401k Plan data: DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING plan

DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING 401k Plan overview

Plan Name	DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING
Plan identification number	001

DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

DALE EKDAHL, A SOLE PROPRIETORSHIP has sponsored the creation of one or more 401k plans.

Company Name: DALE EKDAHL, A SOLE PROPRIETORSHIP

Employer identification number (EIN): 203691299

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2015-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 DALE EKDAHL
001 2012-01-01 DALE EKDAHL
001 2011-01-01 DALE EKDAHL
001 2009-01-01 DOUGLAS S. HENDRY

Plan Statistics for DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING

401k plan membership statisitcs for DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING

Measure Date Value
2014: DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING 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 1
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING 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: DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING 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
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING 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: DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING 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
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1
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
2014: DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING 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	1
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING 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: DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING 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
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING 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: DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING 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
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1
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 DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING

Measure	Date	Value
2014 : DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$-11,318
Total plan assets at end of year	2014-12-31	$76,697
Total plan assets at beginning of year	2014-12-31	$88,015
Value of fidelity bond covering the plan	2014-12-31	$10,000
Other income received	2014-12-31	$-11,318
Net income (gross income less expenses)	2014-12-31	$-11,318
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$76,697
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$88,015
Assets. Value of participant loans	2014-12-31	$19,225
2013 : DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$-3,021
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$88,015
Total plan assets at beginning of year	2013-12-31	$91,036
Value of fidelity bond covering the plan	2013-12-31	$10,000
Other income received	2013-12-31	$-3,021
Net income (gross income less expenses)	2013-12-31	$-3,021
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$88,015
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$91,036
Assets. Value of participant loans	2013-12-31	$25,995
2012 : DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$855
Expenses. Total of all expenses incurred	2012-12-31	$10,025
Benefits paid (including direct rollovers)	2012-12-31	$10,000
Total plan assets at end of year	2012-12-31	$91,036
Total plan assets at beginning of year	2012-12-31	$100,206
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	$25
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$855
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-9,170
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$91,036
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$100,206
Assets. Value of participant loans	2012-12-31	$32,421
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	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
2011 : DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$63
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$100,206
Total plan assets at beginning of year	2011-12-31	$100,143
Value of fidelity bond covering the plan	2011-12-31	$175,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$63
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$63
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$100,206
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$100,143
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
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING 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	$-9,575
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	$100,143
Total plan assets at beginning of year	2010-12-31	$109,718
Value of fidelity bond covering the plan	2010-12-31	$175,000
Total contributions received or receivable from 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	$-9,575
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-9,575
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$100,143
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$109,718
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 DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING

2014: DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING 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: DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING 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: DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING 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
2009: DALE EKDAHL, A SOLE PROPRIETORSHIP PROFIT SHARING 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:	DALE EKDAHL, A SOLE PROPRIETORSHIP
Employer identification number (EIN):	203691299
NAIC Classification:	812990
NAIC Description:	All Other Personal Services

Plan id#	Filing Submission Date	Name of Administrator
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2015-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	DALE EKDAHL
001	2012-01-01	DALE EKDAHL
001	2011-01-01	DALE EKDAHL
001	2009-01-01	DOUGLAS S. HENDRY