401k Plan data: STEPHEN E. ALLEN 401(K) PLAN plan

STEPHEN E. ALLEN 401(K) PLAN 401k Plan overview

Plan Name	STEPHEN E. ALLEN 401(K) PLAN
Plan identification number	001

STEPHEN E. ALLEN 401(K) PLAN 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(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.

401k Sponsoring company profile

STEPHEN E ALLEN has sponsored the creation of one or more 401k plans.

Company Name: STEPHEN E ALLEN

Employer identification number (EIN): 200390816

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN E. ALLEN 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 STEPHEN E. ALLEN
001 2011-01-01 STEPHEN E. ALLEN
001 2010-01-01 STEPHEN E. ALLEN
001 2009-01-01 STEPHEN E. ALLEN

Plan Statistics for STEPHEN E. ALLEN 401(K) PLAN

401k plan membership statisitcs for STEPHEN E. ALLEN 401(K) PLAN

Measure Date Value
2016: STEPHEN E. ALLEN 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
2015: STEPHEN E. ALLEN 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Total of all active and inactive participants 2015-01-01 2
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
2014: STEPHEN E. ALLEN 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
2013: STEPHEN E. ALLEN 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
2012: STEPHEN E. ALLEN 401(K) 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 2
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 2
2011: STEPHEN E. ALLEN 401(K) 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 2
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: STEPHEN E. ALLEN 401(K) 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 2
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: STEPHEN E. ALLEN 401(K) 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 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2016: STEPHEN E. ALLEN 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
2015: STEPHEN E. ALLEN 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Total of all active and inactive participants	2015-01-01	2
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
2014: STEPHEN E. ALLEN 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
2013: STEPHEN E. ALLEN 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
2012: STEPHEN E. ALLEN 401(K) 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	2
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	2
2011: STEPHEN E. ALLEN 401(K) 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	2
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: STEPHEN E. ALLEN 401(K) 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	2
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: STEPHEN E. ALLEN 401(K) 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	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on STEPHEN E. ALLEN 401(K) PLAN

Measure	Date	Value
2016 : STEPHEN E. ALLEN 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$11,356
Expenses. Total of all expenses incurred	2016-12-31	$338,401
Benefits paid (including direct rollovers)	2016-12-31	$337,186
Total plan assets at beginning of year	2016-12-31	$327,045
Total contributions received or receivable from participants	2016-12-31	$8,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$1,215
Other income received	2016-12-31	$3,356
Net income (gross income less expenses)	2016-12-31	$-327,045
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$327,045
2015 : STEPHEN E. ALLEN 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$5,658
Expenses. Total of all expenses incurred	2015-12-31	$3,089
Total plan assets at end of year	2015-12-31	$327,045
Total plan assets at beginning of year	2015-12-31	$324,476
Total contributions received or receivable from participants	2015-12-31	$16,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$3,089
Other income received	2015-12-31	$-10,795
Net income (gross income less expenses)	2015-12-31	$2,569
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$327,045
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$324,476
Total contributions received or receivable from employer(s)	2015-12-31	$453
2014 : STEPHEN E. ALLEN 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$38,311
Expenses. Total of all expenses incurred	2014-12-31	$2,880
Total plan assets at end of year	2014-12-31	$324,476
Total plan assets at beginning of year	2014-12-31	$289,045
Total contributions received or receivable from participants	2014-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,880
Other income received	2014-12-31	$14,714
Net income (gross income less expenses)	2014-12-31	$35,431
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$324,476
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$289,045
Total contributions received or receivable from employer(s)	2014-12-31	$597
2013 : STEPHEN E. ALLEN 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$59,214
Expenses. Total of all expenses incurred	2013-12-31	$2,522
Total plan assets at end of year	2013-12-31	$289,045
Total plan assets at beginning of year	2013-12-31	$232,353
Total contributions received or receivable from participants	2013-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,522
Other income received	2013-12-31	$35,629
Net income (gross income less expenses)	2013-12-31	$56,692
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$289,045
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$232,353
Total contributions received or receivable from employer(s)	2013-12-31	$585
2012 : STEPHEN E. ALLEN 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$45,609
Expenses. Total of all expenses incurred	2012-12-31	$2,025
Total plan assets at end of year	2012-12-31	$232,353
Total plan assets at beginning of year	2012-12-31	$188,769
Total contributions received or receivable from participants	2012-12-31	$24,390
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,025
Other income received	2012-12-31	$20,551
Net income (gross income less expenses)	2012-12-31	$43,584
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$232,353
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$188,769
Total contributions received or receivable from employer(s)	2012-12-31	$668
2011 : STEPHEN E. ALLEN 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$31,498
Expenses. Total of all expenses incurred	2011-12-31	$1,802
Total plan assets at end of year	2011-12-31	$188,769
Total plan assets at beginning of year	2011-12-31	$159,073
Total contributions received or receivable from participants	2011-12-31	$29,125
Other income received	2011-12-31	$948
Net income (gross income less expenses)	2011-12-31	$29,696
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$188,769
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$159,073
Total contributions received or receivable from employer(s)	2011-12-31	$1,425
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,802
2010 : STEPHEN E. ALLEN 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$48,338
Expenses. Total of all expenses incurred	2010-12-31	$1,341
Total plan assets at end of year	2010-12-31	$159,073
Total plan assets at beginning of year	2010-12-31	$112,076
Total contributions received or receivable from participants	2010-12-31	$30,737
Other income received	2010-12-31	$16,229
Net income (gross income less expenses)	2010-12-31	$46,997
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$159,073
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$112,076
Total contributions received or receivable from employer(s)	2010-12-31	$1,372
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,341

Form 5500 Responses for STEPHEN E. ALLEN 401(K) PLAN

2016: STEPHEN E. ALLEN 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEPHEN E. ALLEN 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEPHEN E. ALLEN 401(K) 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: STEPHEN E. ALLEN 401(K) 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: STEPHEN E. ALLEN 401(K) 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: STEPHEN E. ALLEN 401(K) 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: STEPHEN E. ALLEN 401(K) 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: STEPHEN E. ALLEN 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEPHEN E ALLEN
Employer identification number (EIN):	200390816
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers