401k Plan data: R.J. PALMER LLC 401(K) PLAN plan

R.J. PALMER LLC 401(K) PLAN 401k Plan overview

Plan Name	R.J. PALMER LLC 401(K) PLAN
Plan identification number	001

R.J. PALMER LLC 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.
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.
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

R.J. PALMER, LLC has sponsored the creation of one or more 401k plans.

Company Name: R.J. PALMER, LLC

Employer identification number (EIN): 522279751

NAIC Classification: 541800

Additional information about R.J. PALMER, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date: 2000-12-06

Company Identification Number: 2581048

Legal Registered Office Address: 1212 Ave Of Americas / 18Th Fl

New York
United States of America (USA)
10036

More information about R.J. PALMER, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R.J. PALMER LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 PETER STIEGLITZ
001 2009-01-01 PETER STIEGLITZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	PETER STIEGLITZ
001	2009-01-01	PETER STIEGLITZ

Plan Statistics for R.J. PALMER LLC 401(K) PLAN

401k plan membership statisitcs for R.J. PALMER LLC 401(K) PLAN

Measure Date Value
2011: R.J. PALMER LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 69
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 14
Total of all active and inactive participants 2011-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 84
Number of participants with account balances 2011-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2009: R.J. PALMER LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 58
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 11
Total of all active and inactive participants 2009-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 70
Number of participants with account balances 2009-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2011: R.J. PALMER LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	69
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	14
Total of all active and inactive participants	2011-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	84
Number of participants with account balances	2011-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2009: R.J. PALMER LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	58
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	11
Total of all active and inactive participants	2009-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	70
Number of participants with account balances	2009-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on R.J. PALMER LLC 401(K) PLAN

Measure	Date	Value
2011 : R.J. PALMER LLC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$395,210
Expenses. Total of all expenses incurred	2011-12-31	$169,465
Benefits paid (including direct rollovers)	2011-12-31	$163,910
Total plan assets at end of year	2011-12-31	$4,737,808
Total plan assets at beginning of year	2011-12-31	$4,512,063
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$437,024
Other income received	2011-12-31	$-94,475
Net income (gross income less expenses)	2011-12-31	$225,745
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,737,808
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,512,063
Assets. Value of participant loans	2011-12-31	$34,129
Total contributions received or receivable from employer(s)	2011-12-31	$52,661
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$5,555
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : R.J. PALMER LLC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,033,465
Expenses. Total of all expenses incurred	2010-12-31	$229,337
Benefits paid (including direct rollovers)	2010-12-31	$222,209
Total plan assets at end of year	2010-12-31	$4,512,063
Total plan assets at beginning of year	2010-12-31	$3,707,935
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$433,659
Other income received	2010-12-31	$543,002
Net income (gross income less expenses)	2010-12-31	$804,128
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,512,063
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,707,935
Assets. Value of participant loans	2010-12-31	$46,743
Total contributions received or receivable from employer(s)	2010-12-31	$56,804
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$7,128
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : R.J. PALMER LLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for R.J. PALMER LLC 401(K) PLAN

2011: R.J. PALMER LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: R.J. PALMER LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

R.J. PALMER PARTNERS LLC 401(K) PLAN [EIN = 900777753]

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Company Name:	R.J. PALMER, LLC
Employer identification number (EIN):	522279751
NAIC Classification:	541800

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:	2000-12-06
Company Identification Number:	2581048
Legal Registered Office Address:	1212 Ave Of Americas / 18Th Fl New York United States of America (USA) 10036