NORTH CAROLINA BAR ASSOCIATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NORTH CAROLINA BAR ASSOCIATION PENSION PLAN
| Measure | Date | Value |
|---|
| 2025 : NORTH CAROLINA BAR ASSOCIATION PENSION PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-03-18 | 0 |
| Total expenses incurred by plan in this plan year | 2025-03-18 | 265951 |
| Net assets as of the end of the plan year | 2025-03-18 | 9359845 |
| Total assets as of the beginning of the plan year | 2025-03-18 | 8123101 |
| Value of plan covered by a fidelity bond | 2025-03-18 | 1000000 |
| Other income to plan in this plan year | 2025-03-18 | 1015243 |
| Plan net income in this plan year | 2025-03-18 | 1236744 |
| Net assets as of the end of the plan year | 2025-03-18 | 9359845 |
| Net assets as of the beginning of the plan year | 2025-03-18 | 8123101 |
| Value of employer contributions paid | 2025-03-18 | 0 |
| Employer contributions to plan in this plan year | 2025-03-18 | 487452 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-18 | 2118 |
| 2023 : NORTH CAROLINA BAR ASSOCIATION PENSION PLAN 2023 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2023-01-24 | 1034326 |
| Net assets as of the end of the plan year | 2023-01-24 | 7443944 |
| Total assets as of the beginning of the plan year | 2023-01-24 | 9191305 |
| Value of plan covered by a fidelity bond | 2023-01-24 | 1000000 |
| Other expenses paid from plan in this plan year | 2023-01-24 | 0 |
| Other income to plan in this plan year | 2023-01-24 | -1202068 |
| Plan net income in this plan year | 2023-01-24 | -1747361 |
| Net assets as of the end of the plan year | 2023-01-24 | 7443944 |
| Net assets as of the beginning of the plan year | 2023-01-24 | 9191305 |
| Value of employer contributions paid | 2023-01-24 | 0 |
| Employer contributions to plan in this plan year | 2023-01-24 | 489033 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-01-24 | 1667 |
| 2016 : NORTH CAROLINA BAR ASSOCIATION PENSION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $209,118 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $842,373 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $841,698 |
| Total plan assets at end of year | 2016-06-30 | $9,699,709 |
| Total plan assets at beginning of year | 2016-06-30 | $10,332,964 |
| Value of fidelity bond covering the plan | 2016-06-30 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $675 |
| Other income received | 2016-06-30 | $63,108 |
| Net income (gross income less expenses) | 2016-06-30 | $-633,255 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $9,699,709 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $10,332,964 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $146,010 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2016-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2016-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2016-06-30 | $0 |
| 2015 : NORTH CAROLINA BAR ASSOCIATION PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $673,395 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $508,262 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $507,858 |
| Total plan assets at end of year | 2015-06-30 | $10,332,964 |
| Total plan assets at beginning of year | 2015-06-30 | $10,167,831 |
| Total contributions received or receivable from participants | 2015-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $404 |
| Contributions received from other sources (not participants or employers) | 2015-06-30 | $0 |
| Other income received | 2015-06-30 | $188,191 |
| Net income (gross income less expenses) | 2015-06-30 | $165,133 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $10,332,964 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $10,167,831 |
| Assets. Value of participant loans | 2015-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $485,204 |
| Value of certain deemed distributions of participant loans | 2015-06-30 | $0 |
| Value of corrective distributions | 2015-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2015-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2015-06-30 | $0 |
| 2014 : NORTH CAROLINA BAR ASSOCIATION PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $2,215,087 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $241,932 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $241,692 |
| Total plan assets at end of year | 2014-06-30 | $10,167,831 |
| Total plan assets at beginning of year | 2014-06-30 | $8,194,676 |
| Total contributions received or receivable from participants | 2014-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $240 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
| Other income received | 2014-06-30 | $1,224,854 |
| Net income (gross income less expenses) | 2014-06-30 | $1,973,155 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $10,167,831 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $8,194,676 |
| Assets. Value of participant loans | 2014-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $990,233 |
| Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
| Value of corrective distributions | 2014-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2014-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-06-30 | $0 |
| 2013 : NORTH CAROLINA BAR ASSOCIATION PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $549,378 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $45,758 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $44,731 |
| Total plan assets at end of year | 2013-06-30 | $8,194,676 |
| Total plan assets at beginning of year | 2013-06-30 | $7,691,056 |
| Total contributions received or receivable from participants | 2013-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $1,027 |
| Contributions received from other sources (not participants or employers) | 2013-06-30 | $0 |
| Other income received | 2013-06-30 | $524,868 |
| Net income (gross income less expenses) | 2013-06-30 | $503,620 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $8,194,676 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $7,691,056 |
| Assets. Value of participant loans | 2013-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $24,510 |
| Value of certain deemed distributions of participant loans | 2013-06-30 | $0 |
| Value of corrective distributions | 2013-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2013-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-06-30 | $0 |
| 2012 : NORTH CAROLINA BAR ASSOCIATION PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $1,340,211 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $64,852 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $64,292 |
| Total plan assets at end of year | 2012-06-30 | $7,691,056 |
| Total plan assets at beginning of year | 2012-06-30 | $6,415,697 |
| Total contributions received or receivable from participants | 2012-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $-9,854 |
| Contributions received from other sources (not participants or employers) | 2012-06-30 | $0 |
| Other income received | 2012-06-30 | $354,686 |
| Net income (gross income less expenses) | 2012-06-30 | $1,275,359 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $7,691,056 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $6,415,697 |
| Assets. Value of participant loans | 2012-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $985,525 |
| Value of certain deemed distributions of participant loans | 2012-06-30 | $0 |
| Value of corrective distributions | 2012-06-30 | $10,414 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2012-06-30 | $0 |
| 2011 : NORTH CAROLINA BAR ASSOCIATION PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $1,448,711 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $336,192 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $336,192 |
| Total plan assets at end of year | 2011-06-30 | $6,415,697 |
| Total plan assets at beginning of year | 2011-06-30 | $5,303,179 |
| Total contributions received or receivable from participants | 2011-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $-4,012 |
| Contributions received from other sources (not participants or employers) | 2011-06-30 | $0 |
| Other income received | 2011-06-30 | $988,897 |
| Net income (gross income less expenses) | 2011-06-30 | $1,112,519 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $6,415,697 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $5,303,179 |
| Assets. Value of participant loans | 2011-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $459,814 |
| Value of certain deemed distributions of participant loans | 2011-06-30 | $0 |
| Value of corrective distributions | 2011-06-30 | $4,012 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2011-06-30 | $0 |
| 2010 : NORTH CAROLINA BAR ASSOCIATION PENSION PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2010-06-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-06-30 | $0 |
| 2015: NORTH CAROLINA BAR ASSOCIATION PENSION PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: NORTH CAROLINA BAR ASSOCIATION PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: NORTH CAROLINA BAR ASSOCIATION PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: NORTH CAROLINA BAR ASSOCIATION PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: NORTH CAROLINA BAR ASSOCIATION PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: NORTH CAROLINA BAR ASSOCIATION PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
