401k Plan data: WOODWARD, HOBSON & FULTON 401(K) PROFIT SHARING PLAN plan

WOODWARD, HOBSON & FULTON 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WOODWARD, HOBSON & FULTON 401(K) PROFIT SHARING PLAN
Plan identification number	002

WOODWARD, HOBSON & FULTON 401(K) PROFIT SHARING PLAN 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan covering Self-Employed individuals.
Life insurance

401k Sponsoring company profile

WOODWARD, HOBSON & FULTON, L.L.P. has sponsored the creation of one or more 401k plans.

Company Name: WOODWARD, HOBSON & FULTON, L.L.P.

Employer identification number (EIN): 610424104

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOODWARD, HOBSON & FULTON 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2011-01-01 ROBERT HALLENBERG
002 2010-01-01 ROBERT HALLENBERG
002 2009-01-01
002 2009-01-01 ROBERT HALLENBERG

Plan Statistics for WOODWARD, HOBSON & FULTON 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WOODWARD, HOBSON & FULTON 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: WOODWARD, HOBSON & FULTON 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 134
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 0
Total of all active and inactive participants 2011-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 0
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: WOODWARD, HOBSON & FULTON 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 0
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 134
Total of all active and inactive participants 2010-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 134
Number of participants with account balances 2010-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: WOODWARD, HOBSON & FULTON 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 111
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 25
Total of all active and inactive participants 2009-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 136
Number of participants with account balances 2009-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: WOODWARD, HOBSON & FULTON 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	134
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	0
Total of all active and inactive participants	2011-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	0
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: WOODWARD, HOBSON & FULTON 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	0
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	134
Total of all active and inactive participants	2010-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	134
Number of participants with account balances	2010-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: WOODWARD, HOBSON & FULTON 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	111
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	25
Total of all active and inactive participants	2009-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	136
Number of participants with account balances	2009-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WOODWARD, HOBSON & FULTON 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2011 : WOODWARD, HOBSON & FULTON 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$11,854
Total income from all sources (including contributions)	2011-12-31	$58,952
Total loss/gain on sale of assets	2011-12-31	$58,507
Total of all expenses incurred	2011-12-31	$19,696,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$19,649,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$0
Value of total assets at end of year	2011-12-31	$0
Value of total assets at beginning of year	2011-12-31	$19,649,578
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$46,688
Total interest from all sources	2011-12-31	$-9,447
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$8,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2011-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$782
Administrative expenses professional fees incurred	2011-12-31	$8,266
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$23,300
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$417,996
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$11,004
Other income not declared elsewhere	2011-12-31	$982
Administrative expenses (other) incurred	2011-12-31	$300
Liabilities. Value of operating payables at end of year	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$11,854
Total non interest bearing cash at beginning of year	2011-12-31	$13,007,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-19,637,724
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$19,637,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$40,174
Investment advisory and management fees	2011-12-31	$10,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,904,475
Interest earned on other investments	2011-12-31	$-11,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,191,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,191,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$1,557
Asset value of US Government securities at beginning of year	2011-12-31	$25
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Income. Dividends from common stock	2011-12-31	$8,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$19,649,988
Contract administrator fees	2011-12-31	$27,496
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$2,053,824
Did the plan have assets held for investment	2011-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	Yes
Aggregate proceeds on sale of assets	2011-12-31	$5,380,587
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$5,322,080
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN	2011-12-31	271235638
2010 : WOODWARD, HOBSON & FULTON 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$165,557
Total unrealized appreciation/depreciation of assets	2010-12-31	$165,557
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$11,854
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,430,093
Total loss/gain on sale of assets	2010-12-31	$1,529,452
Total of all expenses incurred	2010-12-31	$5,423,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$5,230,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$0
Value of total assets at end of year	2010-12-31	$19,649,578
Value of total assets at beginning of year	2010-12-31	$22,631,021
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$193,182
Total interest from all sources	2010-12-31	$207,901
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$271,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2010-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$81,768
Administrative expenses professional fees incurred	2010-12-31	$8,800
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$23,300
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$81,505
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$417,996
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$388,074
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$11,004
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$104,824
Other income not declared elsewhere	2010-12-31	$35,399
Administrative expenses (other) incurred	2010-12-31	$2,164
Liabilities. Value of operating payables at end of year	2010-12-31	$11,854
Total non interest bearing cash at end of year	2010-12-31	$13,007,332
Total non interest bearing cash at beginning of year	2010-12-31	$17,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-2,993,297
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$19,637,724
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$22,631,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$40,174
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$30,237
Investment advisory and management fees	2010-12-31	$147,454
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,904,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,841,773
Interest earned on other investments	2010-12-31	$-93,521
Income. Interest from US Government securities	2010-12-31	$91,090
Income. Interest from corporate debt instruments	2010-12-31	$206,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,191,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$2,941,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$2,941,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$3,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Asset value of US Government securities at end of year	2010-12-31	$25
Asset value of US Government securities at beginning of year	2010-12-31	$1,927,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$220,302
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Income. Dividends from preferred stock	2010-12-31	$2,844
Income. Dividends from common stock	2010-12-31	$186,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$5,230,208
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$4,284,922
Contract administrator fees	2010-12-31	$34,764
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$2,053,824
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$10,012,822
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$59,118,092
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$57,588,640
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN	2010-12-31	271235638
2009 : WOODWARD, HOBSON & FULTON 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WOODWARD, HOBSON & FULTON 401(K) PROFIT SHARING PLAN

2011: WOODWARD, HOBSON & FULTON 401(K) 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	Yes
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: WOODWARD, HOBSON & FULTON 401(K) 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 – 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: WOODWARD, HOBSON & FULTON 401(K) 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 – 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:	WOODWARD, HOBSON & FULTON, L.L.P.
Employer identification number (EIN):	610424104
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator
002	2011-01-01	ROBERT HALLENBERG
002	2010-01-01	ROBERT HALLENBERG
002	2009-01-01
002	2009-01-01	ROBERT HALLENBERG