401k Plan data: JOHN LUNDIN P.S. PROFIT SHARING PLAN plan

JOHN LUNDIN P.S. PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN LUNDIN P.S. PROFIT SHARING PLAN
Plan identification number	001

JOHN LUNDIN P.S. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) Profit-sharing 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.

401k Sponsoring company profile

JOHN W. LUNDIN P.S. PROFIT SHARING PLAN has sponsored the creation of one or more 401k plans.

Company Name: JOHN W. LUNDIN P.S. PROFIT SHARING PLAN

Employer identification number (EIN): 911212236

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN LUNDIN P.S. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 JOHN LUNDIN
001 2011-01-01 MARGARET MATTHEWS
001 2009-01-01 JOHN LUNDIN

Plan id#	Filing Submission Date	Name of Administrator
001	2013-01-01	JOHN LUNDIN
001	2011-01-01	MARGARET MATTHEWS
001	2009-01-01	JOHN LUNDIN

Plan Statistics for JOHN LUNDIN P.S. PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN LUNDIN P.S. PROFIT SHARING PLAN

Measure Date Value
2013: JOHN LUNDIN P.S. 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
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 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2011: JOHN LUNDIN P.S. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
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
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JOHN LUNDIN P.S. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
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 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: JOHN LUNDIN P.S. 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
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	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2011: JOHN LUNDIN P.S. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
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
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JOHN LUNDIN P.S. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
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	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JOHN LUNDIN P.S. PROFIT SHARING PLAN

Measure	Date	Value
2013 : JOHN LUNDIN P.S. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$114,615
Expenses. Total of all expenses incurred	2013-12-31	$400
Total plan assets at end of year	2013-12-31	$1,563,525
Total plan assets at beginning of year	2013-12-31	$1,449,310
Value of fidelity bond covering the plan	2013-12-31	$180,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$400
Other income received	2013-12-31	$104,427
Net income (gross income less expenses)	2013-12-31	$114,215
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,563,525
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,449,310
Total contributions received or receivable from employer(s)	2013-12-31	$10,188
2011 : JOHN LUNDIN P.S. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$43,357
Expenses. Total of all expenses incurred	2011-12-31	$8,785
Total plan assets at end of year	2011-12-31	$1,371,237
Total plan assets at beginning of year	2011-12-31	$1,336,665
Value of fidelity bond covering the plan	2011-12-31	$180,000
Other income received	2011-12-31	$43,357
Net income (gross income less expenses)	2011-12-31	$34,572
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,371,237
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,336,665
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$8,785
2010 : JOHN LUNDIN P.S. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$152,444
Expenses. Total of all expenses incurred	2010-12-31	$4,883
Total plan assets at end of year	2010-12-31	$1,336,665
Total plan assets at beginning of year	2010-12-31	$1,189,104
Value of fidelity bond covering the plan	2010-12-31	$180,000
Other income received	2010-12-31	$141,319
Net income (gross income less expenses)	2010-12-31	$147,561
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,336,665
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,189,104
Total contributions received or receivable from employer(s)	2010-12-31	$11,125
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$4,883

Form 5500 Responses for JOHN LUNDIN P.S. PROFIT SHARING PLAN

2013: JOHN LUNDIN P.S. 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
2011: JOHN LUNDIN P.S. 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: JOHN LUNDIN P.S. 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:	JOHN W. LUNDIN P.S. PROFIT SHARING PLAN
Employer identification number (EIN):	911212236
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers