401k Plan data: PS PLAN & TRUST AGREEMENT plan

PS PLAN & TRUST AGREEMENT 401k Plan overview

Plan Name	PS PLAN & TRUST AGREEMENT
Plan identification number	001

PS PLAN & TRUST AGREEMENT Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

THOMAS J. FAULHABER & ASSOC., INC. has sponsored the creation of one or more 401k plans.

Company Name: THOMAS J. FAULHABER & ASSOC., INC.

Employer identification number (EIN): 411525532

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PS PLAN & TRUST AGREEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 THOMAS J FAULHABER
001 2009-01-01 THOMAS J FAULHABER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	THOMAS J FAULHABER
001	2009-01-01	THOMAS J FAULHABER

Plan Statistics for PS PLAN & TRUST AGREEMENT

401k plan membership statisitcs for PS PLAN & TRUST AGREEMENT

Measure Date Value
2011: PS PLAN & TRUST AGREEMENT 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total of all active and inactive participants 2011-01-01 0
Total participants 2011-01-01 0
2009: PS PLAN & TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2011: PS PLAN & TRUST AGREEMENT 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total of all active and inactive participants	2011-01-01	0
Total participants	2011-01-01	0
2009: PS PLAN & TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on PS PLAN & TRUST AGREEMENT

Measure	Date	Value
2011 : PS PLAN & TRUST AGREEMENT 2011 401k financial data
Transfers to/from the plan	2011-12-31	$-257,314
Total income from all sources	2011-12-31	$1,498
Expenses. Total of all expenses incurred	2011-12-31	$190
Total plan assets at end of year	2011-12-31	$0
Total plan assets at beginning of year	2011-12-31	$256,006
Expenses. Other expenses not covered elsewhere	2011-12-31	$190
Other income received	2011-12-31	$1,498
Net income (gross income less expenses)	2011-12-31	$1,308
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$256,006
2010 : PS PLAN & TRUST AGREEMENT 2010 401k financial data
Transfers to/from the plan	2010-12-31	$-384,290
Total income from all sources	2010-12-31	$48,205
Expenses. Total of all expenses incurred	2010-12-31	$1,739
Total plan assets at end of year	2010-12-31	$256,006
Total plan assets at beginning of year	2010-12-31	$593,830
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,739
Other income received	2010-12-31	$28,195
Net income (gross income less expenses)	2010-12-31	$46,466
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$256,006
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$593,830
Total contributions received or receivable from employer(s)	2010-12-31	$20,010

Form 5500 Responses for PS PLAN & TRUST AGREEMENT

2011: PS PLAN & TRUST AGREEMENT 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	This submission is the final filing	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PS PLAN & TRUST AGREEMENT 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THOMAS J. FAULHABER & ASSOC., INC.
Employer identification number (EIN):	411525532
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages