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LAW OFFICES OF JOHN SHULTZ PROFIT SHARING PLAN 401k Plan overview

Plan NameLAW OFFICES OF JOHN SHULTZ PROFIT SHARING PLAN
Plan identification number 001

LAW OFFICES OF JOHN SHULTZ PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan covering Self-Employed individuals.
  • 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 SHULTZ, ATTORNEY-AT-LAW has sponsored the creation of one or more 401k plans.

Company Name:JOHN SHULTZ, ATTORNEY-AT-LAW
Employer identification number (EIN):911389262
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF JOHN SHULTZ PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01JOHN R SHULTZ JOHN R SHULTZ2014-10-10
0012012-01-01JOHN R SHULTZ JOHN R SHULTZ2013-07-29
0012009-01-01JOHN A SHULTZ JOHN A SHULTZ2010-10-10

Plan Statistics for LAW OFFICES OF JOHN SHULTZ PROFIT SHARING PLAN

401k plan membership statisitcs for LAW OFFICES OF JOHN SHULTZ PROFIT SHARING PLAN

Measure Date Value
2013: LAW OFFICES OF JOHN SHULTZ PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
Number of participants with account balances2013-01-011
2012: LAW OFFICES OF JOHN SHULTZ PROFIT SHARING PLAN 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
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2009: LAW OFFICES OF JOHN SHULTZ PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LAW OFFICES OF JOHN SHULTZ PROFIT SHARING PLAN

Measure Date Value
2013 : LAW OFFICES OF JOHN SHULTZ PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$2,517
Expenses. Total of all expenses incurred2013-12-31$1,484
Benefits paid (including direct rollovers)2013-12-31$1,453
Total plan assets at end of year2013-12-31$186,360
Total plan assets at beginning of year2013-12-31$185,327
Expenses. Other expenses not covered elsewhere2013-12-31$31
Other income received2013-12-31$2,517
Net income (gross income less expenses)2013-12-31$1,033
Net plan assets at end of year (total assets less liabilities)2013-12-31$186,360
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$185,327
2012 : LAW OFFICES OF JOHN SHULTZ PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$3,481
Total plan assets at end of year2012-12-31$185,327
Total plan assets at beginning of year2012-12-31$181,846
Other income received2012-12-31$3,481
Net income (gross income less expenses)2012-12-31$3,481
Net plan assets at end of year (total assets less liabilities)2012-12-31$185,327
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$181,846
Assets. Value of participant loans2012-12-31$22,465
2010 : LAW OFFICES OF JOHN SHULTZ PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$8,037
Total plan assets at end of year2010-12-31$169,277
Total plan assets at beginning of year2010-12-31$161,240
Other income received2010-12-31$8,037
Net income (gross income less expenses)2010-12-31$8,037
Net plan assets at end of year (total assets less liabilities)2010-12-31$169,277
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$161,240
Assets. Value of participant loans2010-12-31$20,591

Form 5500 Responses for LAW OFFICES OF JOHN SHULTZ PROFIT SHARING PLAN

2013: LAW OFFICES OF JOHN SHULTZ PROFIT SHARING PLAN 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: LAW OFFICES OF JOHN SHULTZ PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2009: LAW OFFICES OF JOHN SHULTZ PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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