401k Plan data: SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING PLAN plan

SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING PLAN 401k Plan overview

Plan Name	SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING PLAN
Plan identification number	001

SESSUMS, DALLAS AND MORRISON, PLLC 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.
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

SESSUMS, DALLAS & MORRISON, PLLC PSP has sponsored the creation of one or more 401k plans.

Company Name: SESSUMS, DALLAS & MORRISON, PLLC PSP

Employer identification number (EIN): 320019609

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 BOBBY DALLAS BOBBY DALLAS 2013-11-27
001 2012-01-01 BOBBY DALLAS BOBBY DALLAS 2013-05-10
001 2011-01-01 BOBBY DALLAS
001 2009-01-01 BOBBY DALLAS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	BOBBY DALLAS	BOBBY DALLAS	2013-11-27
001	2012-01-01	BOBBY DALLAS	BOBBY DALLAS	2013-05-10
001	2011-01-01	BOBBY DALLAS
001	2009-01-01	BOBBY DALLAS

Plan Statistics for SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING PLAN

401k plan membership statisitcs for SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING PLAN

Measure Date Value
2013: SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING PLAN

Measure	Date	Value
2013 : SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-09-25	$39,868
Expenses. Total of all expenses incurred	2013-09-25	$845,339
Benefits paid (including direct rollovers)	2013-09-25	$844,559
Total plan assets at end of year	2013-09-25	$0
Total plan assets at beginning of year	2013-09-25	$805,471
Value of fidelity bond covering the plan	2013-09-25	$100,000
Other income received	2013-09-25	$39,868
Net income (gross income less expenses)	2013-09-25	$-805,471
Net plan assets at end of year (total assets less liabilities)	2013-09-25	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-09-25	$805,471
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-25	$780
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-25	$0
2012 : SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$100,069
Expenses. Total of all expenses incurred	2012-12-31	$1,915
Benefits paid (including direct rollovers)	2012-12-31	$1,800
Total plan assets at end of year	2012-12-31	$805,471
Total plan assets at beginning of year	2012-12-31	$707,317
Value of fidelity bond covering the plan	2012-12-31	$100,000
Other income received	2012-12-31	$93,440
Net income (gross income less expenses)	2012-12-31	$98,154
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$805,471
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$707,317
Total contributions received or receivable from employer(s)	2012-12-31	$6,629
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$115
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-19,721
Expenses. Total of all expenses incurred	2011-12-31	$36,000
Benefits paid (including direct rollovers)	2011-12-31	$35,900
Total plan assets at end of year	2011-12-31	$707,317
Total plan assets at beginning of year	2011-12-31	$763,038
Value of fidelity bond covering the plan	2011-12-31	$100,000
Other income received	2011-12-31	$-19,721
Net income (gross income less expenses)	2011-12-31	$-55,721
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$707,317
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$763,038
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$83,147
Expenses. Total of all expenses incurred	2010-12-31	$512,423
Benefits paid (including direct rollovers)	2010-12-31	$512,288
Total plan assets at end of year	2010-12-31	$763,038
Total plan assets at beginning of year	2010-12-31	$1,192,314
Value of fidelity bond covering the plan	2010-12-31	$100,000
Other income received	2010-12-31	$78,047
Net income (gross income less expenses)	2010-12-31	$-429,276
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$763,038
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,192,314
Total contributions received or receivable from employer(s)	2010-12-31	$5,100
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$135
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING 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

Form 5500 Responses for SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING PLAN

2013: SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING 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	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SESSUMS, DALLAS AND MORRISON, PLLC PROFIT SHARING 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	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SESSUMS, DALLAS AND MORRISON, PLLC 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SESSUMS, DALLAS AND MORRISON, PLLC 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:	SESSUMS, DALLAS & MORRISON, PLLC PSP
Employer identification number (EIN):	320019609
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers