| Plan Name | DOUGLAS R. PHILLIPS, PC PROFIT SHARING PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | DOUGLAS R. PHILLIPS, PC |
| Employer identification number (EIN): | 840804152 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2014-01-01 | SUSAN D. PHILLIPS | 2015-10-07 | ||
| 002 | 2013-01-01 | SUSAN D. PHILLIPS | 2014-12-23 | ||
| 002 | 2012-01-01 | SUSAN D. PHILLIPS | 2014-12-16 | ||
| 002 | 2011-01-01 | SUSAN D. PHILLIPS | 2012-10-15 | ||
| 002 | 2010-01-01 | SUSAN D. PHILLIPS | |||
| 002 | 2009-01-01 | SUSAN D. PHILLIPS |
| Measure | Date | Value |
|---|---|---|
| 2010 : DOUGLAS R. PHILLIPS, PC PROFIT SHARING PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $110,990 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $276,063 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $276,063 |
| Total plan assets at end of year | 2010-12-31 | $811,024 |
| Total plan assets at beginning of year | 2010-12-31 | $976,097 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Other income received | 2010-12-31 | $110,990 |
| Net income (gross income less expenses) | 2010-12-31 | $-165,073 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $811,024 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $976,097 |
| Assets. Value of participant loans | 2010-12-31 | $52,386 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : DOUGLAS R. PHILLIPS, PC 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 |
| 2010: DOUGLAS R. PHILLIPS, PC PROFIT SHARING PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 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: DOUGLAS R. PHILLIPS, PC 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 |