401k Plan data: DAVIDSON & KILPATRIC PLLC 401(K) PLAN plan

DAVIDSON & KILPATRIC PLLC 401(K) PLAN 401k Plan overview

Plan Name	DAVIDSON & KILPATRIC PLLC 401(K) PLAN
Plan identification number	003

DAVIDSON & KILPATRIC PLLC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

DAVIDSON, KILPATRIC & KRISLOCK has sponsored the creation of one or more 401k plans.

Company Name: DAVIDSON, KILPATRIC & KRISLOCK

Employer identification number (EIN): 455345752

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIDSON & KILPATRIC PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2014-01-01 KENNETH DAVIDSON
003 2013-01-01 KENNETH DAVIDSON
003 2012-01-01 KENNETH DAVIDSON

Plan id#	Filing Submission Date	Name of Administrator
003	2014-01-01	KENNETH DAVIDSON
003	2013-01-01	KENNETH DAVIDSON
003	2012-01-01	KENNETH DAVIDSON

Plan Statistics for DAVIDSON & KILPATRIC PLLC 401(K) PLAN

401k plan membership statisitcs for DAVIDSON & KILPATRIC PLLC 401(K) PLAN

Measure Date Value
2014: DAVIDSON & KILPATRIC PLLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DAVIDSON & KILPATRIC PLLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 18
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 20
Total participants 2013-01-01 20
Number of participants with account balances 2013-01-01 8
2012: DAVIDSON & KILPATRIC PLLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 22
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2014: DAVIDSON & KILPATRIC PLLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DAVIDSON & KILPATRIC PLLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	18
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	20
Total participants	2013-01-01	20
Number of participants with account balances	2013-01-01	8
2012: DAVIDSON & KILPATRIC PLLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	22
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on DAVIDSON & KILPATRIC PLLC 401(K) PLAN

Measure	Date	Value
2014 : DAVIDSON & KILPATRIC PLLC 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-04-04	$0
Total plan liabilities at end of year	2014-04-04	$0
Total plan liabilities at beginning of year	2014-04-04	$0
Total income from all sources	2014-04-04	$7,372
Expenses. Total of all expenses incurred	2014-04-04	$453,385
Benefits paid (including direct rollovers)	2014-04-04	$453,385
Total plan assets at end of year	2014-04-04	$0
Total plan assets at beginning of year	2014-04-04	$446,013
Value of fidelity bond covering the plan	2014-04-04	$1,000,000
Total contributions received or receivable from participants	2014-04-04	$685
Expenses. Other expenses not covered elsewhere	2014-04-04	$0
Contributions received from other sources (not participants or employers)	2014-04-04	$0
Other income received	2014-04-04	$6,687
Noncash contributions received	2014-04-04	$0
Net income (gross income less expenses)	2014-04-04	$-446,013
Net plan assets at end of year (total assets less liabilities)	2014-04-04	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-04-04	$446,013
Total contributions received or receivable from employer(s)	2014-04-04	$0
Value of certain deemed distributions of participant loans	2014-04-04	$0
Value of corrective distributions	2014-04-04	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-04-04	$0
2013 : DAVIDSON & KILPATRIC PLLC 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$100,476
Expenses. Total of all expenses incurred	2013-12-31	$308,750
Benefits paid (including direct rollovers)	2013-12-31	$298,161
Total plan assets at end of year	2013-12-31	$446,013
Total plan assets at beginning of year	2013-12-31	$654,287
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$9,513
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$90,963
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-208,274
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$446,013
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$654,287
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$9,712
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$877
2012 : DAVIDSON & KILPATRIC PLLC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$125,626
Expenses. Total of all expenses incurred	2012-12-31	$39,222
Benefits paid (including direct rollovers)	2012-12-31	$39,222
Total plan assets at end of year	2012-12-31	$654,287
Total plan assets at beginning of year	2012-12-31	$567,883
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$45,408
Contributions received from other sources (not participants or employers)	2012-12-31	$17,246
Other income received	2012-12-31	$62,972
Net income (gross income less expenses)	2012-12-31	$86,404
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$654,287
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$567,883
Assets. Value of participant loans	2012-12-31	$34,006
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for DAVIDSON & KILPATRIC PLLC 401(K) PLAN

2014: DAVIDSON & KILPATRIC PLLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAVIDSON & KILPATRIC PLLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVIDSON & KILPATRIC PLLC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVIDSON, KILPATRIC & KRISLOCK
Employer identification number (EIN):	455345752
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers