401k Plan data: FELDMAN & GETZ, LLP plan

FELDMAN & GETZ, LLP 401k Plan overview

Plan Name	FELDMAN & GETZ, LLP
Plan identification number	001

FELDMAN & GETZ, LLP 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FELDMAN & GETZ, LLP has sponsored the creation of one or more 401k plans.

Company Name: FELDMAN & GETZ, LLP

Employer identification number (EIN): 651093016

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FELDMAN & GETZ, LLP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 PHILIP FELDMAN
001 2010-01-01 PHILIP FELDMAN
001 2009-01-01 PHILIP FELDMAN
001 2008-01-01 PHILIP FELDMAN
001 2007-01-01 PHILIP FELDMAN
001 2006-01-01 PHILIP FELDMAN

Plan id#	Filing Submission Date	Name of Administrator
001	2011-01-01	PHILIP FELDMAN
001	2010-01-01	PHILIP FELDMAN
001	2009-01-01	PHILIP FELDMAN
001	2008-01-01	PHILIP FELDMAN
001	2007-01-01	PHILIP FELDMAN
001	2006-01-01	PHILIP FELDMAN

Plan Statistics for FELDMAN & GETZ, LLP

401k plan membership statisitcs for FELDMAN & GETZ, LLP

Measure Date Value
2011: FELDMAN & GETZ, LLP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
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 1
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 9
2010: FELDMAN & GETZ, LLP 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 11
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 12
Number of participants with account balances 2010-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: FELDMAN & GETZ, LLP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
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 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2008: FELDMAN & GETZ, LLP 2008 401k membership
Total participants, beginning-of-year 2008-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 12
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 12
Number of participants with account balances 2008-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0
2007: FELDMAN & GETZ, LLP 2007 401k membership
Total participants, beginning-of-year 2007-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 13
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 1
Total of all active and inactive participants 2007-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 14
Number of participants with account balances 2007-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0
2006: FELDMAN & GETZ, LLP 2006 401k membership
Total participants, beginning-of-year 2006-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 12
Number of retired or separated participants receiving benefits 2006-01-01 0
Number of other retired or separated participants entitled to future benefits 2006-01-01 1
Total of all active and inactive participants 2006-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 13
Number of participants with account balances 2006-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 0

Measure	Date	Value
2011: FELDMAN & GETZ, LLP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
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	1
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	9
2010: FELDMAN & GETZ, LLP 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	11
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	12
Number of participants with account balances	2010-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: FELDMAN & GETZ, LLP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
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	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2008: FELDMAN & GETZ, LLP 2008 401k membership
Total participants, beginning-of-year	2008-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	12
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	12
Number of participants with account balances	2008-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0
2007: FELDMAN & GETZ, LLP 2007 401k membership
Total participants, beginning-of-year	2007-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	13
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	1
Total of all active and inactive participants	2007-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	14
Number of participants with account balances	2007-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0
2006: FELDMAN & GETZ, LLP 2006 401k membership
Total participants, beginning-of-year	2006-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	12
Number of retired or separated participants receiving benefits	2006-01-01	0
Number of other retired or separated participants entitled to future benefits	2006-01-01	1
Total of all active and inactive participants	2006-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	13
Number of participants with account balances	2006-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	0

Financial Data on FELDMAN & GETZ, LLP

Measure	Date	Value
2011 : FELDMAN & GETZ, LLP 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$51,224
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$721,698
Total plan assets at beginning of year	2011-12-31	$670,474
Value of fidelity bond covering the plan	2011-12-31	$67,047
Total contributions received or receivable from participants	2011-12-31	$57,244
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-25,282
Net income (gross income less expenses)	2011-12-31	$51,224
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$721,698
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$670,474
Assets. Value of participant loans	2011-12-31	$17,142
Total contributions received or receivable from employer(s)	2011-12-31	$19,262
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : FELDMAN & GETZ, LLP 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$146,557
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$670,474
Total plan assets at beginning of year	2010-12-31	$523,917
Value of fidelity bond covering the plan	2010-12-31	$52,392
Total contributions received or receivable from participants	2010-12-31	$65,598
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$58,895
Net income (gross income less expenses)	2010-12-31	$146,557
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$670,474
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$523,917
Assets. Value of participant loans	2010-12-31	$18,442
Total contributions received or receivable from employer(s)	2010-12-31	$22,064
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
2009 : FELDMAN & GETZ, LLP 2009 401k financial data
Transfers to/from the plan	2009-12-31	$0
Total plan liabilities at end of year	2009-12-31	$0
Total plan liabilities at beginning of year	2009-12-31	$0
Total income from all sources	2009-12-31	$171,165
Expenses. Total of all expenses incurred	2009-12-31	$0
Benefits paid (including direct rollovers)	2009-12-31	$0
Total plan assets at end of year	2009-12-31	$523,917
Total plan assets at beginning of year	2009-12-31	$352,753
Value of fidelity bond covering the plan	2009-12-31	$35,275
Total contributions received or receivable from participants	2009-12-31	$62,440
Expenses. Other expenses not covered elsewhere	2009-12-31	$0
Contributions received from other sources (not participants or employers)	2009-12-31	$0
Other income received	2009-12-31	$87,098
Net income (gross income less expenses)	2009-12-31	$171,165
Net plan assets at end of year (total assets less liabilities)	2009-12-31	$523,917
Net plan assets at beginning of year (total assets less liabilities)	2009-12-31	$352,753
Total contributions received or receivable from employer(s)	2009-12-31	$21,627
Value of certain deemed distributions of participant loans	2009-12-31	$0
Value of corrective distributions	2009-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2009-12-31	$0
2008 : FELDMAN & GETZ, LLP 2008 401k financial data
Transfers to/from the plan	2008-12-31	$0
Total plan liabilities at end of year	2008-12-31	$0
Total plan liabilities at beginning of year	2008-12-31	$0
Total income from all sources	2008-12-31	$-35,178
Expenses. Total of all expenses incurred	2008-12-31	$35,069
Benefits paid (including direct rollovers)	2008-12-31	$35,069
Total plan assets at end of year	2008-12-31	$352,753
Total plan assets at beginning of year	2008-12-31	$423,000
Value of fidelity bond covering the plan	2008-12-31	$42,300
Total contributions received or receivable from participants	2008-12-31	$67,669
Expenses. Other expenses not covered elsewhere	2008-12-31	$0
Contributions received from other sources (not participants or employers)	2008-12-31	$0
Other income received	2008-12-31	$-133,116
Net income (gross income less expenses)	2008-12-31	$-70,247
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$352,753
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$423,000
Total contributions received or receivable from employer(s)	2008-12-31	$30,269
Value of certain deemed distributions of participant loans	2008-12-31	$0
Value of corrective distributions	2008-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2008-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2008-12-31	$0
Minimum employer required contribution for this plan year	2008-12-31	$0
Amount contributed by the employer to the plan for this plan year	2008-12-31	$0
2007 : FELDMAN & GETZ, LLP 2007 401k financial data
Transfers to/from the plan	2007-12-31	$0
Total plan liabilities at end of year	2007-12-31	$0
Total plan liabilities at beginning of year	2007-12-31	$0
Total income from all sources	2007-12-31	$127,734
Expenses. Total of all expenses incurred	2007-12-31	$35,000
Benefits paid (including direct rollovers)	2007-12-31	$0
Total plan assets at end of year	2007-12-31	$423,000
Total plan assets at beginning of year	2007-12-31	$330,384
Value of fidelity bond covering the plan	2007-12-31	$33,038
Total contributions received or receivable from participants	2007-12-31	$61,378
Expenses. Other expenses not covered elsewhere	2007-12-31	$0
Contributions received from other sources (not participants or employers)	2007-12-31	$0
Other income received	2007-12-31	$46,638
Net income (gross income less expenses)	2007-12-31	$92,734
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$423,000
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$330,384
Assets. Value of participant loans	2007-12-31	$35,000
Total contributions received or receivable from employer(s)	2007-12-31	$19,718
Value of certain deemed distributions of participant loans	2007-12-31	$35,000
Value of corrective distributions	2007-12-31	$0
2006 : FELDMAN & GETZ, LLP 2006 401k financial data
Total plan liabilities at end of year	2006-12-31	$0
Total plan liabilities at beginning of year	2006-12-31	$0
Total income from all sources	2006-12-31	$84,752
Expenses. Total of all expenses incurred	2006-12-31	$17,894
Benefits paid (including direct rollovers)	2006-12-31	$17,836
Total plan assets at end of year	2006-12-31	$330,384
Total plan assets at beginning of year	2006-12-31	$263,527
Value of fidelity bond covering the plan	2006-12-31	$26,353
Total contributions received or receivable from participants	2006-12-31	$66,709
Expenses. Other expenses not covered elsewhere	2006-12-31	$58
Contributions received from other sources (not participants or employers)	2006-12-31	$803
Other income received	2006-12-31	$-1,090
Net income (gross income less expenses)	2006-12-31	$66,858
Net plan assets at end of year (total assets less liabilities)	2006-12-31	$330,384
Net plan assets at beginning of year (total assets less liabilities)	2006-12-31	$263,527
Total contributions received or receivable from employer(s)	2006-12-31	$18,330
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2006-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2006-12-31	$0
Minimum employer required contribution for this plan year	2006-12-31	$0
Amount contributed by the employer to the plan for this plan year	2006-12-31	$0

Form 5500 Responses for FELDMAN & GETZ, LLP

2011: FELDMAN & GETZ, LLP 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 is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: FELDMAN & GETZ, LLP 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FELDMAN & GETZ, LLP 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
2008: FELDMAN & GETZ, LLP 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: FELDMAN & GETZ, LLP 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes
2006: FELDMAN & GETZ, LLP 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FELDMAN & GETZ, LLP
Employer identification number (EIN):	651093016
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers