BRECKENRIDGE LAW OFFICE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES R. BRECKENRIDGE PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2020 : JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $23,345 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $23,345 |
| Total plan assets at end of year | 2020-12-31 | $0 |
| Total plan assets at beginning of year | 2020-12-31 | $23,345 |
| Net income (gross income less expenses) | 2020-12-31 | $-23,345 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $23,345 |
| 2019 : JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $211,009 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,423,786 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,423,786 |
| Total plan assets at end of year | 2019-12-31 | $23,345 |
| Total plan assets at beginning of year | 2019-12-31 | $1,236,122 |
| Other income received | 2019-12-31 | $211,009 |
| Net income (gross income less expenses) | 2019-12-31 | $-1,212,777 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $23,345 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,236,122 |
| 2018 : JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-26,502 |
| Total plan assets at end of year | 2018-12-31 | $1,236,122 |
| Total plan assets at beginning of year | 2018-12-31 | $1,262,624 |
| Other income received | 2018-12-31 | $-26,502 |
| Net income (gross income less expenses) | 2018-12-31 | $-26,502 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,236,122 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,262,624 |
| 2017 : JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $265,517 |
| Total plan assets at end of year | 2017-12-31 | $1,262,624 |
| Total plan assets at beginning of year | 2017-12-31 | $997,107 |
| Other income received | 2017-12-31 | $265,517 |
| Net income (gross income less expenses) | 2017-12-31 | $265,517 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,262,624 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $997,107 |
| 2016 : JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $41,567 |
| Total plan assets at end of year | 2016-12-31 | $997,107 |
| Total plan assets at beginning of year | 2016-12-31 | $955,540 |
| Other income received | 2016-12-31 | $41,567 |
| Net income (gross income less expenses) | 2016-12-31 | $41,567 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $997,107 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $955,540 |
| 2015 : JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $33,156 |
| Total plan assets at end of year | 2015-12-31 | $955,540 |
| Total plan assets at beginning of year | 2015-12-31 | $922,384 |
| Other income received | 2015-12-31 | $33,156 |
| Net income (gross income less expenses) | 2015-12-31 | $33,156 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $955,540 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $922,384 |
| 2014 : JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $91,834 |
| Total plan assets at end of year | 2014-12-31 | $922,384 |
| Total plan assets at beginning of year | 2014-12-31 | $830,550 |
| Other income received | 2014-12-31 | $91,834 |
| Net income (gross income less expenses) | 2014-12-31 | $91,834 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $922,384 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $830,550 |
| 2013 : JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $189,446 |
| Total plan assets at end of year | 2013-12-31 | $830,550 |
| Total plan assets at beginning of year | 2013-12-31 | $641,104 |
| Other income received | 2013-12-31 | $189,446 |
| Net income (gross income less expenses) | 2013-12-31 | $189,446 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $830,550 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $641,104 |
| 2012 : JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $80,062 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $246 |
| Total plan assets at end of year | 2012-12-31 | $641,104 |
| Total plan assets at beginning of year | 2012-12-31 | $561,288 |
| Other income received | 2012-12-31 | $80,062 |
| Net income (gross income less expenses) | 2012-12-31 | $79,816 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $641,104 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $561,288 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $246 |
| 2011 : JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-11,465 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $246 |
| Total plan assets at end of year | 2011-12-31 | $561,288 |
| Total plan assets at beginning of year | 2011-12-31 | $572,999 |
| Other income received | 2011-12-31 | $-11,465 |
| Net income (gross income less expenses) | 2011-12-31 | $-11,711 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $561,288 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $572,999 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $246 |
| 2010 : JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $85,602 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $247 |
| Total plan assets at end of year | 2010-12-31 | $572,999 |
| Total plan assets at beginning of year | 2010-12-31 | $487,644 |
| Other income received | 2010-12-31 | $85,602 |
| Net income (gross income less expenses) | 2010-12-31 | $85,355 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $572,999 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $487,644 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $247 |
| 2020: JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JAMES R. BRECKENRIDGE PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |