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| Plan Name | JOHN B DOUGALL PC PROFIT SHARING TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JOHN B DOUGALL PC |
| Employer identification number (EIN): | 930774377 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2011-10-01 | JOHN B DOUGALL | |||
| 001 | 2009-10-01 | JOHN B DOUGALL |
| Measure | Date | Value |
|---|---|---|
| 2011: JOHN B DOUGALL PC PROFIT SHARING TRUST 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-10-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 1 |
| Total of all active and inactive participants | 2011-10-01 | 1 |
| Total participants | 2011-10-01 | 1 |
| 2009: JOHN B DOUGALL PC PROFIT SHARING TRUST 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-10-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 1 |
| Total of all active and inactive participants | 2009-10-01 | 1 |
| Total participants | 2009-10-01 | 1 |
| Number of participants with account balances | 2009-10-01 | 1 |
| Measure | Date | Value |
|---|---|---|
| 2012 : JOHN B DOUGALL PC PROFIT SHARING TRUST 2012 401k financial data | ||
| Total income from all sources | 2012-09-30 | $9,257 |
| Total plan assets at end of year | 2012-09-30 | $134,656 |
| Total plan assets at beginning of year | 2012-09-30 | $125,399 |
| Other income received | 2012-09-30 | $9,257 |
| Net income (gross income less expenses) | 2012-09-30 | $9,257 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $134,656 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $125,399 |
| 2010 : JOHN B DOUGALL PC PROFIT SHARING TRUST 2010 401k financial data | ||
| Funding deficiency by the employer to the plan for this plan year | 2010-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2010-09-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-09-30 | $0 |
| 2011: JOHN B DOUGALL PC PROFIT SHARING TRUST 2011 form 5500 responses | ||
|---|---|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Plan funding arrangement – Trust | Yes |
| 2011-10-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JOHN B DOUGALL PC PROFIT SHARING TRUST 2009 form 5500 responses | ||
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
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