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DAVID G. CROCKETT, P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID G. CROCKETT, P.A. PROFIT SHARING PLAN
Plan identification number 001

DAVID G. CROCKETT, P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

DAVID G. CROCKETT, P.A. has sponsored the creation of one or more 401k plans.

Company Name:DAVID G. CROCKETT, P.A.
Employer identification number (EIN):480915768
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID G. CROCKETT, P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01DAVID G. CROCKETT2018-01-26 DAVID G. CROCKETT2018-01-26
0012016-01-01DAVID G. CROCKETT2017-10-13 DAVID G. CROCKETT2017-10-13
0012015-01-01DAVID G. CROCKETT DAVID G. CROCKETT2016-09-12
0012015-01-01DAVID G. CROCKETT DAVID G. CROCKETT2016-09-12
0012014-01-01DAVID G. CROCKETT DAVID G. CROCKETT2015-09-11
0012013-01-01DAVID G. CROCKETT DAVID G. CROCKETT2014-09-01
0012012-01-01DAVID G. CROCKETT DAVID G. CROCKETT2013-08-15
0012011-01-01DAVID G. CROCKETT DAVID G. CROCKETT2012-09-17
0012009-01-01DAVID CROCKETT DAVID CROCKETT2010-10-05

Financial Data on DAVID G. CROCKETT, P.A. PROFIT SHARING PLAN

Measure Date Value
2015 : DAVID G. CROCKETT, P.A. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-150,666
Expenses. Total of all expenses incurred2015-12-31$2,362
Benefits paid (including direct rollovers)2015-12-31$35,198
Total plan assets at end of year2015-12-31$1,034,127
Total plan assets at beginning of year2015-12-31$1,187,155
Value of fidelity bond covering the plan2015-12-31$80,000
Expenses. Other expenses not covered elsewhere2015-12-31$2,362
Other income received2015-12-31$-182,086
Net income (gross income less expenses)2015-12-31$-153,028
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,034,127
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,187,155
Total contributions received or receivable from employer(s)2015-12-31$31,420
2014 : DAVID G. CROCKETT, P.A. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$-71,975
Expenses. Total of all expenses incurred2014-12-31$1,828
Total plan assets at end of year2014-12-31$1,187,155
Total plan assets at beginning of year2014-12-31$1,260,958
Value of fidelity bond covering the plan2014-12-31$80,000
Expenses. Other expenses not covered elsewhere2014-12-31$765
Other income received2014-12-31$-99,563
Net income (gross income less expenses)2014-12-31$-73,803
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,187,155
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,260,958
Total contributions received or receivable from employer(s)2014-12-31$27,588
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,063
2013 : DAVID G. CROCKETT, P.A. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$15,212
Total income from all sources2013-12-31$156,980
Expenses. Total of all expenses incurred2013-12-31$670
Total plan assets at end of year2013-12-31$1,260,958
Total plan assets at beginning of year2013-12-31$1,119,860
Value of fidelity bond covering the plan2013-12-31$80,000
Expenses. Other expenses not covered elsewhere2013-12-31$670
Other income received2013-12-31$122,267
Net income (gross income less expenses)2013-12-31$156,310
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,260,958
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,104,648
Total contributions received or receivable from employer(s)2013-12-31$34,713
2012 : DAVID G. CROCKETT, P.A. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$15,212
Total plan liabilities at beginning of year2012-12-31$13,333
Total income from all sources2012-12-31$98,344
Expenses. Total of all expenses incurred2012-12-31$44,639
Benefits paid (including direct rollovers)2012-12-31$44,157
Total plan assets at end of year2012-12-31$1,119,860
Total plan assets at beginning of year2012-12-31$1,064,276
Value of fidelity bond covering the plan2012-12-31$80,000
Expenses. Other expenses not covered elsewhere2012-12-31$482
Other income received2012-12-31$66,856
Net income (gross income less expenses)2012-12-31$53,705
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,104,648
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,050,943
Total contributions received or receivable from employer(s)2012-12-31$31,488
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$44,157
2011 : DAVID G. CROCKETT, P.A. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$-45,534
Total plan liabilities at end of year2011-12-31$13,333
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-76,523
Expenses. Total of all expenses incurred2011-12-31$53,673
Benefits paid (including direct rollovers)2011-12-31$53,333
Total plan assets at end of year2011-12-31$1,064,276
Total plan assets at beginning of year2011-12-31$1,226,673
Value of fidelity bond covering the plan2011-12-31$80,000
Other income received2011-12-31$-101,883
Net income (gross income less expenses)2011-12-31$-130,196
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,050,943
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,226,673
Assets. Value of assets in partnership/joint-venture interests2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$25,360
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$340
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$53,333
2010 : DAVID G. CROCKETT, P.A. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$168,866
Expenses. Total of all expenses incurred2010-12-31$559
Total plan assets at end of year2010-12-31$1,226,673
Total plan assets at beginning of year2010-12-31$1,058,366
Value of fidelity bond covering the plan2010-12-31$80,000
Other income received2010-12-31$137,678
Net income (gross income less expenses)2010-12-31$168,307
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,226,673
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,058,366
Assets. Value of participant loans2010-12-31$0
Assets. Value of assets in partnership/joint-venture interests2010-12-31$47,520
Total contributions received or receivable from employer(s)2010-12-31$31,188
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$559

Form 5500 Responses for DAVID G. CROCKETT, P.A. PROFIT SHARING PLAN

2015: DAVID G. CROCKETT, P.A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVID G. CROCKETT, P.A. 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: DAVID G. CROCKETT, P.A. 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: DAVID G. CROCKETT, P.A. 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: DAVID G. CROCKETT, P.A. 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: DAVID G. CROCKETT, P.A. 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

Insurance Providers Used on plan

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80942 )
Policy contract numberI186969-0W
Policy instance 1
NEW ENGLAND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number4400710352
Policy instance 2
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80942 )
Policy contract numberI186969-0W
Policy instance 1
NEW ENGLAND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number4400710352
Policy instance 2
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80942 )
Policy contract numberI186969-0W
Policy instance 1
NEW ENGLAND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number4400710352
Policy instance 2
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80942 )
Policy contract numberI186969-0W
Policy instance 1
NEW ENGLAND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number4400710352
Policy instance 2
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80942 )
Policy contract numberI186969-0W
Policy instance 1

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