIATES PC 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$4,561
Expenses. Total of all expenses incurred	2014-12-31	$24,542
Benefits paid (including direct rollovers)	2014-12-31	$24,542
Total plan assets at end of year	2014-12-31	$131,851
Total plan assets at beginning of year	2014-12-31	$151,832
Value of fidelity bond covering the plan	2014-12-31	$20,000
Total contributions received or receivable from participants	2014-12-31	$3,500
Other income received	2014-12-31	$-1,030
Net income (gross income less expenses)	2014-12-31	$-19,981
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$131,851
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$151,832
Total contributions received or receivable from employer(s)	2014-12-31	$2,091
2013 : DAVID W. GARRETT & ASSOCIATES PC 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$33,671
Total plan assets at end of year	2013-12-31	$151,832
Total plan assets at beginning of year	2013-12-31	$118,161
Total contributions received or receivable from participants	2013-12-31	$5,000
Other income received	2013-12-31	$26,120
Net income (gross income less expenses)	2013-12-31	$33,671
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$151,832
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$118,161
Total contributions received or receivable from employer(s)	2013-12-31	$2,551
2012 : DAVID W. GARRETT & ASSOCIATES PC 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$11,789
Total plan assets at end of year	2012-12-31	$118,161
Total plan assets at beginning of year	2012-12-31	$106,372
Total contributions received or receivable from participants	2012-12-31	$5,000
Other income received	2012-12-31	$4,062
Net income (gross income less expenses)	2012-12-31	$11,789
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$118,161
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$106,372
Total contributions received or receivable from employer(s)	2012-12-31	$2,727
2011 : DAVID W. GARRETT & ASSOCIATES PC 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$28,922
Total plan assets at end of year	2011-12-31	$106,372
Total plan assets at beginning of year	2011-12-31	$77,450
Total contributions received or receivable from participants	2011-12-31	$24,600
Other income received	2011-12-31	$1,402
Net income (gross income less expenses)	2011-12-31	$28,922
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$106,372
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$77,450
Total contributions received or receivable from employer(s)	2011-12-31	$2,920
2010 : DAVID W. GARRETT & ASSOCIATES PC 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$22,564
Total plan assets at end of year	2010-12-31	$77,450
Total plan assets at beginning of year	2010-12-31	$54,887
Total contributions received or receivable from participants	2010-12-31	$24,596
Other income received	2010-12-31	$-6,475
Net income (gross income less expenses)	2010-12-31	$22,564
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$77,450
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$54,887
Total contributions received or receivable from employer(s)	2010-12-31	$4,443

Form 5500 Responses for DAVID W. GARRETT & ASSOCIATES PC 401K PLAN

2014: DAVID W. GARRETT & ASSOCIATES PC 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAVID W. GARRETT & ASSOCIATES PC 401K 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: DAVID W. GARRETT & ASSOCIATES PC 401K 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: DAVID W. GARRETT & ASSOCIATES PC 401K 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
2010: DAVID W. GARRETT & ASSOCIATES PC 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVID W. GARRETT & ASSOCIATES PC 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVID W. GARRETT & ASSOCIATES PC
Employer identification number (EIN):	313150551
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers