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THE JEROME PHILLIPS FULLY INSURED PENSION PLAN 401k Plan overview

Plan NameTHE JEROME PHILLIPS FULLY INSURED PENSION PLAN
Plan identification number 001

THE JEROME PHILLIPS FULLY INSURED PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

THE JEROME PHILLIPS FULLY INSURED PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:THE JEROME PHILLIPS FULLY INSURED PENSION PLAN
Employer identification number (EIN):352231092
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JEROME PHILLIPS FULLY INSURED PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01M. PAUL TURNER
0012010-01-01M. PAUL TURNER
0012009-01-01M. PAUL TURNER

Plan Statistics for THE JEROME PHILLIPS FULLY INSURED PENSION PLAN

401k plan membership statisitcs for THE JEROME PHILLIPS FULLY INSURED PENSION PLAN

Measure Date Value
2011: THE JEROME PHILLIPS FULLY INSURED PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE JEROME PHILLIPS FULLY INSURED PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE JEROME PHILLIPS FULLY INSURED PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
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 participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE JEROME PHILLIPS FULLY INSURED PENSION PLAN

Measure Date Value
2011 : THE JEROME PHILLIPS FULLY INSURED PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$114,183
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,190,085
Total plan assets at beginning of year2011-12-31$1,075,902
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$44,183
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$114,183
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,190,085
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,075,902
Total contributions received or receivable from employer(s)2011-12-31$70,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE JEROME PHILLIPS FULLY INSURED PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$141,805
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,075,902
Total plan assets at beginning of year2010-12-31$934,097
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$91,805
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$141,805
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,075,902
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$934,097
Total contributions received or receivable from employer(s)2010-12-31$50,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE JEROME PHILLIPS FULLY INSURED PENSION 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 THE JEROME PHILLIPS FULLY INSURED PENSION PLAN

2011: THE JEROME PHILLIPS FULLY INSURED PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE JEROME PHILLIPS FULLY INSURED PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE JEROME PHILLIPS FULLY INSURED PENSION 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 filingNo
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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