401k Plan data: LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN plan

LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN
Plan identification number	001

LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

LOEWINSOHN FLEGLE DEARY LLP has sponsored the creation of one or more 401k plans.

Company Name: LOEWINSOHN FLEGLE DEARY LLP

Employer identification number (EIN): 208450949

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 MARCY JONES
001 2014-01-01 MARCY JONES MARCY JONES 2015-06-19
001 2013-01-01 MARCY JONES MARCY JONES 2014-07-08
001 2012-01-01 MARCY JONES
001 2011-01-01 MARCY JONES 2012-07-20
001 2010-01-01 AUTHORIZED SIGNER 2011-07-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	MARCY JONES
001	2014-01-01	MARCY JONES		MARCY JONES	2015-06-19
001	2013-01-01	MARCY JONES		MARCY JONES	2014-07-08
001	2012-01-01	MARCY JONES
001	2011-01-01	MARCY JONES	2012-07-20
001	2010-01-01	AUTHORIZED SIGNER	2011-07-21

Plan Statistics for LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 25
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 13
Total of all active and inactive participants 2015-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 38
Number of participants with account balances 2015-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 42
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 10
Total of all active and inactive participants 2014-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 52
Number of participants with account balances 2014-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 31
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 8
Total of all active and inactive participants 2013-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 39
Number of participants with account balances 2013-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 37
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 9
Total of all active and inactive participants 2012-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 46
Number of participants with account balances 2012-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2015: LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	25
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	13
Total of all active and inactive participants	2015-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	38
Number of participants with account balances	2015-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	42
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	10
Total of all active and inactive participants	2014-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	52
Number of participants with account balances	2014-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	31
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	8
Total of all active and inactive participants	2013-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	39
Number of participants with account balances	2013-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	37
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	9
Total of all active and inactive participants	2012-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	46
Number of participants with account balances	2012-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$351,148
Expenses. Total of all expenses incurred	2015-12-31	$805,589
Benefits paid (including direct rollovers)	2015-12-31	$803,145
Total plan assets at end of year	2015-12-31	$4,168,519
Total plan assets at beginning of year	2015-12-31	$4,622,960
Value of fidelity bond covering the plan	2015-12-31	$408,898
Total contributions received or receivable from participants	2015-12-31	$239,045
Expenses. Other expenses not covered elsewhere	2015-12-31	$454
Other income received	2015-12-31	$-107,228
Net income (gross income less expenses)	2015-12-31	$-454,441
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,168,519
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,622,960
Assets. Value of participant loans	2015-12-31	$144,938
Total contributions received or receivable from employer(s)	2015-12-31	$219,331
Value of corrective distributions	2015-12-31	$1,990
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$745,072
Expenses. Total of all expenses incurred	2014-12-31	$759,547
Benefits paid (including direct rollovers)	2014-12-31	$755,665
Total plan assets at end of year	2014-12-31	$4,622,960
Total plan assets at beginning of year	2014-12-31	$4,637,435
Total contributions received or receivable from participants	2014-12-31	$285,687
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$206,788
Net income (gross income less expenses)	2014-12-31	$-14,475
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,622,960
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,637,435
Assets. Value of participant loans	2014-12-31	$161,559
Total contributions received or receivable from employer(s)	2014-12-31	$252,597
Value of certain deemed distributions of participant loans	2014-12-31	$3,571
Value of corrective distributions	2014-12-31	$311
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,170,959
Expenses. Total of all expenses incurred	2013-12-31	$266,238
Benefits paid (including direct rollovers)	2013-12-31	$247,313
Total plan assets at end of year	2013-12-31	$4,637,435
Total plan assets at beginning of year	2013-12-31	$3,732,714
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$297,436
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$5,399
Other income received	2013-12-31	$619,862
Net income (gross income less expenses)	2013-12-31	$904,721
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,637,435
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,732,714
Assets. Value of participant loans	2013-12-31	$60,568
Total contributions received or receivable from employer(s)	2013-12-31	$248,262
Value of certain deemed distributions of participant loans	2013-12-31	$18,925
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$962,475
Expenses. Total of all expenses incurred	2012-12-31	$47,560
Benefits paid (including direct rollovers)	2012-12-31	$47,560
Total plan assets at end of year	2012-12-31	$3,732,714
Total plan assets at beginning of year	2012-12-31	$2,817,799
Value of fidelity bond covering the plan	2012-12-31	$40,000
Total contributions received or receivable from participants	2012-12-31	$291,368
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$362,668
Net income (gross income less expenses)	2012-12-31	$914,915
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,732,714
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,817,799
Assets. Value of participant loans	2012-12-31	$64,086
Total contributions received or receivable from employer(s)	2012-12-31	$308,439
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	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
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0

Form 5500 Responses for LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN

2015: LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN 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: LOEWINSOHN FLEGLE DEARY LLP 401(K) PROFIT SHARING PLAN 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

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Company Name:	LOEWINSOHN FLEGLE DEARY LLP
Employer identification number (EIN):	208450949
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers