LAW OFFICE OF PATRICK SORSBY P has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LAW OFFICE OF PATRICK SORSBY P 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2023 : LAW OFFICE OF PATRICK SORSBY P 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $75,922 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $30 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $267,474 |
| Total plan assets at beginning of year | 2023-12-31 | $191,582 |
| Value of fidelity bond covering the plan | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $22,500 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $12,858 |
| Net income (gross income less expenses) | 2023-12-31 | $75,892 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $267,474 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $191,582 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $40,564 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $30 |
| 2022 : LAW OFFICE OF PATRICK SORSBY P 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $22,285 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $5,717 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $191,582 |
| Total plan assets at beginning of year | 2022-12-31 | $175,014 |
| Value of fidelity bond covering the plan | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $20,500 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-36,160 |
| Net income (gross income less expenses) | 2022-12-31 | $16,568 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $191,582 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $175,014 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $37,945 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $5,717 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
| 2021 : LAW OFFICE OF PATRICK SORSBY P 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $81,360 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $90 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $175,014 |
| Total plan assets at beginning of year | 2021-12-31 | $93,744 |
| Value of fidelity bond covering the plan | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $21,671 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $20,456 |
| Net income (gross income less expenses) | 2021-12-31 | $81,270 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $175,014 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $93,744 |
| Assets. Value of participant loans | 2021-12-31 | $6,898 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $39,233 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $90 |
| 2019 : LAW OFFICE OF PATRICK SORSBY P 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $-25,087 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $2,804 |
| Total plan assets at beginning of year | 2019-12-31 | $27,891 |
| Value of fidelity bond covering the plan | 2019-12-31 | $0 |
| Total contributions received or receivable from participants | 2019-12-31 | $6,944 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $-38,958 |
| Net income (gross income less expenses) | 2019-12-31 | $-25,087 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,804 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $27,891 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $6,927 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| 2018 : LAW OFFICE OF PATRICK SORSBY P 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $18,640 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $27,891 |
| Total plan assets at beginning of year | 2018-12-31 | $9,251 |
| Value of fidelity bond covering the plan | 2018-12-31 | $0 |
| Total contributions received or receivable from participants | 2018-12-31 | $18,401 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-860 |
| Net income (gross income less expenses) | 2018-12-31 | $18,640 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $27,891 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,251 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $1,099 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| 2017 : LAW OFFICE OF PATRICK SORSBY P 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $8,981 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $9,251 |
| Total plan assets at beginning of year | 2017-12-31 | $270 |
| Value of fidelity bond covering the plan | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $8,295 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $5 |
| Net income (gross income less expenses) | 2017-12-31 | $8,981 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $9,251 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $270 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $681 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| 2016 : LAW OFFICE OF PATRICK SORSBY P 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $270 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $270 |
| Total plan assets at beginning of year | 2016-12-31 | $0 |
| Value of fidelity bond covering the plan | 2016-12-31 | $0 |
| Total contributions received or receivable from participants | 2016-12-31 | $135 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $270 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $270 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $135 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| 2023: LAW OFFICE OF PATRICK SORSBY P 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: LAW OFFICE OF PATRICK SORSBY P 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: LAW OFFICE OF PATRICK SORSBY P 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: LAW OFFICE OF PATRICK SORSBY P 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: LAW OFFICE OF PATRICK SORSBY P 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: LAW OFFICE OF PATRICK SORSBY P 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: LAW OFFICE OF PATRICK SORSBY P 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | First time form 5500 has been submitted | Yes |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |