401k Plan data: YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT plan

YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 401k Plan overview

Plan Name	YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT
Plan identification number	001

YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 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.

401k Sponsoring company profile

YATES, KLUTTZ & FRAZIER CPA'S INC. has sponsored the creation of one or more 401k plans.

Company Name: YATES, KLUTTZ & FRAZIER CPA'S INC.

Employer identification number (EIN): 540973218

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 DAVID R FRAZIER
001 2014-01-01 DAVID R FRAZIER
001 2013-01-01 DAVID R. FRAZIER
001 2012-01-01 DAVID R. FRAZIER
001 2011-01-01 DAVID R FRAZIER
001 2009-01-01 GERALD E KLUTTZ
001 2009-01-01 GERALD E KLUTTZ

Plan id#	Filing Submission Date	Name of Administrator
001	2015-01-01	DAVID R FRAZIER
001	2014-01-01	DAVID R FRAZIER
001	2013-01-01	DAVID R. FRAZIER
001	2012-01-01	DAVID R. FRAZIER
001	2011-01-01	DAVID R FRAZIER
001	2009-01-01	GERALD E KLUTTZ
001	2009-01-01	GERALD E KLUTTZ

Plan Statistics for YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT

401k plan membership statisitcs for YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT

Measure Date Value
2015: YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 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 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 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 0
Number of retired or separated participants receiving benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 7
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
2013: YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 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 7
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
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
2012: YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 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 8
Total of all active and inactive participants 2012-01-01 8
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 6
2011: YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 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 7
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
2009: YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Total of all active and inactive participants 2009-01-01 6
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2015: YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 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	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 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	0
Number of retired or separated participants receiving benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	7
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
2013: YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 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	7
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
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
2012: YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 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	8
Total of all active and inactive participants	2012-01-01	8
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	6
2011: YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 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	7
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
2009: YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Total of all active and inactive participants	2009-01-01	6
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Financial Data on YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT

Measure	Date	Value
2015 : YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 2015 401k financial data
Total income from all sources	2015-07-31	$1,921
Expenses. Total of all expenses incurred	2015-07-31	$523,593
Benefits paid (including direct rollovers)	2015-07-31	$523,593
Total plan assets at end of year	2015-07-31	$0
Total plan assets at beginning of year	2015-07-31	$521,672
Value of fidelity bond covering the plan	2015-07-31	$200,000
Other income received	2015-07-31	$1,921
Net income (gross income less expenses)	2015-07-31	$-521,672
Net plan assets at end of year (total assets less liabilities)	2015-07-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-07-31	$521,672
2014 : YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 2014 401k financial data
Total income from all sources	2014-12-31	$188,084
Expenses. Total of all expenses incurred	2014-12-31	$1,421,996
Benefits paid (including direct rollovers)	2014-12-31	$1,421,996
Total plan assets at end of year	2014-12-31	$521,672
Total plan assets at beginning of year	2014-12-31	$1,755,584
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$35,500
Other income received	2014-12-31	$115,117
Net income (gross income less expenses)	2014-12-31	$-1,233,912
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$521,672
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,755,584
Total contributions received or receivable from employer(s)	2014-12-31	$37,467
2013 : YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 2013 401k financial data
Total income from all sources	2013-12-31	$232,902
Expenses. Total of all expenses incurred	2013-12-31	$15,816
Benefits paid (including direct rollovers)	2013-12-31	$15,766
Total plan assets at end of year	2013-12-31	$1,755,584
Total plan assets at beginning of year	2013-12-31	$1,538,498
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$38,350
Other income received	2013-12-31	$126,832
Net income (gross income less expenses)	2013-12-31	$217,086
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,755,584
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,538,498
Total contributions received or receivable from employer(s)	2013-12-31	$67,720
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$50
2012 : YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 2012 401k financial data
Transfers to/from the plan	2012-12-31	$-48,662
Total income from all sources	2012-12-31	$260,847
Total plan assets at end of year	2012-12-31	$1,538,498
Total plan assets at beginning of year	2012-12-31	$1,326,313
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$43,000
Other income received	2012-12-31	$151,836
Net income (gross income less expenses)	2012-12-31	$260,847
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,538,498
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,326,313
Assets. Value of participant loans	2012-12-31	$16,874
Total contributions received or receivable from employer(s)	2012-12-31	$66,011
2011 : YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 2011 401k financial data
Total income from all sources	2011-12-31	$136,083
Expenses. Total of all expenses incurred	2011-12-31	$350
Total plan assets at end of year	2011-12-31	$1,326,313
Total plan assets at beginning of year	2011-12-31	$1,190,580
Total contributions received or receivable from participants	2011-12-31	$60,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$350
Other income received	2011-12-31	$16,571
Net income (gross income less expenses)	2011-12-31	$135,733
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,326,313
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,190,580
Assets. Value of participant loans	2011-12-31	$34,128
Total contributions received or receivable from employer(s)	2011-12-31	$59,512
2010 : YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 2010 401k financial data
Transfers to/from the plan	2010-12-31	$-731,234
Total income from all sources	2010-12-31	$281,714
Expenses. Total of all expenses incurred	2010-12-31	$50
Total plan assets at end of year	2010-12-31	$1,190,580
Total plan assets at beginning of year	2010-12-31	$1,640,150
Total contributions received or receivable from participants	2010-12-31	$34,700
Expenses. Other expenses not covered elsewhere	2010-12-31	$50
Other income received	2010-12-31	$195,253
Net income (gross income less expenses)	2010-12-31	$281,664
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,190,580
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,640,150
Assets. Value of participant loans	2010-12-31	$35,109
Total contributions received or receivable from employer(s)	2010-12-31	$51,761

Form 5500 Responses for YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT

2015: YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 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: YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 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: YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: YATES,KLUTTZ & FRAZIER,C.P.A.'S INC 401(K) PLAN & TRUST AGREEMENT 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	YATES, KLUTTZ & FRAZIER CPA'S INC.
Employer identification number (EIN):	540973218
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants