401k Plan data: TOLL AND ASSOCIATES, PLLC RETIREMENT PLAN plan

TOLL AND ASSOCIATES, PLLC RETIREMENT PLAN 401k Plan overview

Plan Name	TOLL AND ASSOCIATES, PLLC RETIREMENT PLAN
Plan identification number	001

TOLL AND ASSOCIATES, PLLC RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

TOLL & ASSOCIATES, PLLC has sponsored the creation of one or more 401k plans.

Company Name: TOLL & ASSOCIATES, PLLC

Employer identification number (EIN): 900643126

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TOLL AND ASSOCIATES, PLLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 MARGARET GOLIGHTLY MARGARET GOLIGHTLY 2013-07-02
001 2011-01-01 ALAN TOLL ALAN TOLL 2012-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	MARGARET GOLIGHTLY		MARGARET GOLIGHTLY	2013-07-02
001	2011-01-01	ALAN TOLL		ALAN TOLL	2012-07-26

Plan Statistics for TOLL AND ASSOCIATES, PLLC RETIREMENT PLAN

401k plan membership statisitcs for TOLL AND ASSOCIATES, PLLC RETIREMENT PLAN

Measure Date Value
2012: TOLL AND ASSOCIATES, PLLC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 5
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
2011: TOLL AND ASSOCIATES, PLLC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 1
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2012: TOLL AND ASSOCIATES, PLLC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	5
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
2011: TOLL AND ASSOCIATES, PLLC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	1
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on TOLL AND ASSOCIATES, PLLC RETIREMENT PLAN

Measure	Date	Value
2012 : TOLL AND ASSOCIATES, PLLC RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$40,454
Expenses. Total of all expenses incurred	2012-12-31	$346
Total plan assets at end of year	2012-12-31	$115,128
Total plan assets at beginning of year	2012-12-31	$75,020
Total contributions received or receivable from participants	2012-12-31	$25,110
Other income received	2012-12-31	$10,211
Net income (gross income less expenses)	2012-12-31	$40,108
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$115,128
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$75,020
Total contributions received or receivable from employer(s)	2012-12-31	$5,133
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$346
2011 : TOLL AND ASSOCIATES, PLLC RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$35,302
Expenses. Total of all expenses incurred	2011-12-31	$500
Total plan assets at end of year	2011-12-31	$75,020
Total plan assets at beginning of year	2011-12-31	$40,218
Total contributions received or receivable from participants	2011-12-31	$29,736
Other income received	2011-12-31	$-2,983
Net income (gross income less expenses)	2011-12-31	$34,802
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$75,020
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$40,218
Total contributions received or receivable from employer(s)	2011-12-31	$8,549
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$500

Form 5500 Responses for TOLL AND ASSOCIATES, PLLC RETIREMENT PLAN

2012: TOLL AND ASSOCIATES, PLLC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TOLL AND ASSOCIATES, PLLC RETIREMENT PLAN 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	No
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

Potentially related plans

TOLL AND ASSOCIATES, PLLC RETIREMENT PLAN [EIN = 300451153]

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Company Name:	TOLL & ASSOCIATES, PLLC
Employer identification number (EIN):	900643126
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers