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LEO R. BEUS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLEO R. BEUS 401(K) PROFIT SHARING PLAN
Plan identification number 003

LEO R. BEUS 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

BEUS GILBERT PLLC has sponsored the creation of one or more 401k plans.

Company Name:BEUS GILBERT PLLC
Employer identification number (EIN):860901734
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about BEUS GILBERT PLLC

Jurisdiction of Incorporation: Arizona Corporation Commission
Incorporation Date:
Company Identification Number: P08281639

More information about BEUS GILBERT PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEO R. BEUS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-01-01ALAN GOLD, CPA2020-09-08
0032018-01-01ALAN GOLD, CPA2019-10-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0032013-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0032012-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0032011-01-01SHARON KENNEDY, APA, QPA, QKA, ERPA
0032009-01-01ALAN GOLD, CPA

Plan Statistics for LEO R. BEUS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LEO R. BEUS 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: LEO R. BEUS 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LEO R. BEUS 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
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LEO R. BEUS 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
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LEO R. BEUS 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
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LEO R. BEUS 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
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LEO R. BEUS 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
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LEO R. BEUS 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
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LEO R. BEUS 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
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LEO R. BEUS 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
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LEO R. BEUS 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LEO R. BEUS 401(K) PROFIT SHARING PLAN

Measure Date Value
2019 : LEO R. BEUS 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$412,627
Expenses. Total of all expenses incurred2019-12-31$368,928
Benefits paid (including direct rollovers)2019-12-31$368,928
Total plan assets at end of year2019-12-31$8,160,124
Total plan assets at beginning of year2019-12-31$8,116,425
Assets. Value of loans (other than to participants)2019-12-31$611,148
Other income received2019-12-31$412,627
Net income (gross income less expenses)2019-12-31$43,699
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,160,124
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$8,116,425
Assets. Value of real-estate (other than employer real property)2019-12-31$6,949,511
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : LEO R. BEUS 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$786,366
Expenses. Total of all expenses incurred2018-12-31$334,706
Benefits paid (including direct rollovers)2018-12-31$334,706
Total plan assets at end of year2018-12-31$8,116,425
Total plan assets at beginning of year2018-12-31$7,664,765
Assets. Value of loans (other than to participants)2018-12-31$611,148
Other income received2018-12-31$786,366
Net income (gross income less expenses)2018-12-31$451,660
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,116,425
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,664,765
Assets. Value of real-estate (other than employer real property)2018-12-31$6,251,113
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : LEO R. BEUS 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$542,849
Expenses. Total of all expenses incurred2017-12-31$312,365
Benefits paid (including direct rollovers)2017-12-31$312,365
Total plan assets at end of year2017-12-31$7,664,765
Total plan assets at beginning of year2017-12-31$7,434,281
Assets. Value of loans (other than to participants)2017-12-31$845,516
Other income received2017-12-31$542,849
Net income (gross income less expenses)2017-12-31$230,484
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,664,765
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,434,281
Assets. Value of real-estate (other than employer real property)2017-12-31$6,632,735
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : LEO R. BEUS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,084,868
Expenses. Total of all expenses incurred2016-12-31$267,907
Benefits paid (including direct rollovers)2016-12-31$267,907
Total plan assets at end of year2016-12-31$7,434,281
Total plan assets at beginning of year2016-12-31$6,617,320
Assets. Value of loans (other than to participants)2016-12-31$694,336
Other income received2016-12-31$1,084,868
Net income (gross income less expenses)2016-12-31$816,961
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,434,281
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,617,320
Assets. Value of real-estate (other than employer real property)2016-12-31$6,632,016
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : LEO R. BEUS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$89,110
Expenses. Total of all expenses incurred2015-12-31$265,374
Benefits paid (including direct rollovers)2015-12-31$265,374
Total plan assets at end of year2015-12-31$6,617,320
Total plan assets at beginning of year2015-12-31$6,793,584
Assets. Value of loans (other than to participants)2015-12-31$694,336
Other income received2015-12-31$89,110
Net income (gross income less expenses)2015-12-31$-176,264
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,617,320
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,793,584
Assets. Value of real-estate (other than employer real property)2015-12-31$5,866,681
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : LEO R. BEUS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$497,419
Expenses. Total of all expenses incurred2014-12-31$250,000
Benefits paid (including direct rollovers)2014-12-31$250,000
Total plan assets at end of year2014-12-31$6,793,584
Total plan assets at beginning of year2014-12-31$6,546,165
Assets. Value of loans (other than to participants)2014-12-31$694,336
Other income received2014-12-31$497,419
Net income (gross income less expenses)2014-12-31$247,419
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,793,584
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,546,165
Assets. Value of real-estate (other than employer real property)2014-12-31$4,921,240
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : LEO R. BEUS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$428,659
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$6,546,165
Total plan assets at beginning of year2013-12-31$6,117,506
Assets. Value of loans (other than to participants)2013-12-31$695,690
Other income received2013-12-31$428,659
Net income (gross income less expenses)2013-12-31$428,659
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,546,165
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,117,506
Assets. Value of real-estate (other than employer real property)2013-12-31$4,792,394
2012 : LEO R. BEUS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,485,026
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$6,117,506
Total plan assets at beginning of year2012-12-31$4,632,480
Assets. Value of loans (other than to participants)2012-12-31$695,690
Other income received2012-12-31$1,485,026
Net income (gross income less expenses)2012-12-31$1,485,026
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,117,506
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,632,480
Assets. Value of real-estate (other than employer real property)2012-12-31$5,092,302
2011 : LEO R. BEUS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-1,373,318
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$4,632,480
Total plan assets at beginning of year2011-12-31$6,005,798
Assets. Value of loans (other than to participants)2011-12-31$900,000
Other income received2011-12-31$-1,373,318
Net income (gross income less expenses)2011-12-31$-1,373,318
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,632,480
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$6,005,798
Assets. Value of real-estate (other than employer real property)2011-12-31$3,257,401
2010 : LEO R. BEUS 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$-243,432
Expenses. Total of all expenses incurred2010-12-31$120
Total plan assets at end of year2010-12-31$6,005,798
Total plan assets at beginning of year2010-12-31$6,249,350
Assets. Value of loans (other than to participants)2010-12-31$900,000
Other income received2010-12-31$-243,432
Net income (gross income less expenses)2010-12-31$-243,552
Net plan assets at end of year (total assets less liabilities)2010-12-31$6,005,798
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,249,350
Assets. Value of real-estate (other than employer real property)2010-12-31$4,715,150
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$120

Form 5500 Responses for LEO R. BEUS 401(K) PROFIT SHARING PLAN

2019: LEO R. BEUS 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LEO R. BEUS 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: LEO R. BEUS 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: LEO R. BEUS 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: LEO R. BEUS 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: LEO R. BEUS 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: LEO R. BEUS 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: LEO R. BEUS 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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: LEO R. BEUS 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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
2009: LEO R. BEUS 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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