401k Plan data: AVERY & SMALLWOOD CPA'S PROFIT SHARING PLAN plan

AVERY & SMALLWOOD CPA'S PROFIT SHARING PLAN 401k Plan overview

Plan Name	AVERY & SMALLWOOD CPA'S PROFIT SHARING PLAN
Plan identification number	001

AVERY & SMALLWOOD CPA'S PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JALS PSC has sponsored the creation of one or more 401k plans.

Company Name: JALS PSC

Employer identification number (EIN): 611181659

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AVERY & SMALLWOOD CPA'S PROFIT SHARING PLAN

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

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

Plan Statistics for AVERY & SMALLWOOD CPA'S PROFIT SHARING PLAN

401k plan membership statisitcs for AVERY & SMALLWOOD CPA'S PROFIT SHARING PLAN

Measure Date Value
2011: AVERY & SMALLWOOD CPA'S PROFIT SHARING PLAN 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 0
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 0
Total of all active and inactive participants 2011-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 0
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: AVERY & SMALLWOOD CPA'S PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Total of all active and inactive participants 2009-01-01 5
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5

Measure	Date	Value
2011: AVERY & SMALLWOOD CPA'S PROFIT SHARING PLAN 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	0
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	0
Total of all active and inactive participants	2011-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	0
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: AVERY & SMALLWOOD CPA'S PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Total of all active and inactive participants	2009-01-01	5
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5

Financial Data on AVERY & SMALLWOOD CPA'S PROFIT SHARING PLAN

Measure	Date	Value
2011 : AVERY & SMALLWOOD CPA'S PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$3,000
Expenses. Total of all expenses incurred	2011-12-31	$95,089
Benefits paid (including direct rollovers)	2011-12-31	$95,089
Total plan assets at end of year	2011-12-31	$0
Total plan assets at beginning of year	2011-12-31	$92,089
Other income received	2011-12-31	$3,000
Net income (gross income less expenses)	2011-12-31	$-92,089
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$92,089
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$0
2010 : AVERY & SMALLWOOD CPA'S PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$18,412
Total plan assets at end of year	2010-12-31	$92,089
Total plan assets at beginning of year	2010-12-31	$73,677
Other income received	2010-12-31	$13,412
Net income (gross income less expenses)	2010-12-31	$18,412
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$92,089
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$73,677
Total contributions received or receivable from employer(s)	2010-12-31	$5,000

Form 5500 Responses for AVERY & SMALLWOOD CPA'S PROFIT SHARING PLAN

2011: AVERY & SMALLWOOD CPA'S PROFIT SHARING 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	Yes
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: AVERY & SMALLWOOD CPA'S PROFIT SHARING 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

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Company Name:	JALS PSC
Employer identification number (EIN):	611181659
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants