401k Plan data: SALISBURY & SWOPE, INC. PROFIT SHARING PLAN AND TRUST plan

SALISBURY & SWOPE, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	SALISBURY & SWOPE, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number	001

SALISBURY & SWOPE, INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Participant-directed brokerage accounts provided as an investment option under the plan. 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

SALISBURY & SWOPE, INC has sponsored the creation of one or more 401k plans.

Company Name: SALISBURY & SWOPE, INC

Employer identification number (EIN): 311394009

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SALISBURY & SWOPE, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 ANDREW J SWOPE 2013-10-15 ANDREW J. SWOPE 2013-10-15
001 2011-01-01 ANDREW J. SWOPE
001 2009-01-01 ANDREW J. SWOPE ANDREW J. SWOPE 2010-10-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	ANDREW J SWOPE	2013-10-15	ANDREW J. SWOPE	2013-10-15
001	2011-01-01	ANDREW J. SWOPE
001	2009-01-01	ANDREW J. SWOPE		ANDREW J. SWOPE	2010-10-04

Plan Statistics for SALISBURY & SWOPE, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SALISBURY & SWOPE, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2011: SALISBURY & SWOPE, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
2009: SALISBURY & SWOPE, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2011: SALISBURY & SWOPE, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
2009: SALISBURY & SWOPE, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on SALISBURY & SWOPE, INC. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2011 : SALISBURY & SWOPE, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-91,325
Expenses. Total of all expenses incurred	2011-12-31	$329,170
Benefits paid (including direct rollovers)	2011-12-31	$329,170
Total plan assets at end of year	2011-12-31	$374,440
Total plan assets at beginning of year	2011-12-31	$794,935
Other income received	2011-12-31	$-91,325
Net income (gross income less expenses)	2011-12-31	$-420,495
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$374,440
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$794,935
Assets. Value of participant loans	2011-12-31	$6,000
2010 : SALISBURY & SWOPE, INC. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$101,289
Total plan assets at end of year	2010-12-31	$794,935
Total plan assets at beginning of year	2010-12-31	$693,646
Other income received	2010-12-31	$101,289
Net income (gross income less expenses)	2010-12-31	$101,289
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$794,935
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$693,646
Assets. Value of participant loans	2010-12-31	$37,322

Form 5500 Responses for SALISBURY & SWOPE, INC. PROFIT SHARING PLAN AND TRUST

2011: SALISBURY & SWOPE, INC. PROFIT SHARING PLAN AND TRUST 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: SALISBURY & SWOPE, INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SALISBURY & SWOPE, INC
Employer identification number (EIN):	311394009
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants