401k Plan data: DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN plan

DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN
Plan identification number	001

DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN 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.
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.

401k Sponsoring company profile

DANIEL W. ROWLEY, ATTORNEY AT LAW has sponsored the creation of one or more 401k plans.

Company Name: DANIEL W. ROWLEY, ATTORNEY AT LAW

Employer identification number (EIN): 770400564

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01
001 2013-01-01
001 2012-01-01 DANIEL W. ROWLEY DANIEL W. ROWLEY 2013-03-26
001 2011-01-01 DANIEL W. ROWLEY DANIEL W. ROWLEY 2012-06-19
001 2010-01-01 DANIEL W. ROWLEY 2011-07-15 DANIEL W. ROWLEY 2011-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01
001	2013-01-01
001	2012-01-01	DANIEL W. ROWLEY		DANIEL W. ROWLEY	2013-03-26
001	2011-01-01	DANIEL W. ROWLEY		DANIEL W. ROWLEY	2012-06-19
001	2010-01-01	DANIEL W. ROWLEY	2011-07-15	DANIEL W. ROWLEY	2011-07-15

Plan Statistics for DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 1
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
2012: DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN 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 1
Total of all active and inactive participants 2011-01-01 1
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1

Measure	Date	Value
2014: DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	1
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
2012: DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN 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	1
Total of all active and inactive participants	2011-01-01	1
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1

Financial Data on DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$127,298
Expenses. Total of all expenses incurred	2014-12-31	$10,202
Total plan assets at end of year	2014-12-31	$979,199
Total plan assets at beginning of year	2014-12-31	$862,103
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$1,855
Other income received	2014-12-31	$69,798
Net income (gross income less expenses)	2014-12-31	$117,096
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$979,199
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$862,103
Assets. Value of real-estate (other than employer real property)	2014-12-31	$200,000
Total contributions received or receivable from employer(s)	2014-12-31	$34,500
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$8,347
2013 : DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$174,919
Expenses. Total of all expenses incurred	2013-12-31	$14,078
Total plan assets at end of year	2013-12-31	$862,103
Total plan assets at beginning of year	2013-12-31	$701,262
Value of fidelity bond covering the plan	2013-12-31	$80,000
Total contributions received or receivable from participants	2013-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,325
Other income received	2013-12-31	$118,419
Net income (gross income less expenses)	2013-12-31	$160,841
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$862,103
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$701,262
Assets. Value of real-estate (other than employer real property)	2013-12-31	$170,000
Total contributions received or receivable from employer(s)	2013-12-31	$33,500
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12,753
2012 : DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total income from all sources	2012-12-31	$105,795
Expenses. Total of all expenses incurred	2012-12-31	$14,324
Total plan assets at end of year	2012-12-31	$701,262
Total plan assets at beginning of year	2012-12-31	$609,791
Total contributions received or receivable from participants	2012-12-31	$22,500
Expenses. Other expenses not covered elsewhere	2012-12-31	$5,286
Other income received	2012-12-31	$50,295
Net income (gross income less expenses)	2012-12-31	$91,471
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$701,262
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$609,791
Assets. Value of real-estate (other than employer real property)	2012-12-31	$149,000
Total contributions received or receivable from employer(s)	2012-12-31	$33,000
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$1,500
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$7,538
2011 : DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$64,603
Expenses. Total of all expenses incurred	2011-12-31	$29,470
Benefits paid (including direct rollovers)	2011-12-31	$12,904
Total plan assets at end of year	2011-12-31	$609,791
Total plan assets at beginning of year	2011-12-31	$574,658
Total contributions received or receivable from participants	2011-12-31	$22,000
Other income received	2011-12-31	$10,103
Net income (gross income less expenses)	2011-12-31	$35,133
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$609,791
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$574,658
Assets. Value of real-estate (other than employer real property)	2011-12-31	$149,000
Total contributions received or receivable from employer(s)	2011-12-31	$32,500
Value of certain deemed distributions of participant loans	2011-12-31	$16,566

Form 5500 Responses for DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN

2014: DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN 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: DANIEL W. ROWLEY 401(K) PROFIT SHARING PLAN 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

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Company Name:	DANIEL W. ROWLEY, ATTORNEY AT LAW
Employer identification number (EIN):	770400564
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers