401k Plan data: WESTCHESTER COUNTY BAR ASSOC. 401(K) PLAN plan

WESTCHESTER COUNTY BAR ASSOC. 401(K) PLAN 401k Plan overview

Plan Name	WESTCHESTER COUNTY BAR ASSOC. 401(K) PLAN
Plan identification number	002

WESTCHESTER COUNTY BAR ASSOC. 401(K) 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.
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

WESTCHESTER COUNTY BAR ASSOC. has sponsored the creation of one or more 401k plans.

Company Name: WESTCHESTER COUNTY BAR ASSOC.

Employer identification number (EIN): 132502255

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTCHESTER COUNTY BAR ASSOC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 ISABEL DICHIARA 2023-06-22
002 2021-01-01 ISABEL DICHIARA 2022-06-23
002 2020-01-01 ISABEL DICHIARA 2021-06-14
002 2019-01-01 ISABEL DICHIARA 2020-07-28
002 2018-01-01 ISABEL DICHIARA 2019-07-24
002 2017-01-01 ISABEL DICHIARA 2018-07-24
002 2016-01-01 HELEN YUU-GATES 2017-10-12
002 2015-01-01 LUIS RIVERA LUIS RIVERA 2016-10-06
002 2014-01-01 KELLY WELCH 2015-08-28
002 2013-01-01 KELLY WELCH 2014-07-30
002 2012-01-01 DONNA DRUMM, ESQ. 2013-07-23
002 2011-01-01 WILLIAM EGAN
002 2010-01-01 WILLIAM EGAN
002 2009-01-01
002 2009-01-01 WILLIAM EGAN WILLIAM EGAN 2010-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	ISABEL DICHIARA	2023-06-22
002	2021-01-01	ISABEL DICHIARA	2022-06-23
002	2020-01-01	ISABEL DICHIARA	2021-06-14
002	2019-01-01	ISABEL DICHIARA	2020-07-28
002	2018-01-01	ISABEL DICHIARA	2019-07-24
002	2017-01-01	ISABEL DICHIARA	2018-07-24
002	2016-01-01	HELEN YUU-GATES	2017-10-12
002	2015-01-01	LUIS RIVERA		LUIS RIVERA	2016-10-06
002	2014-01-01	KELLY WELCH	2015-08-28
002	2013-01-01	KELLY WELCH	2014-07-30
002	2012-01-01	DONNA DRUMM, ESQ.	2013-07-23
002	2011-01-01	WILLIAM EGAN
002	2010-01-01	WILLIAM EGAN
002	2009-01-01
002	2009-01-01	WILLIAM EGAN		WILLIAM EGAN	2010-07-26

Plan Statistics for WESTCHESTER COUNTY BAR ASSOC. 401(K) PLAN

401k plan membership statisitcs for WESTCHESTER COUNTY BAR ASSOC. 401(K) PLAN

Measure Date Value
2015: WESTCHESTER COUNTY BAR ASSOC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
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 3
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2011: WESTCHESTER COUNTY BAR ASSOC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 1
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: WESTCHESTER COUNTY BAR ASSOC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: WESTCHESTER COUNTY BAR ASSOC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 1
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: WESTCHESTER COUNTY BAR ASSOC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
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	3
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2011: WESTCHESTER COUNTY BAR ASSOC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	1
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: WESTCHESTER COUNTY BAR ASSOC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: WESTCHESTER COUNTY BAR ASSOC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	1
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WESTCHESTER COUNTY BAR ASSOC. 401(K) PLAN

Measure	Date	Value
2015 : WESTCHESTER COUNTY BAR ASSOC. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$353
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$32,750
Total plan assets at beginning of year	2015-12-31	$32,397
Value of fidelity bond covering the plan	2015-12-31	$30,000
Other income received	2015-12-31	$353
Net income (gross income less expenses)	2015-12-31	$353
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$32,750
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$32,397
Assets. Value of participant loans	2015-12-31	$9,404
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2011 : WESTCHESTER COUNTY BAR ASSOC. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$24,459
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	$62,436
Total plan assets at beginning of year	2011-12-31	$37,977
Value of fidelity bond covering the plan	2011-12-31	$30,000
Total contributions received or receivable from participants	2011-12-31	$23,706
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	$753
Net income (gross income less expenses)	2011-12-31	$24,459
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$62,436
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$37,977
Assets. Value of participant loans	2011-12-31	$2,537
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
2010 : WESTCHESTER COUNTY BAR ASSOC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$24,300
Expenses. Total of all expenses incurred	2010-12-31	$1,792
Benefits paid (including direct rollovers)	2010-12-31	$1,792
Total plan assets at end of year	2010-12-31	$37,977
Total plan assets at beginning of year	2010-12-31	$15,469
Value of fidelity bond covering the plan	2010-12-31	$30,000
Total contributions received or receivable from participants	2010-12-31	$23,300
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$1,000
Net income (gross income less expenses)	2010-12-31	$22,508
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$37,977
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$15,469
Assets. Value of participant loans	2010-12-31	$2,400
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : WESTCHESTER COUNTY BAR ASSOC. 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
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for WESTCHESTER COUNTY BAR ASSOC. 401(K) PLAN

2015: WESTCHESTER COUNTY BAR ASSOC. 401(K) 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
2011: WESTCHESTER COUNTY BAR ASSOC. 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WESTCHESTER COUNTY BAR ASSOC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WESTCHESTER COUNTY BAR ASSOC. 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WESTCHESTER COUNTY BAR ASSOC.
Employer identification number (EIN):	132502255
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers