401k Plan data: BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN plan

BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN 401k Plan overview

Plan Name	BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN
Plan identification number	003

BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BELL AND ASSOCIATES PC has sponsored the creation of one or more 401k plans.

Company Name: BELL AND ASSOCIATES PC

Employer identification number (EIN): 621550121

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-01-01 MICHAEL CALLAWAY MICHAEL CALLAWAY 2014-02-03
003 2012-01-01 MICHAEL CALLAWAY MICHAEL CALLAWAY 2013-03-18
003 2011-01-01 MICHAEL CALLAWAY MICHAEL CALLAWAY 2012-07-19
003 2010-01-01 MICHAEL CALLAWAY MICHAEL CALLAWAY 2011-03-23
003 2009-01-01 MICHAEL CALLAWAY MICHAEL CALLAWAY 2010-06-02

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2013-01-01	MICHAEL CALLAWAY	MICHAEL CALLAWAY	2014-02-03
003	2012-01-01	MICHAEL CALLAWAY	MICHAEL CALLAWAY	2013-03-18
003	2011-01-01	MICHAEL CALLAWAY	MICHAEL CALLAWAY	2012-07-19
003	2010-01-01	MICHAEL CALLAWAY	MICHAEL CALLAWAY	2011-03-23
003	2009-01-01	MICHAEL CALLAWAY	MICHAEL CALLAWAY	2010-06-02

Plan Statistics for BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN

401k plan membership statisitcs for BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN

Measure Date Value
2013: BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 0
Number of retired or separated participants receiving benefits 2010-01-01 5
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 5
2009: BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 0
Number of retired or separated participants receiving benefits 2009-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5

Measure	Date	Value
2013: BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	0
Number of retired or separated participants receiving benefits	2010-01-01	5
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	5
2009: BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	0
Number of retired or separated participants receiving benefits	2009-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5

Financial Data on BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN

Measure	Date	Value
2013 : BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$13
Expenses. Total of all expenses incurred	2013-12-31	$21,942
Benefits paid (including direct rollovers)	2013-12-31	$21,000
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$21,929
Value of fidelity bond covering the plan	2013-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$942
Other income received	2013-12-31	$13
Net income (gross income less expenses)	2013-12-31	$-21,929
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$21,929
2012 : BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$5,764
Expenses. Total of all expenses incurred	2012-12-31	$807
Total plan assets at end of year	2012-12-31	$21,929
Total plan assets at beginning of year	2012-12-31	$16,972
Value of fidelity bond covering the plan	2012-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$807
Other income received	2012-12-31	$5,764
Net income (gross income less expenses)	2012-12-31	$4,957
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$21,929
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$16,972
2011 : BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-18,961
Expenses. Total of all expenses incurred	2011-12-31	$598
Total plan assets at end of year	2011-12-31	$16,972
Total plan assets at beginning of year	2011-12-31	$36,531
Value of fidelity bond covering the plan	2011-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$153
Other income received	2011-12-31	$-18,961
Net income (gross income less expenses)	2011-12-31	$-19,559
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$16,972
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$36,531
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$445
2010 : BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$8,634
Expenses. Total of all expenses incurred	2010-12-31	$710,406
Benefits paid (including direct rollovers)	2010-12-31	$709,468
Total plan assets at end of year	2010-12-31	$36,531
Total plan assets at beginning of year	2010-12-31	$738,303
Value of fidelity bond covering the plan	2010-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$113
Other income received	2010-12-31	$8,634
Net income (gross income less expenses)	2010-12-31	$-701,772
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$36,531
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$738,303
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$825

Form 5500 Responses for BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN

2013: BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	This submission is the final filing	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN 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: BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN 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: BELL AND ASSOCIATES PC RESTATED PROFIT SHARING PLAN 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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Company Name:	BELL AND ASSOCIATES PC
Employer identification number (EIN):	621550121
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers