401k Plan data: POLK COUNTY BAR ASSOCIATION plan

POLK COUNTY BAR ASSOCIATION 401k Plan overview

Plan Name	POLK COUNTY BAR ASSOCIATION
Plan identification number	001

POLK COUNTY BAR ASSOCIATION Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

POLK COUNTY BAR ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: POLK COUNTY BAR ASSOCIATION

Employer identification number (EIN): 426089297

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POLK COUNTY BAR ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CAROL BURDETTE 2023-07-19
001 2021-01-01 CAROL BURDETTE 2022-07-13
001 2020-01-01 CAROL BURDETTE 2021-12-22
001 2018-01-01 CAROL L. BURDETTE 2019-07-31
001 2017-01-01 CAROL L. BURDETTE 2018-10-15
001 2016-01-01 CAROL L. PHILLIPS 2017-07-17 CAROL L. PHILLIPS 2017-07-17
001 2015-01-01 CAROL L. BURDETTE
001 2014-01-01 CAROL BURDETTE
001 2013-01-01 CAROL L. BURDETTE
001 2012-01-01 CAROL L. BURDETTE
001 2011-01-01 CAROL BURDETTE
001 2009-01-01 CAROL L. BURDETTE 2010-10-13
001 2009-01-01 CAROL L. BURDETTE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	CAROL BURDETTE	2023-07-19
001	2021-01-01	CAROL BURDETTE	2022-07-13
001	2020-01-01	CAROL BURDETTE	2021-12-22
001	2018-01-01	CAROL L. BURDETTE	2019-07-31
001	2017-01-01	CAROL L. BURDETTE	2018-10-15
001	2016-01-01	CAROL L. PHILLIPS	2017-07-17	CAROL L. PHILLIPS	2017-07-17
001	2015-01-01	CAROL L. BURDETTE
001	2014-01-01	CAROL BURDETTE
001	2013-01-01	CAROL L. BURDETTE
001	2012-01-01	CAROL L. BURDETTE
001	2011-01-01	CAROL BURDETTE
001	2009-01-01			CAROL L. BURDETTE	2010-10-13
001	2009-01-01	CAROL L. BURDETTE

Plan Statistics for POLK COUNTY BAR ASSOCIATION

401k plan membership statisitcs for POLK COUNTY BAR ASSOCIATION

Measure Date Value
2015: POLK COUNTY BAR ASSOCIATION 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: POLK COUNTY BAR ASSOCIATION 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: POLK COUNTY BAR ASSOCIATION 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: POLK COUNTY BAR ASSOCIATION 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: POLK COUNTY BAR ASSOCIATION 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: POLK COUNTY BAR ASSOCIATION 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: POLK COUNTY BAR ASSOCIATION 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: POLK COUNTY BAR ASSOCIATION 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: POLK COUNTY BAR ASSOCIATION 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: POLK COUNTY BAR ASSOCIATION 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: POLK COUNTY BAR ASSOCIATION 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: POLK COUNTY BAR ASSOCIATION 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on POLK COUNTY BAR ASSOCIATION

Measure	Date	Value
2015 : POLK COUNTY BAR ASSOCIATION 2015 401k financial data
Total income from all sources	2015-12-31	$8,590
Expenses. Total of all expenses incurred	2015-12-31	$179
Total plan assets at end of year	2015-12-31	$127,935
Total plan assets at beginning of year	2015-12-31	$119,524
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$7,847
Expenses. Other expenses not covered elsewhere	2015-12-31	$179
Other income received	2015-12-31	$743
Net income (gross income less expenses)	2015-12-31	$8,411
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$127,935
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$119,524
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : POLK COUNTY BAR ASSOCIATION 2014 401k financial data
Total income from all sources	2014-12-31	$13,628
Expenses. Total of all expenses incurred	2014-12-31	$176
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$119,524
Total plan assets at beginning of year	2014-12-31	$106,072
Total contributions received or receivable from participants	2014-12-31	$7,847
Expenses. Other expenses not covered elsewhere	2014-12-31	$176
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$5,781
Net income (gross income less expenses)	2014-12-31	$13,452
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$119,524
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$106,072
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
2013 : POLK COUNTY BAR ASSOCIATION 2013 401k financial data
Total income from all sources	2013-12-31	$16,861
Expenses. Total of all expenses incurred	2013-12-31	$162
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$106,072
Total plan assets at beginning of year	2013-12-31	$89,373
Total contributions received or receivable from participants	2013-12-31	$6,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$162
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$10,861
Net income (gross income less expenses)	2013-12-31	$16,699
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$106,072
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$89,373
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
2012 : POLK COUNTY BAR ASSOCIATION 2012 401k financial data
Total income from all sources	2012-12-31	$17,702
Expenses. Total of all expenses incurred	2012-12-31	$135
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$89,373
Total plan assets at beginning of year	2012-12-31	$71,806
Total contributions received or receivable from participants	2012-12-31	$10,287
Expenses. Other expenses not covered elsewhere	2012-12-31	$135
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$7,415
Net income (gross income less expenses)	2012-12-31	$17,567
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$89,373
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$71,806
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
2011 : POLK COUNTY BAR ASSOCIATION 2011 401k financial data
Total income from all sources	2011-12-31	$13,246
Expenses. Total of all expenses incurred	2011-12-31	$112
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$71,806
Total plan assets at beginning of year	2011-12-31	$58,672
Total contributions received or receivable from participants	2011-12-31	$12,687
Expenses. Other expenses not covered elsewhere	2011-12-31	$112
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$559
Net income (gross income less expenses)	2011-12-31	$13,134
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$71,806
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$58,672
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
2010 : POLK COUNTY BAR ASSOCIATION 2010 401k financial data
Total income from all sources	2010-12-31	$9,234
Expenses. Total of all expenses incurred	2010-12-31	$96
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$58,672
Total plan assets at beginning of year	2010-12-31	$49,534
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$3,097
Expenses. Other expenses not covered elsewhere	2010-12-31	$96
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$6,137
Net income (gross income less expenses)	2010-12-31	$9,138
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$58,672
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$49,534
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0

Form 5500 Responses for POLK COUNTY BAR ASSOCIATION

2015: POLK COUNTY BAR ASSOCIATION 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: POLK COUNTY BAR ASSOCIATION 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: POLK COUNTY BAR ASSOCIATION 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: POLK COUNTY BAR ASSOCIATION 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: POLK COUNTY BAR ASSOCIATION 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: POLK COUNTY BAR ASSOCIATION 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	POLK COUNTY BAR ASSOCIATION
Employer identification number (EIN):	426089297
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers