401k Plan data: DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN plan

DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN
Plan identification number	004

DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

DAVID R JOHANSON AND RACHEL J. MARKUN, APC has sponsored the creation of one or more 401k plans.

Company Name: DAVID R JOHANSON AND RACHEL J. MARKUN, APC

Employer identification number (EIN): 680441461

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2014-01-01 RACHEL MARKUN RACHEL MARKUN 2015-07-31
004 2013-01-01 RACHEL MARKUN RACHEL MARKUN 2014-10-14
004 2012-01-01 RACHEL MARKUN RACHEL MARKUN 2013-10-11
004 2011-01-01 RACHEL MARKUN
004 2009-01-01 RACHEL MARKUN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
004	2014-01-01	RACHEL MARKUN	RACHEL MARKUN	2015-07-31
004	2013-01-01	RACHEL MARKUN	RACHEL MARKUN	2014-10-14
004	2012-01-01	RACHEL MARKUN	RACHEL MARKUN	2013-10-11
004	2011-01-01	RACHEL MARKUN
004	2009-01-01	RACHEL MARKUN

Plan Statistics for DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN

Measure Date Value
2014: DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
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 3
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
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 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
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 3
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2014: DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
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	3
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
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	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
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	3
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN

Measure	Date	Value
2014 : DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$20,680
Expenses. Total of all expenses incurred	2014-12-31	$1,891,601
Benefits paid (including direct rollovers)	2014-12-31	$1,891,601
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$1,870,921
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$20,680
Net income (gross income less expenses)	2014-12-31	$-1,870,921
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	$1,870,921
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$263,122
Expenses. Total of all expenses incurred	2013-12-31	$577,227
Benefits paid (including direct rollovers)	2013-12-31	$577,227
Total plan assets at end of year	2013-12-31	$1,870,921
Total plan assets at beginning of year	2013-12-31	$2,185,026
Value of fidelity bond covering the plan	2013-12-31	$500,000
Other income received	2013-12-31	$263,122
Net income (gross income less expenses)	2013-12-31	$-314,105
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,870,921
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,185,026
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$293,752
Expenses. Total of all expenses incurred	2012-12-31	$66,611
Benefits paid (including direct rollovers)	2012-12-31	$52,447
Total plan assets at end of year	2012-12-31	$2,185,026
Total plan assets at beginning of year	2012-12-31	$1,957,885
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$5,763
Expenses. Other expenses not covered elsewhere	2012-12-31	$14,164
Other income received	2012-12-31	$272,011
Net income (gross income less expenses)	2012-12-31	$227,141
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,185,026
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,957,885
Total contributions received or receivable from employer(s)	2012-12-31	$15,978
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$103,899
Expenses. Total of all expenses incurred	2011-12-31	$72,597
Benefits paid (including direct rollovers)	2011-12-31	$60,501
Total plan assets at end of year	2011-12-31	$1,957,885
Total plan assets at beginning of year	2011-12-31	$1,926,583
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$84,068
Expenses. Other expenses not covered elsewhere	2011-12-31	$12,096
Other income received	2011-12-31	$-70,169
Net income (gross income less expenses)	2011-12-31	$31,302
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,957,885
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,926,583
Total contributions received or receivable from employer(s)	2011-12-31	$90,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$399,762
Expenses. Total of all expenses incurred	2010-12-31	$115,580
Benefits paid (including direct rollovers)	2010-12-31	$106,500
Total plan assets at end of year	2010-12-31	$1,926,583
Total plan assets at beginning of year	2010-12-31	$1,642,401
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$80,948
Other income received	2010-12-31	$215,041
Net income (gross income less expenses)	2010-12-31	$284,182
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,926,583
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,642,401
Assets. Value of participant loans	2010-12-31	$15,652
Total contributions received or receivable from employer(s)	2010-12-31	$103,773
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$9,080
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN 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

Form 5500 Responses for DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN

2014: DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN 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: DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN 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: DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN 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: DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN 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
2009: DAVID R. JOHANSON AND RACHEL J. MARKUN, APC PROFIT SHARING PLAN 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:	DAVID R JOHANSON AND RACHEL J. MARKUN, APC
Employer identification number (EIN):	680441461
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers