401k Plan data: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN plan

JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 401k Plan overview

Plan Name	JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN
Plan identification number	001

JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Profit-sharing

401k Sponsoring company profile

JAMES M CAPLINGER CHARTERED has sponsored the creation of one or more 401k plans.

Company Name: JAMES M CAPLINGER CHARTERED

Employer identification number (EIN): 480772498

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 NANCY TOELKES
001 2016-01-01 JAMES CAPLINGER JAMES CAPLINGER 2017-10-04
001 2015-01-01 JAMES CAPLINGER, JR.
001 2014-01-01 JAMES CAPLINGER, JR.
001 2013-10-01 JAMES M CAPLINGER JAMES M CAPLINGER 2014-10-15
001 2012-10-01 JAMES M CAPLINGER JAMES M CAPLINGER 2014-04-30
001 2011-10-01 JAMES M CAPLINGER JAMES M CAPLINGER 2013-01-05
001 2010-10-01 JAMES M CAPLINGER JAMES M CAPLINGER 2012-07-12
001 2009-10-01 JAMES M CAPLINGER JAMES M CAPLINGER 2011-07-01
001 2009-10-01 JAMES M CAPLINGER JAMES M CAPLINGER 2011-07-01
001 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01	NANCY TOELKES
001	2016-01-01	JAMES CAPLINGER	JAMES CAPLINGER	2017-10-04
001	2015-01-01	JAMES CAPLINGER, JR.
001	2014-01-01	JAMES CAPLINGER, JR.
001	2013-10-01	JAMES M CAPLINGER	JAMES M CAPLINGER	2014-10-15
001	2012-10-01	JAMES M CAPLINGER	JAMES M CAPLINGER	2014-04-30
001	2011-10-01	JAMES M CAPLINGER	JAMES M CAPLINGER	2013-01-05
001	2010-10-01	JAMES M CAPLINGER	JAMES M CAPLINGER	2012-07-12
001	2009-10-01	JAMES M CAPLINGER	JAMES M CAPLINGER	2011-07-01
001	2009-10-01	JAMES M CAPLINGER	JAMES M CAPLINGER	2011-07-01
001	2008-10-01

Plan Statistics for JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2019: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 2
2017: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total of all active and inactive participants 2017-01-01 0
Total participants 2017-01-01 0
2016: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Total participants 2016-01-01 0
2015: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 4
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 0
Total of all active and inactive participants 2013-10-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 4
Number of participants with account balances 2013-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 4
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 0
Total of all active and inactive participants 2012-10-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 4
Number of participants with account balances 2012-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 4
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 0
Total of all active and inactive participants 2011-10-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 4
Number of participants with account balances 2011-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2010: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 5
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 0
Total of all active and inactive participants 2010-10-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 5
Number of participants with account balances 2010-10-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 0
2009: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 5
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 0
Total of all active and inactive participants 2009-10-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 5
Number of participants with account balances 2009-10-01 5

Measure	Date	Value
2019: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	2
2017: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total of all active and inactive participants	2017-01-01	0
Total participants	2017-01-01	0
2016: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Total participants	2016-01-01	0
2015: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	4
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	0
Total of all active and inactive participants	2013-10-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	4
Number of participants with account balances	2013-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	4
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	0
Total of all active and inactive participants	2012-10-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	4
Number of participants with account balances	2012-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	4
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	0
Total of all active and inactive participants	2011-10-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	4
Number of participants with account balances	2011-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2010: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	5
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	0
Total of all active and inactive participants	2010-10-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	5
Number of participants with account balances	2010-10-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	0
2009: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	5
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	0
Total of all active and inactive participants	2009-10-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	5
Number of participants with account balances	2009-10-01	5

Financial Data on JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN

Measure	Date	Value
2019 : JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$89,363
Expenses. Total of all expenses incurred	2019-12-31	$683,150
Benefits paid (including direct rollovers)	2019-12-31	$683,150
Total plan assets at end of year	2019-12-31	$0
Total plan assets at beginning of year	2019-12-31	$593,787
Total contributions received or receivable from participants	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$89,363
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-593,787
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$593,787
Total contributions received or receivable from employer(s)	2019-12-31	$0
2018 : JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-25,250
Expenses. Total of all expenses incurred	2018-12-31	$1,557,698
Benefits paid (including direct rollovers)	2018-12-31	$1,557,698
Total plan assets at end of year	2018-12-31	$593,787
Total plan assets at beginning of year	2018-12-31	$2,176,735
Other income received	2018-12-31	$-110,168
Net income (gross income less expenses)	2018-12-31	$-1,582,948
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$593,787
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,176,735
Total contributions received or receivable from employer(s)	2018-12-31	$84,918
2017 : JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$243,866
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$2,176,735
Total plan assets at beginning of year	2017-12-31	$1,932,869
Other income received	2017-12-31	$150,616
Net income (gross income less expenses)	2017-12-31	$243,866
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,176,735
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,932,869
Total contributions received or receivable from employer(s)	2017-12-31	$93,250
2016 : JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$378,880
Expenses. Total of all expenses incurred	2016-12-31	$742,217
Benefits paid (including direct rollovers)	2016-12-31	$742,217
Total plan assets at end of year	2016-12-31	$1,932,869
Total plan assets at beginning of year	2016-12-31	$2,296,206
Other income received	2016-12-31	$285,630
Net income (gross income less expenses)	2016-12-31	$-363,337
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,932,869
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,296,206
Total contributions received or receivable from employer(s)	2016-12-31	$93,250
2015 : JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-163,831
Expenses. Total of all expenses incurred	2015-12-31	$64,741
Benefits paid (including direct rollovers)	2015-12-31	$64,701
Total plan assets at end of year	2015-12-31	$2,296,206
Total plan assets at beginning of year	2015-12-31	$2,524,778
Expenses. Other expenses not covered elsewhere	2015-12-31	$40
Other income received	2015-12-31	$-256,219
Net income (gross income less expenses)	2015-12-31	$-228,572
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,296,206
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,524,778
Total contributions received or receivable from employer(s)	2015-12-31	$92,388
2014 : JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$86,788
Expenses. Total of all expenses incurred	2014-12-31	$72,309
Benefits paid (including direct rollovers)	2014-12-31	$72,309
Total plan assets at end of year	2014-12-31	$2,524,778
Total plan assets at beginning of year	2014-12-31	$2,510,299
Assets. Value of tangible personal property	2014-12-31	$0
Other income received	2014-12-31	$-50,819
Net income (gross income less expenses)	2014-12-31	$14,479
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,524,778
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,510,299
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$0
Assets. Value of real-estate (other than employer real property)	2014-12-31	$0
Assets. Value of employer securities	2014-12-31	$0
Assets. Value of employer real property	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$137,607
2013 : JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$66,661
Total plan assets at end of year	2013-12-31	$2,510,299
Total plan assets at beginning of year	2013-12-31	$2,443,638
Assets. Value of tangible personal property	2013-12-31	$0
Assets. Value of loans (other than to participants)	2013-12-31	$0
Other income received	2013-12-31	$66,661
Net income (gross income less expenses)	2013-12-31	$66,661
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,510,299
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,443,638
Assets. Value of participant loans	2013-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$0
Assets. Value of real-estate (other than employer real property)	2013-12-31	$0
Assets. Value of employer securities	2013-12-31	$0
Assets. Value of employer real property	2013-12-31	$0
Total income from all sources	2013-09-30	$104,702
Expenses. Total of all expenses incurred	2013-09-30	$158,590
Benefits paid (including direct rollovers)	2013-09-30	$158,590
Total plan assets at end of year	2013-09-30	$2,443,638
Total plan assets at beginning of year	2013-09-30	$2,497,526
Other income received	2013-09-30	$-37,070
Net income (gross income less expenses)	2013-09-30	$-53,888
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$2,443,638
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$2,497,526
Total contributions received or receivable from employer(s)	2013-09-30	$141,772
2012 : JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$141,766
Expenses. Total of all expenses incurred	2012-09-30	$1,699,588
Benefits paid (including direct rollovers)	2012-09-30	$1,699,588
Total plan assets at end of year	2012-09-30	$2,497,526
Total plan assets at beginning of year	2012-09-30	$4,055,348
Other income received	2012-09-30	$-8
Net income (gross income less expenses)	2012-09-30	$-1,557,822
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$2,497,526
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$4,055,348
Total contributions received or receivable from employer(s)	2012-09-30	$141,774
2011 : JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$297,097
Expenses. Total of all expenses incurred	2011-09-30	$51,250
Benefits paid (including direct rollovers)	2011-09-30	$51,250
Total plan assets at end of year	2011-09-30	$4,055,348
Total plan assets at beginning of year	2011-09-30	$3,809,501
Other income received	2011-09-30	$141,250
Net income (gross income less expenses)	2011-09-30	$245,847
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$4,055,348
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$3,809,501
Total contributions received or receivable from employer(s)	2011-09-30	$155,847

Form 5500 Responses for JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN

2019: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	Yes
2009-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2008: JAMES M CAPLINGER CHARTERED EMPLOYEE PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	Yes
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	JAMES M CAPLINGER CHARTERED
Employer identification number (EIN):	480772498
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers