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CAMPBELL & PREBISH, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCAMPBELL & PREBISH, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

CAMPBELL & PREBISH, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CAMPBELL & PREBISH, LLC has sponsored the creation of one or more 401k plans.

Company Name:CAMPBELL & PREBISH, LLC
Employer identification number (EIN):271670780
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Additional information about CAMPBELL & PREBISH, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2010-01-13
Company Identification Number: L10000004291
Legal Registered Office Address: 1201 HAYS STREET

TALLAHASSEE

32301

More information about CAMPBELL & PREBISH, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMPBELL & PREBISH, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RICHARD PREBISH II2018-03-20
0012016-01-01RICHARD PREBISH II2017-09-29

Financial Data on CAMPBELL & PREBISH, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : CAMPBELL & PREBISH, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-250
Total liabilities as of the end of the plan year2025-07-250
Total liabilities as of the beginning of the plan year2025-07-250
Total expenses incurred by plan in this plan year2025-07-25108776
Net assets as of the end of the plan year2025-07-251023207
Total assets as of the beginning of the plan year2025-07-25893220
Value of plan covered by a fidelity bond2025-07-2590000
Participant contributions to plan in this plan year2025-07-2557200
Other expenses paid from plan in this plan year2025-07-250
Other contributions to plan in this plan year2025-07-250
Other income to plan in this plan year2025-07-25108832
Plan net income in this plan year2025-07-25129987
Net assets as of the end of the plan year2025-07-251023207
Net assets as of the beginning of the plan year2025-07-25893220
Employer contributions to plan in this plan year2025-07-2572731
Fees paid to broker by Benefit Provider2025-07-2519113
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2514408
2024 : CAMPBELL & PREBISH, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-170
Total liabilities as of the end of the plan year2024-07-170
Total liabilities as of the beginning of the plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-1710875
Net assets as of the end of the plan year2024-07-17893220
Total assets as of the beginning of the plan year2024-07-17679860
Value of plan covered by a fidelity bond2024-07-1770000
Participant contributions to plan in this plan year2024-07-1752699
Other expenses paid from plan in this plan year2024-07-170
Other contributions to plan in this plan year2024-07-170
Other income to plan in this plan year2024-07-17100282
Plan net income in this plan year2024-07-17213360
Net assets as of the end of the plan year2024-07-17893220
Net assets as of the beginning of the plan year2024-07-17679860
Employer contributions to plan in this plan year2024-07-1771254
Fees paid to broker by Benefit Provider2024-07-1714513
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1710875

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