401k Plan data: SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN plan

SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN
Plan identification number	001

SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.

401k Sponsoring company profile

SUSAN J. CARTMILL, CPA has sponsored the creation of one or more 401k plans.

Company Name: SUSAN J. CARTMILL, CPA

Employer identification number (EIN): 203638852

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 SUSAN CARTMILL
001 2013-01-01 SUSAN CARTMILL
001 2012-01-01 SUSAN CARTMILL
001 2011-01-01 SUSAN CARTMILL
001 2009-01-01 SUSAN CARTMILL

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	SUSAN CARTMILL
001	2013-01-01	SUSAN CARTMILL
001	2012-01-01	SUSAN CARTMILL
001	2011-01-01	SUSAN CARTMILL
001	2009-01-01	SUSAN CARTMILL

Plan Statistics for SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
2013: SUSAN J. CARTMILL, CPA 401(K) 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 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Total of all active and inactive participants 2012-01-01 1
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
2011: SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
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 0
Total of all active and inactive participants 2011-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Total of all active and inactive participants 2009-01-01 1
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 1

Measure	Date	Value
2014: SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
2013: SUSAN J. CARTMILL, CPA 401(K) 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	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Total of all active and inactive participants	2012-01-01	1
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
2011: SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
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	0
Total of all active and inactive participants	2011-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Total of all active and inactive participants	2009-01-01	1
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	1

Financial Data on SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-07-15	$219
Expenses. Total of all expenses incurred	2014-07-15	$49,381
Benefits paid (including direct rollovers)	2014-07-15	$4,397
Total plan assets at end of year	2014-07-15	$0
Total plan assets at beginning of year	2014-07-15	$49,162
Other income received	2014-07-15	$219
Net income (gross income less expenses)	2014-07-15	$-49,162
Net plan assets at end of year (total assets less liabilities)	2014-07-15	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-07-15	$49,162
Value of certain deemed distributions of participant loans	2014-07-15	$44,984
2013 : SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,110
Total plan assets at end of year	2013-12-31	$49,162
Total plan assets at beginning of year	2013-12-31	$48,052
Other income received	2013-12-31	$1,110
Net income (gross income less expenses)	2013-12-31	$1,110
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$49,162
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$48,052
Assets. Value of participant loans	2013-12-31	$44,984
2012 : SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$3,721
Expenses. Total of all expenses incurred	2012-12-31	$9,300
Benefits paid (including direct rollovers)	2012-12-31	$9,300
Total plan assets at end of year	2012-12-31	$48,052
Total plan assets at beginning of year	2012-12-31	$53,631
Other income received	2012-12-31	$3,721
Net income (gross income less expenses)	2012-12-31	$-5,579
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$48,052
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$53,631
Assets. Value of participant loans	2012-12-31	$44,984
2011 : SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-6,121
Total plan assets at end of year	2011-12-31	$53,631
Total plan assets at beginning of year	2011-12-31	$59,752
Other income received	2011-12-31	$-6,121
Net income (gross income less expenses)	2011-12-31	$-6,121
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$53,631
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$59,752
Assets. Value of participant loans	2011-12-31	$41,679
2010 : SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,527
Expenses. Total of all expenses incurred	2010-12-31	$6,000
Benefits paid (including direct rollovers)	2010-12-31	$6,000
Total plan assets at end of year	2010-12-31	$59,752
Total plan assets at beginning of year	2010-12-31	$64,225
Other income received	2010-12-31	$1,527
Net income (gross income less expenses)	2010-12-31	$-4,473
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$59,752
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$64,225
Assets. Value of participant loans	2010-12-31	$41,679

Form 5500 Responses for SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN

2014: SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SUSAN J. CARTMILL, CPA 401(K) PROFIT SHARING 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: SUSAN J. CARTMILL, CPA 401(K) 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: SUSAN J. CARTMILL, CPA 401(K) 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
2009: SUSAN J. CARTMILL, CPA 401(K) 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:	SUSAN J. CARTMILL, CPA
Employer identification number (EIN):	203638852
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants