401k Plan data: PHELPS, GRAY & HEWITT PROFIT SHARING PLAN plan

PHELPS, GRAY & HEWITT PROFIT SHARING PLAN 401k Plan overview

Plan Name	PHELPS, GRAY & HEWITT PROFIT SHARING PLAN
Plan identification number	001

PHELPS, GRAY & HEWITT PROFIT SHARING 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(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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

PHELPS, GRAY & HEWITT has sponsored the creation of one or more 401k plans.

Company Name: PHELPS, GRAY & HEWITT

Employer identification number (EIN): 160739232

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHELPS, GRAY & HEWITT PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 JAMES P. HEWITT, III 2019-06-18
001 2011-01-01 JAMES HEWITT
001 2009-01-01 JAMES P. HEWITT III

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	JAMES P. HEWITT, III	2019-06-18
001	2011-01-01	JAMES HEWITT
001	2009-01-01	JAMES P. HEWITT III

Plan Statistics for PHELPS, GRAY & HEWITT PROFIT SHARING PLAN

401k plan membership statisitcs for PHELPS, GRAY & HEWITT PROFIT SHARING PLAN

Measure Date Value
2011: PHELPS, GRAY & HEWITT PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PHELPS, GRAY & HEWITT PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
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 2
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: PHELPS, GRAY & HEWITT PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PHELPS, GRAY & HEWITT PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
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	2
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PHELPS, GRAY & HEWITT PROFIT SHARING PLAN

Measure	Date	Value
2011 : PHELPS, GRAY & HEWITT PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$1,649
Expenses. Total of all expenses incurred	2011-12-31	$154,471
Benefits paid (including direct rollovers)	2011-12-31	$154,471
Total plan assets at end of year	2011-12-31	$337,902
Total plan assets at beginning of year	2011-12-31	$490,724
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	$1,649
Net income (gross income less expenses)	2011-12-31	$-152,822
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$337,902
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$490,724
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$0
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
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : PHELPS, GRAY & HEWITT PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$29,674
Expenses. Total of all expenses incurred	2010-12-31	$18,166
Benefits paid (including direct rollovers)	2010-12-31	$18,166
Total plan assets at end of year	2010-12-31	$490,724
Total plan assets at beginning of year	2010-12-31	$479,216
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	$29,603
Net income (gross income less expenses)	2010-12-31	$11,508
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$490,724
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$479,216
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$71
Value of certain deemed distributions of participant loans	2010-12-31	$0
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	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0

Form 5500 Responses for PHELPS, GRAY & HEWITT PROFIT SHARING PLAN

2011: PHELPS, GRAY & HEWITT 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
2009: PHELPS, GRAY & HEWITT 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:	PHELPS, GRAY & HEWITT
Employer identification number (EIN):	160739232
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers