401k Plan data: BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN plan

BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	001

BENNETT & FORTS, P.C. 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.
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

BENNETT & FORTS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: BENNETT & FORTS, P.C.

Employer identification number (EIN): 042909827

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DAVID L. BENNETT 2023-06-20 DAVID L. BENNETT 2023-06-20
001 2021-01-01 DAVID L. BENNETT 2022-06-20 DAVID L. BENNETT 2022-06-20
001 2020-01-01 DAVID L. BENNETT 2021-07-01 DAVID L. BENNETT 2021-07-01
001 2018-01-01 DAVID L. BENNETT 2019-07-10
001 2017-01-01 DAVID L. BENNETT 2018-06-26 DAVID L. BENNETT 2018-06-26
001 2016-01-01 DAVID L. BENNETT 2017-06-27 DAVID L. BENNETT 2017-06-27
001 2015-01-01 DAVID L. BENNETT DAVID L. BENNETT 2016-07-22
001 2014-01-01 DAVID BENNETT DAVID BENNETT 2015-06-16
001 2013-01-01 DAVID L BENNETT DAVID L BENNETT 2014-07-24
001 2012-01-01 DAVE BENNETT DAVE BENNETT 2013-07-31
001 2011-01-01 KIM A. RIOPEL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DAVID L. BENNETT	2023-06-20	DAVID L. BENNETT	2023-06-20
001	2021-01-01	DAVID L. BENNETT	2022-06-20	DAVID L. BENNETT	2022-06-20
001	2020-01-01	DAVID L. BENNETT	2021-07-01	DAVID L. BENNETT	2021-07-01
001	2018-01-01	DAVID L. BENNETT	2019-07-10
001	2017-01-01	DAVID L. BENNETT	2018-06-26	DAVID L. BENNETT	2018-06-26
001	2016-01-01	DAVID L. BENNETT	2017-06-27	DAVID L. BENNETT	2017-06-27
001	2015-01-01	DAVID L. BENNETT		DAVID L. BENNETT	2016-07-22
001	2014-01-01	DAVID BENNETT		DAVID BENNETT	2015-06-16
001	2013-01-01	DAVID L BENNETT		DAVID L BENNETT	2014-07-24
001	2012-01-01	DAVE BENNETT		DAVE BENNETT	2013-07-31
001	2011-01-01	KIM A. RIOPEL

Plan Statistics for BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
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 1
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
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 0
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: BENNETT & FORTS, P.C. 401(K) 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 12
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 0
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
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 0
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2015: BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
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	1
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
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	0
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: BENNETT & FORTS, P.C. 401(K) 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	12
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	0
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
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	0
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2015 : BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$23,782
Expenses. Total of all expenses incurred	2015-12-31	$47,500
Benefits paid (including direct rollovers)	2015-12-31	$47,500
Total plan assets at end of year	2015-12-31	$960,977
Total plan assets at beginning of year	2015-12-31	$984,695
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$28,509
Other income received	2015-12-31	$-8,876
Net income (gross income less expenses)	2015-12-31	$-23,718
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$960,977
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$984,695
Assets. Value of participant loans	2015-12-31	$49,394
Total contributions received or receivable from employer(s)	2015-12-31	$4,149
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$72,540
Expenses. Total of all expenses incurred	2014-12-31	$45,000
Benefits paid (including direct rollovers)	2014-12-31	$45,000
Total plan assets at end of year	2014-12-31	$984,695
Total plan assets at beginning of year	2014-12-31	$957,155
Total contributions received or receivable from participants	2014-12-31	$33,003
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$34,776
Net income (gross income less expenses)	2014-12-31	$27,540
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$984,695
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$957,155
Assets. Value of participant loans	2014-12-31	$45,716
Total contributions received or receivable from employer(s)	2014-12-31	$4,761
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 : BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$116,106
Expenses. Total of all expenses incurred	2013-12-31	$10,000
Benefits paid (including direct rollovers)	2013-12-31	$10,000
Total plan assets at end of year	2013-12-31	$957,155
Total plan assets at beginning of year	2013-12-31	$851,049
Total contributions received or receivable from participants	2013-12-31	$28,128
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$83,815
Net income (gross income less expenses)	2013-12-31	$106,106
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$957,155
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$851,049
Assets. Value of participant loans	2013-12-31	$64,527
Total contributions received or receivable from employer(s)	2013-12-31	$4,163
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 : BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$107,892
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$851,049
Total plan assets at beginning of year	2012-12-31	$743,157
Total contributions received or receivable from participants	2012-12-31	$30,555
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$72,890
Net income (gross income less expenses)	2012-12-31	$107,892
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$851,049
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$743,157
Assets. Value of participant loans	2012-12-31	$71,604
Total contributions received or receivable from employer(s)	2012-12-31	$4,447
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
2011 : BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$41,161
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$743,157
Total plan assets at beginning of year	2011-12-31	$701,997
Value of fidelity bond covering the plan	2011-12-31	$75,000
Total contributions received or receivable from participants	2011-12-31	$28,842
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$7,858
Net income (gross income less expenses)	2011-12-31	$41,161
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$743,157
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$701,997
Assets. Value of participant loans	2011-12-31	$88,477
Total contributions received or receivable from employer(s)	2011-12-31	$4,461
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
2010 : BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$732,259
Expenses. Total of all expenses incurred	2010-12-31	$645,866
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$701,997
Total plan assets at beginning of year	2010-12-31	$615,604
Value of fidelity bond covering the plan	2010-12-31	$75,000
Total contributions received or receivable from participants	2010-12-31	$23,478
Expenses. Other expenses not covered elsewhere	2010-12-31	$645,866
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$704,063
Net income (gross income less expenses)	2010-12-31	$86,393
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$701,997
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$615,604
Assets. Value of participant loans	2010-12-31	$59,359
Total contributions received or receivable from employer(s)	2010-12-31	$4,718
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0

Form 5500 Responses for BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN

2015: BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BENNETT & FORTS, P.C. 401(K) 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: BENNETT & FORTS, P.C. 401(K) 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: BENNETT & FORTS, P.C. 401(K) 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: BENNETT & FORTS, P.C. 401(K) 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

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Company Name:	BENNETT & FORTS, P.C.
Employer identification number (EIN):	042909827
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers