401k Plan data: WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE plan

WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 401k Plan overview

Plan Name	WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE
Plan identification number	002

WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Plan covering Self-Employed individuals.
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

AHMAD TOLOU-SHAMS has sponsored the creation of one or more 401k plans.

Company Name: AHMAD TOLOU-SHAMS

Employer identification number (EIN): 680236815

NAIC Classification: 541213
NAIC Description: Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 AHMAD TOLOU-SHAMS 2014-04-02 AHMAD TOLOU-SHAMS 2014-04-02
002 2012-01-01 AHMAD TOLOU-SHAMS AHMAD TOLOU-SHAMS 2013-04-04
002 2011-01-01 AHMAD TOLOU-SHAMS
002 2010-01-01 AHMAD TOLOU-SHAMS
002 2009-01-01 AHMAD TOLOU-SHAMS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	AHMAD TOLOU-SHAMS	2014-04-02	AHMAD TOLOU-SHAMS	2014-04-02
002	2012-01-01	AHMAD TOLOU-SHAMS		AHMAD TOLOU-SHAMS	2013-04-04
002	2011-01-01	AHMAD TOLOU-SHAMS
002	2010-01-01	AHMAD TOLOU-SHAMS
002	2009-01-01	AHMAD TOLOU-SHAMS

Plan Statistics for WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE

401k plan membership statisitcs for WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE

Measure Date Value
2012: WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
2011: WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2010: WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Total of all active and inactive participants 2010-01-01 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2012: WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
2011: WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2010: WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE

Measure	Date	Value
2012 : WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2012 401k financial data
Total income from all sources	2012-12-31	$23,120
Expenses. Total of all expenses incurred	2012-12-31	$10,500
Benefits paid (including direct rollovers)	2012-12-31	$10,500
Total plan assets at end of year	2012-12-31	$412,342
Total plan assets at beginning of year	2012-12-31	$399,722
Other income received	2012-12-31	$1,802
Net income (gross income less expenses)	2012-12-31	$12,620
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$412,342
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$399,722
Total contributions received or receivable from employer(s)	2012-12-31	$21,318
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$21,318
Amount contributed by the employer to the plan for this plan year	2012-12-31	$21,318
2011 : WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2011 401k financial data
Total income from all sources	2011-12-31	$20,298
Expenses. Total of all expenses incurred	2011-12-31	$10,138
Benefits paid (including direct rollovers)	2011-12-31	$9,888
Total plan assets at end of year	2011-12-31	$399,722
Total plan assets at beginning of year	2011-12-31	$389,562
Other income received	2011-12-31	$1,388
Net income (gross income less expenses)	2011-12-31	$10,160
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$399,722
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$389,562
Total contributions received or receivable from employer(s)	2011-12-31	$18,910
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$250
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$18,910
Amount contributed by the employer to the plan for this plan year	2011-12-31	$18,910
2010 : WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2010 401k financial data
Total income from all sources	2010-12-31	$23,029
Expenses. Total of all expenses incurred	2010-12-31	$100
Total plan assets at end of year	2010-12-31	$389,562
Total plan assets at beginning of year	2010-12-31	$366,633
Expenses. Other expenses not covered elsewhere	2010-12-31	$100
Other income received	2010-12-31	$3,040
Net income (gross income less expenses)	2010-12-31	$22,929
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$389,562
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$366,633
Total contributions received or receivable from employer(s)	2010-12-31	$19,989
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$19,989
Amount contributed by the employer to the plan for this plan year	2010-12-31	$19,989
2009 : WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$21,357
Amount contributed by the employer to the plan for this plan year	2009-12-31	$21,357

Form 5500 Responses for WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE

2012: WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WELLS FARGO QUALIFIED RETIREMENT PLAN FOR KERR'S TAX SERVICE 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	AHMAD TOLOU-SHAMS
Employer identification number (EIN):	680236815
NAIC Classification:	541213
NAIC Description:	Tax Preparation Services