401k Plan data: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN plan

INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

INTEGRATED FINANCIAL PLANNING, P.C. 401(K) 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

INTEGRATED FINANCIAL PLANNING, PC FINANCIAL PLANNING has sponsored the creation of one or more 401k plans.

Company Name: INTEGRATED FINANCIAL PLANNING, PC FINANCIAL PLANNING

Employer identification number (EIN): 841480577

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2018-01-01 PAUL LEMON 2019-09-27
001 2017-01-01 PAUL LEMON PAUL A. LEMON 2018-07-30
001 2016-01-01 PAUL LEMON PAUL A. LEMON 2017-09-29
001 2015-01-01 PAUL LEMON PAUL A. LEMON 2016-09-29
001 2014-01-01 PAUL LEMON PAUL A. LEMON 2015-10-11
001 2013-01-01 PAUL LEMON PAUL A. LEMON 2014-10-13
001 2012-01-01 PAUL LEMON PAUL A. LEMON 2013-07-17
001 2011-01-01 PAUL LEMON PAUL A. LEMON 2012-10-12
001 2010-01-01 PAUL LEMON
001 2009-01-01 PAUL LEMON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2021-01-01
001	2020-01-01
001	2018-01-01	PAUL LEMON	2019-09-27
001	2017-01-01	PAUL LEMON		PAUL A. LEMON	2018-07-30
001	2016-01-01	PAUL LEMON		PAUL A. LEMON	2017-09-29
001	2015-01-01	PAUL LEMON		PAUL A. LEMON	2016-09-29
001	2014-01-01	PAUL LEMON		PAUL A. LEMON	2015-10-11
001	2013-01-01	PAUL LEMON		PAUL A. LEMON	2014-10-13
001	2012-01-01	PAUL LEMON		PAUL A. LEMON	2013-07-17
001	2011-01-01	PAUL LEMON		PAUL A. LEMON	2012-10-12
001	2010-01-01	PAUL LEMON
001	2009-01-01	PAUL LEMON

Plan Statistics for INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
2012: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 4
2010: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 3
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
2009: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2017: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
2012: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	4
2010: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	3
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
2009: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2017 : INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$110,329
Expenses. Total of all expenses incurred	2017-12-31	$17,722
Benefits paid (including direct rollovers)	2017-12-31	$14,255
Total plan assets at end of year	2017-12-31	$369,082
Total plan assets at beginning of year	2017-12-31	$276,475
Value of fidelity bond covering the plan	2017-12-31	$40,000
Total contributions received or receivable from participants	2017-12-31	$24,000
Other income received	2017-12-31	$55,832
Net income (gross income less expenses)	2017-12-31	$92,607
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$369,082
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$276,475
Assets. Value of participant loans	2017-12-31	$25,724
Total contributions received or receivable from employer(s)	2017-12-31	$30,497
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,467
2016 : INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$48,177
Expenses. Total of all expenses incurred	2016-12-31	$2,711
Total plan assets at end of year	2016-12-31	$276,475
Total plan assets at beginning of year	2016-12-31	$231,009
Total contributions received or receivable from participants	2016-12-31	$24,753
Other income received	2016-12-31	$15,550
Net income (gross income less expenses)	2016-12-31	$45,466
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$276,475
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$231,009
Assets. Value of participant loans	2016-12-31	$36,287
Total contributions received or receivable from employer(s)	2016-12-31	$7,874
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,711
2015 : INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$18,343
Expenses. Total of all expenses incurred	2015-12-31	$195,039
Benefits paid (including direct rollovers)	2015-12-31	$190,950
Total plan assets at end of year	2015-12-31	$231,009
Total plan assets at beginning of year	2015-12-31	$407,705
Total contributions received or receivable from participants	2015-12-31	$1,850
Other income received	2015-12-31	$13,841
Net income (gross income less expenses)	2015-12-31	$-176,696
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$231,009
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$407,705
Assets. Value of participant loans	2015-12-31	$44,789
Total contributions received or receivable from employer(s)	2015-12-31	$2,652
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,089
2014 : INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$70,766
Expenses. Total of all expenses incurred	2014-12-31	$4,787
Total plan assets at end of year	2014-12-31	$407,705
Total plan assets at beginning of year	2014-12-31	$341,726
Total contributions received or receivable from participants	2014-12-31	$24,666
Other income received	2014-12-31	$37,841
Net income (gross income less expenses)	2014-12-31	$65,979
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$407,705
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$341,726
Total contributions received or receivable from employer(s)	2014-12-31	$8,259
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,787
2013 : INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$66,776
Expenses. Total of all expenses incurred	2013-12-31	$3,953
Total plan assets at end of year	2013-12-31	$341,726
Total plan assets at beginning of year	2013-12-31	$278,903
Total contributions received or receivable from participants	2013-12-31	$23,923
Other income received	2013-12-31	$37,608
Net income (gross income less expenses)	2013-12-31	$62,823
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$341,726
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$278,903
Total contributions received or receivable from employer(s)	2013-12-31	$5,245
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,953
2012 : INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$33,226
Expenses. Total of all expenses incurred	2012-12-31	$5,758
Benefits paid (including direct rollovers)	2012-12-31	$3,984
Total plan assets at end of year	2012-12-31	$278,903
Total plan assets at beginning of year	2012-12-31	$251,435
Total contributions received or receivable from participants	2012-12-31	$23,206
Other income received	2012-12-31	$8,329
Net income (gross income less expenses)	2012-12-31	$27,468
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$278,903
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$251,435
Total contributions received or receivable from employer(s)	2012-12-31	$1,691
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,774
2011 : INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$78,621
Total income from all sources	2011-12-31	$40,921
Expenses. Total of all expenses incurred	2011-12-31	$908
Total plan assets at end of year	2011-12-31	$251,435
Total plan assets at beginning of year	2011-12-31	$132,801
Total contributions received or receivable from participants	2011-12-31	$22,265
Expenses. Other expenses not covered elsewhere	2011-12-31	$25
Other income received	2011-12-31	$16,277
Net income (gross income less expenses)	2011-12-31	$40,013
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$251,435
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$132,801
Assets. Value of participant loans	2011-12-31	$105,283
Total contributions received or receivable from employer(s)	2011-12-31	$2,379
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$883
2010 : INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$14,902
Total plan assets at end of year	2010-12-31	$132,801
Total plan assets at beginning of year	2010-12-31	$117,899
Other income received	2010-12-31	$12,824
Net income (gross income less expenses)	2010-12-31	$14,902
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$132,801
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$117,899
Total contributions received or receivable from employer(s)	2010-12-31	$2,078

Form 5500 Responses for INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN

2017: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) 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: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) 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: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) 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: INTEGRATED FINANCIAL PLANNING, P.C. 401(K) 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:	INTEGRATED FINANCIAL PLANNING, PC FINANCIAL PLANNING
Employer identification number (EIN):	841480577
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants