401k Plan data: BAKER & DANIELS LLP H.R. 10 RETIREMENT PLAN plan

BAKER & DANIELS LLP H.R. 10 RETIREMENT PLAN 401k Plan overview

Plan Name	BAKER & DANIELS LLP H.R. 10 RETIREMENT PLAN
Plan identification number	002

BAKER & DANIELS LLP H.R. 10 RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BAKER & DANIELS LLP has sponsored the creation of one or more 401k plans.

Company Name: BAKER & DANIELS LLP

Employer identification number (EIN): 350837902

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAKER & DANIELS LLP H.R. 10 RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2011-01-01 JOHN PURCELL
002 2009-01-01 BAKER DANIELS LLP JOHN W PURCELL BAKER DANIELS LLP JOHN W PURCELL 2010-10-15
002 2009-01-01 BAKER DANIELS LLP JOHN W PURCELL BAKER DANIELS LLP JOHN W PURCELL 2010-10-15
002 2009-01-01 BAKER DANIELS LLP JOHN W PURCELL BAKER DANIELS LLP JOHN W PURCELL 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2011-01-01	JOHN PURCELL
002	2009-01-01	BAKER DANIELS LLP JOHN W PURCELL	BAKER DANIELS LLP JOHN W PURCELL	2010-10-15
002	2009-01-01	BAKER DANIELS LLP JOHN W PURCELL	BAKER DANIELS LLP JOHN W PURCELL	2010-10-15
002	2009-01-01	BAKER DANIELS LLP JOHN W PURCELL	BAKER DANIELS LLP JOHN W PURCELL	2010-10-15

Plan Statistics for BAKER & DANIELS LLP H.R. 10 RETIREMENT PLAN

401k plan membership statisitcs for BAKER & DANIELS LLP H.R. 10 RETIREMENT PLAN

Measure Date Value
2011: BAKER & DANIELS LLP H.R. 10 RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 576
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 418
Number of retired or separated participants receiving benefits 2011-01-01 6
Number of other retired or separated participants entitled to future benefits 2011-01-01 105
Total of all active and inactive participants 2011-01-01 529
Total participants 2011-01-01 529
Number of participants with account balances 2011-01-01 529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BAKER & DANIELS LLP H.R. 10 RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 446
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 431
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 106
Total of all active and inactive participants 2009-01-01 537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 537
Number of participants with account balances 2009-01-01 537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: BAKER & DANIELS LLP H.R. 10 RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	576
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	418
Number of retired or separated participants receiving benefits	2011-01-01	6
Number of other retired or separated participants entitled to future benefits	2011-01-01	105
Total of all active and inactive participants	2011-01-01	529
Total participants	2011-01-01	529
Number of participants with account balances	2011-01-01	529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BAKER & DANIELS LLP H.R. 10 RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	446
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	431
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	106
Total of all active and inactive participants	2009-01-01	537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	537
Number of participants with account balances	2009-01-01	537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BAKER & DANIELS LLP H.R. 10 RETIREMENT PLAN

Measure	Date	Value
2011 : BAKER & DANIELS LLP H.R. 10 RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$6,547,903
Total of all expenses incurred	2011-12-31	$7,430,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$7,405,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$6,351,129
Value of total assets at end of year	2011-12-31	$93,091,030
Value of total assets at beginning of year	2011-12-31	$93,974,378
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$25,655
Total interest from all sources	2011-12-31	$3,977
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$2,126,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$2,126,767
Administrative expenses professional fees incurred	2011-12-31	$9,500
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$6,351,129
Amount contributed by the employer to the plan for this plan year	2011-12-31	$6,351,129
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Other income not declared elsewhere	2011-12-31	$49
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-883,048
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$93,091,030
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$93,974,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$16,155
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$78,276,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$79,720,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$8,463,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$8,065,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$8,065,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$3,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,934,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$6,351,129
Employer contributions (assets) at end of year	2011-12-31	$6,351,129
Employer contributions (assets) at beginning of year	2011-12-31	$6,188,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$7,405,296
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BKD, LLP
Accountancy firm EIN	2011-12-31	440161260
2010 : BAKER & DANIELS LLP H.R. 10 RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$15,161,799
Total of all expenses incurred	2010-12-31	$2,402,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,375,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$6,188,679
Value of total assets at end of year	2010-12-31	$93,974,078
Value of total assets at beginning of year	2010-12-31	$81,214,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$27,102
Total interest from all sources	2010-12-31	$5,309
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$2,780,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$2,780,347
Administrative expenses professional fees incurred	2010-12-31	$9,800
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$6,188,679
Amount contributed by the employer to the plan for this plan year	2010-12-31	$6,188,679
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Other income not declared elsewhere	2010-12-31	$307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$12,759,278
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$93,974,078
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$81,214,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$15,347
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$79,720,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$67,428,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$8,065,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$8,114,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$8,114,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$5,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$6,187,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$6,188,679
Employer contributions (assets) at end of year	2010-12-31	$6,188,679
Employer contributions (assets) at beginning of year	2010-12-31	$5,672,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,375,419
Contract administrator fees	2010-12-31	$1,955
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BKD, LLP
Accountancy firm EIN	2010-12-31	440160260
2009 : BAKER & DANIELS LLP H.R. 10 RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$5,672,302
Amount contributed by the employer to the plan for this plan year	2009-12-31	$5,672,302

Form 5500 Responses for BAKER & DANIELS LLP H.R. 10 RETIREMENT PLAN

2011: BAKER & DANIELS LLP H.R. 10 RETIREMENT PLAN 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: BAKER & DANIELS LLP H.R. 10 RETIREMENT PLAN 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:	BAKER & DANIELS LLP
Employer identification number (EIN):	350837902
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers