MONEY PURCHASE PENSION SELF EMPLOYED PLAN UNDER PLAN OF KEN CLARY & CO., LLC 401k Plan overview

MONEY PURCHASE PENSION SELF EMPLOYED PLAN UNDER PLAN OF KEN CLARY & CO., LLC Benefits

401k Sponsoring company profile

Company Name:	KEN CLARY & COMPANY, LLC
Employer identification number (EIN):	582319445
NAIC Classification:	333410

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	KENNETH CLARY
001	2012-01-01	JEAN CLARY
001	2011-01-01	JEAN CLARY
001	2010-01-01	JEAN CLARY
001	2009-01-01	KENNETH B. CLARY

Plan Statistics for MONEY PURCHASE PENSION SELF EMPLOYED PLAN UNDER PLAN OF KEN CLARY & CO., LLC

Measure	Date	Value
2013: MONEY PURCHASE PENSION SELF EMPLOYED PLAN UNDER PLAN OF KEN CLARY & CO., LLC 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total of all active and inactive participants	2013-01-01	0
Total participants	2013-01-01	0
2012: MONEY PURCHASE PENSION SELF EMPLOYED PLAN UNDER PLAN OF KEN CLARY & CO., LLC 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5
2011: MONEY PURCHASE PENSION SELF EMPLOYED PLAN UNDER PLAN OF KEN CLARY & CO., LLC 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
2010: MONEY PURCHASE PENSION SELF EMPLOYED PLAN UNDER PLAN OF KEN CLARY & CO., LLC 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Total of all active and inactive participants	2010-01-01	5
Total participants	2010-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MONEY PURCHASE PENSION SELF EMPLOYED PLAN UNDER PLAN OF KEN CLARY & CO., LLC 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
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	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5

Financial Data on MONEY PURCHASE PENSION SELF EMPLOYED PLAN UNDER PLAN OF KEN CLARY & CO., LLC

Form 5500 Responses for MONEY PURCHASE PENSION SELF EMPLOYED PLAN UNDER PLAN OF KEN CLARY & CO., LLC

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• MONEY PURCHASE PLAN FOR THOMAS JEFFERSON WILLIAMS IV [EIN = 680466153]
• MONEY PURCHASE PLAN FOR R GREGG STONE III [EIN = 621803258]
• MONEY PURCHASE PENSION PLAN OF CURTIS W. SPENCER, III, M.D. [EIN = 953171996]
• MONEY PURCHASE 401 A PLAN TYPE PENSION [EIN = 382006471]

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