401k Plan data: SULLIVAN, HILL, LEWIN, REZ & ENGEL 401(K) PROFIT SHARING PLAN plan

SULLIVAN, HILL, LEWIN, REZ & ENGEL 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SULLIVAN, HILL, LEWIN, REZ & ENGEL 401(K) PROFIT SHARING PLAN
Plan identification number	001

SULLIVAN, HILL, LEWIN, REZ & ENGEL 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.
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

SULLIVAN, HILL, LEWIN, REZ, & ENGEL has sponsored the creation of one or more 401k plans.

Company Name: SULLIVAN, HILL, LEWIN, REZ, & ENGEL

Employer identification number (EIN): 953840848

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SULLIVAN, HILL, LEWIN, REZ & ENGEL 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 JAMIE N. VIDOVICH 2018-09-14 JAMIE N. VIDOVICH 2018-09-14
001 2016-01-01 JAMIE N. VIDOVICH 2017-09-01 JAMIE N. VIDOVICH 2017-09-01
001 2015-01-01 JAMIE N. VIDOVICH 2016-09-14 JAMIE N. VIDOVICH 2016-09-14
001 2014-01-01 JAMIE N. VIDOVICH 2015-09-17 JAMIE N. VIDOVICH 2015-09-17
001 2013-01-01 JAMIE N. VIDOVICH 2014-09-22
001 2012-01-01 GEORGIA R. FERREL 2013-09-30 GEORGIA R. FERREL 2013-09-30
001 2011-01-01 GEORGIA FERREL 2012-09-11
001 2009-01-01 GEORGIA FERREL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	JAMIE N. VIDOVICH	2018-09-14	JAMIE N. VIDOVICH	2018-09-14
001	2016-01-01	JAMIE N. VIDOVICH	2017-09-01	JAMIE N. VIDOVICH	2017-09-01
001	2015-01-01	JAMIE N. VIDOVICH	2016-09-14	JAMIE N. VIDOVICH	2016-09-14
001	2014-01-01	JAMIE N. VIDOVICH	2015-09-17	JAMIE N. VIDOVICH	2015-09-17
001	2013-01-01	JAMIE N. VIDOVICH	2014-09-22
001	2012-01-01	GEORGIA R. FERREL	2013-09-30	GEORGIA R. FERREL	2013-09-30
001	2011-01-01	GEORGIA FERREL	2012-09-11
001	2009-01-01	GEORGIA FERREL

Plan Statistics for SULLIVAN, HILL, LEWIN, REZ & ENGEL 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SULLIVAN, HILL, LEWIN, REZ & ENGEL 401(K) PROFIT SHARING PLAN

Measure Date Value
2009: SULLIVAN, HILL, LEWIN, REZ & ENGEL 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 43
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 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 60
Number of participants with account balances 2009-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: SULLIVAN, HILL, LEWIN, REZ & ENGEL 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	43
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	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	60
Number of participants with account balances	2009-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SULLIVAN, HILL, LEWIN, REZ & ENGEL 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2010 : SULLIVAN, HILL, LEWIN, REZ & ENGEL 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,422,067
Expenses. Total of all expenses incurred	2010-12-31	$51,230
Benefits paid (including direct rollovers)	2010-12-31	$31,044
Total plan assets at end of year	2010-12-31	$7,970,233
Total plan assets at beginning of year	2010-12-31	$6,599,396
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$379,748
Contributions received from other sources (not participants or employers)	2010-12-31	$2,336
Other income received	2010-12-31	$918,089
Net income (gross income less expenses)	2010-12-31	$1,370,837
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$7,970,233
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$6,599,396
Assets. Value of participant loans	2010-12-31	$18,579
Total contributions received or receivable from employer(s)	2010-12-31	$121,894
Value of corrective distributions	2010-12-31	$9,789
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$10,397
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SULLIVAN, HILL, LEWIN, REZ & ENGEL 401(K) 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

Form 5500 Responses for SULLIVAN, HILL, LEWIN, REZ & ENGEL 401(K) PROFIT SHARING PLAN

2009: SULLIVAN, HILL, LEWIN, REZ & ENGEL 401(K) 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:	SULLIVAN, HILL, LEWIN, REZ, & ENGEL
Employer identification number (EIN):	953840848
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers