401k Plan data: STEPHANIE A.PENMAN 401(K) PROFIT SHARING PLAN plan

STEPHANIE A.PENMAN 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	STEPHANIE A.PENMAN 401(K) PROFIT SHARING PLAN
Plan identification number	001

STEPHANIE A.PENMAN 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
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

STEPHANIE A. PENMAN 401K PROFIT SHARING PLAN has sponsored the creation of one or more 401k plans.

Company Name: STEPHANIE A. PENMAN 401K PROFIT SHARING PLAN

Employer identification number (EIN): 462133953

NAIC Classification: 541910
NAIC Description: Marketing Research and Public Opinion Polling

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHANIE A.PENMAN 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
001 2015-01-01
001 2014-01-01
001 2013-01-01

Plan Statistics for STEPHANIE A.PENMAN 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for STEPHANIE A.PENMAN 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: STEPHANIE A.PENMAN 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Total of all active and inactive participants 2016-01-01 1
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
2015: STEPHANIE A.PENMAN 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Total of all active and inactive participants 2015-01-01 1
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
2014: STEPHANIE A.PENMAN 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
2013: STEPHANIE A.PENMAN 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Total of all active and inactive participants 2013-01-01 1
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1

Measure	Date	Value
2016: STEPHANIE A.PENMAN 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Total of all active and inactive participants	2016-01-01	1
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
2015: STEPHANIE A.PENMAN 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Total of all active and inactive participants	2015-01-01	1
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
2014: STEPHANIE A.PENMAN 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
2013: STEPHANIE A.PENMAN 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Total of all active and inactive participants	2013-01-01	1
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1

Financial Data on STEPHANIE A.PENMAN 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2016 : STEPHANIE A.PENMAN 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$43,832
Total plan assets at end of year	2016-12-31	$170,901
Total plan assets at beginning of year	2016-12-31	$127,069
Total contributions received or receivable from participants	2016-12-31	$18,000
Other income received	2016-12-31	$2,694
Net income (gross income less expenses)	2016-12-31	$43,832
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$170,901
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$127,069
Total contributions received or receivable from employer(s)	2016-12-31	$23,138
2015 : STEPHANIE A.PENMAN 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$44,455
Total plan assets at end of year	2015-12-31	$127,069
Total plan assets at beginning of year	2015-12-31	$82,614
Total contributions received or receivable from participants	2015-12-31	$18,000
Other income received	2015-12-31	$3,691
Net income (gross income less expenses)	2015-12-31	$44,455
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$127,069
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$82,614
Total contributions received or receivable from employer(s)	2015-12-31	$22,764
2014 : STEPHANIE A.PENMAN 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$41,291
Total plan assets at end of year	2014-12-31	$82,614
Total plan assets at beginning of year	2014-12-31	$41,323
Total contributions received or receivable from participants	2014-12-31	$17,500
Net income (gross income less expenses)	2014-12-31	$41,291
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$82,614
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$41,323
Total contributions received or receivable from employer(s)	2014-12-31	$23,791
2013 : STEPHANIE A.PENMAN 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$41,323
Total plan assets at end of year	2013-12-31	$41,323
Total plan assets at beginning of year	2013-12-31	$0
Total contributions received or receivable from participants	2013-12-31	$17,500
Net income (gross income less expenses)	2013-12-31	$41,323
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$41,323
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$23,823

Form 5500 Responses for STEPHANIE A.PENMAN 401(K) PROFIT SHARING PLAN

2016: STEPHANIE A.PENMAN 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEPHANIE A.PENMAN 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: STEPHANIE A.PENMAN 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: STEPHANIE A.PENMAN 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEPHANIE A. PENMAN 401K PROFIT SHARING PLAN
Employer identification number (EIN):	462133953
NAIC Classification:	541910
NAIC Description:	Marketing Research and Public Opinion Polling