BASINGER LEGGETT CLEMONS BOWLING ET ALL, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2019: BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 9 |
| Total of all active and inactive participants | 2019-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 16 |
| Number of participants with account balances | 2019-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
| Total of all active and inactive participants | 2018-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 19 |
| Number of participants with account balances | 2018-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 19 |
| Number of participants with account balances | 2017-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 6 |
| Total of all active and inactive participants | 2016-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 23 |
| Number of participants with account balances | 2016-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 23 |
| Number of participants with account balances | 2015-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 20 |
| Number of participants with account balances | 2014-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 6 |
| Total of all active and inactive participants | 2013-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 20 |
| Number of participants with account balances | 2013-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 16 |
| Number of participants with account balances | 2012-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 19 |
| Number of participants with account balances | 2011-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 13 |
| Number of participants with account balances | 2009-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2019 : BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $681,279 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $24,897 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $23,312 |
| Total plan assets at end of year | 2019-12-31 | $2,779,906 |
| Total plan assets at beginning of year | 2019-12-31 | $2,123,524 |
| Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $140,382 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $1,585 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $479,922 |
| Net income (gross income less expenses) | 2019-12-31 | $656,382 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,779,906 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,123,524 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $60,975 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| 2018 : BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $60,890 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $472,994 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $471,623 |
| Total plan assets at end of year | 2018-12-31 | $2,123,524 |
| Total plan assets at beginning of year | 2018-12-31 | $2,535,628 |
| Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $149,098 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $1,371 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-162,579 |
| Net income (gross income less expenses) | 2018-12-31 | $-412,104 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,123,524 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,535,628 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $74,371 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| 2017 : BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $575,548 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $61,796 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $60,464 |
| Total plan assets at end of year | 2017-12-31 | $2,535,628 |
| Total plan assets at beginning of year | 2017-12-31 | $2,021,876 |
| Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $170,853 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $1,332 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $375,294 |
| Net income (gross income less expenses) | 2017-12-31 | $513,752 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,535,628 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,021,876 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $29,401 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| 2016 : BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $371,456 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $7,335 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $6,273 |
| Total plan assets at end of year | 2016-12-31 | $2,021,876 |
| Total plan assets at beginning of year | 2016-12-31 | $1,657,755 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $182,075 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $1,062 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $169,146 |
| Net income (gross income less expenses) | 2016-12-31 | $364,121 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,021,876 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,657,755 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $20,235 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| 2015 : BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $133,922 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $4,861 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $4,861 |
| Total plan assets at end of year | 2015-12-31 | $1,657,755 |
| Total plan assets at beginning of year | 2015-12-31 | $1,528,694 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $159,690 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $9,883 |
| Other income received | 2015-12-31 | $-36,663 |
| Net income (gross income less expenses) | 2015-12-31 | $129,061 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,657,755 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,528,694 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $1,012 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2014 : BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $185,466 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $82,716 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $82,716 |
| Total plan assets at end of year | 2014-12-31 | $1,528,694 |
| Total plan assets at beginning of year | 2014-12-31 | $1,425,944 |
| Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $122,946 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $38,530 |
| Net income (gross income less expenses) | 2014-12-31 | $102,750 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,528,694 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,425,944 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $23,990 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| 2013 : BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $360,274 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $14,262 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $14,262 |
| Total plan assets at end of year | 2013-12-31 | $1,425,944 |
| Total plan assets at beginning of year | 2013-12-31 | $1,079,932 |
| Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $109,125 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $229,622 |
| Net income (gross income less expenses) | 2013-12-31 | $346,012 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,425,944 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,079,932 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $21,527 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| 2012 : BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $238,431 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $55,905 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $55,905 |
| Total plan assets at end of year | 2012-12-31 | $1,079,932 |
| Total plan assets at beginning of year | 2012-12-31 | $897,406 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $92,874 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $11,827 |
| Other income received | 2012-12-31 | $121,070 |
| Net income (gross income less expenses) | 2012-12-31 | $182,526 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,079,932 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $897,406 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $12,660 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| 2011 : BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $65,573 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $258,166 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $257,741 |
| Total plan assets at end of year | 2011-12-31 | $897,406 |
| Total plan assets at beginning of year | 2011-12-31 | $1,089,999 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $83,618 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $849 |
| Other income received | 2011-12-31 | $-35,305 |
| Net income (gross income less expenses) | 2011-12-31 | $-192,593 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $897,406 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,089,999 |
| 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 | 2011-12-31 | $30,416 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $16,411 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $425 |
| 2010 : BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $162,869 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $137,837 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $137,837 |
| Total plan assets at end of year | 2010-12-31 | $1,089,999 |
| Total plan assets at beginning of year | 2010-12-31 | $1,064,967 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $60,975 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Noncash contributions received | 2010-12-31 | $88,501 |
| Net income (gross income less expenses) | 2010-12-31 | $25,032 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,089,999 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,064,967 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $13,393 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2019: BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 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 | 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 – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 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 | 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 – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 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 | 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 – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 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 – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 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 |
| 2013: BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BASINGER, LEGGETT, CLEMONS, BOWLING, SHORE & CROUCH PLLC 401(K) PROFIT SHARING PLAN 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | E636341 |
| Policy instance | 1 |
| Insurance contract or identification number | E636341 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $6,171 | | Amount paid for insurance broker fees | 1905 | | Additional information about fees paid to insurance broker | AGENT COMMISSIONS | | Insurance broker organization code? | 4 |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | E636341 |
| Policy instance | 1 |
| Insurance contract or identification number | E636341 | | Total amount of commissions paid to insurance broker | USD $3,358 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $1,037 | | Insurance broker organization code? | 4 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 300547 |
| Policy instance | 1 |
| Insurance contract or identification number | 300547 | | Total amount of commissions paid to insurance broker | USD $1,795 | | Total amount of fees paid to insurance company | USD $4,774 | | Commission paid to Insurance Broker | USD $1,795 | | Amount paid for insurance broker fees | 4040 | | Additional information about fees paid to insurance broker | WHOLESALER SERVICE | | Insurance broker organization code? | 1 | | Insurance broker name | SWBC INVESTMENT ADVISORY SERVICES L |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 300547 |
| Policy instance | 1 |
| Insurance contract or identification number | 300547 | | Number of Individuals Covered | 22 | | Total amount of commissions paid to insurance broker | USD $26,952 | | Total amount of fees paid to insurance company | USD $21,959 | | Commission paid to Insurance Broker | USD $26,952 | | Amount paid for insurance broker fees | 19257 | | Additional information about fees paid to insurance broker | WHOLESALER SERVICE | | Insurance broker organization code? | 1 | | Insurance broker name | SWBC INVESTMENT ADVISORY SERVICES L |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | 13865 |
| Policy instance | 1 |
| Insurance contract or identification number | 13865 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $3,521 | | Total amount of fees paid to insurance company | USD $189 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $3,521 | | Amount paid for insurance broker fees | 189 | | Additional information about fees paid to insurance broker | INVESTMENT ALLOCATION | | Insurance broker organization code? | 3 | | Insurance broker name | STEVE CHAMBERS |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | 13865 |
| Policy instance | 1 |
| Insurance contract or identification number | 13865 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $2,957 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $2,957 | | Additional information about fees paid to insurance broker | INVESTMENT ADVICE | | Insurance broker organization code? | 3 | | Insurance broker name | STEVE CHAMBERS |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | 13865 |
| Policy instance | 1 |
| Insurance contract or identification number | 13865 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $393 | | Total amount of fees paid to insurance company | USD $191 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $393 | | Amount paid for insurance broker fees | 156 | | Additional information about fees paid to insurance broker | INVESTMENT ADVICE | | Insurance broker organization code? | 3 | | Insurance broker name | THE PENSION COMPANY |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | 13865 |
| Policy instance | 1 |
| Insurance contract or identification number | 13865 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $2,037 | | Total amount of fees paid to insurance company | USD $830 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | 13865 |
| Policy instance | 1 |
| Insurance contract or identification number | 13865 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $2,597 | | Total amount of fees paid to insurance company | USD $555 | | Commission paid to Insurance Broker | USD $2,597 | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 555 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEES | | Insurance broker name | THE PENSION COMPANY |
|
