401k Plan data: EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) PROFIT SHARING PLAN plan

EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) PROFIT SHARING PLAN
Plan identification number	001

EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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(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

EPPSTEINER & FIORICA ATTORNEYS, LLP has sponsored the creation of one or more 401k plans.

Company Name: EPPSTEINER & FIORICA ATTORNEYS, LLP

Employer identification number (EIN): 330861604

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01
001 2014-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 STUART EPPSTEINER STUART EPPSTEINER 2013-08-05
001 2011-01-01 STUART M. EPPSTEINER, ESQ. 2012-10-09 STUART M. EPPSTEINER, ESQ. 2012-10-09
001 2010-01-01 STUART EPPSTEINER 2011-07-14 STUART EPPSTEINER 2011-07-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01
001	2014-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	STUART EPPSTEINER		STUART EPPSTEINER	2013-08-05
001	2011-01-01	STUART M. EPPSTEINER, ESQ.	2012-10-09	STUART M. EPPSTEINER, ESQ.	2012-10-09
001	2010-01-01	STUART EPPSTEINER	2011-07-14	STUART EPPSTEINER	2011-07-14

Plan Statistics for EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
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 1
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 3
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 9
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2

Measure	Date	Value
2015: EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
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	1
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	3
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	9
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2

Financial Data on EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$1,203,803
Expenses. Total of all expenses incurred	2015-12-31	$101,539
Benefits paid (including direct rollovers)	2015-12-31	$97,705
Total plan assets at end of year	2015-12-31	$5,098,195
Total plan assets at beginning of year	2015-12-31	$3,995,931
Value of fidelity bond covering the plan	2015-12-31	$3,500,000
Total contributions received or receivable from participants	2015-12-31	$2,200
Other income received	2015-12-31	$1,195,674
Net income (gross income less expenses)	2015-12-31	$1,102,264
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,098,195
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,995,931
Assets. Value of real-estate (other than employer real property)	2015-12-31	$4,500,000
Total contributions received or receivable from employer(s)	2015-12-31	$5,929
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,834
2014 : EPPSTEINER & FIORICA ATTORNEYS, LLP 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	$844,169
Expenses. Total of all expenses incurred	2014-12-31	$14,301
Benefits paid (including direct rollovers)	2014-12-31	$12,269
Total plan assets at end of year	2014-12-31	$4,001,148
Total plan assets at beginning of year	2014-12-31	$3,171,280
Value of fidelity bond covering the plan	2014-12-31	$2,250,000
Total contributions received or receivable from participants	2014-12-31	$900
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	$793,646
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$829,868
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,001,148
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,171,280
Assets. Value of real-estate (other than employer real property)	2014-12-31	$3,465,565
Total contributions received or receivable from employer(s)	2014-12-31	$49,623
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	$2,032
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : EPPSTEINER & FIORICA ATTORNEYS, LLP 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	$379,713
Expenses. Total of all expenses incurred	2013-12-31	$5,241
Benefits paid (including direct rollovers)	2013-12-31	$2,229
Total plan assets at end of year	2013-12-31	$3,171,280
Total plan assets at beginning of year	2013-12-31	$2,796,808
Value of fidelity bond covering the plan	2013-12-31	$1,300,000
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	$325,372
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$374,472
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,171,280
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,796,808
Assets. Value of real-estate (other than employer real property)	2013-12-31	$2,116,835
Total contributions received or receivable from employer(s)	2013-12-31	$54,341
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	$3,012
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,021,874
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$2,796,808
Total plan assets at beginning of year	2012-12-31	$1,774,934
Value of fidelity bond covering the plan	2012-12-31	$150,000
Other income received	2012-12-31	$241,118
Noncash contributions received	2012-12-31	$780,756
Net income (gross income less expenses)	2012-12-31	$1,021,874
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,796,808
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,774,934
Assets. Value of real-estate (other than employer real property)	2012-12-31	$1,950,000

Form 5500 Responses for EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) PROFIT SHARING PLAN

2015: EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) PROFIT SHARING 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: EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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: EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) 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	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: EPPSTEINER & FIORICA ATTORNEYS, LLP 401(K) 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 is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EPPSTEINER & FIORICA ATTORNEYS, LLP
Employer identification number (EIN):	330861604
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers