401k Plan data: BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN plan

BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN
Plan identification number	001

BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

BRODSHATZER, WALLACE, SPOON & YIP has sponsored the creation of one or more 401k plans.

Company Name: BRODSHATZER, WALLACE, SPOON & YIP

Employer identification number (EIN): 274318771

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 WAYNE MUSHET
001 2015-01-01 WAYNE MUSHET
001 2014-01-01 WAYNE MUSHET
001 2013-01-01 WAYNE MUSHET
001 2012-01-01 WAYNE MUSHET
001 2011-01-01 WAYNE MUSHET

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01	WAYNE MUSHET
001	2015-01-01	WAYNE MUSHET
001	2014-01-01	WAYNE MUSHET
001	2013-01-01	WAYNE MUSHET
001	2012-01-01	WAYNE MUSHET
001	2011-01-01	WAYNE MUSHET

Plan Statistics for BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 22
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 8
Total of all active and inactive participants 2015-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 21
Number of participants with account balances 2015-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
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 9
Total of all active and inactive participants 2014-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 22
Number of participants with account balances 2014-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
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 9
Total of all active and inactive participants 2013-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 23
Number of participants with account balances 2013-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
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 10
Total of all active and inactive participants 2012-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 25
Number of participants with account balances 2012-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
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 11
Total of all active and inactive participants 2011-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 25
Number of participants with account balances 2011-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2016: BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	22
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	8
Total of all active and inactive participants	2015-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	21
Number of participants with account balances	2015-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
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	9
Total of all active and inactive participants	2014-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	22
Number of participants with account balances	2014-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
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	9
Total of all active and inactive participants	2013-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	23
Number of participants with account balances	2013-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
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	10
Total of all active and inactive participants	2012-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	25
Number of participants with account balances	2012-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
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	11
Total of all active and inactive participants	2011-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	25
Number of participants with account balances	2011-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2016 : BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$361,073
Expenses. Total of all expenses incurred	2016-12-31	$7,657,011
Benefits paid (including direct rollovers)	2016-12-31	$7,655,811
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$7,295,938
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$361,073
Net income (gross income less expenses)	2016-12-31	$-7,295,938
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$7,295,938
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,200
2015 : BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$183,571
Expenses. Total of all expenses incurred	2015-12-31	$534,824
Benefits paid (including direct rollovers)	2015-12-31	$534,659
Total plan assets at end of year	2015-12-31	$7,295,938
Total plan assets at beginning of year	2015-12-31	$7,647,191
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$152,856
Other income received	2015-12-31	$-30,218
Net income (gross income less expenses)	2015-12-31	$-351,253
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$7,295,938
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,647,191
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$36,000
Total contributions received or receivable from employer(s)	2015-12-31	$60,933
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$165
2014 : BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$740,485
Expenses. Total of all expenses incurred	2014-12-31	$1,035
Benefits paid (including direct rollovers)	2014-12-31	$1,015
Total plan assets at end of year	2014-12-31	$7,647,191
Total plan assets at beginning of year	2014-12-31	$6,907,741
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$157,770
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	$519,552
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$739,450
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,647,191
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,907,741
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$36,000
Total contributions received or receivable from employer(s)	2014-12-31	$63,163
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$20
2013 : BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,443,083
Expenses. Total of all expenses incurred	2013-12-31	$594,232
Benefits paid (including direct rollovers)	2013-12-31	$594,232
Total plan assets at end of year	2013-12-31	$6,907,741
Total plan assets at beginning of year	2013-12-31	$6,058,890
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$166,336
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	$1,215,188
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$848,851
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,907,741
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,058,890
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$36,000
Total contributions received or receivable from employer(s)	2013-12-31	$61,559
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$913,984
Expenses. Total of all expenses incurred	2012-12-31	$971,009
Benefits paid (including direct rollovers)	2012-12-31	$970,829
Total plan assets at end of year	2012-12-31	$6,058,890
Total plan assets at beginning of year	2012-12-31	$6,115,915
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$176,221
Expenses. Other expenses not covered elsewhere	2012-12-31	$180
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$671,232
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-57,025
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,058,890
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,115,915
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$36,000
Total contributions received or receivable from employer(s)	2012-12-31	$66,531
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-55,974
Expenses. Total of all expenses incurred	2011-12-31	$145,640
Benefits paid (including direct rollovers)	2011-12-31	$142,393
Total plan assets at end of year	2011-12-31	$6,115,915
Total plan assets at beginning of year	2011-12-31	$6,317,529
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$146,192
Other income received	2011-12-31	$-264,981
Net income (gross income less expenses)	2011-12-31	$-201,614
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,115,915
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,317,529
Assets. Value of participant loans	2011-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$36,000
Total contributions received or receivable from employer(s)	2011-12-31	$62,815
Value of certain deemed distributions of participant loans	2011-12-31	$3,247

Form 5500 Responses for BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN

2016: BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

BRODSHATZER, WALLACE, SPOON & YIP 401(K) PROFIT SHARING PLAN [EIN = 330277889]

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Company Name:	BRODSHATZER, WALLACE, SPOON & YIP
Employer identification number (EIN):	274318771
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants