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ROBERT L. TUMA & ASSOCIATES PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT L. TUMA & ASSOCIATES PROFIT SHARING PLAN
Plan identification number 001

ROBERT L. TUMA & ASSOCIATES PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ROBERT L. TUMA & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:ROBERT L. TUMA & ASSOCIATES
Employer identification number (EIN):340975486
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L. TUMA & ASSOCIATES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012009-01-01ROBERT TUMA

Plan Statistics for ROBERT L. TUMA & ASSOCIATES PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT L. TUMA & ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2009: ROBERT L. TUMA & ASSOCIATES PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-010
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT L. TUMA & ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2009 : ROBERT L. TUMA & ASSOCIATES PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROBERT L. TUMA & ASSOCIATES PROFIT SHARING PLAN

2009: ROBERT L. TUMA & ASSOCIATES PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingYes
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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