401k Plan data: P.J. LODOLA AND SONS, INC. PROFIT SHARING PLAN plan

P.J. LODOLA AND SONS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	P.J. LODOLA AND SONS, INC. PROFIT SHARING PLAN
Plan identification number	001

P.J. LODOLA AND SONS, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Profit-sharing

401k Sponsoring company profile

P.J. LODOLA AND SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name: P.J. LODOLA AND SONS, INC.

Employer identification number (EIN): 060789679

NAIC Classification: 238210
NAIC Description: Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan P.J. LODOLA AND SONS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-07-01 JOHN LODOLA
001 2011-07-01 JOHN LODOLA
001 2009-07-01 JOHN LODOLA

Plan id#	Filing Submission Date	Name of Administrator
001	2012-07-01	JOHN LODOLA
001	2011-07-01	JOHN LODOLA
001	2009-07-01	JOHN LODOLA

Plan Statistics for P.J. LODOLA AND SONS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for P.J. LODOLA AND SONS, INC. PROFIT SHARING PLAN

Measure Date Value
2012: P.J. LODOLA AND SONS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 35
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 0
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 0
Number of participants with account balances 2012-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: P.J. LODOLA AND SONS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 42
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 33
Number of retired or separated participants receiving benefits 2011-07-01 2
Total of all active and inactive participants 2011-07-01 35
Total participants 2011-07-01 35
2009: P.J. LODOLA AND SONS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 34
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 34
Number of retired or separated participants receiving benefits 2009-07-01 2
Total of all active and inactive participants 2009-07-01 36
Total participants 2009-07-01 36
Number of participants with account balances 2009-07-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 2

Measure	Date	Value
2012: P.J. LODOLA AND SONS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	35
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	0
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	0
Number of participants with account balances	2012-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: P.J. LODOLA AND SONS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	42
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	33
Number of retired or separated participants receiving benefits	2011-07-01	2
Total of all active and inactive participants	2011-07-01	35
Total participants	2011-07-01	35
2009: P.J. LODOLA AND SONS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	34
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	34
Number of retired or separated participants receiving benefits	2009-07-01	2
Total of all active and inactive participants	2009-07-01	36
Total participants	2009-07-01	36
Number of participants with account balances	2009-07-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	2

Financial Data on P.J. LODOLA AND SONS, INC. PROFIT SHARING PLAN

Measure	Date	Value
2012 : P.J. LODOLA AND SONS, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$-2,201,676
Total income from all sources	2012-12-31	$185,251
Expenses. Total of all expenses incurred	2012-12-31	$860,738
Benefits paid (including direct rollovers)	2012-12-31	$826,688
Total plan assets at end of year	2012-12-31	$0
Total plan assets at beginning of year	2012-12-31	$2,877,163
Value of fidelity bond covering the plan	2012-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$34,050
Other income received	2012-12-31	$185,251
Net income (gross income less expenses)	2012-12-31	$-675,487
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,877,163
Total income from all sources	2012-06-30	$124,740
Expenses. Total of all expenses incurred	2012-06-30	$51,754
Benefits paid (including direct rollovers)	2012-06-30	$36,254
Total plan assets at end of year	2012-06-30	$2,877,163
Total plan assets at beginning of year	2012-06-30	$2,804,177
Value of fidelity bond covering the plan	2012-06-30	$500,000
Expenses. Other expenses not covered elsewhere	2012-06-30	$15,500
Other income received	2012-06-30	$74,740
Net income (gross income less expenses)	2012-06-30	$72,986
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$2,877,163
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$2,804,177
Total contributions received or receivable from employer(s)	2012-06-30	$50,000
2011 : P.J. LODOLA AND SONS, INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-06-30	$11,374
Total income from all sources	2011-06-30	$488,482
Expenses. Total of all expenses incurred	2011-06-30	$110,093
Benefits paid (including direct rollovers)	2011-06-30	$95,240
Total plan assets at end of year	2011-06-30	$2,804,177
Total plan assets at beginning of year	2011-06-30	$2,437,162
Value of fidelity bond covering the plan	2011-06-30	$500,000
Expenses. Other expenses not covered elsewhere	2011-06-30	$14,853
Other income received	2011-06-30	$488,482
Net income (gross income less expenses)	2011-06-30	$378,389
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$2,804,177
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$2,425,788

Form 5500 Responses for P.J. LODOLA AND SONS, INC. PROFIT SHARING PLAN

2012: P.J. LODOLA AND SONS, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	Yes
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: P.J. LODOLA AND SONS, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: P.J. LODOLA AND SONS, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	P.J. LODOLA AND SONS, INC.
Employer identification number (EIN):	060789679
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors