401k Plan data: ROBERT GARRETT WEST & COMPANY OWNER ONLY 401K 010105 plan

ROBERT GARRETT WEST & COMPANY OWNER ONLY 401K 010105 401k Plan overview

Plan Name	ROBERT GARRETT WEST & COMPANY OWNER ONLY 401K 010105
Plan identification number	323

ROBERT GARRETT WEST & COMPANY OWNER ONLY 401K 010105 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.

401k Sponsoring company profile

ROBERT GARRETT WEST & COMPANY OWNER ONLY 401 K 01/01/05 has sponsored the creation of one or more 401k plans.

Company Name: ROBERT GARRETT WEST & COMPANY OWNER ONLY 401 K 01/01/05

Employer identification number (EIN): 680219981

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT GARRETT WEST & COMPANY OWNER ONLY 401K 010105

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
323 2011-01-01 ROBERT GARRETT WEST
323 2010-01-01 ROBERT GARRETT WEST
323 2009-01-01 ROBERT GARRETT WEST

Plan id#	Filing Submission Date	Name of Administrator
323	2011-01-01	ROBERT GARRETT WEST
323	2010-01-01	ROBERT GARRETT WEST
323	2009-01-01	ROBERT GARRETT WEST

Plan Statistics for ROBERT GARRETT WEST & COMPANY OWNER ONLY 401K 010105

401k plan membership statisitcs for ROBERT GARRETT WEST & COMPANY OWNER ONLY 401K 010105

Measure Date Value
2011: ROBERT GARRETT WEST & COMPANY OWNER ONLY 401K 010105 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Total of all active and inactive participants 2011-01-01 1
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
2010: ROBERT GARRETT WEST & COMPANY OWNER ONLY 401K 010105 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
Total of all active and inactive participants 2010-01-01 1
Total participants 2010-01-01 1
Number of participants with account balances 2010-01-01 1
2009: ROBERT GARRETT WEST & COMPANY OWNER ONLY 401K 010105 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Total of all active and inactive participants 2009-01-01 1
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 1

Measure	Date	Value
2011: ROBERT GARRETT WEST & COMPANY OWNER ONLY 401K 010105 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Total of all active and inactive participants	2011-01-01	1
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
2010: ROBERT GARRETT WEST & COMPANY OWNER ONLY 401K 010105 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
Total of all active and inactive participants	2010-01-01	1
Total participants	2010-01-01	1
Number of participants with account balances	2010-01-01	1
2009: ROBERT GARRETT WEST & COMPANY OWNER ONLY 401K 010105 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Total of all active and inactive participants	2009-01-01	1
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	1

Financial Data on ROBERT GARRETT WEST & COMPANY OWNER ONLY 401K 010105

Measure	Date	Value
2011 : ROBERT GARRETT WEST & COMPANY OWNER ONLY 401K 010105 2011 401k financial data
Total income from all sources	2011-12-31	$2,316
Expenses. Total of all expenses incurred	2011-12-31	$1,576
Total plan assets at end of year	2011-12-31	$170,109
Total plan assets at beginning of year	2011-12-31	$169,369
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,576
Other income received	2011-12-31	$2,316
Net income (gross income less expenses)	2011-12-31	$740
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$170,109
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$169,369
2010 : ROBERT GARRETT WEST & COMPANY OWNER ONLY 401K 010105 2010 401k financial data
Total income from all sources	2010-12-31	$17,189
Expenses. Total of all expenses incurred	2010-12-31	$49,204
Benefits paid (including direct rollovers)	2010-12-31	$32,015
Total plan assets at end of year	2010-12-31	$169,369
Total plan assets at beginning of year	2010-12-31	$201,384
Expenses. Other expenses not covered elsewhere	2010-12-31	$150
Contributions received from other sources (not participants or employers)	2010-12-31	$10,157
Other income received	2010-12-31	$7,032
Net income (gross income less expenses)	2010-12-31	$-32,015
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$169,369
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$201,384
Value of corrective distributions	2010-12-31	$17,039

Form 5500 Responses for ROBERT GARRETT WEST & COMPANY OWNER ONLY 401K 010105

2011: ROBERT GARRETT WEST & COMPANY OWNER ONLY 401K 010105 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: ROBERT GARRETT WEST & COMPANY OWNER ONLY 401K 010105 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: ROBERT GARRETT WEST & COMPANY OWNER ONLY 401K 010105 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT GARRETT WEST & COMPANY OWNER ONLY 401 K 01/01/05
Employer identification number (EIN):	680219981
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants