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BENNETT & WEST, LLC PROFIT SHARING PLAN 401k Plan overview

Plan NameBENNETT & WEST, LLC PROFIT SHARING PLAN
Plan identification number 001

BENNETT & WEST, LLC PROFIT SHARING PLAN 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.
  • 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.
  • 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

BENNETT & WEST has sponsored the creation of one or more 401k plans.

Company Name:BENNETT & WEST
Employer identification number (EIN):205661054
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENNETT & WEST, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TRACEY R. BLUM2023-10-13
0012021-01-01TRACEY R. BLUM2022-10-17
0012020-01-01TRACEY R. BLUM2021-06-14 TRACEY R. BLUM2021-06-14
0012018-01-01TRACEY R. BLUM2019-07-23 TRACEY R. BLUM2019-07-23
0012017-01-01CONNIE S. MCKNIGHT2018-06-21 CONNIE S. MCKNIGHT2018-06-21
0012016-01-01CONNIE S. MCKNIGHT2017-07-18 CONNIE S. MCKNIGHT2017-07-18
0012015-01-01CONNIE S MCKNIGHT
0012014-01-01CONNIE S MCKNIGHT
0012013-01-01CONNIE S MCKNIGHT
0012012-01-01CONNIE S MCKNIGHT
0012011-01-01CONNIE S MCKNIGHT
0012010-01-01CONNIE S. MCKNIGHT CONNIE S. MCKNIGHT2011-07-22
0012009-01-012010-07-26
0012009-01-012010-07-26
0012009-01-01CONNIE S. MCKNIGHT CONNIE S. MCKNIGHT2010-07-28
0012009-01-01CONNIE S. MCKNIGHT CONNIE S. MCKNIGHT2010-07-28

Plan Statistics for BENNETT & WEST, LLC PROFIT SHARING PLAN

401k plan membership statisitcs for BENNETT & WEST, LLC PROFIT SHARING PLAN

Measure Date Value
2015: BENNETT & WEST, LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BENNETT & WEST, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019
Number of participants with account balances2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BENNETT & WEST, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BENNETT & WEST, LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BENNETT & WEST, LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BENNETT & WEST, LLC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017
Number of participants with account balances2010-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BENNETT & WEST, LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BENNETT & WEST, LLC PROFIT SHARING PLAN

Measure Date Value
2015 : BENNETT & WEST, LLC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$44,142
Expenses. Total of all expenses incurred2015-12-31$39,374
Benefits paid (including direct rollovers)2015-12-31$37,872
Total plan assets at end of year2015-12-31$1,423,918
Total plan assets at beginning of year2015-12-31$1,419,150
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$35,926
Expenses. Other expenses not covered elsewhere2015-12-31$1,502
Other income received2015-12-31$-3,518
Net income (gross income less expenses)2015-12-31$4,768
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,423,918
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,419,150
Total contributions received or receivable from employer(s)2015-12-31$11,734
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BENNETT & WEST, LLC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$91,118
Expenses. Total of all expenses incurred2014-12-31$56,571
Benefits paid (including direct rollovers)2014-12-31$55,172
Total plan assets at end of year2014-12-31$1,419,150
Total plan assets at beginning of year2014-12-31$1,384,603
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$35,490
Expenses. Other expenses not covered elsewhere2014-12-31$1,399
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$35,249
Net income (gross income less expenses)2014-12-31$34,547
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,419,150
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,384,603
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$20,379
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : BENNETT & WEST, LLC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$114,453
Expenses. Total of all expenses incurred2013-12-31$38,753
Benefits paid (including direct rollovers)2013-12-31$37,545
Total plan assets at end of year2013-12-31$1,384,603
Total plan assets at beginning of year2013-12-31$1,308,903
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$35,465
Expenses. Other expenses not covered elsewhere2013-12-31$1,208
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$78,988
Net income (gross income less expenses)2013-12-31$75,700
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,384,603
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,308,903
Assets. Value of participant loans2013-12-31$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 year2013-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2013-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : BENNETT & WEST, LLC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$100,080
Expenses. Total of all expenses incurred2012-12-31$42,016
Benefits paid (including direct rollovers)2012-12-31$41,000
Total plan assets at end of year2012-12-31$1,308,903
Total plan assets at beginning of year2012-12-31$1,250,839
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$35,465
Expenses. Other expenses not covered elsewhere2012-12-31$1,016
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$55,439
Net income (gross income less expenses)2012-12-31$58,064
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,308,903
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,250,839
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$9,176
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : BENNETT & WEST, LLC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$61,189
Expenses. Total of all expenses incurred2011-12-31$49,346
Benefits paid (including direct rollovers)2011-12-31$48,540
Total plan assets at end of year2011-12-31$1,250,839
Total plan assets at beginning of year2011-12-31$1,238,996
Total contributions received or receivable from participants2011-12-31$35,465
Expenses. Other expenses not covered elsewhere2011-12-31$806
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$6,960
Net income (gross income less expenses)2011-12-31$11,843
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,250,839
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,238,996
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$18,764
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : BENNETT & WEST, LLC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$78,681
Expenses. Total of all expenses incurred2010-12-31$48,347
Benefits paid (including direct rollovers)2010-12-31$48,000
Total plan assets at end of year2010-12-31$1,238,996
Total plan assets at beginning of year2010-12-31$1,208,662
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$35,465
Expenses. Other expenses not covered elsewhere2010-12-31$347
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$43,216
Net income (gross income less expenses)2010-12-31$30,334
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,238,996
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,208,662
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : BENNETT & WEST, LLC PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for BENNETT & WEST, LLC PROFIT SHARING PLAN

2015: BENNETT & WEST, LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BENNETT & WEST, LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BENNETT & WEST, LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BENNETT & WEST, LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BENNETT & WEST, LLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BENNETT & WEST, LLC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BENNETT & WEST, LLC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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