401k Plan data: COLE, EVANS & PETERSON PROFIT-SHARING PLAN plan

COLE, EVANS & PETERSON PROFIT-SHARING PLAN 401k Plan overview

Plan Name	COLE, EVANS & PETERSON PROFIT-SHARING PLAN
Plan identification number	002

COLE, EVANS & PETERSON PROFIT-SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COLE, EVANS & PETERSON has sponsored the creation of one or more 401k plans.

Company Name: COLE, EVANS & PETERSON

Employer identification number (EIN): 720506596

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLE, EVANS & PETERSON PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01 BAILEY B. BAYNHAM 2023-01-28
002 2020-07-01 BAILEY B. BAYNHAM 2022-01-25
002 2019-07-01 BAILEY B. BAYNHAM 2021-01-27
002 2018-07-01 BAILEY B. BAYNHAM, CPA 2019-12-04
002 2017-07-01 BAILEY B. BAYNHAM, CPA 2019-01-22
002 2016-07-01 BAILEY B. BAYNHAM, CPA 2018-01-19
002 2015-07-01 BAILEY B. BAYNHAM, CPA 2016-12-27
002 2014-07-01 BAILEY B. BAYNHAM, CPA 2016-01-06
002 2013-07-01 BAILEY B. BAYNHAM, CPA 2015-01-22
002 2012-07-01 BAILEY B. BAYNHAM, CPA 2014-01-27
002 2011-07-01 BAILEY B. BAYNHAM
002 2010-07-01 BAILEY B. BAYNHAM
002 2009-07-01 BAILEY B. BAYNHAM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-07-01	BAILEY B. BAYNHAM	2023-01-28
002	2020-07-01	BAILEY B. BAYNHAM	2022-01-25
002	2019-07-01	BAILEY B. BAYNHAM	2021-01-27
002	2018-07-01	BAILEY B. BAYNHAM, CPA	2019-12-04
002	2017-07-01	BAILEY B. BAYNHAM, CPA	2019-01-22
002	2016-07-01	BAILEY B. BAYNHAM, CPA	2018-01-19
002	2015-07-01	BAILEY B. BAYNHAM, CPA	2016-12-27
002	2014-07-01	BAILEY B. BAYNHAM, CPA	2016-01-06
002	2013-07-01	BAILEY B. BAYNHAM, CPA	2015-01-22
002	2012-07-01	BAILEY B. BAYNHAM, CPA	2014-01-27
002	2011-07-01	BAILEY B. BAYNHAM
002	2010-07-01	BAILEY B. BAYNHAM
002	2009-07-01	BAILEY B. BAYNHAM

Plan Statistics for COLE, EVANS & PETERSON PROFIT-SHARING PLAN

401k plan membership statisitcs for COLE, EVANS & PETERSON PROFIT-SHARING PLAN

Measure Date Value
2011: COLE, EVANS & PETERSON PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 69
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 50
Number of retired or separated participants receiving benefits 2011-07-01 3
Number of other retired or separated participants entitled to future benefits 2011-07-01 13
Total of all active and inactive participants 2011-07-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 66
Number of participants with account balances 2011-07-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: COLE, EVANS & PETERSON PROFIT-SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 69
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 53
Number of retired or separated participants receiving benefits 2010-07-01 1
Number of other retired or separated participants entitled to future benefits 2010-07-01 14
Total of all active and inactive participants 2010-07-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 1
Total participants 2010-07-01 69
Number of participants with account balances 2010-07-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: COLE, EVANS & PETERSON PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 63
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 51
Number of retired or separated participants receiving benefits 2009-07-01 2
Number of other retired or separated participants entitled to future benefits 2009-07-01 15
Total of all active and inactive participants 2009-07-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 1
Total participants 2009-07-01 69
Number of participants with account balances 2009-07-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2011: COLE, EVANS & PETERSON PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	69
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	50
Number of retired or separated participants receiving benefits	2011-07-01	3
Number of other retired or separated participants entitled to future benefits	2011-07-01	13
Total of all active and inactive participants	2011-07-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	66
Number of participants with account balances	2011-07-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: COLE, EVANS & PETERSON PROFIT-SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	69
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	53
Number of retired or separated participants receiving benefits	2010-07-01	1
Number of other retired or separated participants entitled to future benefits	2010-07-01	14
Total of all active and inactive participants	2010-07-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	1
Total participants	2010-07-01	69
Number of participants with account balances	2010-07-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: COLE, EVANS & PETERSON PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	63
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	51
Number of retired or separated participants receiving benefits	2009-07-01	2
Number of other retired or separated participants entitled to future benefits	2009-07-01	15
Total of all active and inactive participants	2009-07-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	1
Total participants	2009-07-01	69
Number of participants with account balances	2009-07-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on COLE, EVANS & PETERSON PROFIT-SHARING PLAN

Measure	Date	Value
2012 : COLE, EVANS & PETERSON PROFIT-SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$1,756,147
Expenses. Total of all expenses incurred	2012-06-30	$323,805
Benefits paid (including direct rollovers)	2012-06-30	$323,725
Total plan assets at end of year	2012-06-30	$17,588,792
Total plan assets at beginning of year	2012-06-30	$16,156,450
Value of fidelity bond covering the plan	2012-06-30	$500,000
Expenses. Other expenses not covered elsewhere	2012-06-30	$80
Other income received	2012-06-30	$868,255
Net income (gross income less expenses)	2012-06-30	$1,432,342
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$17,588,792
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$16,156,450
Total contributions received or receivable from employer(s)	2012-06-30	$887,892
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : COLE, EVANS & PETERSON PROFIT-SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$4,080,700
Expenses. Total of all expenses incurred	2011-06-30	$652,954
Benefits paid (including direct rollovers)	2011-06-30	$652,874
Total plan assets at end of year	2011-06-30	$16,156,450
Total plan assets at beginning of year	2011-06-30	$12,728,704
Value of fidelity bond covering the plan	2011-06-30	$500,000
Expenses. Other expenses not covered elsewhere	2011-06-30	$80
Other income received	2011-06-30	$3,248,936
Net income (gross income less expenses)	2011-06-30	$3,427,746
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$16,156,450
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$12,728,704
Total contributions received or receivable from employer(s)	2011-06-30	$831,764
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : COLE, EVANS & PETERSON PROFIT-SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for COLE, EVANS & PETERSON PROFIT-SHARING PLAN

2011: COLE, EVANS & PETERSON PROFIT-SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: COLE, EVANS & PETERSON PROFIT-SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: COLE, EVANS & PETERSON PROFIT-SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COLE, EVANS & PETERSON
Employer identification number (EIN):	720506596
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants