401k Plan data: HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN plan

HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 401k Plan overview

Plan Name	HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN
Plan identification number	001

HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

HAROLD J. BARKLEY, JR. has sponsored the creation of one or more 401k plans.

Company Name: HAROLD J. BARKLEY, JR.

Employer identification number (EIN): 640703113

NAIC Classification: 541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 HAROLD BARKLEY JR 2023-07-12 DENISE M JENNO 2023-07-12
001 2021-01-01 HAROLD J. BARKLEY, JR. 2022-07-06 DENISE JENNO 2022-07-06
001 2020-01-01 HAROLD J. BARKLEY, JR. 2021-06-15 DENISE M JENNO 2021-06-15
001 2019-01-01 HAROLD J. BARKLEY, JR. 2020-04-15 DENISE M JENNO 2020-04-15
001 2018-01-01 HAROLD J. BARKLEY, JR. 2019-04-16 DENISE M JENNO 2019-04-16
001 2017-01-01 HAROLD J. BARKLEY, JR. 2018-04-17
001 2016-01-01 HAROLD J. BARKLEY, JR. 2017-05-10
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 HAROLD J. BARKLEY, JR.
001 2011-01-01 HAROLD J. BARKLEY, JR.
001 2009-01-01 HAROLD J. BARKLEY, JR.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	HAROLD BARKLEY JR	2023-07-12	DENISE M JENNO	2023-07-12
001	2021-01-01	HAROLD J. BARKLEY, JR.	2022-07-06	DENISE JENNO	2022-07-06
001	2020-01-01	HAROLD J. BARKLEY, JR.	2021-06-15	DENISE M JENNO	2021-06-15
001	2019-01-01	HAROLD J. BARKLEY, JR.	2020-04-15	DENISE M JENNO	2020-04-15
001	2018-01-01	HAROLD J. BARKLEY, JR.	2019-04-16	DENISE M JENNO	2019-04-16
001	2017-01-01	HAROLD J. BARKLEY, JR.	2018-04-17
001	2016-01-01	HAROLD J. BARKLEY, JR.	2017-05-10
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	HAROLD J. BARKLEY, JR.
001	2011-01-01	HAROLD J. BARKLEY, JR.
001	2009-01-01	HAROLD J. BARKLEY, JR.

Plan Statistics for HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN

401k plan membership statisitcs for HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN

Measure Date Value
2015: HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 14
Total of all active and inactive participants 2015-01-01 14
Total participants 2015-01-01 14
Number of participants with account balances 2015-01-01 14
2014: HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Total of all active and inactive participants 2014-01-01 14
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 14
2013: HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
Total of all active and inactive participants 2013-01-01 13
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 13
2012: HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 12
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 13
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Total of all active and inactive participants 2009-01-01 12
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12

Measure	Date	Value
2015: HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	14
Total of all active and inactive participants	2015-01-01	14
Total participants	2015-01-01	14
Number of participants with account balances	2015-01-01	14
2014: HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Total of all active and inactive participants	2014-01-01	14
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	14
2013: HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
Total of all active and inactive participants	2013-01-01	13
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	13
2012: HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	12
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	13
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Total of all active and inactive participants	2009-01-01	12
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12

Financial Data on HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN

Measure	Date	Value
2015 : HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$69,304
Expenses. Total of all expenses incurred	2015-12-31	$8,264
Total plan assets at end of year	2015-12-31	$790,658
Total plan assets at beginning of year	2015-12-31	$729,618
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$14,200
Other income received	2015-12-31	$-29,482
Net income (gross income less expenses)	2015-12-31	$61,040
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$790,658
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$729,618
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$84,586
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$8,264
2014 : HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$101,462
Expenses. Total of all expenses incurred	2014-12-31	$8,265
Total plan assets at end of year	2014-12-31	$729,618
Total plan assets at beginning of year	2014-12-31	$636,421
Value of fidelity bond covering the plan	2014-12-31	$66,000
Other income received	2014-12-31	$26,313
Net income (gross income less expenses)	2014-12-31	$93,197
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$729,618
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$636,421
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$32,791
Total contributions received or receivable from employer(s)	2014-12-31	$75,149
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$8,265
2013 : HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$42,820
Expenses. Total of all expenses incurred	2013-12-31	$6,824
Total plan assets at end of year	2013-12-31	$636,421
Total plan assets at beginning of year	2013-12-31	$600,425
Value of fidelity bond covering the plan	2013-12-31	$66,000
Other income received	2013-12-31	$-23,125
Net income (gross income less expenses)	2013-12-31	$35,996
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$636,421
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$600,425
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$29,439
Total contributions received or receivable from employer(s)	2013-12-31	$65,945
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,824
2012 : HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$106,677
Expenses. Total of all expenses incurred	2012-12-31	$39,585
Benefits paid (including direct rollovers)	2012-12-31	$32,555
Total plan assets at end of year	2012-12-31	$600,425
Total plan assets at beginning of year	2012-12-31	$533,333
Value of fidelity bond covering the plan	2012-12-31	$66,000
Other income received	2012-12-31	$39,220
Net income (gross income less expenses)	2012-12-31	$67,092
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$600,425
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$533,333
Total contributions received or receivable from employer(s)	2012-12-31	$67,457
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$7,030
2011 : HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$79,792
Expenses. Total of all expenses incurred	2011-12-31	$6,401
Total plan assets at end of year	2011-12-31	$533,333
Total plan assets at beginning of year	2011-12-31	$459,942
Value of fidelity bond covering the plan	2011-12-31	$66,000
Other income received	2011-12-31	$16,503
Net income (gross income less expenses)	2011-12-31	$73,391
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$533,333
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$459,942
Total contributions received or receivable from employer(s)	2011-12-31	$63,289
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$6,401
2010 : HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$76,919
Expenses. Total of all expenses incurred	2010-12-31	$6,811
Total plan assets at end of year	2010-12-31	$459,942
Total plan assets at beginning of year	2010-12-31	$389,834
Value of fidelity bond covering the plan	2010-12-31	$50,000
Other income received	2010-12-31	$25,573
Net income (gross income less expenses)	2010-12-31	$70,108
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$459,942
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$389,834
Total contributions received or receivable from employer(s)	2010-12-31	$51,346
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$6,811

Form 5500 Responses for HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN

2015: HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HAROLD J. BARKLEY, JR. - CHAPTER 13 TRUSTEE SOUTHERN DISTRICT PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	HAROLD J. BARKLEY, JR.
Employer identification number (EIN):	640703113
NAIC Classification:	541190