401k Plan data: LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN plan

LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 401k Plan overview

Plan Name	LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN
Plan identification number	501

LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Vision

401k Sponsoring company profile

LINGER, PETERSON, SHRUM & CO. has sponsored the creation of one or more 401k plans.

Company Name: LINGER, PETERSON, SHRUM & CO.

Employer identification number (EIN): 942312986

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2015-01-01 LYNNE SANOIAN GARY SHRUM 2016-06-15
501 2014-01-01 LYNNE SANOIAN GARY SHRUM 2015-07-22
501 2013-01-01 LYNNE SANOIAN GARY SHRUM 2014-05-06
501 2012-01-01 LYNNE SANOIAN GARY SHRUM 2013-05-15
501 2011-01-01 LYNNE SANOIAN GARY SHRUM 2012-04-27
501 2010-01-01 LYNNE SANOIAN GARY SHRUM 2011-04-25
501 2009-01-01 LYNNE SANOIAN GARY SHRUM 2010-06-03

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2015-01-01	LYNNE SANOIAN	GARY SHRUM	2016-06-15
501	2014-01-01	LYNNE SANOIAN	GARY SHRUM	2015-07-22
501	2013-01-01	LYNNE SANOIAN	GARY SHRUM	2014-05-06
501	2012-01-01	LYNNE SANOIAN	GARY SHRUM	2013-05-15
501	2011-01-01	LYNNE SANOIAN	GARY SHRUM	2012-04-27
501	2010-01-01	LYNNE SANOIAN	GARY SHRUM	2011-04-25
501	2009-01-01	LYNNE SANOIAN	GARY SHRUM	2010-06-03

Plan Statistics for LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN

401k plan membership statisitcs for LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN

Measure Date Value
2015: LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Total of all active and inactive participants 2015-01-01 1
Total participants 2015-01-01 0
2014: LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 0
2013: LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Total of all active and inactive participants 2013-01-01 1
Total participants 2013-01-01 0
2012: LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Total of all active and inactive participants 2012-01-01 1
Total participants 2012-01-01 0
2011: LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 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
2010: LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 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
2009: LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 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

Measure	Date	Value
2015: LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Total of all active and inactive participants	2015-01-01	1
Total participants	2015-01-01	0
2014: LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	0
2013: LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Total of all active and inactive participants	2013-01-01	1
Total participants	2013-01-01	0
2012: LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Total of all active and inactive participants	2012-01-01	1
Total participants	2012-01-01	0
2011: LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 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
2010: LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 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
2009: LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 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

Financial Data on LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN

Measure	Date	Value
2015 : LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$2,500
Expenses. Total of all expenses incurred	2015-12-31	$2,500
Benefits paid (including direct rollovers)	2015-12-31	$2,500
Total plan assets at end of year	2015-12-31	$0
Total contributions received or receivable from participants	2015-12-31	$2,500
2014 : LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$2,500
Expenses. Total of all expenses incurred	2014-12-31	$2,500
Benefits paid (including direct rollovers)	2014-12-31	$2,500
Total contributions received or receivable from participants	2014-12-31	$2,500
2013 : LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,500
Expenses. Total of all expenses incurred	2013-12-31	$2,500
Benefits paid (including direct rollovers)	2013-12-31	$2,500
Total contributions received or receivable from participants	2013-12-31	$2,500
2012 : LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$4,800
Expenses. Total of all expenses incurred	2012-12-31	$4,800
Benefits paid (including direct rollovers)	2012-12-31	$4,800
Total contributions received or receivable from participants	2012-12-31	$4,800
2011 : LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$4,800
Expenses. Total of all expenses incurred	2011-12-31	$4,800
Benefits paid (including direct rollovers)	2011-12-31	$4,800
Total contributions received or receivable from participants	2011-12-31	$4,800
2010 : LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$5,400
Expenses. Total of all expenses incurred	2010-12-31	$5,400
Benefits paid (including direct rollovers)	2010-12-31	$5,400
Total contributions received or receivable from participants	2010-12-31	$5,400

Form 5500 Responses for LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN

2015: LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 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: LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 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: LINGER, PETERSON, SHRUM & CO. CAFETERIA PLAN 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:	LINGER, PETERSON, SHRUM & CO.
Employer identification number (EIN):	942312986
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants