401k Plan data: JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN plan

JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN
Plan identification number	002

JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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

JOSEPH H WARD ASSOCIATES, LCSW, PC has sponsored the creation of one or more 401k plans.

Company Name: JOSEPH H WARD ASSOCIATES, LCSW, PC

Employer identification number (EIN): 141755659

NAIC Classification: 621330
NAIC Description: Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 JOSEPH H. WARD, PRESIDENT JOSEPH H. WARD, PRESIDENT 2014-07-12
002 2012-01-01 MICHAEL S DAIELL, CORP COUNSEL
002 2011-01-01 MICHAEL S DAIELL, COUNSEL
002 2010-01-01 MICHAEL S DAIELL, CORP COUNSEL
002 2009-01-01 MICHAEL S DAIELL, CORP COUNSEL

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	JOSEPH H. WARD, PRESIDENT	JOSEPH H. WARD, PRESIDENT	2014-07-12
002	2012-01-01	MICHAEL S DAIELL, CORP COUNSEL
002	2011-01-01	MICHAEL S DAIELL, COUNSEL
002	2010-01-01	MICHAEL S DAIELL, CORP COUNSEL
002	2009-01-01	MICHAEL S DAIELL, CORP COUNSEL

Plan Statistics for JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN

401k plan membership statisitcs for JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN

Measure Date Value
2013: JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING 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 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN 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 1
Number of retired or separated participants receiving benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 1
2011: JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN 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 1
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 1
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2010: JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING 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	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN 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	1
Number of retired or separated participants receiving benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	1
2011: JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN 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	1
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	1
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2010: JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN

Measure	Date	Value
2013 : JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$0
Expenses. Total of all expenses incurred	2013-12-31	$9
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$9
Net income (gross income less expenses)	2013-12-31	$-9
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$9
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$9
2012 : JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total income from all sources	2012-12-31	$15,895
Expenses. Total of all expenses incurred	2012-12-31	$197,232
Benefits paid (including direct rollovers)	2012-12-31	$190,933
Total plan assets at end of year	2012-12-31	$9
Total plan assets at beginning of year	2012-12-31	$181,346
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Other income received	2012-12-31	$15,895
Net income (gross income less expenses)	2012-12-31	$-181,337
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$9
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$181,346
Total contributions received or receivable from employer(s)	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,299
2011 : JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$95,305
Total income from all sources	2011-12-31	$-13,015
Expenses. Total of all expenses incurred	2011-12-31	$31,719
Benefits paid (including direct rollovers)	2011-12-31	$31,719
Total plan assets at end of year	2011-12-31	$181,346
Total plan assets at beginning of year	2011-12-31	$130,775
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Other income received	2011-12-31	$-13,015
Net income (gross income less expenses)	2011-12-31	$-44,734
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$181,346
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$130,775
Total contributions received or receivable from employer(s)	2011-12-31	$0
2010 : JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$13,116
Expenses. Total of all expenses incurred	2010-12-31	$2,486
Total plan assets at end of year	2010-12-31	$130,775
Total plan assets at beginning of year	2010-12-31	$120,145
Total contributions received or receivable from participants	2010-12-31	$0
Other income received	2010-12-31	$13,116
Net income (gross income less expenses)	2010-12-31	$10,630
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$130,775
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$120,145
Total contributions received or receivable from employer(s)	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,486

Form 5500 Responses for JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN

2013: JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	This submission is the final filing	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING 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: JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING 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: JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOSEPH H. WARD ASSOCIATES, LCSW, PC TRUSTEED PROFIT SHARING 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:	JOSEPH H WARD ASSOCIATES, LCSW, PC
Employer identification number (EIN):	141755659
NAIC Classification:	621330
NAIC Description:	Offices of Mental Health Practitioners (except Physicians)