401k Plan data: ANALYTICAL ECONOMICS, INC. 401(K) PROFIT SHARING PLAN & TRUST plan

ANALYTICAL ECONOMICS, INC. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	ANALYTICAL ECONOMICS, INC. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

ANALYTICAL ECONOMICS, INC. 401(K) PROFIT SHARING PLAN & TRUST 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ANALYTICAL ECONOMICS, INC. has sponsored the creation of one or more 401k plans.

Company Name: ANALYTICAL ECONOMICS, INC.

Employer identification number (EIN): 593428808

NAIC Classification: 541600

Additional information about ANALYTICAL ECONOMICS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1997-02-25

Company Identification Number: P97000017448

Legal Registered Office Address: LAW OFFICES OF GARY J ANTON, P.A.

TALLAHASSEE

32301

More information about ANALYTICAL ECONOMICS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANALYTICAL ECONOMICS, INC. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 DIANNE L. PIETTE DIANNE L. PIETTE 2012-08-22
001 2010-01-01 DIANNE L. PIETTE DIANNE L. PIETTE 2011-09-28
001 2009-01-01 DIANNE L. PIETTE DIANNE L. PIETTE 2010-08-25

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	DIANNE L. PIETTE	DIANNE L. PIETTE	2012-08-22
001	2010-01-01	DIANNE L. PIETTE	DIANNE L. PIETTE	2011-09-28
001	2009-01-01	DIANNE L. PIETTE	DIANNE L. PIETTE	2010-08-25

Plan Statistics for ANALYTICAL ECONOMICS, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for ANALYTICAL ECONOMICS, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2011: ANALYTICAL ECONOMICS, INC. 401(K) PROFIT SHARING PLAN & TRUST 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 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 0
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ANALYTICAL ECONOMICS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
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 2
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ANALYTICAL ECONOMICS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
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 1
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 1
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: ANALYTICAL ECONOMICS, INC. 401(K) PROFIT SHARING PLAN & TRUST 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	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	0
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ANALYTICAL ECONOMICS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
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	2
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ANALYTICAL ECONOMICS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
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	1
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	1
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ANALYTICAL ECONOMICS, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2011 : ANALYTICAL ECONOMICS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$12,824
Expenses. Total of all expenses incurred	2011-12-31	$1,003,735
Benefits paid (including direct rollovers)	2011-12-31	$1,001,976
Total plan assets at end of year	2011-12-31	$0
Total plan assets at beginning of year	2011-12-31	$990,911
Value of fidelity bond covering the plan	2011-12-31	$100,000
Other income received	2011-12-31	$12,824
Net income (gross income less expenses)	2011-12-31	$-990,911
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$990,911
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,759
2010 : ANALYTICAL ECONOMICS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$67,851
Expenses. Total of all expenses incurred	2010-12-31	$1,348
Total plan assets at end of year	2010-12-31	$990,911
Total plan assets at beginning of year	2010-12-31	$924,408
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$22,000
Other income received	2010-12-31	$35,351
Net income (gross income less expenses)	2010-12-31	$66,503
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$990,911
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$924,408
Total contributions received or receivable from employer(s)	2010-12-31	$10,500
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,348

Form 5500 Responses for ANALYTICAL ECONOMICS, INC. 401(K) PROFIT SHARING PLAN & TRUST

2011: ANALYTICAL ECONOMICS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	Yes
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ANALYTICAL ECONOMICS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ANALYTICAL ECONOMICS, INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ANALYTICAL ECONOMICS, INC.
Employer identification number (EIN):	593428808
NAIC Classification:	541600

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1997-02-25
Company Identification Number:	P97000017448
Legal Registered Office Address:	LAW OFFICES OF GARY J ANTON, P.A. TALLAHASSEE 32301