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JAMES ALAN CURTIS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES ALAN CURTIS 401(K) PROFIT SHARING PLAN
Plan identification number 001

JAMES ALAN CURTIS 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JAMES ALAN CURTIS has sponsored the creation of one or more 401k plans.

Company Name:JAMES ALAN CURTIS
Employer identification number (EIN):680402492
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES ALAN CURTIS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01JAMES CURTIS
0012014-01-01JAMES CURTIS

Plan Statistics for JAMES ALAN CURTIS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES ALAN CURTIS 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: JAMES ALAN CURTIS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
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: JAMES ALAN CURTIS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
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
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on JAMES ALAN CURTIS 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : JAMES ALAN CURTIS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
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$152,240
Expenses. Total of all expenses incurred2015-12-31$1,108,309
Benefits paid (including direct rollovers)2015-12-31$1,096,836
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$956,069
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$11,473
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$152,240
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-956,069
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$956,069
Assets. Value of real-estate (other than employer real property)2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$0
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 : JAMES ALAN CURTIS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
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$103,953
Expenses. Total of all expenses incurred2014-12-31$14,887
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$956,069
Total plan assets at beginning of year2014-12-31$867,003
Total contributions received or receivable from participants2014-12-31$23,000
Expenses. Other expenses not covered elsewhere2014-12-31$14,887
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$46,453
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$89,066
Net plan assets at end of year (total assets less liabilities)2014-12-31$956,069
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$867,003
Assets. Value of real-estate (other than employer real property)2014-12-31$505,000
Total contributions received or receivable from employer(s)2014-12-31$34,500
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0

Form 5500 Responses for JAMES ALAN CURTIS 401(K) PROFIT SHARING PLAN

2015: JAMES ALAN CURTIS 401(K) PROFIT SHARING PLAN 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 benefit arrangement - TrustYes
2014: JAMES ALAN CURTIS 401(K) PROFIT SHARING PLAN 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 benefit arrangement - TrustYes

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