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JOHN L BARDSLEY 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameJOHN L BARDSLEY 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

JOHN L BARDSLEY 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined 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.
  • 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

JOHN L BARDSLEY has sponsored the creation of one or more 401k plans.

Company Name:JOHN L BARDSLEY
Employer identification number (EIN):161463287
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN L BARDSLEY 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN L BARDSLEY2024-07-24
0012022-01-01JOHN L BARDSLEY2023-07-22
0012021-01-01JOHN L. BARDSLEY2022-07-15
0012020-01-01JOHN BARDSLEY2021-07-17
0012019-01-01JOHN L BARDSLEY2020-07-22
0012018-01-01JOHN L. BARDSLEY2019-07-27
0012017-01-01JOHN L BARDSLEY2018-07-19
0012016-01-01JOHN L BARDSLEY2017-07-27
0012015-01-01JOHN L BARDSLEY2016-07-29
0012014-01-01JOHN L. BARDSLEY2015-07-25
0012013-01-01JOHN L BARDSLEY2014-07-15
0012012-01-01JOHN L BARDSLEY2013-07-24

Financial Data on JOHN L BARDSLEY 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : JOHN L BARDSLEY 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-180
Total liabilities as of the end of the plan year2025-07-180
Total liabilities as of the beginning of the plan year2025-07-180
Total expenses incurred by plan in this plan year2025-07-1830
Net assets as of the end of the plan year2025-07-1899739
Total assets as of the beginning of the plan year2025-07-1875244
Value of plan covered by a fidelity bond2025-07-1820000
Participant contributions to plan in this plan year2025-07-185559
Value of participant loans at end of plan year2025-07-185582
Other expenses paid from plan in this plan year2025-07-180
Other contributions to plan in this plan year2025-07-180
Other income to plan in this plan year2025-07-1818966
Plan net income in this plan year2025-07-1824495
Net assets as of the end of the plan year2025-07-1899739
Net assets as of the beginning of the plan year2025-07-1875244
Employer contributions to plan in this plan year2025-07-180
Fees paid to broker by Benefit Provider2025-07-18405
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1830
2024 : JOHN L BARDSLEY 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-240
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-240
Net assets as of the end of the plan year2024-07-2475244
Total assets as of the beginning of the plan year2024-07-2456553
Value of plan covered by a fidelity bond2024-07-2420000
Participant contributions to plan in this plan year2024-07-245453
Value of participant loans at end of plan year2024-07-247464
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-240
Other income to plan in this plan year2024-07-2413238
Plan net income in this plan year2024-07-2418691
Net assets as of the end of the plan year2024-07-2475244
Net assets as of the beginning of the plan year2024-07-2456553
Employer contributions to plan in this plan year2024-07-240
Fees paid to broker by Benefit Provider2024-07-24607
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-240
2022 : JOHN L BARDSLEY 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-150
Total liabilities as of the end of the plan year2022-07-150
Total liabilities as of the beginning of the plan year2022-07-150
Total expenses incurred by plan in this plan year2022-07-150
Net assets as of the end of the plan year2022-07-1565976
Total assets as of the beginning of the plan year2022-07-1547502
Value of plan covered by a fidelity bond2022-07-1520000
Participant contributions to plan in this plan year2022-07-155515
Value of participant loans at end of plan year2022-07-15738
Other expenses paid from plan in this plan year2022-07-150
Other contributions to plan in this plan year2022-07-150
Other income to plan in this plan year2022-07-1512959
Plan net income in this plan year2022-07-1518474
Net assets as of the end of the plan year2022-07-1565976
Net assets as of the beginning of the plan year2022-07-1547502
Employer contributions to plan in this plan year2022-07-150
Fees paid to broker by Benefit Provider2022-07-15550
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-150

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