401k Plan data: LAW OFFICES OF JOHN SHULTZ PROFIT SHARING PLAN plan

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

Plan Name	LAW OFFICES OF JOHN SHULTZ PROFIT SHARING PLAN
Plan identification number	002

LAW OFFICES OF JOHN SHULTZ PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
002 2011-01-01 JOHN R SHULTZ JOHN R SHULTZ 2012-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2011-01-01	JOHN R SHULTZ		JOHN R SHULTZ	2012-07-26

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
2011: LAW OFFICES OF JOHN SHULTZ 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 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
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 2

Measure	Date	Value
2011: LAW OFFICES OF JOHN SHULTZ 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	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
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	2

Financial Data on LAW OFFICES OF JOHN SHULTZ PROFIT SHARING PLAN

Measure	Date	Value
2011 : LAW OFFICES OF JOHN SHULTZ PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$22,413
Expenses. Total of all expenses incurred	2011-12-31	$9,844
Benefits paid (including direct rollovers)	2011-12-31	$9,844
Total plan assets at end of year	2011-12-31	$181,846
Total plan assets at beginning of year	2011-12-31	$169,277
Total contributions received or receivable from participants	2011-12-31	$20,000
Other income received	2011-12-31	$2,413
Net income (gross income less expenses)	2011-12-31	$12,569
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$181,846
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$169,277
Assets. Value of participant loans	2011-12-31	$40,702

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

2011: LAW OFFICES OF JOHN SHULTZ 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

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