401k Plan data: SUTTON FROST CARY LLP 401K PLAN plan

SUTTON FROST CARY LLP 401K PLAN 401k Plan overview

Plan Name	SUTTON FROST CARY LLP 401K PLAN
Plan identification number	001

SUTTON FROST CARY LLP 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.

401k Sponsoring company profile

SUTTON FROST CARY LLP has sponsored the creation of one or more 401k plans.

Company Name: SUTTON FROST CARY LLP

Employer identification number (EIN): 752593210

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUTTON FROST CARY LLP 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 JOHN SUTTON 2016-06-22
001 2014-01-01 JOHN SUTTON
001 2013-01-01 JOHN SUTTON
001 2012-01-01 JOHN SUTTON
001 2011-01-01 JOHN SUTTON
001 2009-01-01 JOHN SUTTON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2015-01-01	JOHN SUTTON	2016-06-22
001	2014-01-01	JOHN SUTTON
001	2013-01-01	JOHN SUTTON
001	2012-01-01	JOHN SUTTON
001	2011-01-01	JOHN SUTTON
001	2009-01-01	JOHN SUTTON

Plan Statistics for SUTTON FROST CARY LLP 401K PLAN

401k plan membership statisitcs for SUTTON FROST CARY LLP 401K PLAN

Measure Date Value
2014: SUTTON FROST CARY LLP 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 12
2013: SUTTON FROST CARY LLP 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Total of all active and inactive participants 2013-01-01 10
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
2012: SUTTON FROST CARY LLP 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Total of all active and inactive participants 2012-01-01 10
Total participants 2012-01-01 10
Number of participants with account balances 2012-01-01 10
2011: SUTTON FROST CARY LLP 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
2009: SUTTON FROST CARY LLP 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2014: SUTTON FROST CARY LLP 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	12
2013: SUTTON FROST CARY LLP 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Total of all active and inactive participants	2013-01-01	10
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
2012: SUTTON FROST CARY LLP 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Total of all active and inactive participants	2012-01-01	10
Total participants	2012-01-01	10
Number of participants with account balances	2012-01-01	10
2011: SUTTON FROST CARY LLP 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
2009: SUTTON FROST CARY LLP 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on SUTTON FROST CARY LLP 401K PLAN

Measure	Date	Value
2014 : SUTTON FROST CARY LLP 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$270,894
Expenses. Total of all expenses incurred	2014-12-31	$10,733
Benefits paid (including direct rollovers)	2014-12-31	$10,452
Total plan assets at end of year	2014-12-31	$1,689,436
Total plan assets at beginning of year	2014-12-31	$1,429,275
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$108,645
Expenses. Other expenses not covered elsewhere	2014-12-31	$281
Contributions received from other sources (not participants or employers)	2014-12-31	$3,316
Other income received	2014-12-31	$158,933
Net income (gross income less expenses)	2014-12-31	$260,161
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,689,436
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,429,275
2013 : SUTTON FROST CARY LLP 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$376,166
Expenses. Total of all expenses incurred	2013-12-31	$300
Total plan assets at end of year	2013-12-31	$1,429,275
Total plan assets at beginning of year	2013-12-31	$1,053,409
Total contributions received or receivable from participants	2013-12-31	$100,143
Expenses. Other expenses not covered elsewhere	2013-12-31	$300
Contributions received from other sources (not participants or employers)	2013-12-31	$3,177
Other income received	2013-12-31	$272,846
Net income (gross income less expenses)	2013-12-31	$375,866
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,429,275
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,053,409
2012 : SUTTON FROST CARY LLP 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$237,440
Expenses. Total of all expenses incurred	2012-12-31	$14,825
Benefits paid (including direct rollovers)	2012-12-31	$14,525
Total plan assets at end of year	2012-12-31	$1,053,409
Total plan assets at beginning of year	2012-12-31	$830,794
Total contributions received or receivable from participants	2012-12-31	$98,920
Expenses. Other expenses not covered elsewhere	2012-12-31	$300
Contributions received from other sources (not participants or employers)	2012-12-31	$14,619
Other income received	2012-12-31	$123,901
Net income (gross income less expenses)	2012-12-31	$222,615
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,053,409
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$830,794
2011 : SUTTON FROST CARY LLP 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$58,683
Expenses. Total of all expenses incurred	2011-12-31	$221,470
Benefits paid (including direct rollovers)	2011-12-31	$221,175
Total plan assets at end of year	2011-12-31	$830,794
Total plan assets at beginning of year	2011-12-31	$993,581
Total contributions received or receivable from participants	2011-12-31	$71,070
Expenses. Other expenses not covered elsewhere	2011-12-31	$295
Contributions received from other sources (not participants or employers)	2011-12-31	$29,552
Other income received	2011-12-31	$-41,939
Net income (gross income less expenses)	2011-12-31	$-162,787
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$830,794
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$993,581
2010 : SUTTON FROST CARY LLP 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$195,395
Expenses. Total of all expenses incurred	2010-12-31	$7,339
Benefits paid (including direct rollovers)	2010-12-31	$7,075
Total plan assets at end of year	2010-12-31	$993,581
Total plan assets at beginning of year	2010-12-31	$805,525
Total contributions received or receivable from participants	2010-12-31	$80,812
Expenses. Other expenses not covered elsewhere	2010-12-31	$264
Contributions received from other sources (not participants or employers)	2010-12-31	$29,469
Other income received	2010-12-31	$85,114
Net income (gross income less expenses)	2010-12-31	$188,056
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$993,581
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$805,525

Form 5500 Responses for SUTTON FROST CARY LLP 401K PLAN

2014: SUTTON FROST CARY LLP 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: SUTTON FROST CARY LLP 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: SUTTON FROST CARY LLP 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: SUTTON FROST CARY LLP 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: SUTTON FROST CARY LLP 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	SUTTON FROST CARY LLP
Employer identification number (EIN):	752593210
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants