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| Plan Name | BEADLES NEWMAN & LAWLER 401(K) PROFIT SHARING PLAN & TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | BEADLES NEWMAN & LAWLER, P.C. |
| Employer identification number (EIN): | 752339067 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | DUDLEY BEADLES | 2015-07-09 | ||
| 001 | 2013-01-01 | DUDLEY BEADLES | 2014-10-14 | ||
| 001 | 2012-01-01 | DUDLEY BEADLES | 2013-09-24 | ||
| 001 | 2011-01-01 | DUDLEY BEADLES | 2012-07-18 | ||
| 001 | 2010-01-01 | CYNTHIA BEVING | |||
| 001 | 2009-01-01 | CANDI CHAPMAN |
| Measure | Date | Value |
|---|---|---|
| 2010: BEADLES NEWMAN & LAWLER 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 5 |
| Total of all active and inactive participants | 2010-01-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 39 |
| Number of participants with account balances | 2010-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: BEADLES NEWMAN & LAWLER 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 29 |
| 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 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 33 |
| Number of participants with account balances | 2009-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2010 : BEADLES NEWMAN & LAWLER 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data | ||
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $411,161 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $68,847 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $68,847 |
| Total plan assets at end of year | 2010-12-31 | $2,053,792 |
| Total plan assets at beginning of year | 2010-12-31 | $1,711,478 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $153,654 |
| Other income received | 2010-12-31 | $177,662 |
| Net income (gross income less expenses) | 2010-12-31 | $342,314 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,053,792 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,711,478 |
| Assets. Value of participant loans | 2010-12-31 | $44,579 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $79,845 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2008 : BEADLES NEWMAN & LAWLER 401(K) PROFIT SHARING PLAN & TRUST 2008 401k financial data | ||
| Total income from all sources | 2008-12-31 | $-366,742 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $814,080 |
| Benefits paid (including direct rollovers) | 2008-12-31 | $814,080 |
| Total plan assets at end of year | 2008-12-31 | $1,363,116 |
| Total plan assets at beginning of year | 2008-12-31 | $2,543,938 |
| Value of fidelity bond covering the plan | 2008-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2008-12-31 | $121,054 |
| Other income received | 2008-12-31 | $-542,443 |
| Net income (gross income less expenses) | 2008-12-31 | $-1,180,822 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $1,363,116 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $2,543,938 |
| Assets. Value of participant loans | 2008-12-31 | $29,406 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $54,647 |
| 2010: BEADLES NEWMAN & LAWLER 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 – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BEADLES NEWMAN & LAWLER 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 76246 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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