401k Plan data: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST plan

JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 401k Plan overview

Plan Name	JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST
Plan identification number	001

JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Plan covering Self-Employed individuals.

401k Sponsoring company profile

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

Company Name: JOHN R. MCCULLY

Employer identification number (EIN): 930800562

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 JOHN R. MCCULLY
001 2016-01-01 JOHN R. MCCULLY
001 2015-01-01 JOHN R. MCCULLY
001 2014-01-01 JOHN R. MCCULLY
001 2013-01-01 JOHN R. MCCULLY
001 2012-01-01 JOHN R. MCCULLY
001 2011-01-01 JOHN R MCCULLY
001 2009-01-01 JOHN R MCCULLY

Plan id#	Filing Submission Date	Name of Administrator
001	2017-01-01	JOHN R. MCCULLY
001	2016-01-01	JOHN R. MCCULLY
001	2015-01-01	JOHN R. MCCULLY
001	2014-01-01	JOHN R. MCCULLY
001	2013-01-01	JOHN R. MCCULLY
001	2012-01-01	JOHN R. MCCULLY
001	2011-01-01	JOHN R MCCULLY
001	2009-01-01	JOHN R MCCULLY

Plan Statistics for JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST

401k plan membership statisitcs for JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST

Measure Date Value
2017: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total of all active and inactive participants 2017-01-01 0
Total participants 2017-01-01 0
2016: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Total of all active and inactive participants 2016-01-01 1
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
2015: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Total of all active and inactive participants 2015-01-01 1
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
2014: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 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
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
2013: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 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: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 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
Total of all active and inactive participants 2012-01-01 1
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
2011: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
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
2009: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Total of all active and inactive participants 2009-01-01 1
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 1

Measure	Date	Value
2017: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total of all active and inactive participants	2017-01-01	0
Total participants	2017-01-01	0
2016: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Total of all active and inactive participants	2016-01-01	1
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
2015: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Total of all active and inactive participants	2015-01-01	1
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
2014: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 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
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
2013: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	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: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 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
Total of all active and inactive participants	2012-01-01	1
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
2011: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
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
2009: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Total of all active and inactive participants	2009-01-01	1
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	1

Financial Data on JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST

Measure	Date	Value
2017 : JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$3,613
Expenses. Total of all expenses incurred	2017-12-31	$14,736
Benefits paid (including direct rollovers)	2017-12-31	$14,736
Total plan assets at end of year	2017-12-31	$0
Total plan assets at beginning of year	2017-12-31	$11,123
Other income received	2017-12-31	$3,613
Net income (gross income less expenses)	2017-12-31	$-11,123
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$11,123
2016 : JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$1,512
Total plan assets at end of year	2016-12-31	$11,123
Total plan assets at beginning of year	2016-12-31	$9,611
Other income received	2016-12-31	$1,512
Net income (gross income less expenses)	2016-12-31	$1,512
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$11,123
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$9,611
2015 : JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$186
Total plan assets at end of year	2015-12-31	$9,611
Total plan assets at beginning of year	2015-12-31	$9,425
Other income received	2015-12-31	$186
Net income (gross income less expenses)	2015-12-31	$186
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$9,611
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$9,425
2014 : JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$-1,754
Total plan assets at end of year	2014-12-31	$9,425
Total plan assets at beginning of year	2014-12-31	$11,179
Other income received	2014-12-31	$-1,754
Net income (gross income less expenses)	2014-12-31	$-1,754
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$9,425
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$11,179
2013 : JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$3,786
Total plan assets at end of year	2013-12-31	$11,179
Total plan assets at beginning of year	2013-12-31	$7,393
Other income received	2013-12-31	$3,786
Net income (gross income less expenses)	2013-12-31	$3,786
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$11,179
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,393
2012 : JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$760
Total plan assets at end of year	2012-12-31	$7,393
Total plan assets at beginning of year	2012-12-31	$6,633
Other income received	2012-12-31	$760
Net income (gross income less expenses)	2012-12-31	$760
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,393
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,633
2011 : JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-1,429
Expenses. Total of all expenses incurred	2011-12-31	$20,000
Benefits paid (including direct rollovers)	2011-12-31	$20,000
Total plan assets at end of year	2011-12-31	$6,633
Total plan assets at beginning of year	2011-12-31	$28,062
Other income received	2011-12-31	$-1,429
Net income (gross income less expenses)	2011-12-31	$-21,429
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,633
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$28,062
2010 : JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$6,510
Expenses. Total of all expenses incurred	2010-12-31	$7,895
Benefits paid (including direct rollovers)	2010-12-31	$7,891
Total plan assets at end of year	2010-12-31	$28,062
Total plan assets at beginning of year	2010-12-31	$29,447
Expenses. Other expenses not covered elsewhere	2010-12-31	$4
Other income received	2010-12-31	$6,510
Net income (gross income less expenses)	2010-12-31	$-1,385
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$28,062
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$29,447

Form 5500 Responses for JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST

2017: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN R. MCCULLY SELF EMPLOYED RETIREMENT TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN R. MCCULLY
Employer identification number (EIN):	930800562
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants