401k Plan data: BORT, PETER E. LAW OFFICES OF plan

BORT, PETER E. LAW OFFICES OF 401k Plan overview

Plan Name	BORT, PETER E. LAW OFFICES OF
Plan identification number	001

BORT, PETER E. LAW OFFICES OF Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

LAW OFFICES OF PETER E. BORT has sponsored the creation of one or more 401k plans.

Company Name: LAW OFFICES OF PETER E. BORT

Employer identification number (EIN): 233023441

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BORT, PETER E. LAW OFFICES OF

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 PETER E BORT 2023-06-23 PEETER E BORT 2023-06-23
001 2021-01-01 PETER E BORT 2022-07-24 PETER E BORT 2022-07-24
001 2020-01-01 PETER E BORT 2021-06-10 PETER E BORT 2021-06-10
001 2019-01-01 PETER E BORT 2020-06-12 PETER E BORT 2020-06-12
001 2018-01-01 PETER E BORT 2019-06-11 PETER E BORT 2019-06-11
001 2017-01-01 PETER E BORT 2018-06-14 PETER E BORT 2018-06-14
001 2016-01-01 PETER E BORT 2017-06-13
001 2015-01-01 PETER E BORT PETER E BORT 2016-06-24
001 2014-01-01 PETER E BORT PETER E BORT 2015-06-10
001 2013-01-01 PETER E BORT PETER E BORT 2014-07-23
001 2012-01-01 PETER E BORT PETER E BORT 2013-06-20
001 2011-01-01 PETER E BORT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	PETER E BORT	2023-06-23	PEETER E BORT	2023-06-23
001	2021-01-01	PETER E BORT	2022-07-24	PETER E BORT	2022-07-24
001	2020-01-01	PETER E BORT	2021-06-10	PETER E BORT	2021-06-10
001	2019-01-01	PETER E BORT	2020-06-12	PETER E BORT	2020-06-12
001	2018-01-01	PETER E BORT	2019-06-11	PETER E BORT	2019-06-11
001	2017-01-01	PETER E BORT	2018-06-14	PETER E BORT	2018-06-14
001	2016-01-01	PETER E BORT	2017-06-13
001	2015-01-01	PETER E BORT		PETER E BORT	2016-06-24
001	2014-01-01	PETER E BORT		PETER E BORT	2015-06-10
001	2013-01-01	PETER E BORT		PETER E BORT	2014-07-23
001	2012-01-01	PETER E BORT		PETER E BORT	2013-06-20
001	2011-01-01	PETER E BORT

Plan Statistics for BORT, PETER E. LAW OFFICES OF

401k plan membership statisitcs for BORT, PETER E. LAW OFFICES OF

Measure Date Value
2015: BORT, PETER E. LAW OFFICES OF 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
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 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BORT, PETER E. LAW OFFICES OF 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
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 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BORT, PETER E. LAW OFFICES OF 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
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 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BORT, PETER E. LAW OFFICES OF 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BORT, PETER E. LAW OFFICES OF 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2015: BORT, PETER E. LAW OFFICES OF 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
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	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BORT, PETER E. LAW OFFICES OF 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
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	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BORT, PETER E. LAW OFFICES OF 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
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	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BORT, PETER E. LAW OFFICES OF 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BORT, PETER E. LAW OFFICES OF 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on BORT, PETER E. LAW OFFICES OF

Measure	Date	Value
2015 : BORT, PETER E. LAW OFFICES OF 2015 401k financial data
Total income from all sources	2015-12-31	$32,356
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$421,614
Total plan assets at beginning of year	2015-12-31	$389,258
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$31,287
Other income received	2015-12-31	$-17,276
Net income (gross income less expenses)	2015-12-31	$32,356
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$421,614
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$389,258
Total contributions received or receivable from employer(s)	2015-12-31	$18,345
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BORT, PETER E. LAW OFFICES OF 2014 401k financial data
Total income from all sources	2014-12-31	$23,036
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$389,258
Total plan assets at beginning of year	2014-12-31	$366,222
Total contributions received or receivable from participants	2014-12-31	$30,138
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	$-23,034
Net income (gross income less expenses)	2014-12-31	$23,036
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$389,258
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$366,222
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$15,932
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
2013 : BORT, PETER E. LAW OFFICES OF 2013 401k financial data
Total income from all sources	2013-12-31	$75,766
Expenses. Total of all expenses incurred	2013-12-31	$2,800
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$366,222
Total plan assets at beginning of year	2013-12-31	$293,256
Total contributions received or receivable from participants	2013-12-31	$26,833
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	$33,401
Net income (gross income less expenses)	2013-12-31	$72,966
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$366,222
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$293,256
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$15,532
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$2,800
2012 : BORT, PETER E. LAW OFFICES OF 2012 401k financial data
Total income from all sources	2012-12-31	$52,926
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$293,256
Total plan assets at beginning of year	2012-12-31	$240,331
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$28,591
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$9,638
Net income (gross income less expenses)	2012-12-31	$52,926
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$293,256
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$240,331
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$14,697
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
2011 : BORT, PETER E. LAW OFFICES OF 2011 401k financial data
Total income from all sources	2011-12-31	$-41,017
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$240,864
Total plan assets at beginning of year	2011-12-31	$281,881
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$27,763
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-83,208
Net income (gross income less expenses)	2011-12-31	$-41,017
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$240,864
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$281,881
Assets. Value of participant loans	2011-12-31	$10,968
Total contributions received or receivable from employer(s)	2011-12-31	$14,428
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
2010 : BORT, PETER E. LAW OFFICES OF 2010 401k financial data
Total income from all sources	2010-12-31	$73,054
Expenses. Total of all expenses incurred	2010-12-31	$3,224
Benefits paid (including direct rollovers)	2010-12-31	$3,217
Total plan assets at end of year	2010-12-31	$282,186
Total plan assets at beginning of year	2010-12-31	$208,827
Value of fidelity bond covering the plan	2010-12-31	$10,000
Total contributions received or receivable from participants	2010-12-31	$25,545
Expenses. Other expenses not covered elsewhere	2010-12-31	$7
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$34,893
Net income (gross income less expenses)	2010-12-31	$69,830
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$282,186
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$208,827
Assets. Value of participant loans	2010-12-31	$23,158
Total contributions received or receivable from employer(s)	2010-12-31	$12,616
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0

Form 5500 Responses for BORT, PETER E. LAW OFFICES OF

2015: BORT, PETER E. LAW OFFICES OF 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BORT, PETER E. LAW OFFICES OF 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BORT, PETER E. LAW OFFICES OF 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BORT, PETER E. LAW OFFICES OF 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BORT, PETER E. LAW OFFICES OF 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LAW OFFICES OF PETER E. BORT
Employer identification number (EIN):	233023441
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers