401k Plan data: PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. plan

PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 401k Plan overview

Plan Name	PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A.
Plan identification number	001

PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) 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.

401k Sponsoring company profile

THE GILREATH LAW FIRM, P.A. has sponsored the creation of one or more 401k plans.

Company Name: THE GILREATH LAW FIRM, P.A.

Employer identification number (EIN): 570735944

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 JAMES GILREATH JAMES GILREATH 2015-10-15
001 2013-01-01 JAMES GILREATH JAMES GILREATH 2014-10-13
001 2012-01-01 JAMES GILREATH JAMES GILREATH 2013-08-05
001 2011-01-01 JAMES GILREATH
001 2010-01-01 JAMES GILREATH
001 2009-01-01 JAMES GILREATH 2010-07-27
001 2009-01-01 JAMES GILREATH

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	JAMES GILREATH	JAMES GILREATH	2015-10-15
001	2013-01-01	JAMES GILREATH	JAMES GILREATH	2014-10-13
001	2012-01-01	JAMES GILREATH	JAMES GILREATH	2013-08-05
001	2011-01-01	JAMES GILREATH
001	2010-01-01	JAMES GILREATH
001	2009-01-01		JAMES GILREATH	2010-07-27
001	2009-01-01	JAMES GILREATH

Plan Statistics for PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A.

401k plan membership statisitcs for PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A.

Measure Date Value
2014: PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
2013: PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Total of all active and inactive participants 2013-01-01 1
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
2012: PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Total of all active and inactive participants 2012-01-01 1
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
2011: PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Total of all active and inactive participants 2011-01-01 1
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
2010: PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Total of all active and inactive participants 2010-01-01 3
Total participants 2010-01-01 3
2009: PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3

Measure	Date	Value
2014: PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
2013: PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Total of all active and inactive participants	2013-01-01	1
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
2012: PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Total of all active and inactive participants	2012-01-01	1
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
2011: PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Total of all active and inactive participants	2011-01-01	1
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
2010: PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Total of all active and inactive participants	2010-01-01	3
Total participants	2010-01-01	3
2009: PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3

Financial Data on PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A.

Measure	Date	Value
2014 : PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2014 401k financial data
Total income from all sources	2014-12-31	$34,872
Expenses. Total of all expenses incurred	2014-12-31	$697,752
Benefits paid (including direct rollovers)	2014-12-31	$685,108
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$662,880
Value of fidelity bond covering the plan	2014-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$5,011
Other income received	2014-12-31	$34,872
Net income (gross income less expenses)	2014-12-31	$-662,880
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$662,880
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$7,633
2013 : PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2013 401k financial data
Total income from all sources	2013-12-31	$41,545
Expenses. Total of all expenses incurred	2013-12-31	$31,862
Benefits paid (including direct rollovers)	2013-12-31	$24,282
Total plan assets at end of year	2013-12-31	$662,880
Total plan assets at beginning of year	2013-12-31	$653,197
Value of fidelity bond covering the plan	2013-12-31	$100,000
Other income received	2013-12-31	$41,545
Net income (gross income less expenses)	2013-12-31	$9,683
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$662,880
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$653,197
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$7,580
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2012 401k financial data
Total income from all sources	2012-12-31	$31,384
Expenses. Total of all expenses incurred	2012-12-31	$31,078
Benefits paid (including direct rollovers)	2012-12-31	$23,473
Total plan assets at end of year	2012-12-31	$653,197
Total plan assets at beginning of year	2012-12-31	$652,891
Value of fidelity bond covering the plan	2012-12-31	$100,000
Other income received	2012-12-31	$31,384
Net income (gross income less expenses)	2012-12-31	$306
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$653,197
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$652,891
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$7,605
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2011 401k financial data
Total income from all sources	2011-12-31	$10,826
Expenses. Total of all expenses incurred	2011-12-31	$3,711
Total plan assets at end of year	2011-12-31	$652,891
Total plan assets at beginning of year	2011-12-31	$645,776
Value of fidelity bond covering the plan	2011-12-31	$35,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$56
Other income received	2011-12-31	$10,826
Net income (gross income less expenses)	2011-12-31	$7,115
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$652,891
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$645,776
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,655
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2010 401k financial data
Total income from all sources	2010-12-31	$103,642
Expenses. Total of all expenses incurred	2010-12-31	$3,395
Total plan assets at end of year	2010-12-31	$645,776
Total plan assets at beginning of year	2010-12-31	$545,528
Value of fidelity bond covering the plan	2010-12-31	$25,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$21
Other income received	2010-12-31	$103,642
Net income (gross income less expenses)	2010-12-31	$100,247
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$645,776
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$545,528
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,374
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A.

2014: PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PROFIT SHARING PLAN & TRUST OF JAMES R GILREATH, P.A. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE GILREATH LAW FIRM, P.A.
Employer identification number (EIN):	570735944
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers