401k Plan data: STEPHENSON & CO. 401(K) PROFIT SHARING PLAN plan

STEPHENSON & CO. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	STEPHENSON & CO. 401(K) PROFIT SHARING PLAN
Plan identification number	001

STEPHENSON & CO. 401(K) PROFIT SHARING 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

STEPHENSON & CO. has sponsored the creation of one or more 401k plans.

Company Name: STEPHENSON & CO.

Employer identification number (EIN): 760442222

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHENSON & CO. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 BETTY JERKINS 2014-08-05
001 2012-01-01 BETTY JERKINS 2013-06-25
001 2011-01-01 BETTY JERKINS 2012-07-30
001 2010-01-01 BETTY JERKINS 2011-06-29 BETTY JERKINS 2011-06-29
001 2009-01-01 PHIL STEPHENSON
001 2008-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	BETTY JERKINS	2014-08-05
001	2012-01-01	BETTY JERKINS	2013-06-25
001	2011-01-01	BETTY JERKINS	2012-07-30
001	2010-01-01	BETTY JERKINS	2011-06-29	BETTY JERKINS	2011-06-29
001	2009-01-01	PHIL STEPHENSON
001	2008-01-01

Plan Statistics for STEPHENSON & CO. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for STEPHENSON & CO. 401(K) PROFIT SHARING PLAN

Measure Date Value
2009: STEPHENSON & CO. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2009: STEPHENSON & CO. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Form 5500 Responses for STEPHENSON & CO. 401(K) PROFIT SHARING PLAN

2009: STEPHENSON & CO. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2008: STEPHENSON & CO. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

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Company Name:	STEPHENSON & CO.
Employer identification number (EIN):	760442222
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants