401k Plan data: JOHN R OFFICER PROFIT SHARING PLAN & TRUST plan

JOHN R OFFICER PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	JOHN R OFFICER PROFIT SHARING PLAN & TRUST
Plan identification number	001

JOHN R OFFICER PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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. Plan covering Self-Employed individuals.

401k Sponsoring company profile

JOHN R OFFICER has sponsored the creation of one or more 401k plans.

Company Name: JOHN R OFFICER

Employer identification number (EIN): 621192399

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN R OFFICER PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JOHN OFFICER
001 2016-01-01 JOHN OFFICER
001 2015-01-01 JOHN OFFICER
001 2014-01-01 JOHN OFFICER
001 2013-01-01 JOHN OFFICER
001 2012-01-01 JOHN OFFICER
001 2011-01-01 JOHN OFFICER
001 2010-01-01 JOHN OFFICER
001 2009-01-01 JOHN OFFICER

Financial Data on JOHN R OFFICER PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2020 : JOHN R OFFICER PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$89,758
Expenses. Total of all expenses incurred	2020-12-31	$3,018,555
Benefits paid (including direct rollovers)	2020-12-31	$3,018,555
Total plan assets at end of year	2020-12-31	$0
Total plan assets at beginning of year	2020-12-31	$2,928,797
Value of fidelity bond covering the plan	2020-12-31	$200,000
Other income received	2020-12-31	$89,758
Net income (gross income less expenses)	2020-12-31	$-2,928,797
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,928,797
2019 : JOHN R OFFICER PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$680,109
Expenses. Total of all expenses incurred	2019-12-31	$93,579
Benefits paid (including direct rollovers)	2019-12-31	$93,579
Total plan assets at end of year	2019-12-31	$2,928,797
Total plan assets at beginning of year	2019-12-31	$2,342,267
Value of fidelity bond covering the plan	2019-12-31	$200,000
Other income received	2019-12-31	$680,109
Net income (gross income less expenses)	2019-12-31	$586,530
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,928,797
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,342,267
2018 : JOHN R OFFICER PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-185,027
Expenses. Total of all expenses incurred	2018-12-31	$101,989
Benefits paid (including direct rollovers)	2018-12-31	$101,989
Total plan assets at end of year	2018-12-31	$2,342,267
Total plan assets at beginning of year	2018-12-31	$2,629,283
Value of fidelity bond covering the plan	2018-12-31	$200,000
Other income received	2018-12-31	$-185,027
Net income (gross income less expenses)	2018-12-31	$-287,016
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,342,267
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,629,283
2017 : JOHN R OFFICER PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$448,447
Expenses. Total of all expenses incurred	2017-12-31	$85,228
Benefits paid (including direct rollovers)	2017-12-31	$85,228
Total plan assets at end of year	2017-12-31	$2,629,283
Total plan assets at beginning of year	2017-12-31	$2,266,064
Value of fidelity bond covering the plan	2017-12-31	$200,000
Other income received	2017-12-31	$436,371
Net income (gross income less expenses)	2017-12-31	$363,219
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,629,283
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,266,064
Total contributions received or receivable from employer(s)	2017-12-31	$12,076
2016 : JOHN R OFFICER PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$216,119
Expenses. Total of all expenses incurred	2016-12-31	$77,543
Benefits paid (including direct rollovers)	2016-12-31	$77,543
Total plan assets at end of year	2016-12-31	$2,266,064
Total plan assets at beginning of year	2016-12-31	$2,127,488
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$22,500
Other income received	2016-12-31	$170,378
Net income (gross income less expenses)	2016-12-31	$138,576
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,266,064
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,127,488
Total contributions received or receivable from employer(s)	2016-12-31	$23,241
2015 : JOHN R OFFICER PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$114,897
Expenses. Total of all expenses incurred	2015-12-31	$74,231
Benefits paid (including direct rollovers)	2015-12-31	$74,231
Total plan assets at end of year	2015-12-31	$2,127,488
Total plan assets at beginning of year	2015-12-31	$2,086,822
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$22,500
Other income received	2015-12-31	$72,345
Net income (gross income less expenses)	2015-12-31	$40,666
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,127,488
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,086,822
Assets. Value of real-estate (other than employer real property)	2015-12-31	$5,500
Total contributions received or receivable from employer(s)	2015-12-31	$20,052
2014 : JOHN R OFFICER PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$183,487
Expenses. Total of all expenses incurred	2014-12-31	$67,833
Benefits paid (including direct rollovers)	2014-12-31	$67,833
Total plan assets at end of year	2014-12-31	$2,086,822
Total plan assets at beginning of year	2014-12-31	$1,971,168
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$22,500
Other income received	2014-12-31	$130,972
Net income (gross income less expenses)	2014-12-31	$115,654
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,086,822
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,971,168
Assets. Value of real-estate (other than employer real property)	2014-12-31	$80,775
Total contributions received or receivable from employer(s)	2014-12-31	$30,015
2013 : JOHN R OFFICER PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$427,703
Expenses. Total of all expenses incurred	2013-12-31	$53,390
Benefits paid (including direct rollovers)	2013-12-31	$53,390
Total plan assets at end of year	2013-12-31	$1,971,168
Total plan assets at beginning of year	2013-12-31	$1,596,855
Value of fidelity bond covering the plan	2013-12-31	$200,000
Other income received	2013-12-31	$384,586
Net income (gross income less expenses)	2013-12-31	$374,313
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,971,168
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,596,855
Assets. Value of real-estate (other than employer real property)	2013-12-31	$80,775
Total contributions received or receivable from employer(s)	2013-12-31	$43,117
2012 : JOHN R OFFICER PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$228,739
Total plan assets at end of year	2012-12-31	$1,596,855
Total plan assets at beginning of year	2012-12-31	$1,368,116
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$11,500
Other income received	2012-12-31	$201,734
Net income (gross income less expenses)	2012-12-31	$228,739
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,596,855
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,368,116
Assets. Value of real-estate (other than employer real property)	2012-12-31	$78,775
Total contributions received or receivable from employer(s)	2012-12-31	$15,505
2011 : JOHN R OFFICER PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-17,336
Total plan assets at end of year	2011-12-31	$1,368,116
Total plan assets at beginning of year	2011-12-31	$1,385,452
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$11,500
Other income received	2011-12-31	$-42,221
Net income (gross income less expenses)	2011-12-31	$-17,336
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,368,116
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,385,452
Assets. Value of real-estate (other than employer real property)	2011-12-31	$78,775
Total contributions received or receivable from employer(s)	2011-12-31	$13,385
2010 : JOHN R OFFICER PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$165,690
Total plan assets at end of year	2010-12-31	$1,385,452
Total plan assets at beginning of year	2010-12-31	$1,219,761
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$14,000
Other income received	2010-12-31	$140,883
Net income (gross income less expenses)	2010-12-31	$165,690
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,385,452
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,219,761
Assets. Value of real-estate (other than employer real property)	2010-12-31	$78,775
Total contributions received or receivable from employer(s)	2010-12-31	$10,807

Form 5500 Responses for JOHN R OFFICER PROFIT SHARING PLAN & TRUST

2020: JOHN R OFFICER PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
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: JOHN R OFFICER PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
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: JOHN R OFFICER PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
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: JOHN R OFFICER PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
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: JOHN R OFFICER PROFIT SHARING PLAN & TRUST 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: JOHN R OFFICER PROFIT SHARING PLAN & TRUST 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: JOHN R OFFICER PROFIT SHARING PLAN & TRUST 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHN R OFFICER PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN R OFFICER PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN R OFFICER PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JOHN R OFFICER PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN R OFFICER PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN R OFFICER
Employer identification number (EIN):	621192399
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers