401k Plan data: JOHN RATZLAFF 401(K) PROFIT SHARING PLAN plan

JOHN RATZLAFF 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN RATZLAFF 401(K) PROFIT SHARING PLAN
Plan identification number	001

JOHN RATZLAFF 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.

401k Sponsoring company profile

JOHN RATZLAFF has sponsored the creation of one or more 401k plans.

Company Name: JOHN RATZLAFF

Employer identification number (EIN): 930664836

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN RATZLAFF 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 JOHN RATZLAFF
001 2013-01-01 JOHN RATZLAFF
001 2012-01-01 JOHN RATZLAFF

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	JOHN RATZLAFF
001	2013-01-01	JOHN RATZLAFF
001	2012-01-01	JOHN RATZLAFF

Plan Statistics for JOHN RATZLAFF 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN RATZLAFF 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: JOHN RATZLAFF 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
2013: JOHN RATZLAFF 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
2012: JOHN RATZLAFF 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Total of all active and inactive participants 2012-01-01 5
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5

Measure	Date	Value
2014: JOHN RATZLAFF 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
2013: JOHN RATZLAFF 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
2012: JOHN RATZLAFF 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5

Financial Data on JOHN RATZLAFF 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : JOHN RATZLAFF 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$122,305
Expenses. Total of all expenses incurred	2014-12-31	$1,350,757
Benefits paid (including direct rollovers)	2014-12-31	$1,350,757
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$1,228,452
Total contributions received or receivable from participants	2014-12-31	$2,892
Other income received	2014-12-31	$116,521
Net income (gross income less expenses)	2014-12-31	$-1,228,452
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,228,452
Total contributions received or receivable from employer(s)	2014-12-31	$2,892
2013 : JOHN RATZLAFF 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$234,838
Expenses. Total of all expenses incurred	2013-12-31	$18,246
Benefits paid (including direct rollovers)	2013-12-31	$6,977
Total plan assets at end of year	2013-12-31	$1,228,452
Total plan assets at beginning of year	2013-12-31	$1,011,860
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$2,319
Expenses. Other expenses not covered elsewhere	2013-12-31	$11,269
Other income received	2013-12-31	$227,643
Net income (gross income less expenses)	2013-12-31	$216,592
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,228,452
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,011,860
Assets. Value of real-estate (other than employer real property)	2013-12-31	$159,440
Total contributions received or receivable from employer(s)	2013-12-31	$4,876
2012 : JOHN RATZLAFF 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$116,219
Total plan assets at end of year	2012-12-31	$1,011,860
Total plan assets at beginning of year	2012-12-31	$895,641
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$13,879
Other income received	2012-12-31	$98,474
Net income (gross income less expenses)	2012-12-31	$116,219
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,011,860
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$895,641
Assets. Value of real-estate (other than employer real property)	2012-12-31	$158,530
Total contributions received or receivable from employer(s)	2012-12-31	$3,866

Form 5500 Responses for JOHN RATZLAFF 401(K) PROFIT SHARING PLAN

2014: JOHN RATZLAFF 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHN RATZLAFF 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN RATZLAFF 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )

Policy contract number

548-0688

Policy instance

Insurance contract or identification number	548-0688
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	JOHN RATZLAFF

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )

Policy contract number

548-0688

Policy instance

Insurance contract or identification number	548-0688
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	JOHN RATZLAFF

STATE FARM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69108 )

Policy contract number

548-0688

Policy instance

Insurance contract or identification number	548-0688
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	JOHN RATZLAFF

Potentially related plans

JOHN RATZLAFF 401 K PROFIT SHARING PLAN [EIN = 202558621]

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Company Name:	JOHN RATZLAFF
Employer identification number (EIN):	930664836
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages