401k Plan data: EMPLOYEE ASSISTANCE PROGRAM plan

EMPLOYEE ASSISTANCE PROGRAM 401k Plan overview

Plan Name	EMPLOYEE ASSISTANCE PROGRAM
Plan identification number	504

EMPLOYEE ASSISTANCE PROGRAM Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental Temporary disability (accident and sickness) Other welfare benefit cover

401k Sponsoring company profile

FREDRIKSON & BYRON, P.A. has sponsored the creation of one or more 401k plans.

Company Name: FREDRIKSON & BYRON, P.A.

Employer identification number (EIN): 410971937

NAIC Classification: 541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE ASSISTANCE PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
504 2017-01-01 JOHN J. ERHART
504 2016-01-01 NANCY SCHULTZ NANCY SCHULTZ 2017-08-31
504 2015-01-01 JOHN J. ERHART
504 2014-01-01 JOHN J. ERHART
504 2013-01-01 JOHN J. ERHART
504 2012-01-01 JOHN J. ERHART
504 2011-01-01 JOHN J. ERHART
504 2009-01-01 JOHN ERHART
504 2009-01-01 JOHN ERHART

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
504	2017-01-01	JOHN J. ERHART
504	2016-01-01	NANCY SCHULTZ	NANCY SCHULTZ	2017-08-31
504	2015-01-01	JOHN J. ERHART
504	2014-01-01	JOHN J. ERHART
504	2013-01-01	JOHN J. ERHART
504	2012-01-01	JOHN J. ERHART
504	2011-01-01	JOHN J. ERHART
504	2009-01-01	JOHN ERHART
504	2009-01-01	JOHN ERHART

Plan Statistics for EMPLOYEE ASSISTANCE PROGRAM

401k plan membership statisitcs for EMPLOYEE ASSISTANCE PROGRAM

Measure Date Value
2017: EMPLOYEE ASSISTANCE PROGRAM 2017 401k membership
Total participants, beginning-of-year 2017-01-01 536
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 586
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 586
Total participants 2017-01-01 586
2016: EMPLOYEE ASSISTANCE PROGRAM 2016 401k membership
Total participants, beginning-of-year 2016-01-01 561
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 564
Total of all active and inactive participants 2016-01-01 564
Total participants 2016-01-01 564
2015: EMPLOYEE ASSISTANCE PROGRAM 2015 401k membership
Total participants, beginning-of-year 2015-01-01 526
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Total participants 2015-01-01 0
2014: EMPLOYEE ASSISTANCE PROGRAM 2014 401k membership
Total participants, beginning-of-year 2014-01-01 519
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 526
Total of all active and inactive participants 2014-01-01 526
Total participants 2014-01-01 526
2013: EMPLOYEE ASSISTANCE PROGRAM 2013 401k membership
Total participants, beginning-of-year 2013-01-01 524
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 519
Total of all active and inactive participants 2013-01-01 519
Total participants 2013-01-01 519
2012: EMPLOYEE ASSISTANCE PROGRAM 2012 401k membership
Total participants, beginning-of-year 2012-01-01 487
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 524
Total of all active and inactive participants 2012-01-01 524
Total participants 2012-01-01 524
2011: EMPLOYEE ASSISTANCE PROGRAM 2011 401k membership
Total participants, beginning-of-year 2011-01-01 472
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 487
Total of all active and inactive participants 2011-01-01 487
Total participants 2011-01-01 487
2009: EMPLOYEE ASSISTANCE PROGRAM 2009 401k membership
Total participants, beginning-of-year 2009-01-01 487
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 471
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 2009-01-01 471
Total participants 2009-01-01 471

Measure	Date	Value
2017: EMPLOYEE ASSISTANCE PROGRAM 2017 401k membership
Total participants, beginning-of-year	2017-01-01	536
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	586
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	586
Total participants	2017-01-01	586
2016: EMPLOYEE ASSISTANCE PROGRAM 2016 401k membership
Total participants, beginning-of-year	2016-01-01	561
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	564
Total of all active and inactive participants	2016-01-01	564
Total participants	2016-01-01	564
2015: EMPLOYEE ASSISTANCE PROGRAM 2015 401k membership
Total participants, beginning-of-year	2015-01-01	526
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Total participants	2015-01-01	0
2014: EMPLOYEE ASSISTANCE PROGRAM 2014 401k membership
Total participants, beginning-of-year	2014-01-01	519
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	526
Total of all active and inactive participants	2014-01-01	526
Total participants	2014-01-01	526
2013: EMPLOYEE ASSISTANCE PROGRAM 2013 401k membership
Total participants, beginning-of-year	2013-01-01	524
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	519
Total of all active and inactive participants	2013-01-01	519
Total participants	2013-01-01	519
2012: EMPLOYEE ASSISTANCE PROGRAM 2012 401k membership
Total participants, beginning-of-year	2012-01-01	487
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	524
Total of all active and inactive participants	2012-01-01	524
Total participants	2012-01-01	524
2011: EMPLOYEE ASSISTANCE PROGRAM 2011 401k membership
Total participants, beginning-of-year	2011-01-01	472
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	487
Total of all active and inactive participants	2011-01-01	487
Total participants	2011-01-01	487
2009: EMPLOYEE ASSISTANCE PROGRAM 2009 401k membership
Total participants, beginning-of-year	2009-01-01	487
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	471
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	471
Total participants	2009-01-01	471

Financial Data on EMPLOYEE ASSISTANCE PROGRAM

Measure	Date	Value
2017 : EMPLOYEE ASSISTANCE PROGRAM 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No

Form 5500 Responses for EMPLOYEE ASSISTANCE PROGRAM

2017: EMPLOYEE ASSISTANCE PROGRAM 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: EMPLOYEE ASSISTANCE PROGRAM 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: EMPLOYEE ASSISTANCE PROGRAM 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: EMPLOYEE ASSISTANCE PROGRAM 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: EMPLOYEE ASSISTANCE PROGRAM 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: EMPLOYEE ASSISTANCE PROGRAM 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: EMPLOYEE ASSISTANCE PROGRAM 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: EMPLOYEE ASSISTANCE PROGRAM 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	FREDRIKSON & BYRON, P.A.
Employer identification number (EIN):	410971937
NAIC Classification:	541190