401k Plan data: PAUL B. WOLFE plan

PAUL B. WOLFE 401k Plan overview

Plan Name	PAUL B. WOLFE
Plan identification number	001

PAUL B. WOLFE Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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(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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

PAUL B. WOLFE has sponsored the creation of one or more 401k plans.

Company Name: PAUL B. WOLFE

Employer identification number (EIN): 030216834

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL B. WOLFE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 PAUL B. WOLFE PAUL B. WOLFE 2013-07-21
001 2011-01-01 PAUL B. WOLFE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	PAUL B. WOLFE		PAUL B. WOLFE	2013-07-21
001	2011-01-01	PAUL B. WOLFE

Plan Statistics for PAUL B. WOLFE

401k plan membership statisitcs for PAUL B. WOLFE

Measure Date Value
2012: PAUL B. WOLFE 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PAUL B. WOLFE 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
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

Measure	Date	Value
2012: PAUL B. WOLFE 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PAUL B. WOLFE 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
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

Financial Data on PAUL B. WOLFE

Measure	Date	Value
2012 : PAUL B. WOLFE 2012 401k financial data
Total income from all sources	2012-12-31	$5,579
Expenses. Total of all expenses incurred	2012-12-31	$14,581
Benefits paid (including direct rollovers)	2012-12-31	$13,453
Total plan assets at end of year	2012-12-31	$253,506
Total plan assets at beginning of year	2012-12-31	$262,508
Value of fidelity bond covering the plan	2012-12-31	$10,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,128
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$5,389
Net income (gross income less expenses)	2012-12-31	$-9,002
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$253,506
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$262,508
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$190
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : PAUL B. WOLFE 2011 401k financial data
Total income from all sources	2011-12-31	$12,118
Expenses. Total of all expenses incurred	2011-12-31	$14,162
Benefits paid (including direct rollovers)	2011-12-31	$13,200
Total plan assets at end of year	2011-12-31	$262,508
Total plan assets at beginning of year	2011-12-31	$264,552
Value of fidelity bond covering the plan	2011-12-31	$10,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$962
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$12,118
Net income (gross income less expenses)	2011-12-31	$-2,044
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$262,508
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$264,552
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : PAUL B. WOLFE 2010 401k financial data
Total income from all sources	2010-12-31	$26,155
Expenses. Total of all expenses incurred	2010-12-31	$13,112
Benefits paid (including direct rollovers)	2010-12-31	$12,000
Total plan assets at end of year	2010-12-31	$264,552
Total plan assets at beginning of year	2010-12-31	$251,509
Value of fidelity bond covering the plan	2010-12-31	$10,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,112
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$26,053
Net income (gross income less expenses)	2010-12-31	$13,043
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$264,552
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$251,509
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$102
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0

Form 5500 Responses for PAUL B. WOLFE

2012: PAUL B. WOLFE 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PAUL B. WOLFE 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PAUL B. WOLFE
Employer identification number (EIN):	030216834
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers