401k Plan data: IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) PLAN plan

IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) PLAN 401k Plan overview

Plan Name	IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) PLAN
Plan identification number	001

IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) 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.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

IRWIN MERRITT HOGUE PRICE & CARTHEL, PC has sponsored the creation of one or more 401k plans.

Company Name: IRWIN MERRITT HOGUE PRICE & CARTHEL, PC

Employer identification number (EIN): 352273382

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 JOEL HOGUE
001 2012-01-01 JOEL R. HOGUE
001 2011-01-01 JOEL HOGUE
001 2009-01-01 JOEL HOGUE JOEL HOGUE 2010-07-27

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	JOEL HOGUE
001	2012-01-01	JOEL R. HOGUE
001	2011-01-01	JOEL HOGUE
001	2009-01-01	JOEL HOGUE	JOEL HOGUE	2010-07-27

Plan Statistics for IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) PLAN

401k plan membership statisitcs for IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) PLAN

Measure Date Value
2013: IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 23
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: IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17
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 4
Total of all active and inactive participants 2012-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 21
Number of participants with account balances 2012-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 17
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 3
Total of all active and inactive participants 2011-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 17
Number of participants with account balances 2011-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
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 0
Total of all active and inactive participants 2009-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 14
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: IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	23
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: IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17
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	4
Total of all active and inactive participants	2012-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	21
Number of participants with account balances	2012-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	17
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	3
Total of all active and inactive participants	2011-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	17
Number of participants with account balances	2011-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
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	0
Total of all active and inactive participants	2009-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) PLAN

Measure	Date	Value
2013 : IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-10-07	$0
Total income from all sources	2013-10-07	$204,490
Expenses. Total of all expenses incurred	2013-10-07	$1,871,682
Benefits paid (including direct rollovers)	2013-10-07	$1,861,179
Total plan assets at end of year	2013-10-07	$0
Total plan assets at beginning of year	2013-10-07	$1,667,192
Value of fidelity bond covering the plan	2013-10-07	$200,000
Total contributions received or receivable from participants	2013-10-07	$21,775
Other income received	2013-10-07	$172,885
Net income (gross income less expenses)	2013-10-07	$-1,667,192
Net plan assets at end of year (total assets less liabilities)	2013-10-07	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-10-07	$1,667,192
Assets. Value of participant loans	2013-10-07	$0
Total contributions received or receivable from employer(s)	2013-10-07	$9,830
Value of certain deemed distributions of participant loans	2013-10-07	$10,484
Expenses. Administrative service providers (salaries,fees and commissions)	2013-10-07	$19
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-10-07	$0
2012 : IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$318,414
Expenses. Total of all expenses incurred	2012-12-31	$82,653
Benefits paid (including direct rollovers)	2012-12-31	$82,579
Total plan assets at end of year	2012-12-31	$1,667,192
Total plan assets at beginning of year	2012-12-31	$1,431,431
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$72,600
Contributions received from other sources (not participants or employers)	2012-12-31	$60,753
Other income received	2012-12-31	$170,758
Net income (gross income less expenses)	2012-12-31	$235,761
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,667,192
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,431,431
Assets. Value of participant loans	2012-12-31	$15,587
Total contributions received or receivable from employer(s)	2012-12-31	$14,303
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$74
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$115,880
Expenses. Total of all expenses incurred	2011-12-31	$767
Benefits paid (including direct rollovers)	2011-12-31	$697
Total plan assets at end of year	2011-12-31	$1,431,431
Total plan assets at beginning of year	2011-12-31	$1,316,318
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$69,595
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$32,256
Other income received	2011-12-31	$-68,112
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$115,113
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,431,431
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,316,318
Assets. Value of participant loans	2011-12-31	$25,668
Total contributions received or receivable from employer(s)	2011-12-31	$82,141
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$70
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$248,394
Expenses. Total of all expenses incurred	2010-12-31	$26,122
Benefits paid (including direct rollovers)	2010-12-31	$26,122
Total plan assets at end of year	2010-12-31	$1,316,318
Total plan assets at beginning of year	2010-12-31	$1,094,046
Value of fidelity bond covering the plan	2010-12-31	$70,000
Total contributions received or receivable from participants	2010-12-31	$65,705
Other income received	2010-12-31	$89,957
Net income (gross income less expenses)	2010-12-31	$222,272
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,316,318
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,094,046
Assets. Value of participant loans	2010-12-31	$35,596
Total contributions received or receivable from employer(s)	2010-12-31	$92,732

Form 5500 Responses for IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) PLAN

2013: IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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 is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: IRWIN MERRITT HOGUE PRICE & CARTHEL 401(K) 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:	IRWIN MERRITT HOGUE PRICE & CARTHEL, PC
Employer identification number (EIN):	352273382
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers