401k Plan data: JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST plan

JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST
Plan identification number	001

JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST 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

JENKINS, OLSON & BOWEN, P.C. has sponsored the creation of one or more 401k plans.

Company Name: JENKINS, OLSON & BOWEN, P.C.

Employer identification number (EIN): 581579413

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01
001 2012-01-01 FRANK E. JENKINS, III
001 2011-01-01 FRANK E. JENKINS, III
001 2009-01-01 FRANK E. JENKINS, III

Plan Statistics for JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST

Measure Date Value
2013: JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
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 10
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
2012: JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 9
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
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 0
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 12
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12
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: JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
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	10
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
2012: JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	9
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
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	0
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	12
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2013 : JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$320,425
Expenses. Total of all expenses incurred	2013-12-31	$25,050
Benefits paid (including direct rollovers)	2013-12-31	$25,000
Total plan assets at end of year	2013-12-31	$1,140,537
Total plan assets at beginning of year	2013-12-31	$845,162
Total contributions received or receivable from participants	2013-12-31	$65,950
Other income received	2013-12-31	$228,653
Net income (gross income less expenses)	2013-12-31	$295,375
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,140,537
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$845,162
Total contributions received or receivable from employer(s)	2013-12-31	$25,822
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$50
2012 : JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$190,173
Expenses. Total of all expenses incurred	2012-12-31	$406,586
Benefits paid (including direct rollovers)	2012-12-31	$406,586
Total plan assets at end of year	2012-12-31	$845,162
Total plan assets at beginning of year	2012-12-31	$1,061,575
Total contributions received or receivable from participants	2012-12-31	$63,660
Other income received	2012-12-31	$105,451
Net income (gross income less expenses)	2012-12-31	$-216,413
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$845,162
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,061,575
Total contributions received or receivable from employer(s)	2012-12-31	$21,062
2011 : JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$122,571
Expenses. Total of all expenses incurred	2011-12-31	$7
Total plan assets at end of year	2011-12-31	$1,061,575
Total plan assets at beginning of year	2011-12-31	$939,011
Total contributions received or receivable from participants	2011-12-31	$80,006
Other income received	2011-12-31	$12,240
Net income (gross income less expenses)	2011-12-31	$122,564
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,061,575
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$939,011
Total contributions received or receivable from employer(s)	2011-12-31	$30,325
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$7
2010 : JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$220,746
Expenses. Total of all expenses incurred	2010-12-31	$851
Benefits paid (including direct rollovers)	2010-12-31	$847
Total plan assets at end of year	2010-12-31	$939,011
Total plan assets at beginning of year	2010-12-31	$719,116
Total contributions received or receivable from participants	2010-12-31	$82,926
Other income received	2010-12-31	$109,906
Net income (gross income less expenses)	2010-12-31	$219,895
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$939,011
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$719,116
Total contributions received or receivable from employer(s)	2010-12-31	$27,914
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$4

Form 5500 Responses for JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST

2013: JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST 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: JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST 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: JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST 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: JENKINS, OLSON & BOWEN, P.C. 401K PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JENKINS, OLSON & BOWEN, P.C.
Employer identification number (EIN):	581579413
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator
001	2013-01-01
001	2012-01-01	FRANK E. JENKINS, III
001	2011-01-01	FRANK E. JENKINS, III
001	2009-01-01	FRANK E. JENKINS, III