401k Plan data: JONATHAN M. RUTLEDGE, A PROFESSIONAL CORPORATION RETIREMENT TRUST plan

JONATHAN M. RUTLEDGE, A PROFESSIONAL CORPORATION RETIREMENT TRUST 401k Plan overview

Plan Name	JONATHAN M. RUTLEDGE, A PROFESSIONAL CORPORATION RETIREMENT TRUST
Plan identification number	002

JONATHAN M. RUTLEDGE, A PROFESSIONAL CORPORATION RETIREMENT TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Profit-sharing
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.
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

JONATHAN M. RUTLEDGE, A PROFESSIONAL CORPO has sponsored the creation of one or more 401k plans.

Company Name: JONATHAN M. RUTLEDGE, A PROFESSIONAL CORPO

Employer identification number (EIN): 942777339

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JONATHAN M. RUTLEDGE, A PROFESSIONAL CORPORATION RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 JONATHAN RUTLEDGE 2020-09-23
002 2018-01-01 JONATHAN RUTLEDGE 2019-09-13
002 2017-01-01 JONATHAN RUTLEDGE 2018-08-30
002 2016-01-01 JONATHAN RUTLEDGE 2017-08-16
002 2015-01-01 JONATHAN RUTLEDGE 2016-08-08
002 2014-01-01 JONATHAN RUTLEDGE 2015-06-05
002 2013-01-01 JONATHAN RUTLEDGE 2014-04-10
002 2012-01-01 JONATHAN RUTLEDGE 2013-03-22
002 2011-01-01 JONATHAN RUTLEDGE
002 2010-01-01 JONATHAN RUTLEDGE 2011-06-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2019-01-01	JONATHAN RUTLEDGE	2020-09-23
002	2018-01-01	JONATHAN RUTLEDGE	2019-09-13
002	2017-01-01	JONATHAN RUTLEDGE	2018-08-30
002	2016-01-01	JONATHAN RUTLEDGE	2017-08-16
002	2015-01-01	JONATHAN RUTLEDGE	2016-08-08
002	2014-01-01	JONATHAN RUTLEDGE	2015-06-05
002	2013-01-01	JONATHAN RUTLEDGE	2014-04-10
002	2012-01-01	JONATHAN RUTLEDGE	2013-03-22
002	2011-01-01	JONATHAN RUTLEDGE
002	2010-01-01	JONATHAN RUTLEDGE	2011-06-13

Plan Statistics for JONATHAN M. RUTLEDGE, A PROFESSIONAL CORPORATION RETIREMENT TRUST

401k plan membership statisitcs for JONATHAN M. RUTLEDGE, A PROFESSIONAL CORPORATION RETIREMENT TRUST

Measure Date Value
2011: JONATHAN M. RUTLEDGE, A PROFESSIONAL CORPORATION RETIREMENT TRUST 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 retired or separated participants receiving benefits 2011-01-01 0
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
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

Measure	Date	Value
2011: JONATHAN M. RUTLEDGE, A PROFESSIONAL CORPORATION RETIREMENT TRUST 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 retired or separated participants receiving benefits	2011-01-01	0
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
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

Financial Data on JONATHAN M. RUTLEDGE, A PROFESSIONAL CORPORATION RETIREMENT TRUST

Measure	Date	Value
2011 : JONATHAN M. RUTLEDGE, A PROFESSIONAL CORPORATION RETIREMENT TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
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	$7,271
Expenses. Total of all expenses incurred	2011-12-31	$2,269
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$606,758
Total plan assets at beginning of year	2011-12-31	$601,756
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-1,229
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$5,002
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$606,758
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$601,756
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$8,500
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,269

Form 5500 Responses for JONATHAN M. RUTLEDGE, A PROFESSIONAL CORPORATION RETIREMENT TRUST

2011: JONATHAN M. RUTLEDGE, A PROFESSIONAL CORPORATION RETIREMENT TRUST 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 – Section 412(e)(3) insurance Contracts	Yes

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Company Name:	JONATHAN M. RUTLEDGE, A PROFESSIONAL CORPO
Employer identification number (EIN):	942777339
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers