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THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN
Plan identification number 001

THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

THE LAW OFFICES OF PALMEROLIVER, P.C. has sponsored the creation of one or more 401k plans.

Company Name:THE LAW OFFICES OF PALMEROLIVER, P.C.
Employer identification number (EIN):431535331
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01ROBERT PALMER
0012016-01-01ROBERT PALMER
0012015-01-01ROBERT PALMER
0012014-01-01
0012013-01-01
0012012-01-01ROBERT PALMER
0012011-01-01ROBERT MN PALMER
0012009-01-01ROBERT MN PALMER

Plan Statistics for THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN

Measure Date Value
2019: THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE LAW OFFICES OF PALMEROLIVER, P.C. 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 benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE LAW OFFICES OF PALMEROLIVER, P.C. 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 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN

Measure Date Value
2019 : THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$27,063
Expenses. Total of all expenses incurred2019-12-31$189,166
Benefits paid (including direct rollovers)2019-12-31$188,966
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$162,103
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$7,233
Other income received2019-12-31$15,055
Net income (gross income less expenses)2019-12-31$-162,103
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$162,103
Total contributions received or receivable from employer(s)2019-12-31$4,775
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$200
2018 : THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$25,900
Expenses. Total of all expenses incurred2018-12-31$69,700
Benefits paid (including direct rollovers)2018-12-31$69,500
Total plan assets at end of year2018-12-31$162,103
Total plan assets at beginning of year2018-12-31$205,903
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$15,467
Other income received2018-12-31$-1,415
Net income (gross income less expenses)2018-12-31$-43,800
Net plan assets at end of year (total assets less liabilities)2018-12-31$162,103
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$205,903
Total contributions received or receivable from employer(s)2018-12-31$11,848
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$200
2017 : THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$52,801
Expenses. Total of all expenses incurred2017-12-31$239,100
Benefits paid (including direct rollovers)2017-12-31$239,000
Total plan assets at end of year2017-12-31$205,903
Total plan assets at beginning of year2017-12-31$392,202
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$11,233
Other income received2017-12-31$33,723
Net income (gross income less expenses)2017-12-31$-186,299
Net plan assets at end of year (total assets less liabilities)2017-12-31$205,903
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$392,202
Total contributions received or receivable from employer(s)2017-12-31$7,845
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$100
2016 : THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$76,226
Expenses. Total of all expenses incurred2016-12-31$132,251
Benefits paid (including direct rollovers)2016-12-31$132,151
Total plan assets at end of year2016-12-31$392,202
Total plan assets at beginning of year2016-12-31$448,227
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$31,600
Other income received2016-12-31$34,944
Net income (gross income less expenses)2016-12-31$-56,025
Net plan assets at end of year (total assets less liabilities)2016-12-31$392,202
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$448,227
Total contributions received or receivable from employer(s)2016-12-31$9,682
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$100
2015 : THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-12,496
Expenses. Total of all expenses incurred2015-12-31$299,449
Benefits paid (including direct rollovers)2015-12-31$298,000
Total plan assets at end of year2015-12-31$448,227
Total plan assets at beginning of year2015-12-31$760,172
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$8,080
Other income received2015-12-31$-27,705
Net income (gross income less expenses)2015-12-31$-311,945
Net plan assets at end of year (total assets less liabilities)2015-12-31$448,227
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$760,172
Total contributions received or receivable from employer(s)2015-12-31$7,129
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,449
2014 : THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$69,541
Expenses. Total of all expenses incurred2014-12-31$23,782
Benefits paid (including direct rollovers)2014-12-31$20,340
Total plan assets at end of year2014-12-31$760,172
Total plan assets at beginning of year2014-12-31$714,413
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$17,800
Other income received2014-12-31$38,228
Net income (gross income less expenses)2014-12-31$45,759
Net plan assets at end of year (total assets less liabilities)2014-12-31$760,172
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$714,413
Total contributions received or receivable from employer(s)2014-12-31$13,513
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,442
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$120,311
Expenses. Total of all expenses incurred2013-12-31$206,150
Benefits paid (including direct rollovers)2013-12-31$200,000
Total plan assets at end of year2013-12-31$714,413
Total plan assets at beginning of year2013-12-31$800,252
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$5,600
Other income received2013-12-31$106,919
Net income (gross income less expenses)2013-12-31$-85,839
Net plan assets at end of year (total assets less liabilities)2013-12-31$714,413
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$800,252
Total contributions received or receivable from employer(s)2013-12-31$7,792
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$125,099
Expenses. Total of all expenses incurred2012-12-31$119,437
Benefits paid (including direct rollovers)2012-12-31$112,612
Total plan assets at end of year2012-12-31$800,252
Total plan assets at beginning of year2012-12-31$794,590
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$23,200
Other income received2012-12-31$89,414
Net income (gross income less expenses)2012-12-31$5,662
Net plan assets at end of year (total assets less liabilities)2012-12-31$800,252
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$794,590
Total contributions received or receivable from employer(s)2012-12-31$12,485
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,825
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$70,947
Expenses. Total of all expenses incurred2011-12-31$7,628
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$794,590
Total plan assets at beginning of year2011-12-31$731,271
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$35,500
Other income received2011-12-31$13,961
Net income (gross income less expenses)2011-12-31$63,319
Net plan assets at end of year (total assets less liabilities)2011-12-31$794,590
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$731,271
Total contributions received or receivable from employer(s)2011-12-31$21,486
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$7,628
2010 : THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$102,364
Expenses. Total of all expenses incurred2010-12-31$26,293
Benefits paid (including direct rollovers)2010-12-31$18,932
Total plan assets at end of year2010-12-31$731,271
Total plan assets at beginning of year2010-12-31$655,200
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$34,150
Other income received2010-12-31$38,299
Net income (gross income less expenses)2010-12-31$76,071
Net plan assets at end of year (total assets less liabilities)2010-12-31$731,271
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$655,200
Total contributions received or receivable from employer(s)2010-12-31$29,915
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$7,361
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE LAW OFFICES OF PALMEROLIVER, P.C. 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

Form 5500 Responses for THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN

2019: THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE LAW OFFICES OF PALMEROLIVER, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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