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JAMES L BARTELLS LTD PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES L BARTELLS LTD PROFIT SHARING PLAN
Plan identification number 001

JAMES L BARTELLS LTD PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

BARTELLS, PARMAN & PEASE LTD has sponsored the creation of one or more 401k plans.

Company Name:BARTELLS, PARMAN & PEASE LTD
Employer identification number (EIN):391688213
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES L BARTELLS LTD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ERIC PEASE2023-02-07
0012021-01-01ERIC PEASE2022-06-17
0012020-01-01ERIC PEASE2021-05-21
0012019-01-01ERIC PEASE2020-07-23 ERIC PEASE2020-07-23
0012018-01-01ERIC PEASE2019-06-26 ERIC PEASE2019-06-26
0012017-01-01ERIC PEASE2018-02-23 ERIC PEASE2018-02-23
0012016-01-01JAMES BARTELLS2017-08-30 JAMES BARTELLS2017-08-30
0012015-01-01JAMES BARTELLS2017-08-30 JAMES BARTELLS2017-08-30
0012014-01-01TOM GELHAR
0012013-01-01TOM GELHAR
0012012-01-01TOM GELHAR
0012011-01-01TOM GELHAR
0012009-01-01KERRY KARNITZ

Plan Statistics for JAMES L BARTELLS LTD PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES L BARTELLS LTD PROFIT SHARING PLAN

Measure Date Value
2014: JAMES L BARTELLS LTD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Number of participants with account balances2014-01-015
2013: JAMES L BARTELLS LTD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-015
2012: JAMES L BARTELLS LTD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-015
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: JAMES L BARTELLS LTD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
2009: JAMES L BARTELLS LTD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-015

Financial Data on JAMES L BARTELLS LTD PROFIT SHARING PLAN

Measure Date Value
2014 : JAMES L BARTELLS LTD PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$27,873
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$443,271
Total plan assets at beginning of year2014-12-31$415,398
Other income received2014-12-31$27,873
Net income (gross income less expenses)2014-12-31$27,873
Net plan assets at end of year (total assets less liabilities)2014-12-31$443,271
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$415,398
2013 : JAMES L BARTELLS LTD PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$74,421
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$415,398
Total plan assets at beginning of year2013-12-31$340,977
Other income received2013-12-31$74,421
Net income (gross income less expenses)2013-12-31$74,421
Net plan assets at end of year (total assets less liabilities)2013-12-31$415,398
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$340,977
2012 : JAMES L BARTELLS LTD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$82,278
Total plan assets at end of year2012-12-31$340,977
Total plan assets at beginning of year2012-12-31$258,699
Other income received2012-12-31$82,278
Net income (gross income less expenses)2012-12-31$82,278
Net plan assets at end of year (total assets less liabilities)2012-12-31$340,977
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$258,699
2011 : JAMES L BARTELLS LTD PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-14,136
Total plan assets at end of year2011-12-31$258,699
Total plan assets at beginning of year2011-12-31$272,835
Other income received2011-12-31$-44,136
Net income (gross income less expenses)2011-12-31$-14,136
Net plan assets at end of year (total assets less liabilities)2011-12-31$258,699
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$272,835
Total contributions received or receivable from employer(s)2011-12-31$30,000
2010 : JAMES L BARTELLS LTD PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$56,320
Total plan assets at end of year2010-12-31$272,835
Total plan assets at beginning of year2010-12-31$216,515
Other income received2010-12-31$45,320
Net income (gross income less expenses)2010-12-31$56,320
Net plan assets at end of year (total assets less liabilities)2010-12-31$272,835
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$216,515
Total contributions received or receivable from employer(s)2010-12-31$11,000

Form 5500 Responses for JAMES L BARTELLS LTD PROFIT SHARING PLAN

2014: JAMES L BARTELLS LTD 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: JAMES L BARTELLS LTD 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: JAMES L BARTELLS LTD 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: JAMES L BARTELLS LTD 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
2009: JAMES L BARTELLS LTD PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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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