401k Plan data: ROBERT L LOBERG PROFIT SHARING PLAN plan

ROBERT L LOBERG PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT L LOBERG PROFIT SHARING PLAN
Plan identification number	002

ROBERT L LOBERG PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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 LOBERG has sponsored the creation of one or more 401k plans.

Company Name: ROBERT L LOBERG

Employer identification number (EIN): 391502341

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L LOBERG PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2011-01-01 ROBERT LOBERG

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2011-01-01	ROBERT LOBERG

Plan Statistics for ROBERT L LOBERG PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT L LOBERG PROFIT SHARING PLAN

Measure Date Value
2011: ROBERT L LOBERG PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5

Measure	Date	Value
2011: ROBERT L LOBERG PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5

Financial Data on ROBERT L LOBERG PROFIT SHARING PLAN

Measure	Date	Value
2011 : ROBERT L LOBERG PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$52,076
Expenses. Total of all expenses incurred	2011-12-31	$20
Total plan assets at end of year	2011-12-31	$1,141,612
Total plan assets at beginning of year	2011-12-31	$1,089,516
Other income received	2011-12-31	$3,450
Net income (gross income less expenses)	2011-12-31	$52,056
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,141,612
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,089,516
Total contributions received or receivable from employer(s)	2011-12-31	$48,626
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$20
2010 : ROBERT L LOBERG PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$73,880
Expenses. Total of all expenses incurred	2010-12-31	$30
Total plan assets at end of year	2010-12-31	$1,089,516
Total plan assets at beginning of year	2010-12-31	$1,015,666
Contributions received from other sources (not participants or employers)	2010-12-31	$32,195
Net income (gross income less expenses)	2010-12-31	$73,850
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,089,516
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,015,666
Total contributions received or receivable from employer(s)	2010-12-31	$41,685
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$30

Form 5500 Responses for ROBERT L LOBERG PROFIT SHARING PLAN

2011: ROBERT L LOBERG PROFIT SHARING 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

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Company Name:	ROBERT L LOBERG
Employer identification number (EIN):	391502341
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers