401k Plan data: GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN plan

GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN 401k Plan overview

Plan Name	GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN
Plan identification number	001

GRAYBEAL JACKSON HALEY LLP 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.
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.
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

GRAYBEAL JACKSON HALEY LLP has sponsored the creation of one or more 401k plans.

Company Name: GRAYBEAL JACKSON HALEY LLP

Employer identification number (EIN): 911360431

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 DENISE WILLIAMS DENISE WILLIAMS 2015-06-10
001 2013-01-01 DENISE WILLIAMS DENISE WILLIAMS 2014-06-18
001 2012-01-01 RICHARD GRAY RICHARD GRAY 2013-07-24
001 2011-01-01 BRYAN SANTARELLI
001 2009-01-01 RICHARD GRAY
001 2009-01-01 RICHARD GRAY RICHARD GRAY 2010-07-22
001 2009-01-01 DENISE HAUGEN WILLIAMS RICHARD GRAY 2010-07-22

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	DENISE WILLIAMS	DENISE WILLIAMS	2015-06-10
001	2013-01-01	DENISE WILLIAMS	DENISE WILLIAMS	2014-06-18
001	2012-01-01	RICHARD GRAY	RICHARD GRAY	2013-07-24
001	2011-01-01	BRYAN SANTARELLI
001	2009-01-01	RICHARD GRAY
001	2009-01-01	RICHARD GRAY	RICHARD GRAY	2010-07-22
001	2009-01-01	DENISE HAUGEN WILLIAMS	RICHARD GRAY	2010-07-22

Plan Statistics for GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN

401k plan membership statisitcs for GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN

Measure Date Value
2014: GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 11
Total of all active and inactive participants 2013-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 21
Number of participants with account balances 2013-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 25
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
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 8
Total of all active and inactive participants 2011-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 20
Number of participants with account balances 2011-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
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 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 22
Number of participants with account balances 2009-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	11
Total of all active and inactive participants	2013-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	21
Number of participants with account balances	2013-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	25
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
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	8
Total of all active and inactive participants	2011-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	20
Number of participants with account balances	2011-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
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	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	22
Number of participants with account balances	2009-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN

Measure	Date	Value
2014 : GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$36,966
Expenses. Total of all expenses incurred	2014-12-31	$743,222
Benefits paid (including direct rollovers)	2014-12-31	$743,126
Total plan assets at end of year	2014-12-31	$492,829
Total plan assets at beginning of year	2014-12-31	$1,199,085
Total contributions received or receivable from participants	2014-12-31	$2,978
Expenses. Other expenses not covered elsewhere	2014-12-31	$96
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$33,988
Net income (gross income less expenses)	2014-12-31	$-706,256
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$492,829
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,199,085
Assets. Value of participant loans	2014-12-31	$3,468
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$157,399
Expenses. Total of all expenses incurred	2013-12-31	$66,748
Benefits paid (including direct rollovers)	2013-12-31	$66,659
Total plan assets at end of year	2013-12-31	$1,199,085
Total plan assets at beginning of year	2013-12-31	$1,108,434
Total contributions received or receivable from participants	2013-12-31	$6,558
Expenses. Other expenses not covered elsewhere	2013-12-31	$89
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$145,144
Net income (gross income less expenses)	2013-12-31	$90,651
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,199,085
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,108,434
Assets. Value of participant loans	2013-12-31	$6,140
Total contributions received or receivable from employer(s)	2013-12-31	$5,697
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$166,353
Expenses. Total of all expenses incurred	2012-12-31	$66,391
Benefits paid (including direct rollovers)	2012-12-31	$66,310
Total plan assets at end of year	2012-12-31	$1,102,754
Total plan assets at beginning of year	2012-12-31	$1,002,792
Total contributions received or receivable from participants	2012-12-31	$25,748
Expenses. Other expenses not covered elsewhere	2012-12-31	$81
Contributions received from other sources (not participants or employers)	2012-12-31	$43,702
Other income received	2012-12-31	$96,903
Net income (gross income less expenses)	2012-12-31	$99,962
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,102,754
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,002,792
Assets. Value of participant loans	2012-12-31	$8,617
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$42,231
Expenses. Total of all expenses incurred	2011-12-31	$226,647
Benefits paid (including direct rollovers)	2011-12-31	$226,577
Total plan assets at end of year	2011-12-31	$980,792
Total plan assets at beginning of year	2011-12-31	$1,165,209
Total contributions received or receivable from participants	2011-12-31	$11,923
Expenses. Other expenses not covered elsewhere	2011-12-31	$70
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$22,738
Net income (gross income less expenses)	2011-12-31	$-184,416
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$980,792
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,165,209
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$7,570
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$154,345
Expenses. Total of all expenses incurred	2010-12-31	$74,704
Benefits paid (including direct rollovers)	2010-12-31	$74,634
Total plan assets at end of year	2010-12-31	$1,165,209
Total plan assets at beginning of year	2010-12-31	$1,085,568
Total contributions received or receivable from participants	2010-12-31	$44,348
Expenses. Other expenses not covered elsewhere	2010-12-31	$70
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$102,738
Net income (gross income less expenses)	2010-12-31	$79,641
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,165,209
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,085,568
Assets. Value of participant loans	2010-12-31	$3,999
Total contributions received or receivable from employer(s)	2010-12-31	$7,259
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN

2014: GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GRAYBEAL JACKSON HALEY LLP PROFIT SHARING 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: GRAYBEAL JACKSON HALEY LLP PROFIT SHARING 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
2009: GRAYBEAL JACKSON HALEY LLP PROFIT SHARING PLAN 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:	GRAYBEAL JACKSON HALEY LLP
Employer identification number (EIN):	911360431
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers