401k Plan data: ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST plan

ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST
Plan identification number	001

ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 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
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.
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

ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP has sponsored the creation of one or more 401k plans.

Company Name: ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP

Employer identification number (EIN): 561903029

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 DONALD K. SPECKHARD
001 2014-01-01 DONALD K. SPECKHARD
001 2013-01-01 DONALD K. SPECKHARD
001 2012-01-01 DONALD K. SPECKHARD
001 2011-01-01 DONALD K. SPECKHARD
001 2010-01-01 KATHRYN ST. DENIS
001 2009-01-01 JULIA KAY

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	DONALD K. SPECKHARD
001	2014-01-01	DONALD K. SPECKHARD
001	2013-01-01	DONALD K. SPECKHARD
001	2012-01-01	DONALD K. SPECKHARD
001	2011-01-01	DONALD K. SPECKHARD
001	2010-01-01	KATHRYN ST. DENIS
001	2009-01-01	JULIA KAY

Plan Statistics for ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST

Measure Date Value
2014: ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 2
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 2
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
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 3
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
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 2
Total of all active and inactive participants 2010-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 8
Number of participants with account balances 2010-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
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 3
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2014: ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	2
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	2
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
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	3
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
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	2
Total of all active and inactive participants	2010-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	8
Number of participants with account balances	2010-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
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	3
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2014 : ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$56,602
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$29,902
Total plan assets at end of year	2014-12-31	$1,571,857
Total plan assets at beginning of year	2014-12-31	$1,515,255
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$12,901
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$72,406
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$56,602
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,571,857
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,515,255
Assets. Value of participant loans	2014-12-31	$39,961
Assets. Value of real-estate (other than employer real property)	2014-12-31	$38,250
Total contributions received or receivable from employer(s)	2014-12-31	$56,602
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,010
2013 : ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$223,799
Expenses. Total of all expenses incurred	2013-12-31	$69,092
Benefits paid (including direct rollovers)	2013-12-31	$26,936
Total plan assets at end of year	2013-12-31	$1,515,255
Total plan assets at beginning of year	2013-12-31	$1,360,548
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$41,061
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$178,836
Net income (gross income less expenses)	2013-12-31	$154,707
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,515,255
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,360,548
Assets. Value of participant loans	2013-12-31	$39,961
Assets. Value of real-estate (other than employer real property)	2013-12-31	$38,250
Total contributions received or receivable from employer(s)	2013-12-31	$44,963
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,095
2012 : ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$207,418
Expenses. Total of all expenses incurred	2012-12-31	$12,121
Benefits paid (including direct rollovers)	2012-12-31	$10,840
Total plan assets at end of year	2012-12-31	$1,360,548
Total plan assets at beginning of year	2012-12-31	$1,165,251
Value of fidelity bond covering the plan	2012-12-31	$100,000
Other income received	2012-12-31	$144,997
Net income (gross income less expenses)	2012-12-31	$195,297
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,360,548
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,165,251
Assets. Value of participant loans	2012-12-31	$42,713
Assets. Value of real-estate (other than employer real property)	2012-12-31	$38,250
Total contributions received or receivable from employer(s)	2012-12-31	$62,421
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,281
2011 : ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$185
Total income from all sources	2011-12-31	$85,989
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,165,251
Total plan assets at beginning of year	2011-12-31	$1,079,447
Value of fidelity bond covering the plan	2011-12-31	$100,000
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	$16,372
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$85,989
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,165,251
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,079,262
Assets. Value of participant loans	2011-12-31	$44,918
Assets. Value of real-estate (other than employer real property)	2011-12-31	$38,250
Total contributions received or receivable from employer(s)	2011-12-31	$69,617
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	$0
2010 : ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$185
Total plan liabilities at beginning of year	2010-12-31	$185
Total income from all sources	2010-12-31	$148,812
Expenses. Total of all expenses incurred	2010-12-31	$17,222
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,079,447
Total plan assets at beginning of year	2010-12-31	$947,857
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$17,222
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$88,524
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$131,590
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,079,262
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$947,672
Assets. Value of participant loans	2010-12-31	$47,465
Assets. Value of real-estate (other than employer real property)	2010-12-31	$38,250
Total contributions received or receivable from employer(s)	2010-12-31	$60,288
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST

2014: ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP PROFIT SHARING PLAN & TRUST 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ALEXANDER RALSTON, SPECKHARD & SPECKHARD, LLP
Employer identification number (EIN):	561903029
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers