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| Plan Name | LEWIS MEERS CPA S P. C. FLEXIBLE BENEFIT PLAN |
| Plan identification number | 505 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | LEWIS MEERS, CPA, PC |
| Employer identification number (EIN): | 751797771 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 505 | 2010-01-01 | LEWIS MEERS | LEWIS MEERS | 2011-07-26 | |
| 505 | 2009-01-01 | LEWIS MEERS | LEWIS MEERS | 2010-07-16 |
| Measure | Date | Value |
|---|---|---|
| 2010: LEWIS MEERS CPA S P. C. FLEXIBLE BENEFIT PLAN 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 2 |
| 2009: LEWIS MEERS CPA S P. C. FLEXIBLE BENEFIT PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Total participants | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2010 : LEWIS MEERS CPA S P. C. FLEXIBLE BENEFIT PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $7,448 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $8,446 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $7,448 |
| Total plan assets at end of year | 2010-12-31 | $6 |
| Total plan assets at beginning of year | 2010-12-31 | $1,004 |
| Total contributions received or receivable from participants | 2010-12-31 | $7,448 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $998 |
| Net income (gross income less expenses) | 2010-12-31 | $-998 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,004 |
| 2010: LEWIS MEERS CPA S P. C. FLEXIBLE BENEFIT 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 – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LEWIS MEERS CPA S P. C. FLEXIBLE BENEFIT 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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