401k Plan data: CARROLL , GILBERT & BACHOR 401K/PS PLAN plan

CARROLL , GILBERT & BACHOR 401K/PS PLAN 401k Plan overview

Plan Name	CARROLL , GILBERT & BACHOR 401K/PS PLAN
Plan identification number	001

CARROLL , GILBERT & BACHOR 401K/PS 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.
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

CARROLL, GILBERT & BACHOR has sponsored the creation of one or more 401k plans.

Company Name: CARROLL, GILBERT & BACHOR

Employer identification number (EIN): 201617573

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARROLL , GILBERT & BACHOR 401K/PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 JAMES E. BACHOR
001 2017-01-01 JAMES E. BACHOR
001 2016-01-01 JAMES E. BACHOR
001 2015-01-01 JAMES E. BACHOR
001 2014-01-01 JAMES E. BACHOR
001 2013-01-01 JAMES E. BACHOR
001 2012-01-01 JAMES E. BACHOR
001 2011-01-01 JAMES E. BACHOR

Plan id#	Filing Submission Date	Name of Administrator
001	2018-01-01	JAMES E. BACHOR
001	2017-01-01	JAMES E. BACHOR
001	2016-01-01	JAMES E. BACHOR
001	2015-01-01	JAMES E. BACHOR
001	2014-01-01	JAMES E. BACHOR
001	2013-01-01	JAMES E. BACHOR
001	2012-01-01	JAMES E. BACHOR
001	2011-01-01	JAMES E. BACHOR

Financial Data on CARROLL , GILBERT & BACHOR 401K/PS PLAN

Measure	Date	Value
2018 : CARROLL , GILBERT & BACHOR 401K/PS PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$915
Expenses. Total of all expenses incurred	2018-12-31	$143,044
Benefits paid (including direct rollovers)	2018-12-31	$140,371
Total plan assets at end of year	2018-12-31	$0
Total plan assets at beginning of year	2018-12-31	$142,129
Value of fidelity bond covering the plan	2018-12-31	$60,000
Other income received	2018-12-31	$915
Net income (gross income less expenses)	2018-12-31	$-142,129
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$142,129
Value of certain deemed distributions of participant loans	2018-12-31	$2,503
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$170
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : CARROLL , GILBERT & BACHOR 401K/PS PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$47,415
Expenses. Total of all expenses incurred	2017-12-31	$448,935
Benefits paid (including direct rollovers)	2017-12-31	$448,860
Total plan assets at end of year	2017-12-31	$142,129
Total plan assets at beginning of year	2017-12-31	$543,649
Value of fidelity bond covering the plan	2017-12-31	$60,000
Other income received	2017-12-31	$47,415
Net income (gross income less expenses)	2017-12-31	$-401,520
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$142,129
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$543,649
Assets. Value of participant loans	2017-12-31	$5,779
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : CARROLL , GILBERT & BACHOR 401K/PS PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$14,900
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$543,649
Total plan assets at beginning of year	2016-12-31	$528,749
Value of fidelity bond covering the plan	2016-12-31	$60,000
Noncash contributions received	2016-12-31	$14,900
Net income (gross income less expenses)	2016-12-31	$14,900
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$543,649
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$528,749
Assets. Value of participant loans	2016-12-31	$11,606
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : CARROLL , GILBERT & BACHOR 401K/PS PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$7,992
Expenses. Total of all expenses incurred	2015-12-31	$33,953
Benefits paid (including direct rollovers)	2015-12-31	$33,928
Total plan assets at end of year	2015-12-31	$528,749
Total plan assets at beginning of year	2015-12-31	$554,710
Value of fidelity bond covering the plan	2015-12-31	$60,000
Other income received	2015-12-31	$7,992
Net income (gross income less expenses)	2015-12-31	$-25,961
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$528,749
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$554,710
Assets. Value of participant loans	2015-12-31	$11,550
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : CARROLL , GILBERT & BACHOR 401K/PS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$18,621
Expenses. Total of all expenses incurred	2014-12-31	$3,825
Benefits paid (including direct rollovers)	2014-12-31	$3,800
Total plan assets at end of year	2014-12-31	$554,710
Total plan assets at beginning of year	2014-12-31	$539,914
Value of fidelity bond covering the plan	2014-12-31	$60,000
Total contributions received or receivable from participants	2014-12-31	$50
Other income received	2014-12-31	$18,571
Net income (gross income less expenses)	2014-12-31	$14,796
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$554,710
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$539,914
Assets. Value of participant loans	2014-12-31	$13,940
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CARROLL , GILBERT & BACHOR 401K/PS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$46,118
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$539,914
Total plan assets at beginning of year	2013-12-31	$493,796
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$1,200
Other income received	2013-12-31	$44,918
Net income (gross income less expenses)	2013-12-31	$46,118
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$539,914
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$493,796
Assets. Value of participant loans	2013-12-31	$3,736
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : CARROLL , GILBERT & BACHOR 401K/PS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$26,187
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$493,796
Total plan assets at beginning of year	2012-12-31	$467,609
Total contributions received or receivable from participants	2012-12-31	$1,250
Other income received	2012-12-31	$24,937
Net income (gross income less expenses)	2012-12-31	$26,187
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$493,796
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$467,609
Assets. Value of participant loans	2012-12-31	$3,958
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CARROLL , GILBERT & BACHOR 401K/PS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$1,604
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$467,609
Total plan assets at beginning of year	2011-12-31	$466,005
Total contributions received or receivable from participants	2011-12-31	$1,150
Other income received	2011-12-31	$454
Net income (gross income less expenses)	2011-12-31	$1,604
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$467,609
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$466,005
Assets. Value of participant loans	2011-12-31	$2,257
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CARROLL , GILBERT & BACHOR 401K/PS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$22,670
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$466,005
Total plan assets at beginning of year	2010-12-31	$443,335
Total contributions received or receivable from participants	2010-12-31	$1,200
Other income received	2010-12-31	$21,470
Net income (gross income less expenses)	2010-12-31	$22,670
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$466,005
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$443,335
Assets. Value of participant loans	2010-12-31	$2,804
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for CARROLL , GILBERT & BACHOR 401K/PS PLAN

2018: CARROLL , GILBERT & BACHOR 401K/PS 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	Yes
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: CARROLL , GILBERT & BACHOR 401K/PS 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: CARROLL , GILBERT & BACHOR 401K/PS 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: CARROLL , GILBERT & BACHOR 401K/PS 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: CARROLL , GILBERT & BACHOR 401K/PS 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: CARROLL , GILBERT & BACHOR 401K/PS 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: CARROLL , GILBERT & BACHOR 401K/PS 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: CARROLL , GILBERT & BACHOR 401K/PS 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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	PH5175
Policy instance	1

Potentially related plans

CARROLL , GILBERT & BACHOR 401K/PS PLAN [EIN = 330009307]

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Company Name:	CARROLL, GILBERT & BACHOR
Employer identification number (EIN):	201617573
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers