401k Plan data: PRIBANIC AND PRIBANIC 401K PLAN plan

PRIBANIC AND PRIBANIC 401K PLAN 401k Plan overview

Plan Name	PRIBANIC AND PRIBANIC 401K PLAN
Plan identification number	001

PRIBANIC AND PRIBANIC 401K PLAN Benefits

401k Plan Type

Defined 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
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.
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

PRIBANIC & PRIBANIC, LLC has sponsored the creation of one or more 401k plans.

Company Name: PRIBANIC & PRIBANIC, LLC

Employer identification number (EIN): 251873620

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIBANIC AND PRIBANIC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JEFFREY PRIBANIC 2023-04-26
001 2021-01-01 JEFFREY PRIBANIC 2022-04-04
001 2020-01-01 JEFFREY PRIBANIC 2021-08-24
001 2019-01-01 JEFFREY PRIBANIC 2020-09-14
001 2018-01-01 JEFFREY PRIBANIC 2019-09-06
001 2017-01-01 JEFFREY PRIBANIC
001 2016-01-01 JEFFREY PRIBANIC
001 2015-01-01 JEFFREY PRIBANIC
001 2014-01-01 JEFFREY PRIBANIC 2015-07-10
001 2013-01-01 JEFFREY PRIBANIC 2014-03-17
001 2012-01-01 JEFFREY PRIBANIC 2013-05-29
001 2011-01-01 JEFFREY PRIBANIC 2012-08-15
001 2010-01-01 JEFFREY PRIBANIC 2011-07-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	JEFFREY PRIBANIC	2023-04-26
001	2021-01-01	JEFFREY PRIBANIC	2022-04-04
001	2020-01-01	JEFFREY PRIBANIC	2021-08-24
001	2019-01-01	JEFFREY PRIBANIC	2020-09-14
001	2018-01-01	JEFFREY PRIBANIC	2019-09-06
001	2017-01-01	JEFFREY PRIBANIC
001	2016-01-01	JEFFREY PRIBANIC
001	2015-01-01	JEFFREY PRIBANIC
001	2014-01-01	JEFFREY PRIBANIC	2015-07-10
001	2013-01-01	JEFFREY PRIBANIC	2014-03-17
001	2012-01-01	JEFFREY PRIBANIC	2013-05-29
001	2011-01-01	JEFFREY PRIBANIC	2012-08-15
001	2010-01-01	JEFFREY PRIBANIC	2011-07-18

Plan Statistics for PRIBANIC AND PRIBANIC 401K PLAN

401k plan membership statisitcs for PRIBANIC AND PRIBANIC 401K PLAN

Measure Date Value
2017: PRIBANIC AND PRIBANIC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 23
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 27
Number of participants with account balances 2017-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PRIBANIC AND PRIBANIC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 25
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 28
Number of participants with account balances 2016-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PRIBANIC AND PRIBANIC 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 23
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 6
Total of all active and inactive participants 2015-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 29
Number of participants with account balances 2015-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2017: PRIBANIC AND PRIBANIC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	23
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	27
Number of participants with account balances	2017-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PRIBANIC AND PRIBANIC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	25
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	28
Number of participants with account balances	2016-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PRIBANIC AND PRIBANIC 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	23
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	6
Total of all active and inactive participants	2015-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	29
Number of participants with account balances	2015-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on PRIBANIC AND PRIBANIC 401K PLAN

Measure	Date	Value
2017 : PRIBANIC AND PRIBANIC 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$538,461
Expenses. Total of all expenses incurred	2017-12-31	$167,223
Benefits paid (including direct rollovers)	2017-12-31	$159,467
Total plan assets at end of year	2017-12-31	$2,622,385
Total plan assets at beginning of year	2017-12-31	$2,251,147
Value of fidelity bond covering the plan	2017-12-31	$1,139,000
Total contributions received or receivable from participants	2017-12-31	$113,114
Contributions received from other sources (not participants or employers)	2017-12-31	$6,101
Other income received	2017-12-31	$366,095
Net income (gross income less expenses)	2017-12-31	$371,238
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,622,385
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,251,147
Assets. Value of participant loans	2017-12-31	$92,837
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$53,151
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$7,756
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : PRIBANIC AND PRIBANIC 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$159,175
Expenses. Total of all expenses incurred	2016-12-31	$78,916
Benefits paid (including direct rollovers)	2016-12-31	$73,859
Total plan assets at end of year	2016-12-31	$2,251,147
Total plan assets at beginning of year	2016-12-31	$2,170,888
Value of fidelity bond covering the plan	2016-12-31	$1,139,000
Total contributions received or receivable from participants	2016-12-31	$107,882
Contributions received from other sources (not participants or employers)	2016-12-31	$6,282
Other income received	2016-12-31	$-7,123
Net income (gross income less expenses)	2016-12-31	$80,259
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,251,147
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,170,888
Assets. Value of participant loans	2016-12-31	$49,202
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$108,472
Total contributions received or receivable from employer(s)	2016-12-31	$52,134
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$5,057
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : PRIBANIC AND PRIBANIC 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$1,002,341
Expenses. Total of all expenses incurred	2015-12-31	$902,380
Benefits paid (including direct rollovers)	2015-12-31	$902,230
Total plan assets at end of year	2015-12-31	$2,170,888
Total plan assets at beginning of year	2015-12-31	$2,070,927
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$105,647
Other income received	2015-12-31	$843,623
Net income (gross income less expenses)	2015-12-31	$99,961
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,170,888
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,070,927
Assets. Value of participant loans	2015-12-31	$50,533
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$193,508
Total contributions received or receivable from employer(s)	2015-12-31	$53,071
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for PRIBANIC AND PRIBANIC 401K PLAN

2017: PRIBANIC AND PRIBANIC 401K 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: PRIBANIC AND PRIBANIC 401K 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: PRIBANIC AND PRIBANIC 401K 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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

410-80055

Policy instance

Insurance contract or identification number	410-80055
Number of Individuals Covered	29
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $605
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $605
Insurance broker organization code?	3
Insurance broker name	CETERA ADVISORS LLC

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Company Name:	PRIBANIC & PRIBANIC, LLC
Employer identification number (EIN):	251873620
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers