401k Plan data: SUMMERS & BLAICH, PC PROFIT SHARING PLAN plan

SUMMERS & BLAICH, PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	SUMMERS & BLAICH, PC PROFIT SHARING PLAN
Plan identification number	001

SUMMERS & BLAICH, PC 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

SUMMERS & BLAICH, PC has sponsored the creation of one or more 401k plans.

Company Name: SUMMERS & BLAICH, PC

Employer identification number (EIN): 431222720

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMERS & BLAICH, PC 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 ELIZABETH BLAICH ELIZABETH BLAICH 2017-07-20
001 2015-01-01 ELIZABETH BLAICH ELIZABETH BLAICH 2016-07-21
001 2014-01-01 ELIZABETH BLAICH ELIZABETH BLAICH 2015-08-18
001 2013-01-01 CLINTON D SUMMERS CLINTON D SUMMERS 2014-10-07
001 2012-01-01 CLINTON D SUMMERS CLINTON D SUMMERS 2013-10-14
001 2011-01-01 CLINTON D SUMMERS CLINTON D SUMMERS 2012-10-15
001 2010-01-01 CLINTON D SUMMERS CLINTON D SUMMERS 2011-10-14
001 2009-01-01 CLINTON D SUMMERS CLINTON D SUMMERS 2010-10-06
001 2009-01-01 CLINTON D SUMMERS CLINTON D SUMMERS 2010-10-04

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	ELIZABETH BLAICH	ELIZABETH BLAICH	2017-07-20
001	2015-01-01	ELIZABETH BLAICH	ELIZABETH BLAICH	2016-07-21
001	2014-01-01	ELIZABETH BLAICH	ELIZABETH BLAICH	2015-08-18
001	2013-01-01	CLINTON D SUMMERS	CLINTON D SUMMERS	2014-10-07
001	2012-01-01	CLINTON D SUMMERS	CLINTON D SUMMERS	2013-10-14
001	2011-01-01	CLINTON D SUMMERS	CLINTON D SUMMERS	2012-10-15
001	2010-01-01	CLINTON D SUMMERS	CLINTON D SUMMERS	2011-10-14
001	2009-01-01	CLINTON D SUMMERS	CLINTON D SUMMERS	2010-10-06
001	2009-01-01	CLINTON D SUMMERS	CLINTON D SUMMERS	2010-10-04

Plan Statistics for SUMMERS & BLAICH, PC PROFIT SHARING PLAN

401k plan membership statisitcs for SUMMERS & BLAICH, PC PROFIT SHARING PLAN

Measure Date Value
2016: SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
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: SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
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 0
Total of all active and inactive participants 2015-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 1
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2016: SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
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: SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
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	0
Total of all active and inactive participants	2015-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	1
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on SUMMERS & BLAICH, PC PROFIT SHARING PLAN

Measure	Date	Value
2016 : SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$4,694
Expenses. Total of all expenses incurred	2016-12-31	$341,709
Benefits paid (including direct rollovers)	2016-12-31	$341,709
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$337,015
Other income received	2016-12-31	$4,694
Net income (gross income less expenses)	2016-12-31	$-337,015
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	$337,015
Assets. Value of participant loans	2016-12-31	$0
2015 : SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-3,313
Expenses. Total of all expenses incurred	2015-12-31	$7,980
Benefits paid (including direct rollovers)	2015-12-31	$7,930
Total plan assets at end of year	2015-12-31	$337,015
Total plan assets at beginning of year	2015-12-31	$348,308
Other income received	2015-12-31	$-3,313
Net income (gross income less expenses)	2015-12-31	$-11,293
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$337,015
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$348,308
Assets. Value of participant loans	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$50
2014 : SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$21,086
Expenses. Total of all expenses incurred	2014-12-31	$4,700
Benefits paid (including direct rollovers)	2014-12-31	$4,500
Total plan assets at end of year	2014-12-31	$348,308
Total plan assets at beginning of year	2014-12-31	$331,922
Other income received	2014-12-31	$6,086
Net income (gross income less expenses)	2014-12-31	$16,386
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$348,308
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$331,922
Assets. Value of participant loans	2014-12-31	$5,431
Total contributions received or receivable from employer(s)	2014-12-31	$15,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$200
2013 : SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$39,369
Expenses. Total of all expenses incurred	2013-12-31	$15,720
Benefits paid (including direct rollovers)	2013-12-31	$15,520
Total plan assets at end of year	2013-12-31	$331,922
Total plan assets at beginning of year	2013-12-31	$308,273
Other income received	2013-12-31	$31,869
Net income (gross income less expenses)	2013-12-31	$23,649
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$331,922
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$308,273
Assets. Value of participant loans	2013-12-31	$5,431
Total contributions received or receivable from employer(s)	2013-12-31	$7,500
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$200
2012 : SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$9,388
Expenses. Total of all expenses incurred	2012-12-31	$15,500
Benefits paid (including direct rollovers)	2012-12-31	$15,500
Total plan assets at end of year	2012-12-31	$308,273
Total plan assets at beginning of year	2012-12-31	$314,385
Other income received	2012-12-31	$9,388
Net income (gross income less expenses)	2012-12-31	$-6,112
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$308,273
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$314,385
Assets. Value of participant loans	2012-12-31	$5,431
2011 : SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$869
Expenses. Total of all expenses incurred	2011-12-31	$8,270
Benefits paid (including direct rollovers)	2011-12-31	$7,800
Total plan assets at end of year	2011-12-31	$314,385
Total plan assets at beginning of year	2011-12-31	$321,786
Expenses. Other expenses not covered elsewhere	2011-12-31	$470
Other income received	2011-12-31	$869
Net income (gross income less expenses)	2011-12-31	$-7,401
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$314,385
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$321,786
Assets. Value of participant loans	2011-12-31	$13,375
2010 : SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$24,338
Expenses. Total of all expenses incurred	2010-12-31	$1,600
Benefits paid (including direct rollovers)	2010-12-31	$1,500
Total plan assets at end of year	2010-12-31	$321,786
Total plan assets at beginning of year	2010-12-31	$299,048
Expenses. Other expenses not covered elsewhere	2010-12-31	$100
Other income received	2010-12-31	$22,338
Net income (gross income less expenses)	2010-12-31	$22,738
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$321,786
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$299,048
Assets. Value of participant loans	2010-12-31	$20,360
Total contributions received or receivable from employer(s)	2010-12-31	$2,000

Form 5500 Responses for SUMMERS & BLAICH, PC PROFIT SHARING PLAN

2016: SUMMERS & BLAICH, PC 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: SUMMERS & BLAICH, PC 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: SUMMERS & BLAICH, PC 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: SUMMERS & BLAICH, PC 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: SUMMERS & BLAICH, PC 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: SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SUMMERS & BLAICH, PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SUMMERS & BLAICH, PC
Employer identification number (EIN):	431222720
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers