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JOHN L. AVERY PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN L. AVERY PROFIT SHARING PLAN
Plan identification number 002

JOHN L. AVERY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JOHN L. AVERY, ATTORNEY has sponsored the creation of one or more 401k plans.

Company Name:JOHN L. AVERY, ATTORNEY
Employer identification number (EIN):591411078
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN L. AVERY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022011-01-01JOHN L AVERY
0022010-01-01JOHN L AVERY
0022009-01-01JOHN L. AVERY
0022009-01-01JOHN L. AVERY

Plan Statistics for JOHN L. AVERY PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN L. AVERY PROFIT SHARING PLAN

Measure Date Value
2011: JOHN L. AVERY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total of all active and inactive participants2011-01-010
Total participants2011-01-010
2010: JOHN L. AVERY PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-011
Total of all active and inactive participants2010-01-011
Total participants2010-01-011
2009: JOHN L. AVERY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on JOHN L. AVERY PROFIT SHARING PLAN

Measure Date Value
2011 : JOHN L. AVERY PROFIT SHARING PLAN 2011 401k financial data
Expenses. Total of all expenses incurred2011-12-31$21,413
Benefits paid (including direct rollovers)2011-12-31$21,413
Total plan assets at end of year2011-12-31$0
Total plan assets at beginning of year2011-12-31$21,413
Net income (gross income less expenses)2011-12-31$-21,413
Net plan assets at end of year (total assets less liabilities)2011-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$21,413
2010 : JOHN L. AVERY PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$29,560
Expenses. Total of all expenses incurred2010-12-31$605,579
Benefits paid (including direct rollovers)2010-12-31$605,579
Total plan assets at end of year2010-12-31$21,413
Total plan assets at beginning of year2010-12-31$597,432
Other income received2010-12-31$8,147
Net income (gross income less expenses)2010-12-31$-576,019
Net plan assets at end of year (total assets less liabilities)2010-12-31$21,413
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$597,432
Total contributions received or receivable from employer(s)2010-12-31$21,413

Form 5500 Responses for JOHN L. AVERY PROFIT SHARING PLAN

2011: JOHN L. AVERY PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOHN L. AVERY PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOHN L. AVERY PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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