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| Plan Name | CORNE JANTZ & ASSOCIATES, P.C. PROFIT SHARING PLAN & TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | CORNE JANTZ & ASSOCIATES P C |
| Employer identification number (EIN): | 223890423 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2011-10-01 | LARRY W JANTZ | 2013-02-08 | ||
| 001 | 2010-10-01 | LARRY W JANTZ | |||
| 001 | 2009-10-01 | LARRY W JANTZ |
| Measure | Date | Value |
|---|---|---|
| 2010: CORNE JANTZ & ASSOCIATES, P.C. PROFIT SHARING PLAN & TRUST 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-10-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 2 |
| Total of all active and inactive participants | 2010-10-01 | 2 |
| Total participants | 2010-10-01 | 2 |
| Number of participants with account balances | 2010-10-01 | 2 |
| 2009: CORNE JANTZ & ASSOCIATES, P.C. PROFIT SHARING PLAN & TRUST 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-10-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 8 |
| Total of all active and inactive participants | 2009-10-01 | 8 |
| Total participants | 2009-10-01 | 8 |
| Number of participants with account balances | 2009-10-01 | 8 |
| Measure | Date | Value |
|---|---|---|
| 2011 : CORNE JANTZ & ASSOCIATES, P.C. PROFIT SHARING PLAN & TRUST 2011 401k financial data | ||
| Total income from all sources | 2011-09-30 | $26,334 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $643,794 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $641,474 |
| Total plan assets at end of year | 2011-09-30 | $519,407 |
| Total plan assets at beginning of year | 2011-09-30 | $1,136,867 |
| Value of fidelity bond covering the plan | 2011-09-30 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2011-09-30 | $2,320 |
| Other income received | 2011-09-30 | $26,334 |
| Net income (gross income less expenses) | 2011-09-30 | $-617,460 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $519,407 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $1,136,867 |
| 2010: CORNE JANTZ & ASSOCIATES, P.C. PROFIT SHARING PLAN & TRUST 2010 form 5500 responses | ||
|---|---|---|
| 2010-10-01 | Type of plan entity | Single employer plan |
| 2010-10-01 | Plan funding arrangement – Trust | Yes |
| 2010-10-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CORNE JANTZ & ASSOCIATES, P.C. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses | ||
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
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