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THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 401k Plan overview

Plan NameTHE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS
Plan identification number 002

THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

ADELE BRADY BOLSON CPA PS has sponsored the creation of one or more 401k plans.

Company Name:ADELE BRADY BOLSON CPA PS
Employer identification number (EIN):911619397
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01AMANDA CHANG
0022023-01-01
0022023-01-01AMANDA CHANG
0022022-01-01
0022022-01-01AMANDA CHANG
0022021-01-01
0022021-01-01AMANDA CHANG
0022020-01-01
0022019-01-01
0022018-01-01AMANDA CHANG AMANDA CHANG2019-06-04
0022017-01-01AMANDA CHANG AMANDA CHANG2018-07-25
0022016-01-01AMANDA CHANG AMANDA CHANG2017-07-13
0022015-01-01AMANDA CHANG AMANDA CHANG2016-07-14
0022014-01-01AMANDA CHANG AMANDA CHANG2015-08-11
0022013-01-01AMANDA CHANG AMANDA CHANG2014-07-29
0022012-01-01ADELE BRADY BOLSON
0022011-01-01ADELE BRADY BOLSON
0022009-01-01ADELE BRADY BOLSON

Financial Data on THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS

Measure Date Value
2023 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2023 401k financial data
Total income from all sources2023-12-31$298,899
Total plan assets at end of year2023-12-31$852,587
Total plan assets at beginning of year2023-12-31$553,688
Total contributions received or receivable from participants2023-12-31$38,766
Other income received2023-12-31$253,361
Net income (gross income less expenses)2023-12-31$298,899
Net plan assets at end of year (total assets less liabilities)2023-12-31$852,587
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$553,688
Total contributions received or receivable from employer(s)2023-12-31$6,772
2022 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2022 401k financial data
Total income from all sources2022-12-31$-347,274
Total plan assets at end of year2022-12-31$553,688
Total plan assets at beginning of year2022-12-31$900,962
Total contributions received or receivable from participants2022-12-31$31,708
Other income received2022-12-31$-384,603
Net income (gross income less expenses)2022-12-31$-347,274
Net plan assets at end of year (total assets less liabilities)2022-12-31$553,688
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$900,962
Total contributions received or receivable from employer(s)2022-12-31$5,621
2021 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2021 401k financial data
Total income from all sources2021-12-31$79,140
Total plan assets at end of year2021-12-31$900,962
Total plan assets at beginning of year2021-12-31$821,822
Total contributions received or receivable from participants2021-12-31$26,000
Other income received2021-12-31$47,817
Net income (gross income less expenses)2021-12-31$79,140
Net plan assets at end of year (total assets less liabilities)2021-12-31$900,962
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$821,822
Total contributions received or receivable from employer(s)2021-12-31$5,323
2020 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2020 401k financial data
Total income from all sources2020-12-31$129,932
Total plan assets at end of year2020-12-31$821,822
Total plan assets at beginning of year2020-12-31$691,890
Total contributions received or receivable from participants2020-12-31$19,500
Other income received2020-12-31$105,189
Net income (gross income less expenses)2020-12-31$129,932
Net plan assets at end of year (total assets less liabilities)2020-12-31$821,822
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$691,890
Total contributions received or receivable from employer(s)2020-12-31$5,243
2019 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2019 401k financial data
Total income from all sources2019-12-31$168,966
Total plan assets at end of year2019-12-31$691,890
Total plan assets at beginning of year2019-12-31$522,924
Total contributions received or receivable from participants2019-12-31$19,613
Other income received2019-12-31$144,524
Net income (gross income less expenses)2019-12-31$168,966
Net plan assets at end of year (total assets less liabilities)2019-12-31$691,890
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$522,924
Total contributions received or receivable from employer(s)2019-12-31$4,829
2018 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2018 401k financial data
Total income from all sources2018-12-31$-5,561
Total plan assets at end of year2018-12-31$522,924
Total plan assets at beginning of year2018-12-31$528,485
Total contributions received or receivable from participants2018-12-31$21,443
Other income received2018-12-31$-32,260
Net income (gross income less expenses)2018-12-31$-5,561
Net plan assets at end of year (total assets less liabilities)2018-12-31$522,924
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$528,485
Total contributions received or receivable from employer(s)2018-12-31$5,256
2017 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2017 401k financial data
Total income from all sources2017-12-31$81,926
Expenses. Total of all expenses incurred2017-12-31$115,120
Benefits paid (including direct rollovers)2017-12-31$115,120
Total plan assets at end of year2017-12-31$528,485
Total plan assets at beginning of year2017-12-31$561,679
Total contributions received or receivable from participants2017-12-31$24,631
Other income received2017-12-31$52,336
Net income (gross income less expenses)2017-12-31$-33,194
Net plan assets at end of year (total assets less liabilities)2017-12-31$528,485
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$561,679
Total contributions received or receivable from employer(s)2017-12-31$4,959
2016 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2016 401k financial data
Total income from all sources2016-12-31$126,998
Total plan assets at end of year2016-12-31$561,679
Total plan assets at beginning of year2016-12-31$434,681
Total contributions received or receivable from participants2016-12-31$23,566
Other income received2016-12-31$98,839
Net income (gross income less expenses)2016-12-31$126,998
Net plan assets at end of year (total assets less liabilities)2016-12-31$561,679
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$434,681
Total contributions received or receivable from employer(s)2016-12-31$4,593
2015 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2015 401k financial data
Total income from all sources2015-12-31$-41,062
Total plan assets at end of year2015-12-31$434,681
Total plan assets at beginning of year2015-12-31$475,743
Total contributions received or receivable from participants2015-12-31$23,964
Other income received2015-12-31$-70,445
Net income (gross income less expenses)2015-12-31$-41,062
Net plan assets at end of year (total assets less liabilities)2015-12-31$434,681
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$475,743
Total contributions received or receivable from employer(s)2015-12-31$5,419
2014 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2014 401k financial data
Total income from all sources2014-12-31$61,181
Expenses. Total of all expenses incurred2014-12-31$433,593
Benefits paid (including direct rollovers)2014-12-31$433,593
Total plan assets at end of year2014-12-31$475,743
Total plan assets at beginning of year2014-12-31$848,155
Total contributions received or receivable from participants2014-12-31$22,398
Other income received2014-12-31$33,433
Net income (gross income less expenses)2014-12-31$-372,412
Net plan assets at end of year (total assets less liabilities)2014-12-31$475,743
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$848,155
Total contributions received or receivable from employer(s)2014-12-31$5,350
2013 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2013 401k financial data
Total income from all sources2013-12-31$136,814
Total plan assets at end of year2013-12-31$848,155
Total plan assets at beginning of year2013-12-31$711,341
Total contributions received or receivable from participants2013-12-31$43,180
Other income received2013-12-31$87,159
Net income (gross income less expenses)2013-12-31$136,814
Net plan assets at end of year (total assets less liabilities)2013-12-31$848,155
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$711,341
Total contributions received or receivable from employer(s)2013-12-31$6,475
2012 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2012 401k financial data
Transfers to/from the plan2012-12-31$-7,487
Total income from all sources2012-12-31$152,797
Total plan assets at end of year2012-12-31$711,341
Total plan assets at beginning of year2012-12-31$566,031
Total contributions received or receivable from participants2012-12-31$39,500
Other income received2012-12-31$108,088
Net income (gross income less expenses)2012-12-31$152,797
Net plan assets at end of year (total assets less liabilities)2012-12-31$711,341
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$566,031
Total contributions received or receivable from employer(s)2012-12-31$5,209
2011 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2011 401k financial data
Total income from all sources2011-12-31$35,553
Total plan assets at end of year2011-12-31$566,031
Total plan assets at beginning of year2011-12-31$530,478
Total contributions received or receivable from participants2011-12-31$51,808
Other income received2011-12-31$-27,953
Net income (gross income less expenses)2011-12-31$35,553
Net plan assets at end of year (total assets less liabilities)2011-12-31$566,031
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$530,478
Total contributions received or receivable from employer(s)2011-12-31$11,698
2010 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2010 401k financial data
Total income from all sources2010-12-31$121,735
Expenses. Total of all expenses incurred2010-12-31$83,833
Benefits paid (including direct rollovers)2010-12-31$83,833
Total plan assets at end of year2010-12-31$530,478
Total plan assets at beginning of year2010-12-31$492,576
Total contributions received or receivable from participants2010-12-31$55,500
Other income received2010-12-31$51,795
Net income (gross income less expenses)2010-12-31$37,902
Net plan assets at end of year (total assets less liabilities)2010-12-31$530,478
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$492,576
Total contributions received or receivable from employer(s)2010-12-31$14,440

Form 5500 Responses for THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS

2023: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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