401k Plan data: LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN plan

LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN 401k Plan overview

Plan Name	LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN
Plan identification number	001

LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

LARRY SAMPLE & ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name: LARRY SAMPLE & ASSOCIATES, P.C.

Employer identification number (EIN): 134228516

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 LARRY SAMPLE LARRY SAMPLE 2012-08-03
001 2011-01-01 LARRY SAMPLE LARRY SAMPLE 2012-05-14
001 2010-01-01 LARRY SAMPLE LARRY SAMPLE 2011-06-14
001 2009-01-01 LARRY SAMPLE LARRY SAMPLE 2010-07-27

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	LARRY SAMPLE	LARRY SAMPLE	2012-08-03
001	2011-01-01	LARRY SAMPLE	LARRY SAMPLE	2012-05-14
001	2010-01-01	LARRY SAMPLE	LARRY SAMPLE	2011-06-14
001	2009-01-01	LARRY SAMPLE	LARRY SAMPLE	2010-07-27

Plan Statistics for LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN

401k plan membership statisitcs for LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN

Measure Date Value
2012: LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
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 4
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
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	4
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN

Measure	Date	Value
2012 : LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-04-30	$30,410
Expenses. Total of all expenses incurred	2012-04-30	$223,230
Benefits paid (including direct rollovers)	2012-04-30	$223,230
Total plan assets at end of year	2012-04-30	$0
Total plan assets at beginning of year	2012-04-30	$192,820
Value of fidelity bond covering the plan	2012-04-30	$100,000
Total contributions received or receivable from participants	2012-04-30	$0
Other income received	2012-04-30	$30,410
Net income (gross income less expenses)	2012-04-30	$-192,820
Net plan assets at end of year (total assets less liabilities)	2012-04-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2012-04-30	$192,820
Total contributions received or receivable from employer(s)	2012-04-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-04-30	$0
2011 : LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$80,354
Expenses. Total of all expenses incurred	2011-12-31	$743,487
Benefits paid (including direct rollovers)	2011-12-31	$743,487
Total plan assets at end of year	2011-12-31	$192,820
Total plan assets at beginning of year	2011-12-31	$855,953
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$45,852
Other income received	2011-12-31	$-11,820
Net income (gross income less expenses)	2011-12-31	$-663,133
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$192,820
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$855,953
Total contributions received or receivable from employer(s)	2011-12-31	$46,322
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$186,369
Expenses. Total of all expenses incurred	2010-12-31	$1,229
Total plan assets at end of year	2010-12-31	$855,953
Total plan assets at beginning of year	2010-12-31	$670,813
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$54,113
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,229
Other income received	2010-12-31	$79,162
Net income (gross income less expenses)	2010-12-31	$185,140
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$855,953
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$670,813
Total contributions received or receivable from employer(s)	2010-12-31	$53,094

Form 5500 Responses for LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN

2012: LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN 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 - Trust	Yes
2010: LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LARRY SAMPLE & ASSOCIATES, P.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LARRY SAMPLE & ASSOCIATES, P.C.
Employer identification number (EIN):	134228516
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants