401k Plan data: APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN plan

APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN 401k Plan overview

Plan Name	APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN
Plan identification number	001

APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan covering Self-Employed individuals.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

APPLEGATE & COMPANY CPAS has sponsored the creation of one or more 401k plans.

Company Name: APPLEGATE & COMPANY CPAS

Employer identification number (EIN): 351623021

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01
001 2013-01-01
001 2012-01-01 PAUL APPLEGATE PAUL APPLEGATE 2013-10-15
001 2011-01-01 PAUL APPLEGATE
001 2010-01-01 PAUL APPLEGATE
001 2009-01-01 PAUL APPLEGATE

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01
001	2013-01-01
001	2012-01-01	PAUL APPLEGATE	PAUL APPLEGATE	2013-10-15
001	2011-01-01	PAUL APPLEGATE
001	2010-01-01	PAUL APPLEGATE
001	2009-01-01	PAUL APPLEGATE

Plan Statistics for APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN

401k plan membership statisitcs for APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN

Measure Date Value
2014: APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of retired or separated participants receiving benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
2010: APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
Total of all active and inactive participants 2010-01-01 7
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
2009: APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2014: APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of retired or separated participants receiving benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
2010: APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Total of all active and inactive participants	2010-01-01	7
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
2009: APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN

Measure	Date	Value
2014 : APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$240,980
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,953,869
Total plan assets at beginning of year	2014-12-31	$1,712,889
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$44,365
Other income received	2014-12-31	$170,593
Net income (gross income less expenses)	2014-12-31	$240,980
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,953,869
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,712,889
Total contributions received or receivable from employer(s)	2014-12-31	$26,022
2013 : APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$193,350
Expenses. Total of all expenses incurred	2013-12-31	$11,494
Benefits paid (including direct rollovers)	2013-12-31	$11,494
Total plan assets at end of year	2013-12-31	$1,712,889
Total plan assets at beginning of year	2013-12-31	$1,531,033
Value of fidelity bond covering the plan	2013-12-31	$180,000
Total contributions received or receivable from participants	2013-12-31	$43,305
Other income received	2013-12-31	$145,714
Net income (gross income less expenses)	2013-12-31	$181,856
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,712,889
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,531,033
Total contributions received or receivable from employer(s)	2013-12-31	$4,331
2012 : APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$111,105
Total plan assets at end of year	2012-12-31	$1,531,033
Total plan assets at beginning of year	2012-12-31	$1,419,928
Value of fidelity bond covering the plan	2012-12-31	$160,000
Total contributions received or receivable from participants	2012-12-31	$43,739
Other income received	2012-12-31	$62,992
Net income (gross income less expenses)	2012-12-31	$111,105
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,531,033
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,419,928
Total contributions received or receivable from employer(s)	2012-12-31	$4,374
2011 : APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$107,957
Total plan assets at end of year	2011-12-31	$1,419,928
Total plan assets at beginning of year	2011-12-31	$1,311,971
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$42,337
Other income received	2011-12-31	$61,386
Net income (gross income less expenses)	2011-12-31	$107,957
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,419,928
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,311,971
Total contributions received or receivable from employer(s)	2011-12-31	$4,234
2010 : APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$114,966
Total plan assets at end of year	2010-12-31	$1,311,971
Total plan assets at beginning of year	2010-12-31	$1,197,005
Value of fidelity bond covering the plan	2010-12-31	$140,000
Total contributions received or receivable from participants	2010-12-31	$43,970
Other income received	2010-12-31	$66,599
Net income (gross income less expenses)	2010-12-31	$114,966
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,311,971
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,197,005
Total contributions received or receivable from employer(s)	2010-12-31	$4,397

Form 5500 Responses for APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN

2014: APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: APPLEGATE & COMPANY CPAS PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: APPLEGATE & COMPANY CPAS PROFIT SHARING 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	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: APPLEGATE & COMPANY CPAS PROFIT SHARING 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: APPLEGATE & COMPANY CPAS PROFIT SHARING 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: APPLEGATE & COMPANY CPAS PROFIT SHARING 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:	APPLEGATE & COMPANY CPAS
Employer identification number (EIN):	351623021
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants