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JOHN L TULLY PC PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameJOHN L TULLY PC PROFIT SHARING PLAN & TRUST
Plan identification number 001

JOHN L TULLY PC PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined 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

JOHN L TULLY PC has sponsored the creation of one or more 401k plans.

Company Name:JOHN L TULLY PC
Employer identification number (EIN):860608242
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN L TULLY PC PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01JOHN L TULLY
0012012-01-01JOHN L TULLY
0012011-01-01JOHN L TULLY
0012010-01-01JOHN L TULLY
0012009-01-01JOHN L TULLY
0012009-01-01JOHN L TULLY

Plan Statistics for JOHN L TULLY PC PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for JOHN L TULLY PC PROFIT SHARING PLAN & TRUST

Measure Date Value
2013: JOHN L TULLY PC PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
Number of participants with account balances2013-01-011
2012: JOHN L TULLY PC PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-011
2011: JOHN L TULLY PC PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2010: JOHN L TULLY PC PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: JOHN L TULLY PC PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on JOHN L TULLY PC PROFIT SHARING PLAN & TRUST

Measure Date Value
2013 : JOHN L TULLY PC PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$355,895
Total plan assets at end of year2013-12-31$1,609,318
Total plan assets at beginning of year2013-12-31$1,253,423
Value of fidelity bond covering the plan2013-12-31$150,000
Other income received2013-12-31$348,020
Net income (gross income less expenses)2013-12-31$355,895
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,609,318
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,253,423
Total contributions received or receivable from employer(s)2013-12-31$7,875
2012 : JOHN L TULLY PC PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$233,113
Expenses. Total of all expenses incurred2012-12-31$354,688
Benefits paid (including direct rollovers)2012-12-31$354,688
Total plan assets at end of year2012-12-31$1,253,423
Total plan assets at beginning of year2012-12-31$1,374,998
Value of fidelity bond covering the plan2012-12-31$150,000
Other income received2012-12-31$219,863
Net income (gross income less expenses)2012-12-31$-121,575
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,253,423
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,374,998
Total contributions received or receivable from employer(s)2012-12-31$13,250
2011 : JOHN L TULLY PC PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$4,708
Total plan assets at end of year2011-12-31$1,374,998
Total plan assets at beginning of year2011-12-31$1,370,290
Value of fidelity bond covering the plan2011-12-31$150,000
Other income received2011-12-31$4,708
Net income (gross income less expenses)2011-12-31$4,708
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,374,998
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,370,290
2010 : JOHN L TULLY PC PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$190,850
Total plan assets at end of year2010-12-31$1,370,290
Total plan assets at beginning of year2010-12-31$1,179,440
Value of fidelity bond covering the plan2010-12-31$150,000
Other income received2010-12-31$160,225
Net income (gross income less expenses)2010-12-31$190,850
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,370,290
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,179,440
Total contributions received or receivable from employer(s)2010-12-31$30,625

Form 5500 Responses for JOHN L TULLY PC PROFIT SHARING PLAN & TRUST

2013: JOHN L TULLY PC PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHN L TULLY PC PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN L TULLY PC PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOHN L TULLY PC PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOHN L TULLY PC PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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