401k Plan data: KATHLEEN J LONGTON MONEY PURCHASE PLAN plan

KATHLEEN J LONGTON MONEY PURCHASE PLAN 401k Plan overview

Plan Name	KATHLEEN J LONGTON MONEY PURCHASE PLAN
Plan identification number	002

KATHLEEN J LONGTON MONEY PURCHASE PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

KATHLEEN J LONGTON has sponsored the creation of one or more 401k plans.

Company Name: KATHLEEN J LONGTON

Employer identification number (EIN): 942788319

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KATHLEEN J LONGTON MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 KATHLEEN J LONGTON 2014-07-11
002 2012-01-01 KATHLEEN J LONGTON 2013-10-14 KATHLEEN J LONGTON 2013-10-14
002 2011-01-01 KATHLEEN J LONGTON, CPA
002 2009-01-01 KATHLEEN J LONGTON KATHLEEN J LONGTON 2010-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	KATHLEEN J LONGTON	2014-07-11
002	2012-01-01	KATHLEEN J LONGTON	2013-10-14	KATHLEEN J LONGTON	2013-10-14
002	2011-01-01	KATHLEEN J LONGTON, CPA
002	2009-01-01	KATHLEEN J LONGTON		KATHLEEN J LONGTON	2010-10-07

Plan Statistics for KATHLEEN J LONGTON MONEY PURCHASE PLAN

401k plan membership statisitcs for KATHLEEN J LONGTON MONEY PURCHASE PLAN

Measure Date Value
2011: KATHLEEN J LONGTON MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: KATHLEEN J LONGTON MONEY PURCHASE 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 2
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
Number of employers contributing to the scheme 2009-01-01 1

Measure	Date	Value
2011: KATHLEEN J LONGTON MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: KATHLEEN J LONGTON MONEY PURCHASE 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	2
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
Number of employers contributing to the scheme	2009-01-01	1

Financial Data on KATHLEEN J LONGTON MONEY PURCHASE PLAN

Measure	Date	Value
2011 : KATHLEEN J LONGTON MONEY PURCHASE PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$6,790
Expenses. Total of all expenses incurred	2011-12-31	$7,192
Benefits paid (including direct rollovers)	2011-12-31	$7,142
Total plan assets at end of year	2011-12-31	$141,473
Total plan assets at beginning of year	2011-12-31	$141,875
Value of fidelity bond covering the plan	2011-12-31	$10,000
Other income received	2011-12-31	$3,806
Net income (gross income less expenses)	2011-12-31	$-402
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$141,473
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$141,875
Total contributions received or receivable from employer(s)	2011-12-31	$2,984
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$50
2010 : KATHLEEN J LONGTON MONEY PURCHASE PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$23,950
Expenses. Total of all expenses incurred	2010-12-31	$3,000
Benefits paid (including direct rollovers)	2010-12-31	$3,000
Total plan assets at end of year	2010-12-31	$141,875
Total plan assets at beginning of year	2010-12-31	$120,925
Value of fidelity bond covering the plan	2010-12-31	$10,000
Other income received	2010-12-31	$19,369
Net income (gross income less expenses)	2010-12-31	$20,950
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$141,875
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$120,925
Total contributions received or receivable from employer(s)	2010-12-31	$4,581

Form 5500 Responses for KATHLEEN J LONGTON MONEY PURCHASE PLAN

2011: KATHLEEN J LONGTON MONEY PURCHASE 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
2009: KATHLEEN J LONGTON MONEY PURCHASE 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:	KATHLEEN J LONGTON
Employer identification number (EIN):	942788319
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants