401k Plan data: WILDMAN, HARROLD, ALLEN & DIXON LLP RETIREMENT PLAN plan

WILDMAN, HARROLD, ALLEN & DIXON LLP RETIREMENT PLAN 401k Plan overview

Plan Name	WILDMAN, HARROLD, ALLEN & DIXON LLP RETIREMENT PLAN
Plan identification number	010

WILDMAN, HARROLD, ALLEN & DIXON LLP RETIREMENT 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

EDWARDS WILDMAN PALMER LLP has sponsored the creation of one or more 401k plans.

Company Name: EDWARDS WILDMAN PALMER LLP

Employer identification number (EIN): 050135015

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about EDWARDS WILDMAN PALMER LLP

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4053151

More information about EDWARDS WILDMAN PALMER LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILDMAN, HARROLD, ALLEN & DIXON LLP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
010 2012-01-01 JOHN HOLTHAUS
010 2011-01-01 JOHN HOLTHAUS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
010	2012-01-01	JOHN HOLTHAUS
010	2011-01-01	JOHN HOLTHAUS

Plan Statistics for WILDMAN, HARROLD, ALLEN & DIXON LLP RETIREMENT PLAN

401k plan membership statisitcs for WILDMAN, HARROLD, ALLEN & DIXON LLP RETIREMENT PLAN

Measure Date Value
2012: WILDMAN, HARROLD, ALLEN & DIXON LLP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
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 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WILDMAN, HARROLD, ALLEN & DIXON LLP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 370
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 137
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 128
Total of all active and inactive participants 2011-01-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 265
Number of participants with account balances 2011-01-01 265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2012: WILDMAN, HARROLD, ALLEN & DIXON LLP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
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	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WILDMAN, HARROLD, ALLEN & DIXON LLP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	370
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	137
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	128
Total of all active and inactive participants	2011-01-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	265
Number of participants with account balances	2011-01-01	265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on WILDMAN, HARROLD, ALLEN & DIXON LLP RETIREMENT PLAN

Measure	Date	Value
2012 : WILDMAN, HARROLD, ALLEN & DIXON LLP RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-10-31	$-972,902
Total unrealized appreciation/depreciation of assets	2012-10-31	$-972,902
Total transfer of assets from this plan	2012-10-31	$53,598,303
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-10-31	$0
Total income from all sources (including contributions)	2012-10-31	$-958,471
Total loss/gain on sale of assets	2012-10-31	$0
Total of all expenses incurred	2012-10-31	$174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-10-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-10-31	$0
Value of total assets at end of year	2012-10-31	$0
Value of total assets at beginning of year	2012-10-31	$54,556,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-10-31	$174
Total interest from all sources	2012-10-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-10-31	$14,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-10-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-10-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2012-10-31	$14,431
Was this plan covered by a fidelity bond	2012-10-31	Yes
Value of fidelity bond cover	2012-10-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-10-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-10-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-10-31	No
Participant contributions at end of year	2012-10-31	$0
Participant contributions at beginning of year	2012-10-31	$934,919
Participant contributions at end of year	2012-10-31	$0
Participant contributions at beginning of year	2012-10-31	$352,333
Assets. Other investments not covered elsewhere at end of year	2012-10-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-10-31	$78,760
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-10-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-10-31	$37,782
Administrative expenses (other) incurred	2012-10-31	$174
Total non interest bearing cash at end of year	2012-10-31	$0
Total non interest bearing cash at beginning of year	2012-10-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-10-31	No
Value of net income/loss	2012-10-31	$-958,645
Value of net assets at end of year (total assets less liabilities)	2012-10-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-10-31	$54,556,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-10-31	No
Were any leases to which the plan was party in default or uncollectible	2012-10-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-10-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-10-31	$44,146,039
Asset value of US Government securities at end of year	2012-10-31	$0
Asset value of US Government securities at beginning of year	2012-10-31	$53,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-10-31	No
Was there a failure to transmit to the plan any participant contributions	2012-10-31	No
Has the plan failed to provide any benefit when due under the plan	2012-10-31	No
Employer contributions (assets) at end of year	2012-10-31	$0
Employer contributions (assets) at beginning of year	2012-10-31	$2,000,330
Asset. Corporate debt instrument debt (other) at end of year	2012-10-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2012-10-31	$221,420
Assets. Corporate common stocks other than exployer securities at end of year	2012-10-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-10-31	$6,731,522
Did the plan have assets held for investment	2012-10-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-10-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-10-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-10-31	Disclaimer
Accountancy firm name	2012-10-31	MCGLADREY LLP
Accountancy firm EIN	2012-10-31	420714325
2011 : WILDMAN, HARROLD, ALLEN & DIXON LLP RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-1,719,550
Total unrealized appreciation/depreciation of assets	2011-12-31	$-1,719,550
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,995
Total income from all sources (including contributions)	2011-12-31	$2,339,165
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$16,617,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$16,377,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,207,890
Value of total assets at end of year	2011-12-31	$54,556,948
Value of total assets at beginning of year	2011-12-31	$68,837,613
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$240,158
Total interest from all sources	2011-12-31	$43,594
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$807,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$736,324
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,171,913
Participant contributions at end of year	2011-12-31	$934,919
Participant contributions at beginning of year	2011-12-31	$990,458
Participant contributions at end of year	2011-12-31	$352,333
Participant contributions at beginning of year	2011-12-31	$350,389
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$78,760
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$37,782
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$34,668
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$1,995
Administrative expenses (other) incurred	2011-12-31	$240,158
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$1,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-14,278,670
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$54,556,948
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$68,835,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$44,146,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$57,478,451
Interest on participant loans	2011-12-31	$34,907
Interest earned on other investments	2011-12-31	$891
Income. Interest from corporate debt instruments	2011-12-31	$4,687
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$3,109
Asset value of US Government securities at end of year	2011-12-31	$53,843
Asset value of US Government securities at beginning of year	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$2,035,977
Employer contributions (assets) at end of year	2011-12-31	$2,000,330
Employer contributions (assets) at beginning of year	2011-12-31	$2,074,677
Income. Dividends from common stock	2011-12-31	$70,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$16,377,677
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$221,420
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$154,351
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$6,731,522
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$7,753,338
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MCGLADREY LLP
Accountancy firm EIN	2011-12-31	420714325

Form 5500 Responses for WILDMAN, HARROLD, ALLEN & DIXON LLP RETIREMENT PLAN

2012: WILDMAN, HARROLD, ALLEN & DIXON LLP RETIREMENT 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	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: WILDMAN, HARROLD, ALLEN & DIXON LLP RETIREMENT 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

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Company Name:	EDWARDS WILDMAN PALMER LLP
Employer identification number (EIN):	050135015
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4053151