401k Plan data: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST plan

GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST
Plan identification number	001

GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

GENE G. RUSSELL has sponsored the creation of one or more 401k plans.

Company Name: GENE G. RUSSELL

Employer identification number (EIN): 207195814

NAIC Classification: 541213
NAIC Description: Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 GENE G RUSSELL
001 2015-01-01 GENE G RUSSELL
001 2014-01-01 GENE G RUSSELL
001 2013-01-01 GENE G RUSSELL
001 2012-01-01 GENE G RUSSELL
001 2011-01-01 GENE G RUSSELL
001 2010-01-01 GENE G RUSSELL
001 2009-01-01 GENE G RUSSELL

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01	GENE G RUSSELL
001	2015-01-01	GENE G RUSSELL
001	2014-01-01	GENE G RUSSELL
001	2013-01-01	GENE G RUSSELL
001	2012-01-01	GENE G RUSSELL
001	2011-01-01	GENE G RUSSELL
001	2010-01-01	GENE G RUSSELL
001	2009-01-01	GENE G RUSSELL

Plan Statistics for GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST

Measure Date Value
2016: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Total participants 2016-01-01 0
2015: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 2
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
2014: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
2013: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
2012: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
2011: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 3
Total participants 2011-01-01 3
2010: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 3
Total participants 2010-01-01 3
2009: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3

Measure	Date	Value
2016: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Total participants	2016-01-01	0
2015: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	2
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
2014: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
2013: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
2012: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
2011: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	3
Total participants	2011-01-01	3
2010: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	3
Total participants	2010-01-01	3
2009: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3

Financial Data on GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST

Measure	Date	Value
2016 : GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-11-03	$228,817
Expenses. Total of all expenses incurred	2016-11-03	$2,705,918
Benefits paid (including direct rollovers)	2016-11-03	$2,705,918
Total plan assets at beginning of year	2016-11-03	$2,477,101
Value of fidelity bond covering the plan	2016-11-03	$300,000
Other income received	2016-11-03	$228,817
Net income (gross income less expenses)	2016-11-03	$-2,477,101
Net plan assets at beginning of year (total assets less liabilities)	2016-11-03	$2,477,101
2015 : GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$-18,740
Expenses. Total of all expenses incurred	2015-12-31	$54,688
Benefits paid (including direct rollovers)	2015-12-31	$54,688
Total plan assets at end of year	2015-12-31	$2,477,101
Total plan assets at beginning of year	2015-12-31	$2,550,529
Value of fidelity bond covering the plan	2015-12-31	$300,000
Other income received	2015-12-31	$-18,740
Net income (gross income less expenses)	2015-12-31	$-73,428
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,477,101
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,550,529
2014 : GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$428,310
Expenses. Total of all expenses incurred	2014-12-31	$141,211
Benefits paid (including direct rollovers)	2014-12-31	$141,211
Total plan assets at end of year	2014-12-31	$2,550,529
Total plan assets at beginning of year	2014-12-31	$2,263,430
Value of fidelity bond covering the plan	2014-12-31	$300,000
Other income received	2014-12-31	$425,778
Net income (gross income less expenses)	2014-12-31	$287,099
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,550,529
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,263,430
Total contributions received or receivable from employer(s)	2014-12-31	$2,532
2013 : GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$-185,517
Expenses. Total of all expenses incurred	2013-12-31	$80,500
Benefits paid (including direct rollovers)	2013-12-31	$80,500
Total plan assets at end of year	2013-12-31	$2,263,430
Total plan assets at beginning of year	2013-12-31	$2,529,447
Value of fidelity bond covering the plan	2013-12-31	$300,000
Other income received	2013-12-31	$-188,654
Net income (gross income less expenses)	2013-12-31	$-266,017
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,263,430
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,529,447
Total contributions received or receivable from employer(s)	2013-12-31	$3,137
2012 : GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$162,932
Expenses. Total of all expenses incurred	2012-12-31	$101,689
Benefits paid (including direct rollovers)	2012-12-31	$101,689
Total plan assets at end of year	2012-12-31	$2,529,447
Total plan assets at beginning of year	2012-12-31	$2,468,204
Value of fidelity bond covering the plan	2012-12-31	$300,000
Other income received	2012-12-31	$159,988
Net income (gross income less expenses)	2012-12-31	$61,243
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,529,447
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,468,204
Total contributions received or receivable from employer(s)	2012-12-31	$2,944
2011 : GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$546,261
Expenses. Total of all expenses incurred	2011-12-31	$66,900
Benefits paid (including direct rollovers)	2011-12-31	$66,900
Total plan assets at end of year	2011-12-31	$2,468,204
Total plan assets at beginning of year	2011-12-31	$1,988,843
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$12,540
Other income received	2011-12-31	$529,888
Net income (gross income less expenses)	2011-12-31	$479,361
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,468,204
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,988,843
Total contributions received or receivable from employer(s)	2011-12-31	$3,833
2010 : GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$125,644
Expenses. Total of all expenses incurred	2010-12-31	$20,000
Benefits paid (including direct rollovers)	2010-12-31	$20,000
Total plan assets at end of year	2010-12-31	$1,988,843
Total plan assets at beginning of year	2010-12-31	$1,883,199
Value of fidelity bond covering the plan	2010-12-31	$200,000
Other income received	2010-12-31	$121,582
Net income (gross income less expenses)	2010-12-31	$105,644
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,988,843
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,883,199
Total contributions received or receivable from employer(s)	2010-12-31	$4,062

Form 5500 Responses for GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST

2016: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 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
2010: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: GENE G. RUSSELL, CPA SELF- EMPLOYED RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GENE G. RUSSELL
Employer identification number (EIN):	207195814
NAIC Classification:	541213
NAIC Description:	Tax Preparation Services