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EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643 401k Plan overview

Plan NameEDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643
Plan identification number 001

EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643 Benefits

401k Plan TypeOther Pension Benefit
Plan Features/Benefits
  • Plan covering Self-Employed individuals.
  • 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

LANNY R NORRIS has sponsored the creation of one or more 401k plans.

Company Name:LANNY R NORRIS
Employer identification number (EIN):621248137
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01LANNY NORRIS LANNY NORRIS2016-08-01
0012014-01-01LANNY NORRIS LANNY NORRIS2015-07-29
0012013-01-01LANNY NORRIS LANNY NORRIS2014-07-29
0012012-01-01LANNY NORRIS LANNY NORRIS2013-08-05
0012011-01-01LANNY NORRIS
0012010-01-01LANNY NORRIS
0012009-01-01LANNY NORRIS
0012009-01-01LANNY NORRIS

Plan Statistics for EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643

401k plan membership statisitcs for EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643

Measure Date Value
2015: EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
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 participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643 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
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643 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
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643 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
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643 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
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
Number of participants with account balances2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643

Measure Date Value
2015 : EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-10,551
Expenses. Total of all expenses incurred2015-12-31$882,469
Benefits paid (including direct rollovers)2015-12-31$882,379
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$893,020
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$90
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-18,242
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-893,020
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$893,020
Total contributions received or receivable from employer(s)2015-12-31$7,691
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$42,812
Expenses. Total of all expenses incurred2014-12-31$890
Benefits paid (including direct rollovers)2014-12-31$800
Total plan assets at end of year2014-12-31$893,020
Total plan assets at beginning of year2014-12-31$851,098
Expenses. Other expenses not covered elsewhere2014-12-31$90
Other income received2014-12-31$14,210
Net income (gross income less expenses)2014-12-31$41,922
Net plan assets at end of year (total assets less liabilities)2014-12-31$893,020
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$851,098
Total contributions received or receivable from employer(s)2014-12-31$28,602
2013 : EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$39,493
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$851,098
Total plan assets at beginning of year2013-12-31$811,605
Expenses. Other expenses not covered elsewhere2013-12-31$0
Other income received2013-12-31$14,744
Net income (gross income less expenses)2013-12-31$39,493
Net plan assets at end of year (total assets less liabilities)2013-12-31$851,098
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$811,605
Total contributions received or receivable from employer(s)2013-12-31$24,749
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643 2012 401k financial data
Total income from all sources2012-12-31$91,588
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$834,363
Total plan assets at beginning of year2012-12-31$742,775
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$69,400
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$91,588
Net plan assets at end of year (total assets less liabilities)2012-12-31$834,363
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$742,775
Total contributions received or receivable from employer(s)2012-12-31$22,188
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$0
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$742,775
Total plan assets at beginning of year2011-12-31$733,791
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$0
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$0
Net plan assets at end of year (total assets less liabilities)2011-12-31$742,775
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$733,791
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$0
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$733,791
Total plan assets at beginning of year2010-12-31$758,944
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$0
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$0
Net plan assets at end of year (total assets less liabilities)2010-12-31$733,791
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$758,944
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643

2015: EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EDWARD D JONES&CO CUSTODIAN LANNY R NORRIS FBO LANNY R NORRIS110 S MAIN STREET ELIZABETHTON TN 37643 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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