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| Plan Name | DEFINED CONTRIBUTION PENSION AND PROFIT SHARING PLAN FOR KENNETH N. POTTS |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | KENNETH N. POTTS P.A. |
| Employer identification number (EIN): | 411789014 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2011-01-01 | MICHAEL HOLMQUIST | |||
| 001 | 2010-01-01 | MICHAEL HOLMQUIST | |||
| 001 | 2009-01-01 | MICHAEL HOLMQUIST |
| Measure | Date | Value |
|---|---|---|
| 2011 : DEFINED CONTRIBUTION PENSION AND PROFIT SHARING PLAN FOR KENNETH N. POTTS 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $-4,899 |
| Total plan assets at end of year | 2011-12-31 | $293,779 |
| Total plan assets at beginning of year | 2011-12-31 | $298,678 |
| Other income received | 2011-12-31 | $-14,899 |
| Net income (gross income less expenses) | 2011-12-31 | $-4,899 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $293,779 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $298,678 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $10,000 |
| 2010 : DEFINED CONTRIBUTION PENSION AND PROFIT SHARING PLAN FOR KENNETH N. POTTS 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $64,733 |
| Total plan assets at end of year | 2010-12-31 | $298,678 |
| Total plan assets at beginning of year | 2010-12-31 | $233,945 |
| Other income received | 2010-12-31 | $50,983 |
| Net income (gross income less expenses) | 2010-12-31 | $64,733 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $298,678 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $233,945 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $13,750 |
| 2011: DEFINED CONTRIBUTION PENSION AND PROFIT SHARING PLAN FOR KENNETH N. POTTS 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: DEFINED CONTRIBUTION PENSION AND PROFIT SHARING PLAN FOR KENNETH N. POTTS 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: DEFINED CONTRIBUTION PENSION AND PROFIT SHARING PLAN FOR KENNETH N. POTTS 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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