401k Plan data: POLLY OSBORNE, AIA PROFIT SHARING PLAN plan

POLLY OSBORNE, AIA PROFIT SHARING PLAN 401k Plan overview

Plan Name	POLLY OSBORNE, AIA PROFIT SHARING PLAN
Plan identification number	001

POLLY OSBORNE, AIA 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

POLLY OSBORNE, AIA has sponsored the creation of one or more 401k plans.

Company Name: POLLY OSBORNE, AIA

Employer identification number (EIN): 954839357

NAIC Classification: 541310
NAIC Description: Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POLLY OSBORNE, AIA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 POLLY OSBORNE 2019-05-28
001 2017-01-01 POLLY OSBORNE 2018-06-11
001 2016-01-01 POLLY OSBORNE 2017-05-25
001 2015-01-01 POLLY OSBORNE 2016-06-28
001 2014-01-01 POLLY OSBORNE 2015-07-02
001 2013-01-01 POLLY OSBORNE 2014-07-02
001 2012-01-01 POLLY OSBORNE 2013-08-14
001 2011-01-01 POLLY OSBORNE 2012-08-07 POLLY OSBORNE 2012-08-07
001 2010-01-01 POLLY OSBORNE 2011-07-06 POLLY OSBORNE 2011-07-06
001 2008-01-01 POLLY OSBORNE POLLY OSBORNE 2011-07-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	POLLY OSBORNE	2019-05-28
001	2017-01-01	POLLY OSBORNE	2018-06-11
001	2016-01-01	POLLY OSBORNE	2017-05-25
001	2015-01-01	POLLY OSBORNE	2016-06-28
001	2014-01-01	POLLY OSBORNE	2015-07-02
001	2013-01-01	POLLY OSBORNE	2014-07-02
001	2012-01-01	POLLY OSBORNE	2013-08-14
001	2011-01-01	POLLY OSBORNE	2012-08-07	POLLY OSBORNE	2012-08-07
001	2010-01-01	POLLY OSBORNE	2011-07-06	POLLY OSBORNE	2011-07-06
001	2008-01-01	POLLY OSBORNE		POLLY OSBORNE	2011-07-06

Plan Statistics for POLLY OSBORNE, AIA PROFIT SHARING PLAN

401k plan membership statisitcs for POLLY OSBORNE, AIA PROFIT SHARING PLAN

Measure Date Value
2008: POLLY OSBORNE, AIA PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 3
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 3
Number of participants with account balances 2008-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0

Measure	Date	Value
2008: POLLY OSBORNE, AIA PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	3
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	3
Number of participants with account balances	2008-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0

Financial Data on POLLY OSBORNE, AIA PROFIT SHARING PLAN

Measure	Date	Value
2008 : POLLY OSBORNE, AIA PROFIT SHARING PLAN 2008 401k financial data
Transfers to/from the plan	2008-12-31	$0
Total plan liabilities at end of year	2008-12-31	$0
Total plan liabilities at beginning of year	2008-12-31	$0
Total income from all sources	2008-12-31	$8,672
Expenses. Total of all expenses incurred	2008-12-31	$30
Benefits paid (including direct rollovers)	2008-12-31	$0
Total plan assets at end of year	2008-12-31	$13,686
Total plan assets at beginning of year	2008-12-31	$5,044
Value of fidelity bond covering the plan	2008-12-31	$0
Assets. Value of tangible personal property	2008-12-31	$0
Total contributions received or receivable from participants	2008-12-31	$5,710
Assets. Value of loans (other than to participants)	2008-12-31	$0
Expenses. Other expenses not covered elsewhere	2008-12-31	$30
Contributions received from other sources (not participants or employers)	2008-12-31	$0
Other income received	2008-12-31	$-2,020
Noncash contributions received	2008-12-31	$0
Net income (gross income less expenses)	2008-12-31	$8,642
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$13,686
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$5,044
Assets. Value of participant loans	2008-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2008-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2008-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2008-12-31	$0
Assets. Value of real-estate (other than employer real property)	2008-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2008-12-31	$0
Assets. Value of employer securities	2008-12-31	$0
Assets. Value of employer real property	2008-12-31	$0
Total contributions received or receivable from employer(s)	2008-12-31	$4,982
Value of certain deemed distributions of participant loans	2008-12-31	$0
Value of corrective distributions	2008-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$0
2007 : POLLY OSBORNE, AIA PROFIT SHARING PLAN 2007 401k financial data
Transfers to/from the plan	2007-12-31	$0
Total plan liabilities at end of year	2007-12-31	$0
Total plan liabilities at beginning of year	2007-12-31	$0
Total income from all sources	2007-12-31	$5,059
Expenses. Total of all expenses incurred	2007-12-31	$15
Benefits paid (including direct rollovers)	2007-12-31	$0
Total plan assets at end of year	2007-12-31	$5,044
Total plan assets at beginning of year	2007-12-31	$0
Value of fidelity bond covering the plan	2007-12-31	$0
Assets. Value of tangible personal property	2007-12-31	$0
Total contributions received or receivable from participants	2007-12-31	$2,509
Assets. Value of loans (other than to participants)	2007-12-31	$0
Expenses. Other expenses not covered elsewhere	2007-12-31	$15
Contributions received from other sources (not participants or employers)	2007-12-31	$0
Other income received	2007-12-31	$41
Noncash contributions received	2007-12-31	$0
Net income (gross income less expenses)	2007-12-31	$5,044
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$5,044
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$0
Assets. Value of participant loans	2007-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2007-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2007-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2007-12-31	$0
Assets. Value of real-estate (other than employer real property)	2007-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2007-12-31	$0
Assets. Value of employer securities	2007-12-31	$0
Assets. Value of employer real property	2007-12-31	$0
Total contributions received or receivable from employer(s)	2007-12-31	$2,509
Value of certain deemed distributions of participant loans	2007-12-31	$0
Value of corrective distributions	2007-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2007-12-31	$0

Form 5500 Responses for POLLY OSBORNE, AIA PROFIT SHARING PLAN

2008: POLLY OSBORNE, AIA PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

954839357C1

Policy instance

Insurance contract or identification number	954839357C1
Number of Individuals Covered	2
Insurance policy start date	2008-01-01
Insurance policy end date	2008-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

954839357C1

Policy instance

Insurance contract or identification number	954839357C1
Number of Individuals Covered	3
Insurance policy start date	2007-01-01
Insurance policy end date	2007-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	POLLY OSBORNE, AIA
Employer identification number (EIN):	954839357
NAIC Classification:	541310
NAIC Description:	Architectural Services