401k Plan data: SHULTS & SHULTS PENSION PLAN plan

SHULTS & SHULTS PENSION PLAN 401k Plan overview

Plan Name	SHULTS & SHULTS PENSION PLAN
Plan identification number	001

SHULTS & SHULTS PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

SHULTS & SHULTS has sponsored the creation of one or more 401k plans.

Company Name: SHULTS & SHULTS

Employer identification number (EIN): 160635200

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHULTS & SHULTS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DIANE ELLIS 2023-07-06
001 2021-01-01 DIANE ELLIS 2022-07-26 DAVID SHULTS 2022-07-26
001 2021-01-01 DIANE ELLIS 2022-07-26 DAVID SHULTS 2022-07-26
001 2020-01-01 DIANE ELLIS 2021-07-28 DAVID SHULTS 2021-07-28
001 2019-01-01 DIANE ELLIS 2020-07-21
001 2018-01-01 DIANE ELLIS 2019-07-26
001 2017-01-01 DIANE ELLIS 2018-07-25
001 2017-01-01 DIANE ELLIS 2018-07-13
001 2016-01-01 DIANE ELLIS 2017-07-17
001 2015-01-01 DIANE ELLIS
001 2014-01-01 DIANE ELLIS
001 2013-01-01 DAVID SHULTS
001 2012-01-01 DIANE ELLIS
001 2011-01-01 DIANE ELLIS
001 2010-01-01 DAVID A. SHULTS
001 2009-01-01 DAVID A. SHULTS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DIANE ELLIS	2023-07-06
001	2021-01-01	DIANE ELLIS	2022-07-26	DAVID SHULTS	2022-07-26
001	2021-01-01	DIANE ELLIS	2022-07-26	DAVID SHULTS	2022-07-26
001	2020-01-01	DIANE ELLIS	2021-07-28	DAVID SHULTS	2021-07-28
001	2019-01-01	DIANE ELLIS	2020-07-21
001	2018-01-01	DIANE ELLIS	2019-07-26
001	2017-01-01	DIANE ELLIS	2018-07-25
001	2017-01-01	DIANE ELLIS	2018-07-13
001	2016-01-01	DIANE ELLIS	2017-07-17
001	2015-01-01	DIANE ELLIS
001	2014-01-01	DIANE ELLIS
001	2013-01-01	DAVID SHULTS
001	2012-01-01	DIANE ELLIS
001	2011-01-01	DIANE ELLIS
001	2010-01-01	DAVID A. SHULTS
001	2009-01-01	DAVID A. SHULTS

Plan Statistics for SHULTS & SHULTS PENSION PLAN

401k plan membership statisitcs for SHULTS & SHULTS PENSION PLAN

Measure Date Value
2015: SHULTS & SHULTS PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SHULTS & SHULTS PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SHULTS & SHULTS PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
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 1
Total of all active and inactive participants 2013-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 14
Number of participants with account balances 2013-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SHULTS & SHULTS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
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 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SHULTS & SHULTS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SHULTS & SHULTS PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 11
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 12
Number of participants with account balances 2010-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SHULTS & SHULTS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
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 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 15
Number of participants with account balances 2009-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: SHULTS & SHULTS PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SHULTS & SHULTS PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SHULTS & SHULTS PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
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	1
Total of all active and inactive participants	2013-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	14
Number of participants with account balances	2013-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SHULTS & SHULTS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
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	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SHULTS & SHULTS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SHULTS & SHULTS PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	11
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	12
Number of participants with account balances	2010-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SHULTS & SHULTS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
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	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	15
Number of participants with account balances	2009-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SHULTS & SHULTS PENSION PLAN

Measure	Date	Value
2015 : SHULTS & SHULTS PENSION PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$31,057
Expenses. Total of all expenses incurred	2015-12-31	$179,095
Benefits paid (including direct rollovers)	2015-12-31	$179,095
Total plan assets at end of year	2015-12-31	$1,482,354
Total plan assets at beginning of year	2015-12-31	$1,630,392
Other income received	2015-12-31	$10,656
Net income (gross income less expenses)	2015-12-31	$-148,038
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,482,354
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,630,392
Assets. Value of participant loans	2015-12-31	$103,113
Total contributions received or receivable from employer(s)	2015-12-31	$20,401
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SHULTS & SHULTS PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$104,537
Expenses. Total of all expenses incurred	2014-12-31	$32,695
Benefits paid (including direct rollovers)	2014-12-31	$32,695
Total plan assets at end of year	2014-12-31	$1,630,392
Total plan assets at beginning of year	2014-12-31	$1,558,550
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$84,890
Net income (gross income less expenses)	2014-12-31	$71,842
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,630,392
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,558,550
Assets. Value of participant loans	2014-12-31	$115,728
Total contributions received or receivable from employer(s)	2014-12-31	$19,647
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
2013 : SHULTS & SHULTS PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$240,739
Expenses. Total of all expenses incurred	2013-12-31	$8,797
Benefits paid (including direct rollovers)	2013-12-31	$8,797
Total plan assets at end of year	2013-12-31	$1,558,550
Total plan assets at beginning of year	2013-12-31	$1,326,608
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$231,053
Net income (gross income less expenses)	2013-12-31	$231,942
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,558,550
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,326,608
Assets. Value of participant loans	2013-12-31	$111,725
Total contributions received or receivable from employer(s)	2013-12-31	$9,686
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
2012 : SHULTS & SHULTS PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$165,568
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,326,608
Total plan assets at beginning of year	2012-12-31	$1,161,040
Value of fidelity bond covering the plan	2012-12-31	$2,000,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$123,247
Net income (gross income less expenses)	2012-12-31	$165,568
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,326,608
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,161,040
Assets. Value of participant loans	2012-12-31	$124,519
Total contributions received or receivable from employer(s)	2012-12-31	$42,321
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$42,321
Amount contributed by the employer to the plan for this plan year	2012-12-31	$42,321
2011 : SHULTS & SHULTS PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$26,915
Expenses. Total of all expenses incurred	2011-12-31	$14,062
Benefits paid (including direct rollovers)	2011-12-31	$14,062
Total plan assets at end of year	2011-12-31	$1,161,040
Total plan assets at beginning of year	2011-12-31	$1,148,187
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-3,161
Net income (gross income less expenses)	2011-12-31	$12,853
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,161,040
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,148,187
Assets. Value of participant loans	2011-12-31	$109,895
Total contributions received or receivable from employer(s)	2011-12-31	$30,076
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
2010 : SHULTS & SHULTS PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$141,079
Expenses. Total of all expenses incurred	2010-12-31	$18,563
Benefits paid (including direct rollovers)	2010-12-31	$17,143
Total plan assets at end of year	2010-12-31	$1,148,187
Total plan assets at beginning of year	2010-12-31	$1,025,671
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	$111,473
Net income (gross income less expenses)	2010-12-31	$122,516
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,148,187
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,025,671
Assets. Value of participant loans	2010-12-31	$119,918
Total contributions received or receivable from employer(s)	2010-12-31	$29,606
Value of certain deemed distributions of participant loans	2010-12-31	$1,420
Value of corrective distributions	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$29,606
Minimum employer required contribution for this plan year	2010-12-31	$29,606
2009 : SHULTS & SHULTS PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0

Form 5500 Responses for SHULTS & SHULTS PENSION PLAN

2015: SHULTS & SHULTS PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SHULTS & SHULTS PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SHULTS & SHULTS PENSION 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	No
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: SHULTS & SHULTS PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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: SHULTS & SHULTS PENSION 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: SHULTS & SHULTS PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
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: SHULTS & SHULTS PENSION 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:	SHULTS & SHULTS
Employer identification number (EIN):	160635200
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers