401k Plan data: NYSTROM & COMPANY CERTIFIED PUBLIC ACCOUNTANTS PROFIT SHARING 401(K) PLAN plan

NYSTROM & COMPANY CERTIFIED PUBLIC ACCOUNTANTS PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	NYSTROM & COMPANY CERTIFIED PUBLIC ACCOUNTANTS PROFIT SHARING 401(K) PLAN
Plan identification number	001

NYSTROM & COMPANY CERTIFIED PUBLIC ACCOUNTANTS PROFIT SHARING 401(K) 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
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.
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.

401k Sponsoring company profile

NYSTROM & COMPANY LLP CERTIFIED PUBLIC ACCOUNTANTS has sponsored the creation of one or more 401k plans.

Company Name: NYSTROM & COMPANY LLP CERTIFIED PUBLIC ACCOUNTANTS

Employer identification number (EIN): 941637683

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NYSTROM & COMPANY CERTIFIED PUBLIC ACCOUNTANTS PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 BRUCE ROBERTS 2013-09-27 BRUCE ROBERTS 2013-09-27
001 2011-01-01 PENSION FILERS
001 2009-01-01 ASSOCIATED PENSION CONSULTANTS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2012-01-01	BRUCE ROBERTS	2013-09-27	BRUCE ROBERTS	2013-09-27
001	2011-01-01	PENSION FILERS
001	2009-01-01	ASSOCIATED PENSION CONSULTANTS

Plan Statistics for NYSTROM & COMPANY CERTIFIED PUBLIC ACCOUNTANTS PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for NYSTROM & COMPANY CERTIFIED PUBLIC ACCOUNTANTS PROFIT SHARING 401(K) PLAN

Measure Date Value
2011: NYSTROM & COMPANY CERTIFIED PUBLIC ACCOUNTANTS PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 23
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 4
Total of all active and inactive participants 2011-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 27
Number of participants with account balances 2011-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: NYSTROM & COMPANY CERTIFIED PUBLIC ACCOUNTANTS PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22
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 17
Total of all active and inactive participants 2009-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 39
Number of participants with account balances 2009-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: NYSTROM & COMPANY CERTIFIED PUBLIC ACCOUNTANTS PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	23
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	4
Total of all active and inactive participants	2011-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	27
Number of participants with account balances	2011-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: NYSTROM & COMPANY CERTIFIED PUBLIC ACCOUNTANTS PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22
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	17
Total of all active and inactive participants	2009-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	39
Number of participants with account balances	2009-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NYSTROM & COMPANY CERTIFIED PUBLIC ACCOUNTANTS PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2011 : NYSTROM & COMPANY CERTIFIED PUBLIC ACCOUNTANTS PROFIT SHARING 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$269,282
Expenses. Total of all expenses incurred	2011-12-31	$3,661,331
Benefits paid (including direct rollovers)	2011-12-31	$3,647,627
Total plan assets at end of year	2011-12-31	$2,832,377
Total plan assets at beginning of year	2011-12-31	$6,224,426
Value of fidelity bond covering the plan	2011-12-31	$2,875,000
Total contributions received or receivable from participants	2011-12-31	$79,042
Assets. Value of loans (other than to participants)	2011-12-31	$0
Other income received	2011-12-31	$92,113
Net income (gross income less expenses)	2011-12-31	$-3,392,049
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,832,377
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,224,426
Assets. Value of participant loans	2011-12-31	$163,806
Assets. Value of real-estate (other than employer real property)	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$98,127
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$13,704
2010 : NYSTROM & COMPANY CERTIFIED PUBLIC ACCOUNTANTS PROFIT SHARING 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$669,846
Expenses. Total of all expenses incurred	2010-12-31	$115,233
Benefits paid (including direct rollovers)	2010-12-31	$101,188
Total plan assets at end of year	2010-12-31	$6,224,426
Total plan assets at beginning of year	2010-12-31	$5,669,813
Value of fidelity bond covering the plan	2010-12-31	$2,875,000
Total contributions received or receivable from participants	2010-12-31	$67,079
Assets. Value of loans (other than to participants)	2010-12-31	$2,524,731
Contributions received from other sources (not participants or employers)	2010-12-31	$2,941
Other income received	2010-12-31	$390,910
Net income (gross income less expenses)	2010-12-31	$554,613
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,224,426
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$5,669,813
Assets. Value of participant loans	2010-12-31	$167,171
Assets. Value of real-estate (other than employer real property)	2010-12-31	$16,700
Total contributions received or receivable from employer(s)	2010-12-31	$208,916
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$14,045
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : NYSTROM & COMPANY CERTIFIED PUBLIC ACCOUNTANTS PROFIT SHARING 401(K) 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

Form 5500 Responses for NYSTROM & COMPANY CERTIFIED PUBLIC ACCOUNTANTS PROFIT SHARING 401(K) PLAN

2011: NYSTROM & COMPANY CERTIFIED PUBLIC ACCOUNTANTS PROFIT SHARING 401(K) 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: NYSTROM & COMPANY CERTIFIED PUBLIC ACCOUNTANTS PROFIT SHARING 401(K) 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 – 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

65563

Policy instance

Insurance contract or identification number	65563
Number of Individuals Covered	19
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $5,608
Total amount of fees paid to insurance company	USD $557
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

65563

Policy instance

Insurance contract or identification number	65563
Number of Individuals Covered	19
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,914
Total amount of fees paid to insurance company	USD $478
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	NYSTROM & COMPANY LLP CERTIFIED PUBLIC ACCOUNTANTS
Employer identification number (EIN):	941637683
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants