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LAW OFFICE OF CLIFFORD BUSH III, LLC 401K PLAN 401k Plan overview

Plan NameLAW OFFICE OF CLIFFORD BUSH III, LLC 401K PLAN
Plan identification number 001

LAW OFFICE OF CLIFFORD BUSH III, LLC 401K 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

LAW OFFICE OF CLIFFORD BUSH III, LL has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF CLIFFORD BUSH III, LL
Employer identification number (EIN):223941938
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF CLIFFORD BUSH III, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CLIFFORD BUSH III2024-04-17
0012022-01-01CLIFFORD BUSH III2023-04-19
0012021-01-01CLIFFORD BUSH III2022-05-18
0012020-01-01CLIFFORD BUSH III2021-06-25
0012019-01-01CLIFFORD BUSH III2020-12-09
0012019-01-01CLIFFORD BUSH III2021-01-25
0012018-01-01CLIFFORD BUSH III2019-05-01
0012017-01-01CLIFFORD BUSH, III2018-05-15
0012016-01-01CLIFFORD BUSH III2017-09-06
0012015-01-01CLIFFORD BUSH III2016-09-14 CLIFFORD BUSH III2016-09-14
0012014-01-01CLIFFORD BUSH III2015-06-17 CLIFFORD BUSH III2015-06-17
0012013-01-01CLIFFORD BUSH III2014-06-23 CLIFFORD BUSH III2014-06-23
0012012-01-01CLIFFORD BUSH III2013-07-22 CLIFFORD BUSH III2013-07-22
0012011-01-01CLIFFORD BUSH III2012-06-18 CLIFFORD BUSH III2012-06-18
0012010-01-01CLIFFORD BUSH III2011-07-20 CLIFFORD BUSH III2011-07-20
0012008-01-01CLIFFORD BUSH III

Financial Data on LAW OFFICE OF CLIFFORD BUSH III, LLC 401K PLAN

Measure Date Value
2025 : LAW OFFICE OF CLIFFORD BUSH III, LLC 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-250
Total expenses incurred by plan in this plan year2025-04-254344
Net assets as of the end of the plan year2025-04-25697913
Total assets as of the beginning of the plan year2025-04-25565129
Value of plan covered by a fidelity bond2025-04-251
Participant contributions to plan in this plan year2025-04-2549370
Other expenses paid from plan in this plan year2025-04-250
Other contributions to plan in this plan year2025-04-250
Other income to plan in this plan year2025-04-2575358
Plan net income in this plan year2025-04-25132784
Net assets as of the end of the plan year2025-04-25697913
Net assets as of the beginning of the plan year2025-04-25565129
Employer contributions to plan in this plan year2025-04-2512400
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-254344
2024 : LAW OFFICE OF CLIFFORD BUSH III, LLC 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-170
Total expenses incurred by plan in this plan year2024-04-174027
Net assets as of the end of the plan year2024-04-17565129
Total assets as of the beginning of the plan year2024-04-17419533
Value of plan covered by a fidelity bond2024-04-171
Participant contributions to plan in this plan year2024-04-1763987
Other expenses paid from plan in this plan year2024-04-170
Other contributions to plan in this plan year2024-04-170
Other income to plan in this plan year2024-04-1771745
Plan net income in this plan year2024-04-17145596
Net assets as of the end of the plan year2024-04-17565129
Net assets as of the beginning of the plan year2024-04-17419533
Employer contributions to plan in this plan year2024-04-1713891
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-173695
2008 : LAW OFFICE OF CLIFFORD BUSH III, LLC 401K PLAN 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$-312
Expenses. Total of all expenses incurred2008-12-31$3,970
Benefits paid (including direct rollovers)2008-12-31$3,650
Total plan assets at end of year2008-12-31$11,671
Total plan assets at beginning of year2008-12-31$15,953
Total contributions received or receivable from participants2008-12-31$3,476
Expenses. Other expenses not covered elsewhere2008-12-31$320
Other income received2008-12-31$-5,872
Net income (gross income less expenses)2008-12-31$-4,282
Net plan assets at end of year (total assets less liabilities)2008-12-31$11,671
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$15,953
Total contributions received or receivable from employer(s)2008-12-31$2,084
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0

Form 5500 Responses for LAW OFFICE OF CLIFFORD BUSH III, LLC 401K PLAN

2008: LAW OFFICE OF CLIFFORD BUSH III, LLC 401K PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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