JAMES W. BUCKLEY & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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 | $1,032,923 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $112,789 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $94,489 |
| Total plan assets at end of year | 2023-12-31 | $5,867,773 |
| Total plan assets at beginning of year | 2023-12-31 | $4,947,639 |
| Value of fidelity bond covering the plan | 2023-12-31 | $310,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $188,694 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| 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 | $783,933 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $920,134 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $5,867,773 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,947,639 |
| Assets. Value of participant loans | 2023-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $60,296 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $18,300 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $0 |
| 2022 : JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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 | $-755,551 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $38,380 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $26,154 |
| Total plan assets at end of year | 2022-12-31 | $4,947,639 |
| Total plan assets at beginning of year | 2022-12-31 | $5,741,570 |
| Value of fidelity bond covering the plan | 2022-12-31 | $310,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $150,696 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| 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 | $-961,851 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-793,931 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,947,639 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,741,570 |
| Assets. Value of participant loans | 2022-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $55,604 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $12,226 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
| 2021 : JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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 | $968,094 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $2,791 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $2,791 |
| Total plan assets at end of year | 2021-12-31 | $5,741,570 |
| Total plan assets at beginning of year | 2021-12-31 | $4,776,267 |
| Value of fidelity bond covering the plan | 2021-12-31 | $310,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $186,152 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| 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 | $730,810 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $965,303 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,741,570 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,776,267 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $51,132 |
| 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 | $0 |
| 2020 : JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $892,262 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $100,946 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $71,086 |
| Total plan assets at end of year | 2020-12-31 | $4,776,267 |
| Total plan assets at beginning of year | 2020-12-31 | $3,984,951 |
| Value of fidelity bond covering the plan | 2020-12-31 | $310,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $186,335 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $656,429 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $791,316 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,776,267 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,984,951 |
| Assets. Value of participant loans | 2020-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $49,498 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $29,860 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| 2019 : JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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 | $991,821 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $50,453 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $39,305 |
| Total plan assets at end of year | 2019-12-31 | $3,984,951 |
| Total plan assets at beginning of year | 2019-12-31 | $3,043,583 |
| Value of fidelity bond covering the plan | 2019-12-31 | $310,000 |
| Assets. Value of tangible personal property | 2019-12-31 | $0 |
| Total contributions received or receivable from participants | 2019-12-31 | $145,851 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $8,246 |
| Other income received | 2019-12-31 | $744,986 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $941,368 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,984,951 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,043,583 |
| Assets. Value of participant loans | 2019-12-31 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2019-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2019-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-12-31 | $0 |
| Assets. Value of employer securities | 2019-12-31 | $0 |
| Assets. Value of employer real property | 2019-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $92,738 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $11,148 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| 2018 : JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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 | $-52,597 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $97,387 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $74,240 |
| Total plan assets at end of year | 2018-12-31 | $3,043,583 |
| Total plan assets at beginning of year | 2018-12-31 | $3,193,567 |
| Value of fidelity bond covering the plan | 2018-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $140,390 |
| 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 | $-246,474 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-149,984 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,043,583 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,193,567 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $53,487 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $23,147 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| 2017 : JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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 | $662,474 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $71,116 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $47,251 |
| Total plan assets at end of year | 2017-12-31 | $3,193,567 |
| Total plan assets at beginning of year | 2017-12-31 | $2,602,209 |
| Value of fidelity bond covering the plan | 2017-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $135,557 |
| 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 | $475,613 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $591,358 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,193,567 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,602,209 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $51,304 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $23,865 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| 2016 : JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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 | $378,459 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $47,714 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $47,714 |
| Total plan assets at end of year | 2016-12-31 | $2,602,209 |
| Total plan assets at beginning of year | 2016-12-31 | $2,271,464 |
| Total contributions received or receivable from participants | 2016-12-31 | $124,486 |
| 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 | $202,512 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $330,745 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,602,209 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,271,464 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $51,461 |
| 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 |
| 2015 : JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $101,914 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $65,447 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $40,737 |
| Total plan assets at end of year | 2015-12-31 | $2,271,464 |
| Total plan assets at beginning of year | 2015-12-31 | $2,234,997 |
| Value of fidelity bond covering the plan | 2015-12-31 | $203,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $107,423 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-47,603 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $36,467 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,271,464 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,234,997 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $42,094 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $24,710 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2014 : JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $226,641 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $500,253 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $478,114 |
| Total plan assets at end of year | 2014-12-31 | $2,234,997 |
| Total plan assets at beginning of year | 2014-12-31 | $2,508,609 |
| Value of fidelity bond covering the plan | 2014-12-31 | $203,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $112,954 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $6,297 |
| Other income received | 2014-12-31 | $107,390 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $-273,612 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,234,997 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,508,609 |
| 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 | $22,095 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $44 |
| 2023: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | This submission is the final filing | 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: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | 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: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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 |
| 2020: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | Yes |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | Yes |
| 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: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | Yes |
| 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: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | Yes |
| 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: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 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 |
| 2015: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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: JAMES W. BUCKLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
