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THE FRIENDS OF ARIZONA 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameTHE FRIENDS OF ARIZONA 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

THE FRIENDS OF ARIZONA 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.

401k Sponsoring company profile

THE FRIENDS OF ARIZONA has sponsored the creation of one or more 401k plans.

Company Name:THE FRIENDS OF ARIZONA
Employer identification number (EIN):860522951
NAIC Classification:511120
NAIC Description:Periodical Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FRIENDS OF ARIZONA 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01JACK JORDAN
0012011-01-01JACK JORDAN2013-09-13
0012010-01-01THE FRIENDS OF ARIZONA2011-07-08
0012008-01-01JOHN JORDAN

Plan Statistics for THE FRIENDS OF ARIZONA 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for THE FRIENDS OF ARIZONA 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2012: THE FRIENDS OF ARIZONA 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-010
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-010
2008: THE FRIENDS OF ARIZONA 401(K) PROFIT SHARING PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-012
Total number of active participants reported on line 7a of the Form 55002008-01-011
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-011
Total of all active and inactive participants2008-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-012
Number of participants with account balances2008-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
Number of employers contributing to the scheme2008-01-010

Financial Data on THE FRIENDS OF ARIZONA 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2008 : THE FRIENDS OF ARIZONA 401(K) PROFIT SHARING PLAN & TRUST 2008 401k financial data
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$5,320
Expenses. Total of all expenses incurred2008-12-31$0
Benefits paid (including direct rollovers)2008-12-31$0
Total plan assets at end of year2008-12-31$15,482
Total plan assets at beginning of year2008-12-31$10,163
Value of fidelity bond covering the plan2008-12-31$20,000
Total contributions received or receivable from participants2008-12-31$6,701
Expenses. Other expenses not covered elsewhere2008-12-31$0
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-5,130
Net income (gross income less expenses)2008-12-31$5,320
Net plan assets at end of year (total assets less liabilities)2008-12-31$15,482
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$10,163
Total contributions received or receivable from employer(s)2008-12-31$3,749
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0

Form 5500 Responses for THE FRIENDS OF ARIZONA 401(K) PROFIT SHARING PLAN & TRUST

2012: THE FRIENDS OF ARIZONA 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2008: THE FRIENDS OF ARIZONA 401(K) PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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