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PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN 401k Plan overview

Plan NamePALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN
Plan identification number 002

PALM BEACH COUNTY BAR ASSN. 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

PALM BEACH COUNTY BAR ASSN. has sponsored the creation of one or more 401k plans.

Company Name:PALM BEACH COUNTY BAR ASSN.
Employer identification number (EIN):591846990
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01CARLA THARP BROWN2024-01-04
0022021-07-01CARLA THARP BROWN2023-01-10 CARLA THARP BROWN2023-01-10
0022020-07-01CARLA THARP BROWN2022-01-18 CARLA THARP BROWN2022-01-18
0022019-07-01CARLA THARP BROWN2020-12-17
0022018-07-01CARLA THARP BROWN2019-12-31
0022017-07-01CARLA THARP BROWN2018-12-14
0022016-07-01CARLA THARP BROWN2017-12-15
0022015-07-01CARLA THARP BROWN CARLA THARP BROWN2017-01-25
0022014-07-01PATIENCE A. BURNS
0022013-07-01PATIENCE BURNS
0022012-07-01PATIENCE A. BURNS
0022011-07-01PATIENCE A BURNS
0022010-07-01PATIENCE A BURNS
0022009-07-01PATIENCE A BURNS PATIENCE A BURNS2011-04-07
0022009-07-01PATIENCE BURNS PATIENCE BURNS2011-04-07
0022009-07-01PATIENCE A BURNS PALM BEACH COUNTY BAR ASSOCIATION2011-04-07
0022009-07-01PATIENCE A BURNS
0022009-07-01PATIENCE BURNS PATIENCE BURNS2011-04-07
0022009-07-01PATIENCE BURNS PATIENCE BURNS2011-04-07

Plan Statistics for PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN

401k plan membership statisitcs for PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN

Measure Date Value
2015: PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-018
Total number of active participants reported on line 7a of the Form 55002015-07-017
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-011
Total of all active and inactive participants2015-07-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-018
Number of participants with account balances2015-07-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-017
Total number of active participants reported on line 7a of the Form 55002014-07-014
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-012
Total of all active and inactive participants2014-07-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-016
Number of participants with account balances2014-07-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0110
Total number of active participants reported on line 7a of the Form 55002013-07-016
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-011
Total of all active and inactive participants2013-07-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-017
Number of participants with account balances2013-07-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0110
Total number of active participants reported on line 7a of the Form 55002012-07-016
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-014
Total of all active and inactive participants2012-07-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0110
Number of participants with account balances2012-07-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-018
Total number of active participants reported on line 7a of the Form 55002011-07-016
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-016
Number of participants with account balances2011-07-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-017
Total number of active participants reported on line 7a of the Form 55002010-07-016
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-012
Total of all active and inactive participants2010-07-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-018
Number of participants with account balances2010-07-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-017
Total number of active participants reported on line 7a of the Form 55002009-07-015
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-012
Total of all active and inactive participants2009-07-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-017
Number of participants with account balances2009-07-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN

Measure Date Value
2016 : PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-06-30$18,892
Expenses. Total of all expenses incurred2016-06-30$0
Total plan assets at end of year2016-06-30$635,315
Total plan assets at beginning of year2016-06-30$616,423
Value of fidelity bond covering the plan2016-06-30$50,000
Total contributions received or receivable from participants2016-06-30$6,298
Contributions received from other sources (not participants or employers)2016-06-30$5,200
Other income received2016-06-30$-17,186
Net income (gross income less expenses)2016-06-30$18,892
Net plan assets at end of year (total assets less liabilities)2016-06-30$635,315
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$616,423
Total contributions received or receivable from employer(s)2016-06-30$24,580
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-06-30$50,154
Expenses. Total of all expenses incurred2015-06-30$82,368
Benefits paid (including direct rollovers)2015-06-30$82,368
Total plan assets at end of year2015-06-30$616,423
Total plan assets at beginning of year2015-06-30$648,637
Total contributions received or receivable from participants2015-06-30$4,311
Expenses. Other expenses not covered elsewhere2015-06-30$0
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$24,287
Net income (gross income less expenses)2015-06-30$-32,214
Net plan assets at end of year (total assets less liabilities)2015-06-30$616,423
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$648,637
Assets. Value of participant loans2015-06-30$0
Total contributions received or receivable from employer(s)2015-06-30$21,556
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$0
Amount contributed by the employer to the plan for this plan year2015-06-30$0
2014 : PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-06-30$117,900
Expenses. Total of all expenses incurred2014-06-30$53,942
Benefits paid (including direct rollovers)2014-06-30$53,942
Total plan assets at end of year2014-06-30$648,637
Total plan assets at beginning of year2014-06-30$584,679
Total contributions received or receivable from participants2014-06-30$4,779
Expenses. Other expenses not covered elsewhere2014-06-30$0
Contributions received from other sources (not participants or employers)2014-06-30$0
Other income received2014-06-30$94,552
Net income (gross income less expenses)2014-06-30$63,958
Net plan assets at end of year (total assets less liabilities)2014-06-30$648,637
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$584,679
Assets. Value of participant loans2014-06-30$0
Total contributions received or receivable from employer(s)2014-06-30$18,569
Value of certain deemed distributions of participant loans2014-06-30$0
Value of corrective distributions2014-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$0
Amount contributed by the employer to the plan for this plan year2014-06-30$0
2013 : PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-06-30$105,133
Expenses. Total of all expenses incurred2013-06-30$673
Benefits paid (including direct rollovers)2013-06-30$673
Total plan assets at end of year2013-06-30$577,118
Total plan assets at beginning of year2013-06-30$472,658
Value of fidelity bond covering the plan2013-06-30$50,000
Total contributions received or receivable from participants2013-06-30$4,958
Expenses. Other expenses not covered elsewhere2013-06-30$0
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$75,858
Net income (gross income less expenses)2013-06-30$104,460
Net plan assets at end of year (total assets less liabilities)2013-06-30$577,118
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$472,658
Assets. Value of participant loans2013-06-30$0
Total contributions received or receivable from employer(s)2013-06-30$24,317
Value of certain deemed distributions of participant loans2013-06-30$0
Value of corrective distributions2013-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$0
Amount contributed by the employer to the plan for this plan year2013-06-30$0
2012 : PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-06-30$24,906
Expenses. Total of all expenses incurred2012-06-30$0
Benefits paid (including direct rollovers)2012-06-30$0
Total plan assets at end of year2012-06-30$472,658
Total plan assets at beginning of year2012-06-30$447,752
Value of fidelity bond covering the plan2012-06-30$350,000
Total contributions received or receivable from participants2012-06-30$6,124
Expenses. Other expenses not covered elsewhere2012-06-30$0
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$-7,400
Net income (gross income less expenses)2012-06-30$24,906
Net plan assets at end of year (total assets less liabilities)2012-06-30$472,658
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$447,752
Assets. Value of participant loans2012-06-30$0
Total contributions received or receivable from employer(s)2012-06-30$26,182
Value of certain deemed distributions of participant loans2012-06-30$0
Value of corrective distributions2012-06-30$0
2011 : PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-06-30$118,494
Expenses. Total of all expenses incurred2011-06-30$0
Benefits paid (including direct rollovers)2011-06-30$0
Total plan assets at end of year2011-06-30$447,752
Total plan assets at beginning of year2011-06-30$329,258
Total contributions received or receivable from participants2011-06-30$2,684
Expenses. Other expenses not covered elsewhere2011-06-30$0
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$92,983
Net income (gross income less expenses)2011-06-30$118,494
Net plan assets at end of year (total assets less liabilities)2011-06-30$447,752
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$329,258
Assets. Value of participant loans2011-06-30$0
Total contributions received or receivable from employer(s)2011-06-30$22,827
Value of certain deemed distributions of participant loans2011-06-30$0
Value of corrective distributions2011-06-30$0

Form 5500 Responses for PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN

2015: PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: PALM BEACH COUNTY BAR ASSN. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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