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THE LAW FIRM OF ALTON C. TODD DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameTHE LAW FIRM OF ALTON C. TODD DEFINED BENEFIT PENSION PLAN
Plan identification number 002

THE LAW FIRM OF ALTON C. TODD DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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.
  • Life insurance

401k Sponsoring company profile

THE LAW FIRM OF ALTON C. TODD has sponsored the creation of one or more 401k plans.

Company Name:THE LAW FIRM OF ALTON C. TODD
Employer identification number (EIN):760195096
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW FIRM OF ALTON C. TODD DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01ALTON C. TODD2016-10-10
0022014-01-01ALTON C. TODD2015-10-15
0022013-01-01ALTON C. TODD2014-10-09
0022012-01-01ALTON C. TODD
0022011-01-01ALTON C. TODD
0022010-01-01ALTON C. TODD2011-08-19

Plan Statistics for THE LAW FIRM OF ALTON C. TODD DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for THE LAW FIRM OF ALTON C. TODD DEFINED BENEFIT PENSION PLAN

Measure Date Value
2012: THE LAW FIRM OF ALTON C. TODD DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-016
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
2011: THE LAW FIRM OF ALTON C. TODD DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-017
Total participants2011-01-017

Financial Data on THE LAW FIRM OF ALTON C. TODD DEFINED BENEFIT PENSION PLAN

Measure Date Value
2012 : THE LAW FIRM OF ALTON C. TODD DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$441,136
Expenses. Total of all expenses incurred2012-12-31$6,985
Total plan assets at end of year2012-12-31$1,590,550
Total plan assets at beginning of year2012-12-31$1,156,399
Value of fidelity bond covering the plan2012-12-31$200,000
Other income received2012-12-31$-56,022
Net income (gross income less expenses)2012-12-31$434,151
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,590,550
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,156,399
Total contributions received or receivable from employer(s)2012-12-31$497,158
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,985
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE LAW FIRM OF ALTON C. TODD DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$581,903
Expenses. Total of all expenses incurred2011-12-31$2,751
Total plan assets at end of year2011-12-31$1,156,399
Total plan assets at beginning of year2011-12-31$577,247
Value of fidelity bond covering the plan2011-12-31$200,000
Other income received2011-12-31$-132,859
Net income (gross income less expenses)2011-12-31$579,152
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,156,399
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$577,247
Total contributions received or receivable from employer(s)2011-12-31$714,762
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,751
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for THE LAW FIRM OF ALTON C. TODD DEFINED BENEFIT PENSION PLAN

2012: THE LAW FIRM OF ALTON C. TODD DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE LAW FIRM OF ALTON C. TODD DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,849
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,420
Insurance broker organization code?3
Insurance broker nameWELLS FARGO WEALTH BROKERAGE INS AG
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $249,154
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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