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MICHAEL L. GREGORY PROFIT SHARING PLAN 401k Plan overview

Plan NameMICHAEL L. GREGORY PROFIT SHARING PLAN
Plan identification number 001

MICHAEL L. GREGORY PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

MICHAEL L. GREGORY ATTORNEY AT LAW has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL L. GREGORY ATTORNEY AT LAW
Employer identification number (EIN):850222850
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL L. GREGORY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01MICHAEL GREGORY2013-07-02 MICHAEL GREGORY2013-07-02
0012011-01-01MICHAEL L GREGORY
0012009-01-01MICHAEL L GREGORY

Plan Statistics for MICHAEL L. GREGORY PROFIT SHARING PLAN

401k plan membership statisitcs for MICHAEL L. GREGORY PROFIT SHARING PLAN

Measure Date Value
2011: MICHAEL L. GREGORY PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
2009: MICHAEL L. GREGORY PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013

Financial Data on MICHAEL L. GREGORY PROFIT SHARING PLAN

Measure Date Value
2011 : MICHAEL L. GREGORY PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$11,389
Expenses. Total of all expenses incurred2011-12-31$1,003
Total plan assets at end of year2011-12-31$256,696
Total plan assets at beginning of year2011-12-31$246,310
Expenses. Other expenses not covered elsewhere2011-12-31$1,003
Other income received2011-12-31$11,389
Net income (gross income less expenses)2011-12-31$10,386
Net plan assets at end of year (total assets less liabilities)2011-12-31$256,696
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$246,310
2010 : MICHAEL L. GREGORY PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$45,025
Expenses. Total of all expenses incurred2010-12-31$7,361
Benefits paid (including direct rollovers)2010-12-31$7,157
Total plan assets at end of year2010-12-31$246,310
Total plan assets at beginning of year2010-12-31$208,646
Expenses. Other expenses not covered elsewhere2010-12-31$204
Other income received2010-12-31$45,025
Net income (gross income less expenses)2010-12-31$37,664
Net plan assets at end of year (total assets less liabilities)2010-12-31$246,310
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$208,646

Form 5500 Responses for MICHAEL L. GREGORY PROFIT SHARING PLAN

2011: MICHAEL L. GREGORY PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: MICHAEL L. GREGORY PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number28072
Policy instance 1
Insurance contract or identification number28072
Total amount of fees paid to insurance companyUSD $1,003
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number28072
Policy instance 1
Insurance contract or identification number28072
Number of Individuals Covered2
Total amount of fees paid to insurance companyUSD $204
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees204
Additional information about fees paid to insurance brokerSERVICING FEE
Insurance broker organization code?3
Insurance broker nameCHARLES L PADILLA

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