401k Plan data: ARNETT FOSTER TOOTHMAN, PLLC 401K PLAN plan

ARNETT FOSTER TOOTHMAN, PLLC 401K PLAN 401k Plan overview

Plan Name	ARNETT FOSTER TOOTHMAN, PLLC 401K PLAN
Plan identification number	002

ARNETT FOSTER TOOTHMAN, PLLC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

ARNETT CARBIS TOOTHMAN LLP has sponsored the creation of one or more 401k plans.

Company Name: ARNETT CARBIS TOOTHMAN LLP

Employer identification number (EIN): 550486667

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARNETT FOSTER TOOTHMAN, PLLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 THOMAS AMAN 2014-07-15 THOMAS AMAN 2014-07-15
002 2012-01-01 THOMAS AMAN
002 2012-01-01 THOMAS AMAN THOMAS AMAN 2014-12-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	THOMAS AMAN	2014-07-15	THOMAS AMAN	2014-07-15
002	2012-01-01	THOMAS AMAN
002	2012-01-01	THOMAS AMAN		THOMAS AMAN	2014-12-12

Plan Statistics for ARNETT FOSTER TOOTHMAN, PLLC 401K PLAN

401k plan membership statisitcs for ARNETT FOSTER TOOTHMAN, PLLC 401K PLAN

Measure Date Value
2012: ARNETT FOSTER TOOTHMAN, PLLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 54
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 20
Total of all active and inactive participants 2012-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 74
Number of participants with account balances 2012-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 25

Measure	Date	Value
2012: ARNETT FOSTER TOOTHMAN, PLLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	54
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	20
Total of all active and inactive participants	2012-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	74
Number of participants with account balances	2012-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	25

Financial Data on ARNETT FOSTER TOOTHMAN, PLLC 401K PLAN

Measure	Date	Value
2012 : ARNETT FOSTER TOOTHMAN, PLLC 401K PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$536,341
Expenses. Total of all expenses incurred	2012-12-31	$224,289
Benefits paid (including direct rollovers)	2012-12-31	$224,163
Total plan assets at end of year	2012-12-31	$2,167,334
Total plan assets at beginning of year	2012-12-31	$1,855,282
Value of fidelity bond covering the plan	2012-12-31	$125,000
Total contributions received or receivable from participants	2012-12-31	$206,702
Expenses. Other expenses not covered elsewhere	2012-12-31	$126
Contributions received from other sources (not participants or employers)	2012-12-31	$13,525
Other income received	2012-12-31	$277,004
Net income (gross income less expenses)	2012-12-31	$312,052
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,167,334
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,855,282
Assets. Value of participant loans	2012-12-31	$4,249
Total contributions received or receivable from employer(s)	2012-12-31	$39,110
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0

Form 5500 Responses for ARNETT FOSTER TOOTHMAN, PLLC 401K PLAN

2012: ARNETT FOSTER TOOTHMAN, PLLC 401K 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

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-803657

Policy instance

Insurance contract or identification number	GA-803657
Number of Individuals Covered	54
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $3,936
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ARNETT CARBIS TOOTHMAN LLP
Employer identification number (EIN):	550486667
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants