401k Plan data: BALL & WEED EMPLOYEES' PROFIT SHARING PLAN plan

BALL & WEED EMPLOYEES' PROFIT SHARING PLAN 401k Plan overview

Plan Name	BALL & WEED EMPLOYEES' PROFIT SHARING PLAN
Plan identification number	002

BALL & WEED EMPLOYEES' PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BALL & WEED, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: BALL & WEED, A PROFESSIONAL CORPORATION

Employer identification number (EIN): 742608942

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BALL & WEED EMPLOYEES' PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2011-01-01 DAVID KEYES 2012-01-30 DAVID KEYES 2012-01-30
002 2010-01-01 CYNTHIA GRIMES 2011-07-04 DAVID KEYES 2011-07-04
002 2007-01-01 DAVID KEYES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2011-01-01	DAVID KEYES	2012-01-30	DAVID KEYES	2012-01-30
002	2010-01-01	CYNTHIA GRIMES	2011-07-04	DAVID KEYES	2011-07-04
002	2007-01-01	DAVID KEYES

Plan Statistics for BALL & WEED EMPLOYEES' PROFIT SHARING PLAN

401k plan membership statisitcs for BALL & WEED EMPLOYEES' PROFIT SHARING PLAN

Measure Date Value
2007: BALL & WEED EMPLOYEES' PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 55
Number of other retired or separated participants entitled to future benefits 2007-01-01 11
Total of all active and inactive participants 2007-01-01 66
Total participants 2007-01-01 66
Number of participants with account balances 2007-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 15

Measure	Date	Value
2007: BALL & WEED EMPLOYEES' PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	55
Number of other retired or separated participants entitled to future benefits	2007-01-01	11
Total of all active and inactive participants	2007-01-01	66
Total participants	2007-01-01	66
Number of participants with account balances	2007-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	15

Financial Data on BALL & WEED EMPLOYEES' PROFIT SHARING PLAN

Measure	Date	Value
2007 : BALL & WEED EMPLOYEES' PROFIT SHARING PLAN 2007 401k financial data
Total income from all sources	2007-12-31	$736,507
Expenses. Total of all expenses incurred	2007-12-31	$1,403,727
Benefits paid (including direct rollovers)	2007-12-31	$1,403,227
Total plan assets at end of year	2007-12-31	$6,312,421
Total plan assets at beginning of year	2007-12-31	$6,979,641
Value of fidelity bond covering the plan	2007-12-31	$500,000
Total contributions received or receivable from participants	2007-12-31	$189,784
Expenses. Other expenses not covered elsewhere	2007-12-31	$500
Other income received	2007-12-31	$274,242
Net income (gross income less expenses)	2007-12-31	$-667,220
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$6,312,421
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$6,979,641
Total contributions received or receivable from employer(s)	2007-12-31	$272,481

Form 5500 Responses for BALL & WEED EMPLOYEES' PROFIT SHARING PLAN

2007: BALL & WEED EMPLOYEES' PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	7-06536
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	4-41462
Policy instance	2

Potentially related plans

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Company Name:	BALL & WEED, A PROFESSIONAL CORPORATION
Employer identification number (EIN):	742608942
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers