401k Plan data: R.J. PALMER PARTNERS LLC 401(K) PLAN plan

R.J. PALMER PARTNERS LLC 401(K) PLAN 401k Plan overview

Plan Name	R.J. PALMER PARTNERS LLC 401(K) PLAN
Plan identification number	001

R.J. PALMER PARTNERS LLC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

R.J. PALMER PARTNERS LLC DBA R.J. PALMER has sponsored the creation of one or more 401k plans.

Company Name: R.J. PALMER PARTNERS LLC DBA R.J. PALMER

Employer identification number (EIN): 900777753

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R.J. PALMER PARTNERS LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 DANIEL KRAMER
001 2013-01-01 PETER STIEGLITZ
001 2012-01-01 PETER STIEGLITZ

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	DANIEL KRAMER
001	2013-01-01	PETER STIEGLITZ
001	2012-01-01	PETER STIEGLITZ

Plan Statistics for R.J. PALMER PARTNERS LLC 401(K) PLAN

401k plan membership statisitcs for R.J. PALMER PARTNERS LLC 401(K) PLAN

Measure Date Value
2014: R.J. PALMER PARTNERS LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: R.J. PALMER PARTNERS LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 76
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 12
Total of all active and inactive participants 2013-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 88
Number of participants with account balances 2013-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: R.J. PALMER PARTNERS LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 75
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 13
Total of all active and inactive participants 2012-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 88
Number of participants with account balances 2012-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4

Measure	Date	Value
2014: R.J. PALMER PARTNERS LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: R.J. PALMER PARTNERS LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	76
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	12
Total of all active and inactive participants	2013-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	88
Number of participants with account balances	2013-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: R.J. PALMER PARTNERS LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	75
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	13
Total of all active and inactive participants	2012-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	88
Number of participants with account balances	2012-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4

Financial Data on R.J. PALMER PARTNERS LLC 401(K) PLAN

Measure	Date	Value
2014 : R.J. PALMER PARTNERS LLC 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-08-14	$-5,862,730
Total plan liabilities at end of year	2014-08-14	$0
Total plan liabilities at beginning of year	2014-08-14	$0
Total income from all sources	2014-08-14	$792,662
Expenses. Total of all expenses incurred	2014-08-14	$2,259,824
Benefits paid (including direct rollovers)	2014-08-14	$2,259,824
Total plan assets at end of year	2014-08-14	$0
Total plan assets at beginning of year	2014-08-14	$7,329,892
Value of fidelity bond covering the plan	2014-08-14	$500,000
Total contributions received or receivable from participants	2014-08-14	$347,732
Expenses. Other expenses not covered elsewhere	2014-08-14	$0
Contributions received from other sources (not participants or employers)	2014-08-14	$0
Other income received	2014-08-14	$386,687
Noncash contributions received	2014-08-14	$0
Net income (gross income less expenses)	2014-08-14	$-1,467,162
Net plan assets at end of year (total assets less liabilities)	2014-08-14	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-08-14	$7,329,892
Assets. Value of participant loans	2014-08-14	$0
Total contributions received or receivable from employer(s)	2014-08-14	$58,243
Value of certain deemed distributions of participant loans	2014-08-14	$0
Value of corrective distributions	2014-08-14	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-08-14	$0
2013 : R.J. PALMER PARTNERS LLC 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,698,901
Expenses. Total of all expenses incurred	2013-12-31	$40,510
Benefits paid (including direct rollovers)	2013-12-31	$32,128
Total plan assets at end of year	2013-12-31	$7,329,892
Total plan assets at beginning of year	2013-12-31	$5,671,501
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$502,047
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$1,135,373
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$1,658,391
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,329,892
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,671,501
Assets. Value of participant loans	2013-12-31	$117,687
Total contributions received or receivable from employer(s)	2013-12-31	$61,481
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$7,632
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$750
2012 : R.J. PALMER PARTNERS LLC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,160,598
Expenses. Total of all expenses incurred	2012-12-31	$226,905
Benefits paid (including direct rollovers)	2012-12-31	$223,512
Total plan assets at end of year	2012-12-31	$5,671,501
Total plan assets at beginning of year	2012-12-31	$4,737,808
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$476,266
Contributions received from other sources (not participants or employers)	2012-12-31	$5,768
Other income received	2012-12-31	$620,877
Net income (gross income less expenses)	2012-12-31	$933,693
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,671,501
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,737,808
Assets. Value of participant loans	2012-12-31	$52,218
Total contributions received or receivable from employer(s)	2012-12-31	$57,687
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,393
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for R.J. PALMER PARTNERS LLC 401(K) PLAN

2014: R.J. PALMER PARTNERS LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: R.J. PALMER PARTNERS LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple 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: R.J. PALMER PARTNERS LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

R.J. PALMER LLC 401(K) PLAN [EIN = 522279751]

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Company Name:	R.J. PALMER PARTNERS LLC DBA R.J. PALMER
Employer identification number (EIN):	900777753
NAIC Classification:	541800