401k Plan data: WESLEY A FACHNER CPA 401(K) PROFIT SHARING PLAN AND TRUST plan

WESLEY A FACHNER CPA 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	WESLEY A FACHNER CPA 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

WESLEY A FACHNER CPA 401(K) PROFIT SHARING PLAN AND TRUST 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.
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.
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.

401k Sponsoring company profile

WESLEY A FACHNER CPA has sponsored the creation of one or more 401k plans.

Company Name: WESLEY A FACHNER CPA

Employer identification number (EIN): 201672324

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESLEY A FACHNER CPA 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2009-01-01 WESLEY A FACHNER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2009-01-01	WESLEY A FACHNER

Plan Statistics for WESLEY A FACHNER CPA 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for WESLEY A FACHNER CPA 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2009: WESLEY A FACHNER CPA 401(K) PROFIT SHARING PLAN AND TRUST 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 3
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 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 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: WESLEY A FACHNER CPA 401(K) PROFIT SHARING PLAN AND TRUST 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	3
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	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	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WESLEY A FACHNER CPA 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2011 : WESLEY A FACHNER CPA 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-01-18	$0
Total plan liabilities at end of year	2011-01-18	$0
Total plan liabilities at beginning of year	2011-01-18	$0
Total income from all sources	2011-01-18	$52
Expenses. Total of all expenses incurred	2011-01-18	$2,991
Benefits paid (including direct rollovers)	2011-01-18	$2,991
Total plan assets at end of year	2011-01-18	$0
Total plan assets at beginning of year	2011-01-18	$2,939
Value of fidelity bond covering the plan	2011-01-18	$0
Assets. Value of tangible personal property	2011-01-18	$0
Total contributions received or receivable from participants	2011-01-18	$0
Assets. Value of loans (other than to participants)	2011-01-18	$0
Expenses. Other expenses not covered elsewhere	2011-01-18	$0
Contributions received from other sources (not participants or employers)	2011-01-18	$0
Other income received	2011-01-18	$52
Noncash contributions received	2011-01-18	$0
Net income (gross income less expenses)	2011-01-18	$-2,939
Net plan assets at end of year (total assets less liabilities)	2011-01-18	$0
Net plan assets at beginning of year (total assets less liabilities)	2011-01-18	$2,939
Assets. Value of participant loans	2011-01-18	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2011-01-18	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2011-01-18	$0
Assets. Value of assets in partnership/joint-venture interests	2011-01-18	$0
Assets. Value of real-estate (other than employer real property)	2011-01-18	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-01-18	$0
Assets. Value of employer securities	2011-01-18	$0
Assets. Value of employer real property	2011-01-18	$0
Total contributions received or receivable from employer(s)	2011-01-18	$0
Value of certain deemed distributions of participant loans	2011-01-18	$0
Value of corrective distributions	2011-01-18	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-01-18	$0
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2011-01-18	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-01-18	$0
2010 : WESLEY A FACHNER CPA 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
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	$219
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$2,939
Total plan assets at beginning of year	2010-12-31	$2,720
Value of fidelity bond covering the plan	2010-12-31	$0
Assets. Value of tangible personal property	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$0
Assets. Value of loans (other than to participants)	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$219
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$219
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,939
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,720
Assets. Value of participant loans	2010-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2010-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2010-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$0
Assets. Value of real-estate (other than employer real property)	2010-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$0
Assets. Value of employer real property	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for WESLEY A FACHNER CPA 401(K) PROFIT SHARING PLAN AND TRUST

2009: WESLEY A FACHNER CPA 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WESLEY A FACHNER CPA
Employer identification number (EIN):	201672324