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| Plan Name | PHIL RUSSELL & ASSOCIATES, LTD. PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PHIL RUSSELL & ASSOCIATES, LTD. |
| Employer identification number (EIN): | 990210096 |
| NAIC Classification: | 531310 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2019-04-01 | ||||
| 001 | 2018-04-01 | ||||
| 001 | 2017-04-01 | ||||
| 001 | 2016-04-01 | ||||
| 001 | 2015-04-01 | ||||
| 001 | 2014-04-01 | PHILIP RUSSELL | 2015-12-08 | ||
| 001 | 2013-04-01 | PHILIP RUSSELL | 2014-10-30 | ||
| 001 | 2012-04-01 | PHILIP RUSSELL | 2013-08-01 | ||
| 001 | 2011-04-01 | PHILIP RUSSELL | 2012-09-07 | ||
| 001 | 2010-04-01 | PHILIP RUSSELL | 2011-12-19 | ||
| 001 | 2009-04-01 | PHILIP RUSSELL |
| Measure | Date | Value |
|---|---|---|
| 2009: PHIL RUSSELL & ASSOCIATES, LTD. PROFIT SHARING PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-04-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 8 |
| Number of retired or separated participants receiving benefits | 2009-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 3 |
| Total of all active and inactive participants | 2009-04-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
| Total participants | 2009-04-01 | 11 |
| Number of participants with account balances | 2009-04-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2010 : PHIL RUSSELL & ASSOCIATES, LTD. PROFIT SHARING PLAN 2010 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-03-31 | $0 |
| 2009: PHIL RUSSELL & ASSOCIATES, LTD. PROFIT SHARING PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | Submission has been amended | No |
| 2009-04-01 | This submission is the final filing | No |
| 2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-04-01 | Plan is a collectively bargained plan | No |
| 2009-04-01 | Plan funding arrangement – Trust | Yes |
| 2009-04-01 | Plan benefit arrangement - Trust | Yes |
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