401k Plan data: WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN plan

WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN 401k Plan overview

Plan Name	WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN
Plan identification number	002

WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION 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.
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION

Employer identification number (EIN): 953790114

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 WILLIAM J. KOONTZ
002 2012-01-01 WILLIAM J. KOONTZ
002 2011-01-01 WILLIAM J. KOONTZ
002 2010-01-01 WILLIAM J. KOONTZ
002 2009-01-01 DANIEL KRAVITZ

Plan id#	Filing Submission Date	Name of Administrator
002	2013-01-01	WILLIAM J. KOONTZ
002	2012-01-01	WILLIAM J. KOONTZ
002	2011-01-01	WILLIAM J. KOONTZ
002	2010-01-01	WILLIAM J. KOONTZ
002	2009-01-01	DANIEL KRAVITZ

Plan Statistics for WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN

Measure Date Value
2013: WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION 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 0
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 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 1
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION 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	0
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	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	1
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN

Measure	Date	Value
2013 : WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$200,817
Expenses. Total of all expenses incurred	2013-12-31	$1,196,926
Benefits paid (including direct rollovers)	2013-12-31	$1,191,660
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$996,109
Value of fidelity bond covering the plan	2013-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$80
Other income received	2013-12-31	$94,488
Net income (gross income less expenses)	2013-12-31	$-996,109
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$996,109
Total contributions received or receivable from employer(s)	2013-12-31	$106,329
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,186
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$150,655
Expenses. Total of all expenses incurred	2012-12-31	$5,900
Total plan assets at end of year	2012-12-31	$996,109
Total plan assets at beginning of year	2012-12-31	$851,354
Value of fidelity bond covering the plan	2012-12-31	$100,000
Other income received	2012-12-31	$96,413
Net income (gross income less expenses)	2012-12-31	$144,755
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$996,109
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$851,354
Total contributions received or receivable from employer(s)	2012-12-31	$54,242
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,900
2011 : WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$83,805
Expenses. Total of all expenses incurred	2011-12-31	$6,353
Total plan assets at end of year	2011-12-31	$851,354
Total plan assets at beginning of year	2011-12-31	$773,902
Value of fidelity bond covering the plan	2011-12-31	$100,000
Other income received	2011-12-31	$30,158
Net income (gross income less expenses)	2011-12-31	$77,452
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$851,354
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$773,902
Total contributions received or receivable from employer(s)	2011-12-31	$53,647
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,353
2010 : WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$96,633
Expenses. Total of all expenses incurred	2010-12-31	$5,555
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$773,902
Total plan assets at beginning of year	2010-12-31	$682,824
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$56,633
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$91,078
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$773,902
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$682,824
Total contributions received or receivable from employer(s)	2010-12-31	$40,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$5,555

Form 5500 Responses for WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN

2013: WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION 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	Yes
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: WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION 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: WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION 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
2010: WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLIAM J. KOONTZ, A PROFESSIONAL LAW CORPORATION
Employer identification number (EIN):	953790114
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers