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LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 002

LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

BRIAN P. PATCHEN has sponsored the creation of one or more 401k plans.

Company Name:BRIAN P. PATCHEN
Employer identification number (EIN):592357637
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01
0022017-01-01BRIAN PATCHEN BRIAN PATCHEN2018-10-11
0022016-01-01BRIAN PATCHEN
0022015-01-01BRIAN PATCHEN BRIAN PATCHEN2016-10-17
0022014-01-01BRIAN PATCHEN
0022013-01-01BRIAN PATCHEN
0022012-01-01BRIAN PATCHEN
0022011-01-01BRIAN PATCHEN
0022010-01-01BRIAN PATCHEN
0022009-01-01BRIAN PATCHEN

Plan Statistics for LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
2017: LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
2016: LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
2015: LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Total of all active and inactive participants2015-01-011
Total participants2015-01-011
2014: LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Total of all active and inactive participants2014-01-011
Total participants2014-01-011
2013: LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
2012: LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
2011: LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
2010: LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Total of all active and inactive participants2010-01-011
Total participants2010-01-011
2009: LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013

Financial Data on LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2018 : LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$3,193
Expenses. Total of all expenses incurred2018-12-31$23,045
Benefits paid (including direct rollovers)2018-12-31$22,333
Total plan assets at end of year2018-12-31$268,093
Total plan assets at beginning of year2018-12-31$287,945
Value of fidelity bond covering the plan2018-12-31$100,000
Expenses. Other expenses not covered elsewhere2018-12-31$712
Other income received2018-12-31$3,193
Net income (gross income less expenses)2018-12-31$-19,852
Net plan assets at end of year (total assets less liabilities)2018-12-31$268,093
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$287,945
Assets. Value of real-estate (other than employer real property)2018-12-31$173,413
2017 : LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$-11,274
Expenses. Total of all expenses incurred2017-12-31$8,625
Benefits paid (including direct rollovers)2017-12-31$7,700
Total plan assets at end of year2017-12-31$287,945
Total plan assets at beginning of year2017-12-31$307,844
Value of fidelity bond covering the plan2017-12-31$100,000
Expenses. Other expenses not covered elsewhere2017-12-31$925
Other income received2017-12-31$-11,274
Net income (gross income less expenses)2017-12-31$-19,899
Net plan assets at end of year (total assets less liabilities)2017-12-31$287,945
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$307,844
Assets. Value of real-estate (other than employer real property)2017-12-31$119,328
2016 : LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$-44,797
Expenses. Total of all expenses incurred2016-12-31$15,944
Benefits paid (including direct rollovers)2016-12-31$15,000
Total plan assets at end of year2016-12-31$307,844
Total plan assets at beginning of year2016-12-31$368,585
Value of fidelity bond covering the plan2016-12-31$100,000
Expenses. Other expenses not covered elsewhere2016-12-31$944
Other income received2016-12-31$-44,797
Net income (gross income less expenses)2016-12-31$-60,741
Net plan assets at end of year (total assets less liabilities)2016-12-31$307,844
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$368,585
Assets. Value of real-estate (other than employer real property)2016-12-31$135,953
2015 : LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$3,107
Expenses. Total of all expenses incurred2015-12-31$27,008
Benefits paid (including direct rollovers)2015-12-31$25,550
Total plan assets at end of year2015-12-31$368,585
Total plan assets at beginning of year2015-12-31$392,486
Value of fidelity bond covering the plan2015-12-31$100,000
Expenses. Other expenses not covered elsewhere2015-12-31$271
Other income received2015-12-31$3,107
Net income (gross income less expenses)2015-12-31$-23,901
Net plan assets at end of year (total assets less liabilities)2015-12-31$368,585
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$392,486
Assets. Value of real-estate (other than employer real property)2015-12-31$165,049
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,187
2014 : LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$-18,853
Expenses. Total of all expenses incurred2014-12-31$27,851
Benefits paid (including direct rollovers)2014-12-31$26,450
Total plan assets at end of year2014-12-31$392,486
Total plan assets at beginning of year2014-12-31$439,190
Value of fidelity bond covering the plan2014-12-31$100,000
Expenses. Other expenses not covered elsewhere2014-12-31$37
Other income received2014-12-31$-18,853
Net income (gross income less expenses)2014-12-31$-46,704
Net plan assets at end of year (total assets less liabilities)2014-12-31$392,486
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$439,190
Assets. Value of real-estate (other than employer real property)2014-12-31$162,349
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,364
2013 : LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$-16,808
Expenses. Total of all expenses incurred2013-12-31$18,576
Benefits paid (including direct rollovers)2013-12-31$17,320
Total plan assets at end of year2013-12-31$439,190
Total plan assets at beginning of year2013-12-31$474,574
Value of fidelity bond covering the plan2013-12-31$100,000
Expenses. Other expenses not covered elsewhere2013-12-31$1,256
Other income received2013-12-31$-16,808
Net income (gross income less expenses)2013-12-31$-35,384
Net plan assets at end of year (total assets less liabilities)2013-12-31$439,190
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$474,574
Assets. Value of real-estate (other than employer real property)2013-12-31$187,005
2012 : LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$5,688
Expenses. Total of all expenses incurred2012-12-31$112
Total plan assets at end of year2012-12-31$474,574
Total plan assets at beginning of year2012-12-31$1,316,448
Value of fidelity bond covering the plan2012-12-31$100,000
Expenses. Other expenses not covered elsewhere2012-12-31$112
Other income received2012-12-31$-23,062
Net income (gross income less expenses)2012-12-31$5,576
Net plan assets at end of year (total assets less liabilities)2012-12-31$474,574
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,316,448
Assets. Value of real-estate (other than employer real property)2012-12-31$443,573
Total contributions received or receivable from employer(s)2012-12-31$28,750
2011 : LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$411,324
Expenses. Total of all expenses incurred2011-12-31$344,876
Benefits paid (including direct rollovers)2011-12-31$298,702
Total plan assets at end of year2011-12-31$1,316,448
Total plan assets at beginning of year2011-12-31$1,250,000
Value of fidelity bond covering the plan2011-12-31$100,000
Expenses. Other expenses not covered elsewhere2011-12-31$46,174
Other income received2011-12-31$411,324
Net income (gross income less expenses)2011-12-31$66,448
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,316,448
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,250,000
Assets. Value of real-estate (other than employer real property)2011-12-31$310,494
2010 : LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$6,840
Expenses. Total of all expenses incurred2010-12-31$316,888
Total plan assets at end of year2010-12-31$1,250,000
Total plan assets at beginning of year2010-12-31$1,521,537
Value of fidelity bond covering the plan2010-12-31$100,000
Expenses. Other expenses not covered elsewhere2010-12-31$45,351
Other income received2010-12-31$6,840
Net income (gross income less expenses)2010-12-31$-310,048
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,250,000
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,521,537
Assets. Value of participant loans2010-12-31$50,000
Assets. Value of real-estate (other than employer real property)2010-12-31$427,997
Value of certain deemed distributions of participant loans2010-12-31$271,537

Form 5500 Responses for LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN

2018: LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LAW OFFICE OF BRIAN P. PATCHEN, P.A. 401(K) 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

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