| Plan Name | BENNETT TRUST, ESTATE & ELDER LAW, LLC 401 K PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | BENNETT TRUST, ESTATE & ELDER LAW |
| Employer identification number (EIN): | 201973522 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | JOHN R. BENNETT | 2023-10-12 | ||
| 001 | 2021-01-01 | JOHN R. BENNETT | 2022-10-05 | ||
| 001 | 2020-01-01 | JOHN R. BENNETT | 2021-07-12 | ||
| 001 | 2019-01-01 | JOHN R. BENNETT | 2020-10-07 | ||
| 001 | 2018-01-01 | JOHN R. BENNETT | 2019-07-17 | ||
| 001 | 2017-01-01 | JOHN R. BENNETT | 2018-09-26 | ||
| 001 | 2016-01-01 | JOHN R. BENNETT | 2017-09-27 | ||
| 001 | 2015-01-01 | JOHN R. BENNETT | 2016-10-06 | ||
| 001 | 2014-01-01 | JOHN R. BENNETT | 2015-10-01 | ||
| 001 | 2013-01-01 | JOHN R. BENNETT | 2014-10-13 | ||
| 001 | 2012-01-01 | JOHN R. BENNETT | 2013-10-08 | ||
| 001 | 2011-01-01 | JOHN R BENNETT | 2012-10-01 | ||
| 001 | 2010-01-01 | JOHN R BENNETT | 2011-10-12 | ||
| 001 | 2009-01-01 | JOHN R BENNETT |
| Measure | Date | Value |
|---|---|---|
| 2022 : BENNETT TRUST, ESTATE & ELDER LAW, LLC 401 K PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-10-06 | 15151 |
| Net assets as of the end of the plan year | 2022-10-06 | 546114 |
| Total assets as of the beginning of the plan year | 2022-10-06 | 465431 |
| Value of plan covered by a fidelity bond | 2022-10-06 | 50000 |
| Participant contributions to plan in this plan year | 2022-10-06 | 38612 |
| Other income to plan in this plan year | 2022-10-06 | 51994 |
| Plan net income in this plan year | 2022-10-06 | 80683 |
| Net assets as of the end of the plan year | 2022-10-06 | 546114 |
| Net assets as of the beginning of the plan year | 2022-10-06 | 465431 |
| Employer contributions to plan in this plan year | 2022-10-06 | 5228 |
| 2009: BENNETT TRUST, ESTATE & ELDER LAW, LLC 401 K PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |