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DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDUNCAN & ADAIR 401(K) PROFIT SHARING PLAN
Plan identification number 001

DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Profit-sharing
  • 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.
  • 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

DUNCAN & ADAIR, PC has sponsored the creation of one or more 401k plans.

Company Name:DUNCAN & ADAIR, PC
Employer identification number (EIN):581480862
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01GEORGE DUNCAN
0012013-01-01
0012012-01-01GEORGE. E. DUNCAN, JR.
0012011-01-01GEORGE. E. DUNCAN, JR.
0012010-01-01GEORGE. E. DUNCAN, JR.
0012009-01-01GEORGE. E. DUNCAN, JR.

Plan Statistics for DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Number of participants with account balances2013-01-013
2012: DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
2011: DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
2010: DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
Number of participants with account balances2010-01-013
2009: DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-011
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-013

Financial Data on DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$-825,646
Total income from all sources2014-12-31$46,966
Expenses. Total of all expenses incurred2014-12-31$38,958
Total plan assets at end of year2014-12-31$0
Total plan assets at beginning of year2014-12-31$817,638
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$1,688
Other income received2014-12-31$22,278
Net income (gross income less expenses)2014-12-31$8,008
Net plan assets at end of year (total assets less liabilities)2014-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$817,638
Total contributions received or receivable from employer(s)2014-12-31$23,000
Value of certain deemed distributions of participant loans2014-12-31$38,846
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$112
2013 : DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$163,319
Expenses. Total of all expenses incurred2013-12-31$150
Total plan assets at end of year2013-12-31$817,638
Total plan assets at beginning of year2013-12-31$654,469
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$25,620
Other income received2013-12-31$133,219
Net income (gross income less expenses)2013-12-31$163,169
Net plan assets at end of year (total assets less liabilities)2013-12-31$817,638
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$654,469
Total contributions received or receivable from employer(s)2013-12-31$4,480
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$150
2012 : DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$96,489
Total plan assets at end of year2012-12-31$654,469
Total plan assets at beginning of year2012-12-31$557,980
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$25,876
Other income received2012-12-31$65,928
Net income (gross income less expenses)2012-12-31$96,489
Net plan assets at end of year (total assets less liabilities)2012-12-31$654,469
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$557,980
Total contributions received or receivable from employer(s)2012-12-31$4,685
2011 : DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$30,028
Total plan assets at end of year2011-12-31$557,980
Total plan assets at beginning of year2011-12-31$527,952
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$27,721
Other income received2011-12-31$-3,149
Net income (gross income less expenses)2011-12-31$30,028
Net plan assets at end of year (total assets less liabilities)2011-12-31$557,980
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$527,952
Total contributions received or receivable from employer(s)2011-12-31$5,456
2010 : DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$105,663
Total plan assets at end of year2010-12-31$527,952
Total plan assets at beginning of year2010-12-31$422,289
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$28,020
Other income received2010-12-31$33,563
Net income (gross income less expenses)2010-12-31$105,663
Net plan assets at end of year (total assets less liabilities)2010-12-31$527,952
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$422,289
Total contributions received or receivable from employer(s)2010-12-31$44,080

Form 5500 Responses for DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN

2014: DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DUNCAN & ADAIR 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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