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FIRST TRUST TRUSTEE PROFIT SHARING PLAN 401k Plan overview

Plan NameFIRST TRUST TRUSTEE PROFIT SHARING PLAN
Plan identification number 001

FIRST TRUST TRUSTEE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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

THOMAS N TRAUTMAN has sponsored the creation of one or more 401k plans.

Company Name:THOMAS N TRAUTMAN
Employer identification number (EIN):450352318

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST TRUST TRUSTEE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012009-01-01RONALD FUCHS THOMAS TRAUTMAN2010-08-05

Plan Statistics for FIRST TRUST TRUSTEE PROFIT SHARING PLAN

401k plan membership statisitcs for FIRST TRUST TRUSTEE PROFIT SHARING PLAN

Measure Date Value
2009: FIRST TRUST TRUSTEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011
Number of participants with account balances2009-01-011

Financial Data on FIRST TRUST TRUSTEE PROFIT SHARING PLAN

Measure Date Value
2010 : FIRST TRUST TRUSTEE PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$783
Expenses. Total of all expenses incurred2010-12-31$295,044
Benefits paid (including direct rollovers)2010-12-31$281,022
Total plan assets at end of year2010-12-31$0
Total plan assets at beginning of year2010-12-31$294,261
Expenses. Other expenses not covered elsewhere2010-12-31$13,887
Other income received2010-12-31$783
Net income (gross income less expenses)2010-12-31$-294,261
Net plan assets at end of year (total assets less liabilities)2010-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$294,261
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$135

Form 5500 Responses for FIRST TRUST TRUSTEE PROFIT SHARING PLAN

2009: FIRST TRUST TRUSTEE PROFIT SHARING 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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