401k Plan data: RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST plan

RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST
Plan identification number	001

RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

RHOADS & SINON, LLP has sponsored the creation of one or more 401k plans.

Company Name: RHOADS & SINON, LLP

Employer identification number (EIN): 231305377

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01
001 2016-01-01 ELIZABETH LEBO
001 2015-01-01 ELIZABETH LEBO
001 2015-01-01 ELIZABETH LEBO
001 2014-01-01 ELIZABETH LEBO 2015-07-22
001 2013-01-01 ELIZABETH LEBO 2014-07-29
001 2012-01-01 ELIZABETH LEBO
001 2011-01-01 PAUL C. MUELLER
001 2009-01-01 DRAKE D. NICHOLAS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01
001	2017-01-01
001	2016-01-01	ELIZABETH LEBO
001	2015-01-01	ELIZABETH LEBO
001	2015-01-01	ELIZABETH LEBO
001	2014-01-01	ELIZABETH LEBO	2015-07-22
001	2013-01-01	ELIZABETH LEBO	2014-07-29
001	2012-01-01	ELIZABETH LEBO
001	2011-01-01	PAUL C. MUELLER
001	2009-01-01	DRAKE D. NICHOLAS

Plan Statistics for RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016: RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 77
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 10
Total of all active and inactive participants 2016-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 90
Number of participants with account balances 2016-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 78
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 19
Total of all active and inactive participants 2015-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 97
Number of participants with account balances 2015-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2012: RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 91
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 12
Total of all active and inactive participants 2012-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 104
Number of participants with account balances 2012-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 89
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 13
Total of all active and inactive participants 2011-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 102
Number of participants with account balances 2011-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 88
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 19
Total of all active and inactive participants 2009-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 107
Number of participants with account balances 2009-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2016: RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	77
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	10
Total of all active and inactive participants	2016-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	90
Number of participants with account balances	2016-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	78
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	19
Total of all active and inactive participants	2015-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	97
Number of participants with account balances	2015-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2012: RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	91
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	12
Total of all active and inactive participants	2012-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	104
Number of participants with account balances	2012-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	89
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	13
Total of all active and inactive participants	2011-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	102
Number of participants with account balances	2011-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	88
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	19
Total of all active and inactive participants	2009-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	107
Number of participants with account balances	2009-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2016 : RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$2,841,759
Expenses. Total of all expenses incurred	2016-12-31	$2,252,025
Benefits paid (including direct rollovers)	2016-12-31	$2,207,135
Total plan assets at end of year	2016-12-31	$29,875,476
Total plan assets at beginning of year	2016-12-31	$29,285,742
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$780,833
Contributions received from other sources (not participants or employers)	2016-12-31	$1,458
Other income received	2016-12-31	$1,973,968
Net income (gross income less expenses)	2016-12-31	$589,734
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$29,875,476
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$29,285,742
Assets. Value of participant loans	2016-12-31	$91,962
Total contributions received or receivable from employer(s)	2016-12-31	$85,500
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$44,890
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$929,274
Expenses. Total of all expenses incurred	2015-12-31	$1,702,551
Benefits paid (including direct rollovers)	2015-12-31	$1,650,926
Total plan assets at end of year	2015-12-31	$29,285,742
Total plan assets at beginning of year	2015-12-31	$30,059,019
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$751,728
Contributions received from other sources (not participants or employers)	2015-12-31	$17,489
Other income received	2015-12-31	$-539,943
Net income (gross income less expenses)	2015-12-31	$-773,277
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$29,285,742
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$30,059,019
Assets. Value of participant loans	2015-12-31	$78,699
Total contributions received or receivable from employer(s)	2015-12-31	$700,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$51,625
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2012 : RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$4,046,165
Expenses. Total of all expenses incurred	2012-12-31	$1,538,473
Benefits paid (including direct rollovers)	2012-12-31	$1,503,754
Total plan assets at end of year	2012-12-31	$24,084,461
Total plan assets at beginning of year	2012-12-31	$21,576,769
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$672,082
Contributions received from other sources (not participants or employers)	2012-12-31	$112,800
Other income received	2012-12-31	$2,561,283
Net income (gross income less expenses)	2012-12-31	$2,507,692
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$24,084,461
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$21,576,769
Assets. Value of participant loans	2012-12-31	$45,736
Total contributions received or receivable from employer(s)	2012-12-31	$700,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$34,719
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST 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	$1,142,995
Expenses. Total of all expenses incurred	2011-12-31	$2,470,951
Benefits paid (including direct rollovers)	2011-12-31	$2,439,744
Total plan assets at end of year	2011-12-31	$21,576,769
Total plan assets at beginning of year	2011-12-31	$22,904,725
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$697,896
Expenses. Other expenses not covered elsewhere	2011-12-31	$31,207
Contributions received from other sources (not participants or employers)	2011-12-31	$18,324
Other income received	2011-12-31	$-273,225
Net income (gross income less expenses)	2011-12-31	$-1,327,956
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$21,576,769
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$22,904,725
Assets. Value of participant loans	2011-12-31	$55,561
Total contributions received or receivable from employer(s)	2011-12-31	$700,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST 2010 401k financial data
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	$3,738,828
Expenses. Total of all expenses incurred	2010-12-31	$2,088,242
Benefits paid (including direct rollovers)	2010-12-31	$2,056,733
Total plan assets at end of year	2010-12-31	$22,904,725
Total plan assets at beginning of year	2010-12-31	$21,254,139
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$719,601
Expenses. Other expenses not covered elsewhere	2010-12-31	$26,509
Contributions received from other sources (not participants or employers)	2010-12-31	$67,824
Other income received	2010-12-31	$2,251,403
Net income (gross income less expenses)	2010-12-31	$1,650,586
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$22,904,725
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$21,254,139
Assets. Value of participant loans	2010-12-31	$29,422
Total contributions received or receivable from employer(s)	2010-12-31	$700,000
Value of certain deemed distributions of participant loans	2010-12-31	$5,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST

2016: RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST 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
2012: RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST 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: RHOADS & SINON LLP PROFIT SHARING PLAN AND TRUST 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: RHOADS & SINON LLP 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:	RHOADS & SINON, LLP
Employer identification number (EIN):	231305377
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers