401k Plan data: FOLEY & LARDNER LLP 401 (K) SAVINGS PLAN AND TRUST plan

FOLEY & LARDNER LLP 401 (K) SAVINGS PLAN AND TRUST 401k Plan overview

Plan Name	FOLEY & LARDNER LLP 401 (K) SAVINGS PLAN AND TRUST
Plan identification number	004

FOLEY & LARDNER LLP 401 (K) SAVINGS PLAN AND TRUST 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Life insurance

401k Sponsoring company profile

FOLEY & LARDNER LLP has sponsored the creation of one or more 401k plans.

Company Name: FOLEY & LARDNER LLP

Employer identification number (EIN): 390473800

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about FOLEY & LARDNER LLP

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2007-04-30

Company Identification Number: 1696196

Legal Registered Office Address: 36 E 7TH ST
-
CINCINNATI
United States of America (USA)
45202

More information about FOLEY & LARDNER LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOLEY & LARDNER LLP 401 (K) SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2011-02-01 DAN JAMBURA
004 2010-02-01 DAN JAMBURA
004 2009-02-01 DAN JAMBURA
004 2009-02-01 DAN JAMBURA
004 2009-02-01 DAN JAMBURA

Plan id#	Filing Submission Date	Name of Administrator
004	2011-02-01	DAN JAMBURA
004	2010-02-01	DAN JAMBURA
004	2009-02-01	DAN JAMBURA
004	2009-02-01	DAN JAMBURA
004	2009-02-01	DAN JAMBURA

Plan Statistics for FOLEY & LARDNER LLP 401 (K) SAVINGS PLAN AND TRUST

401k plan membership statisitcs for FOLEY & LARDNER LLP 401 (K) SAVINGS PLAN AND TRUST

Measure Date Value
2011: FOLEY & LARDNER LLP 401 (K) SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-02-01 2,862
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 0
Number of retired or separated participants receiving benefits 2011-02-01 0
Number of other retired or separated participants entitled to future benefits 2011-02-01 0
Total of all active and inactive participants 2011-02-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 0
Number of participants with account balances 2011-02-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 0
2010: FOLEY & LARDNER LLP 401 (K) SAVINGS PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-02-01 3,081
Total number of active participants reported on line 7a of the Form 5500 2010-02-01 2,037
Number of retired or separated participants receiving benefits 2010-02-01 0
Number of other retired or separated participants entitled to future benefits 2010-02-01 825
Total of all active and inactive participants 2010-02-01 2,862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-02-01 0
Total participants 2010-02-01 2,862
Number of participants with account balances 2010-02-01 2,740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-02-01 0
2009: FOLEY & LARDNER LLP 401 (K) SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-02-01 3,240
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 2,240
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 841
Total of all active and inactive participants 2009-02-01 3,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 3,081
Number of participants with account balances 2009-02-01 2,879
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 0

Measure	Date	Value
2011: FOLEY & LARDNER LLP 401 (K) SAVINGS PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-02-01	2,862
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	0
Number of retired or separated participants receiving benefits	2011-02-01	0
Number of other retired or separated participants entitled to future benefits	2011-02-01	0
Total of all active and inactive participants	2011-02-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	0
Number of participants with account balances	2011-02-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	0
2010: FOLEY & LARDNER LLP 401 (K) SAVINGS PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-02-01	3,081
Total number of active participants reported on line 7a of the Form 5500	2010-02-01	2,037
Number of retired or separated participants receiving benefits	2010-02-01	0
Number of other retired or separated participants entitled to future benefits	2010-02-01	825
Total of all active and inactive participants	2010-02-01	2,862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-02-01	0
Total participants	2010-02-01	2,862
Number of participants with account balances	2010-02-01	2,740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-02-01	0
2009: FOLEY & LARDNER LLP 401 (K) SAVINGS PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-02-01	3,240
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	2,240
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	841
Total of all active and inactive participants	2009-02-01	3,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	3,081
Number of participants with account balances	2009-02-01	2,879
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	0

Financial Data on FOLEY & LARDNER LLP 401 (K) SAVINGS PLAN AND TRUST

Measure	Date	Value
2012 : FOLEY & LARDNER LLP 401 (K) SAVINGS PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-01-31	$0
Total transfer of assets from this plan	2012-01-31	$337,211,046
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-01-31	$0
Total income from all sources (including contributions)	2012-01-31	$25,777,190
Total loss/gain on sale of assets	2012-01-31	$0
Total of all expenses incurred	2012-01-31	$34,616,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-01-31	$34,566,126
Value of total corrective distributions	2012-01-31	$21,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-01-31	$18,224,940
Value of total assets at end of year	2012-01-31	$0
Value of total assets at beginning of year	2012-01-31	$346,050,193
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-01-31	$28,583
Total interest from all sources	2012-01-31	$183,514
Total dividends received (eg from common stock, registered investment company shares)	2012-01-31	$4,778,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-01-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-01-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2012-01-31	$4,778,694
Was this plan covered by a fidelity bond	2012-01-31	Yes
Value of fidelity bond cover	2012-01-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-01-31	No
Contributions received from participants	2012-01-31	$17,531,341
Participant contributions at beginning of year	2012-01-31	$4,117,326
Participant contributions at beginning of year	2012-01-31	$6,942,477
Assets. Other investments not covered elsewhere at beginning of year	2012-01-31	$72,156,948
Income. Received or receivable in cash from other sources (including rollovers)	2012-01-31	$693,599
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-01-31	$55,187
Other income not declared elsewhere	2012-01-31	$1,336,903
Administrative expenses (other) incurred	2012-01-31	$14,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-01-31	No
Value of net income/loss	2012-01-31	$-8,839,147
Value of net assets at end of year (total assets less liabilities)	2012-01-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-01-31	$346,050,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-01-31	No
Were any leases to which the plan was party in default or uncollectible	2012-01-31	No
Assets. partnership/joint venture interests at beginning of year	2012-01-31	$442,879
Investment advisory and management fees	2012-01-31	$13,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-01-31	$229,723,794
Interest on participant loans	2012-01-31	$183,514
Value of interest in common/collective trusts at beginning of year	2012-01-31	$31,595,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-01-31	$1,015,940
Expenses. Payments to insurance carriers foe the provision of benefits	2012-01-31	$10,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-01-31	$409,122
Net investment gain or loss from common/collective trusts	2012-01-31	$844,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-01-31	No
Was there a failure to transmit to the plan any participant contributions	2012-01-31	No
Has the plan failed to provide any benefit when due under the plan	2012-01-31	No
Contributions received in cash from employer	2012-01-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-01-31	$34,555,568
Did the plan have assets held for investment	2012-01-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-01-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-01-31	Disclaimer
Accountancy firm name	2012-01-31	REILLY PENNER & BENTON LLP
Accountancy firm EIN	2012-01-31	390747409
2011 : FOLEY & LARDNER LLP 401 (K) SAVINGS PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-01-31	$0
Total income from all sources (including contributions)	2011-01-31	$68,615,012
Total loss/gain on sale of assets	2011-01-31	$0
Total of all expenses incurred	2011-01-31	$23,295,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-01-31	$23,252,321
Value of total corrective distributions	2011-01-31	$321
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-01-31	$19,331,294
Value of total assets at end of year	2011-01-31	$346,050,193
Value of total assets at beginning of year	2011-01-31	$300,730,642
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-01-31	$42,819
Total interest from all sources	2011-01-31	$197,743
Total dividends received (eg from common stock, registered investment company shares)	2011-01-31	$3,884,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-01-31	$3,884,714
Was this plan covered by a fidelity bond	2011-01-31	Yes
Value of fidelity bond cover	2011-01-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-01-31	No
Contributions received from participants	2011-01-31	$17,860,001
Participant contributions at end of year	2011-01-31	$4,117,326
Participant contributions at beginning of year	2011-01-31	$3,770,689
Participant contributions at end of year	2011-01-31	$6,942,477
Participant contributions at beginning of year	2011-01-31	$6,506,491
Assets. Other investments not covered elsewhere at end of year	2011-01-31	$72,156,948
Assets. Other investments not covered elsewhere at beginning of year	2011-01-31	$65,803,898
Income. Received or receivable in cash from other sources (including rollovers)	2011-01-31	$1,471,293
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-01-31	$55,187
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-01-31	$58,645
Other income not declared elsewhere	2011-01-31	$9,381,369
Administrative expenses (other) incurred	2011-01-31	$19,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-01-31	No
Value of net income/loss	2011-01-31	$45,319,551
Value of net assets at end of year (total assets less liabilities)	2011-01-31	$346,050,193
Value of net assets at beginning of year (total assets less liabilities)	2011-01-31	$300,730,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-01-31	No
Were any leases to which the plan was party in default or uncollectible	2011-01-31	No
Assets. partnership/joint venture interests at end of year	2011-01-31	$442,879
Assets. partnership/joint venture interests at beginning of year	2011-01-31	$244,508
Investment advisory and management fees	2011-01-31	$23,669
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-01-31	$229,723,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-01-31	$194,427,314
Interest on participant loans	2011-01-31	$197,743
Value of interest in common/collective trusts at end of year	2011-01-31	$31,595,642
Value of interest in common/collective trusts at beginning of year	2011-01-31	$28,221,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-01-31	$1,015,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-01-31	$954,365
Expenses. Payments to insurance carriers foe the provision of benefits	2011-01-31	$28,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-01-31	$34,402,064
Net investment gain or loss from common/collective trusts	2011-01-31	$1,417,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-01-31	No
Was there a failure to transmit to the plan any participant contributions	2011-01-31	No
Has the plan failed to provide any benefit when due under the plan	2011-01-31	No
Employer contributions (assets) at end of year	2011-01-31	$0
Employer contributions (assets) at beginning of year	2011-01-31	$743,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-01-31	$23,223,708
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-01-31	No
Did the plan have assets held for investment	2011-01-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-01-31	Disclaimer
Accountancy firm name	2011-01-31	REILLY PENNER & BENTON LLP
Accountancy firm EIN	2011-01-31	390747409
2010 : FOLEY & LARDNER LLP 401 (K) SAVINGS PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-01-31	$0

Form 5500 Responses for FOLEY & LARDNER LLP 401 (K) SAVINGS PLAN AND TRUST

2011: FOLEY & LARDNER LLP 401 (K) SAVINGS PLAN AND TRUST 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	Yes
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Insurance	Yes
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement – Insurance	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2010: FOLEY & LARDNER LLP 401 (K) SAVINGS PLAN AND TRUST 2010 form 5500 responses
2010-02-01	Type of plan entity	Single employer plan
2010-02-01	Submission has been amended	Yes
2010-02-01	This submission is the final filing	No
2010-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-02-01	Plan is a collectively bargained plan	No
2010-02-01	Plan funding arrangement – Insurance	Yes
2010-02-01	Plan funding arrangement – Trust	Yes
2010-02-01	Plan benefit arrangement – Insurance	Yes
2010-02-01	Plan benefit arrangement - Trust	Yes
2009: FOLEY & LARDNER LLP 401 (K) SAVINGS PLAN AND TRUST 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	Yes
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Insurance	Yes
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement – Insurance	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FOLEY & LARDNER LLP
Employer identification number (EIN):	390473800
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2007-04-30
Company Identification Number:	1696196
Legal Registered Office Address:	36 E 7TH ST - CINCINNATI United States of America (USA) 45202