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SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 401k Plan overview

Plan NameSUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN
Plan identification number 001

SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

SUNDSTROM & MINDLIN LLP PROFIT SHARING P has sponsored the creation of one or more 401k plans.

Company Name:SUNDSTROM & MINDLIN LLP PROFIT SHARING P
Employer identification number (EIN):592783536
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STEVEN MINDLIN2023-06-29
0012021-01-01STEVEN MINDLIN2022-07-15
0012020-01-01WILLIAM E SUNDSTROM2021-10-12
0012019-01-01WILLIAM E SUNDSTROM2020-07-31
0012018-01-01WILLIAM E SUNDSTROM2019-09-09
0012017-01-01
0012017-01-01WILLIAM E SUNDSTROM2019-09-09
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01MARTIN S. FRIEDMAN
0012011-01-01MARTIN S. FRIEDMAN
0012009-01-01MARTIN S. FRIEDMAN
0012009-01-01MARTIN S. FRIEDMAN

Plan Statistics for SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN

401k plan membership statisitcs for SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN

Measure Date Value
2022: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018
Total number of active participants reported on line 7a of the Form 55002022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-018
Total participants2022-01-018
Number of participants with account balances2022-01-018
2021: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0112
Total number of active participants reported on line 7a of the Form 55002021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-018
Total participants2021-01-018
Number of participants with account balances2021-01-018
2020: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0112
Total number of active participants reported on line 7a of the Form 55002020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0112
Total participants2020-01-0112
Number of participants with account balances2020-01-0111
2019: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0112
Total number of active participants reported on line 7a of the Form 55002019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0112
Total participants2019-01-0112
Number of participants with account balances2019-01-0111
2018: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0112
Total number of active participants reported on line 7a of the Form 55002018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0112
Total participants2018-01-0112
Number of participants with account balances2018-01-0111
2017: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0116
Total number of active participants reported on line 7a of the Form 55002017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0112
Total participants2017-01-0112
Number of participants with account balances2017-01-0111
2016: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-019
Total participants2016-01-019
Number of participants with account balances2016-01-019
2015: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0110
Total participants2015-01-0110
Number of participants with account balances2015-01-0110
2014: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0124
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0112
Total participants2014-01-0112
Number of participants with account balances2014-01-0112
2013: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0128
Total number of active participants reported on line 7a of the Form 55002013-01-0113
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-0124
Total participants2013-01-0124
Number of participants with account balances2013-01-0124
2012: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0135
Total number of active participants reported on line 7a of the Form 55002012-01-0128
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0132
Total participants2012-01-0132
Number of participants with account balances2012-01-0128
2011: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0132
Total number of active participants reported on line 7a of the Form 55002011-01-0130
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0135
Total participants2011-01-0135
Number of participants with account balances2011-01-0135
2009: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0130
Total number of active participants reported on line 7a of the Form 55002009-01-0126
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0129
Number of participants with account balances2009-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN

Measure Date Value
2022 : SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-695,253
Expenses. Total of all expenses incurred2022-12-31$103,730
Benefits paid (including direct rollovers)2022-12-31$86,310
Total plan assets at end of year2022-12-31$4,037,658
Total plan assets at beginning of year2022-12-31$4,836,641
Value of fidelity bond covering the plan2022-12-31$600,000
Total contributions received or receivable from participants2022-12-31$18,700
Other income received2022-12-31$-732,965
Net income (gross income less expenses)2022-12-31$-798,983
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,037,658
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,836,641
Assets. Value of participant loans2022-12-31$16,193
Total contributions received or receivable from employer(s)2022-12-31$19,012
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$17,420
2021 : SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$668,918
Expenses. Total of all expenses incurred2021-12-31$97,946
Benefits paid (including direct rollovers)2021-12-31$79,873
Total plan assets at end of year2021-12-31$4,836,641
Total plan assets at beginning of year2021-12-31$4,265,669
Value of fidelity bond covering the plan2021-12-31$600,000
Total contributions received or receivable from participants2021-12-31$13,500
Other income received2021-12-31$635,732
Net income (gross income less expenses)2021-12-31$570,972
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,836,641
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,265,669
Assets. Value of participant loans2021-12-31$23,190
Total contributions received or receivable from employer(s)2021-12-31$19,686
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$18,073
2020 : SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$416,520
Expenses. Total of all expenses incurred2020-12-31$404,636
Benefits paid (including direct rollovers)2020-12-31$388,821
Total plan assets at end of year2020-12-31$4,265,669
Total plan assets at beginning of year2020-12-31$4,253,785
Value of fidelity bond covering the plan2020-12-31$600,000
Total contributions received or receivable from participants2020-12-31$17,200
Other income received2020-12-31$381,693
Net income (gross income less expenses)2020-12-31$11,884
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,265,669
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,253,785
Assets. Value of participant loans2020-12-31$22,623
Total contributions received or receivable from employer(s)2020-12-31$17,627
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$15,815
2019 : SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$754,479
Expenses. Total of all expenses incurred2019-12-31$71,601
Benefits paid (including direct rollovers)2019-12-31$55,973
Total plan assets at end of year2019-12-31$4,253,785
Total plan assets at beginning of year2019-12-31$3,570,907
Value of fidelity bond covering the plan2019-12-31$600,000
Total contributions received or receivable from participants2019-12-31$29,400
Other income received2019-12-31$699,506
Net income (gross income less expenses)2019-12-31$682,878
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,253,785
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,570,907
Assets. Value of participant loans2019-12-31$28,718
Total contributions received or receivable from employer(s)2019-12-31$25,573
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$15,628
2018 : SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-92,068
Expenses. Total of all expenses incurred2018-12-31$73,970
Benefits paid (including direct rollovers)2018-12-31$58,755
Total plan assets at end of year2018-12-31$3,570,906
Total plan assets at beginning of year2018-12-31$3,736,944
Value of fidelity bond covering the plan2018-12-31$600,000
Total contributions received or receivable from participants2018-12-31$28,900
Other income received2018-12-31$-137,620
Net income (gross income less expenses)2018-12-31$-166,038
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,570,906
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,736,944
Assets. Value of participant loans2018-12-31$23,148
Total contributions received or receivable from employer(s)2018-12-31$16,652
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$15,215
2017 : SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$499,586
Expenses. Total of all expenses incurred2017-12-31$78,578
Benefits paid (including direct rollovers)2017-12-31$64,569
Total plan assets at end of year2017-12-31$3,756,669
Total plan assets at beginning of year2017-12-31$3,335,661
Value of fidelity bond covering the plan2017-12-31$600,000
Total contributions received or receivable from participants2017-12-31$44,650
Other income received2017-12-31$422,521
Net income (gross income less expenses)2017-12-31$421,008
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,756,669
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,335,661
Assets. Value of participant loans2017-12-31$3,086
Total contributions received or receivable from employer(s)2017-12-31$32,415
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$14,009
2016 : SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$356,281
Expenses. Total of all expenses incurred2016-12-31$14,943
Benefits paid (including direct rollovers)2016-12-31$2,617
Total plan assets at end of year2016-12-31$3,335,661
Total plan assets at beginning of year2016-12-31$2,994,323
Value of fidelity bond covering the plan2016-12-31$600,000
Total contributions received or receivable from participants2016-12-31$47,350
Other income received2016-12-31$239,933
Net income (gross income less expenses)2016-12-31$341,338
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,335,661
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,994,323
Total contributions received or receivable from employer(s)2016-12-31$68,998
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$12,326
2015 : SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$86,255
Expenses. Total of all expenses incurred2015-12-31$174,421
Benefits paid (including direct rollovers)2015-12-31$161,957
Total plan assets at end of year2015-12-31$2,994,323
Total plan assets at beginning of year2015-12-31$3,082,489
Value of fidelity bond covering the plan2015-12-31$600,000
Total contributions received or receivable from participants2015-12-31$66,795
Other income received2015-12-31$-9,950
Net income (gross income less expenses)2015-12-31$-88,166
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,994,323
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,082,489
Total contributions received or receivable from employer(s)2015-12-31$29,410
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$12,464
2014 : SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$307,239
Expenses. Total of all expenses incurred2014-12-31$2,288,740
Benefits paid (including direct rollovers)2014-12-31$2,272,876
Total plan assets at end of year2014-12-31$3,082,489
Total plan assets at beginning of year2014-12-31$5,063,990
Value of fidelity bond covering the plan2014-12-31$600,000
Total contributions received or receivable from participants2014-12-31$72,500
Other income received2014-12-31$221,390
Net income (gross income less expenses)2014-12-31$-1,981,501
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,082,489
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,063,990
Total contributions received or receivable from employer(s)2014-12-31$13,349
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$15,864
2013 : SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$707,898
Expenses. Total of all expenses incurred2013-12-31$1,466,078
Benefits paid (including direct rollovers)2013-12-31$1,435,168
Total plan assets at end of year2013-12-31$5,063,990
Total plan assets at beginning of year2013-12-31$5,822,170
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$71,779
Other income received2013-12-31$616,256
Net income (gross income less expenses)2013-12-31$-758,180
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,063,990
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$5,822,170
Total contributions received or receivable from employer(s)2013-12-31$19,863
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$30,910
2012 : SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,026,142
Expenses. Total of all expenses incurred2012-12-31$2,721,501
Benefits paid (including direct rollovers)2012-12-31$2,719,101
Total plan assets at end of year2012-12-31$5,822,170
Total plan assets at beginning of year2012-12-31$7,517,529
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$235,060
Other income received2012-12-31$691,082
Net income (gross income less expenses)2012-12-31$-1,695,359
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,822,170
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$7,517,529
Total contributions received or receivable from employer(s)2012-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,400
2011 : SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$502,794
Expenses. Total of all expenses incurred2011-12-31$13,716
Benefits paid (including direct rollovers)2011-12-31$10,899
Total plan assets at end of year2011-12-31$7,517,529
Total plan assets at beginning of year2011-12-31$7,028,451
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$334,947
Other income received2011-12-31$67,847
Net income (gross income less expenses)2011-12-31$489,078
Net plan assets at end of year (total assets less liabilities)2011-12-31$7,517,529
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$7,028,451
Total contributions received or receivable from employer(s)2011-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,817
2010 : SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,186,575
Expenses. Total of all expenses incurred2010-12-31$8,900
Benefits paid (including direct rollovers)2010-12-31$6,500
Total plan assets at end of year2010-12-31$7,028,451
Total plan assets at beginning of year2010-12-31$5,850,776
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$227,103
Other income received2010-12-31$702,429
Net income (gross income less expenses)2010-12-31$1,177,675
Net plan assets at end of year (total assets less liabilities)2010-12-31$7,028,451
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,850,776
Total contributions received or receivable from employer(s)2010-12-31$257,043
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,400

Form 5500 Responses for SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN

2022: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SUNDSTROM & MINDLIN, LLP PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberN990098500
Policy instance 1
Insurance contract or identification numberN990098500
Number of Individuals Covered1
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberN990098500
Policy instance 1
Insurance contract or identification numberN990098500
Number of Individuals Covered1
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberN990098500
Policy instance 1
Insurance contract or identification numberN990098500
Number of Individuals Covered1
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberN990098500
Policy instance 1
Insurance contract or identification numberN990098500
Number of Individuals Covered1
Insurance policy start date2009-10-01
Insurance policy end date2010-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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