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ROBERT M. LINDSTROM, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT M. LINDSTROM, P.A. PROFIT SHARING PLAN
Plan identification number 001

ROBERT M. LINDSTROM, P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

ROBERT M. LINDSTROM, PA has sponsored the creation of one or more 401k plans.

Company Name:ROBERT M. LINDSTROM, PA
Employer identification number (EIN):411230388
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT M. LINDSTROM, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01SHIRLEY HOMAN

Plan Statistics for ROBERT M. LINDSTROM, P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT M. LINDSTROM, P.A. PROFIT SHARING PLAN

Measure Date Value
2011: ROBERT M. LINDSTROM, P.A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-010
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 participants2011-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-010
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on ROBERT M. LINDSTROM, P.A. PROFIT SHARING PLAN

Measure Date Value
2011 : ROBERT M. LINDSTROM, P.A. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-03-31$557
Expenses. Total of all expenses incurred2011-03-31$257,998
Benefits paid (including direct rollovers)2011-03-31$257,998
Total plan assets at end of year2011-03-31$0
Total plan assets at beginning of year2011-03-31$257,441
Total contributions received or receivable from participants2011-03-31$0
Expenses. Other expenses not covered elsewhere2011-03-31$0
Contributions received from other sources (not participants or employers)2011-03-31$0
Other income received2011-03-31$557
Net income (gross income less expenses)2011-03-31$-257,441
Net plan assets at end of year (total assets less liabilities)2011-03-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$257,441
Assets. Value of participant loans2011-03-31$0
Total contributions received or receivable from employer(s)2011-03-31$0
Value of certain deemed distributions of participant loans2011-03-31$0
Value of corrective distributions2011-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Funding deficiency by the employer to the plan for this plan year2011-03-31$0
Minimum employer required contribution for this plan year2011-03-31$0
Amount contributed by the employer to the plan for this plan year2011-03-31$0
2010 : ROBERT M. LINDSTROM, P.A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$271,883
Expenses. Total of all expenses incurred2010-12-31$14,442
Benefits paid (including direct rollovers)2010-12-31$14,442
Total plan assets at end of year2010-12-31$257,441
Total plan assets at beginning of year2010-12-31$0
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$271,883
Net income (gross income less expenses)2010-12-31$257,441
Net plan assets at end of year (total assets less liabilities)2010-12-31$257,441
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0

Form 5500 Responses for ROBERT M. LINDSTROM, P.A. PROFIT SHARING PLAN

2011: ROBERT M. LINDSTROM, P.A. PROFIT SHARING 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 filingYes
2011-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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