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| Plan Name | DEFRANCO & BRADLEY, P.C. 401(K) AND PROFIT SHARING |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | DEFRANCO & BRADLEY, P.C. |
| Employer identification number (EIN): | 300130181 |
| 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 | JAMES E. DEFRANCO | 2023-08-15 | JAMES E. DEFRANCO | 2023-08-15 |
| 001 | 2021-01-01 | JAMES E. DEFRANCO | 2022-09-27 | ||
| 001 | 2020-01-01 | JAMES E. DEFRANCO | 2021-07-20 | JAMES E. DEFRANCO | 2021-07-20 |
| 001 | 2019-01-01 | JAMES E. DEFRANCO | 2020-07-03 | JAMES E. DEFRANCO | 2020-07-03 |
| 001 | 2018-01-01 | JAMES E. DEFRANCO | 2019-07-24 | JAMES E. DEFRANCO | 2019-07-24 |
| 001 | 2017-01-01 | JAMES E. DEFRANCO | 2018-07-16 | JAMES E. DEFRANCO | 2018-07-16 |
| 001 | 2016-01-01 | JAMES E. DEFRANCO | 2017-07-14 | JAMES E. DEFRANCO | 2017-07-14 |
| 001 | 2015-01-01 | JAMES E. DEFRANCO | 2016-07-25 | JAMES E. DEFRANCO | 2016-07-25 |
| 001 | 2014-01-01 | JAMES E. DEFRANCO | 2015-07-01 | JAMES E. DEFRANCO | 2015-07-01 |
| 001 | 2013-01-01 | JAMES E. DEFRANCO | 2014-07-07 | JAMES E. DEFRANCO | 2014-07-07 |
| 001 | 2012-01-01 | JAMES E. DEFRANCO | 2013-06-25 | JAMES E. DEFRANCO | 2013-06-25 |
| 001 | 2011-01-01 | JAMES E. DEFRANCO | 2012-06-08 | JAMES E. DEFRANCO | 2012-06-08 |
| 001 | 2010-01-01 | JAMES E. DEFRANCO | 2011-06-15 | JAMES E. DEFRANCO | 2011-06-15 |
| 001 | 2009-01-01 | JAMES E. DEFRANCO | JAMES E. DEFRANCO | 2010-06-24 |
| Measure | Date | Value |
|---|---|---|
| 2022 : DEFRANCO & BRADLEY, P.C. 401(K) AND PROFIT SHARING 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-09-27 | 1254688 |
| Net assets as of the end of the plan year | 2022-09-27 | 2849496 |
| Total assets as of the beginning of the plan year | 2022-09-27 | 3585734 |
| Value of plan covered by a fidelity bond | 2022-09-27 | 300000 |
| Participant contributions to plan in this plan year | 2022-09-27 | 77124 |
| Other income to plan in this plan year | 2022-09-27 | 414882 |
| Plan net income in this plan year | 2022-09-27 | -736238 |
| Net assets as of the end of the plan year | 2022-09-27 | 2849496 |
| Net assets as of the beginning of the plan year | 2022-09-27 | 3585734 |
| Employer contributions to plan in this plan year | 2022-09-27 | 26444 |
| 2009: DEFRANCO & BRADLEY, P.C. 401(K) AND PROFIT SHARING 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 |
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