401k Plan data: RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST plan

RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST 401k Plan overview

Plan Name	RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST
Plan identification number	001

RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST 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.
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

RAFTERY, JANECZEK & HOELSCHER, PC has sponsored the creation of one or more 401k plans.

Company Name: RAFTERY, JANECZEK & HOELSCHER, PC

Employer identification number (EIN): 383021648

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 JAMES J RAFTERY JAMES J RAFTERY 2015-07-08
001 2013-01-01 JAMES J RAFTERY JAMES J RAFTERY 2014-05-29
001 2012-01-01 JAMES J RAFTERY JAMES J RAFTERY 2013-06-07
001 2011-01-01 JAMES J RAFTERY JAMES J RAFTERY 2012-06-06
001 2010-01-01 JAMES J RAFTERY JAMES J RAFTERY 2011-07-18
001 2009-01-01 JAMES J RAFTERY JAMES J RAFTERY 2010-06-16

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	JAMES J RAFTERY	JAMES J RAFTERY	2015-07-08
001	2013-01-01	JAMES J RAFTERY	JAMES J RAFTERY	2014-05-29
001	2012-01-01	JAMES J RAFTERY	JAMES J RAFTERY	2013-06-07
001	2011-01-01	JAMES J RAFTERY	JAMES J RAFTERY	2012-06-06
001	2010-01-01	JAMES J RAFTERY	JAMES J RAFTERY	2011-07-18
001	2009-01-01	JAMES J RAFTERY	JAMES J RAFTERY	2010-06-16

Financial Data on RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST

Measure	Date	Value
2017 : RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$848
Total plan liabilities at beginning of year	2017-12-31	$739
Total income from all sources	2017-12-31	$417,115
Expenses. Total of all expenses incurred	2017-12-31	$642,226
Benefits paid (including direct rollovers)	2017-12-31	$642,226
Total plan assets at end of year	2017-12-31	$1,484,505
Total plan assets at beginning of year	2017-12-31	$1,709,507
Value of fidelity bond covering the plan	2017-12-31	$200,000
Contributions received from other sources (not participants or employers)	2017-12-31	$106,036
Other income received	2017-12-31	$263,787
Net income (gross income less expenses)	2017-12-31	$-225,111
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,483,657
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,708,768
Assets. Value of participant loans	2017-12-31	$22,334
Total contributions received or receivable from employer(s)	2017-12-31	$47,292
2016 : RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$739
Total plan liabilities at beginning of year	2016-12-31	$715
Total income from all sources	2016-12-31	$331,428
Total plan assets at end of year	2016-12-31	$1,709,507
Total plan assets at beginning of year	2016-12-31	$1,378,055
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$162,123
Other income received	2016-12-31	$99,421
Net income (gross income less expenses)	2016-12-31	$331,428
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,708,768
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,377,340
Assets. Value of participant loans	2016-12-31	$37,624
Total contributions received or receivable from employer(s)	2016-12-31	$69,884
2015 : RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$-455,594
Total plan liabilities at end of year	2015-12-31	$715
Total plan liabilities at beginning of year	2015-12-31	$719
Total income from all sources	2015-12-31	$191,317
Total plan assets at end of year	2015-12-31	$1,378,055
Total plan assets at beginning of year	2015-12-31	$1,642,336
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$140,437
Other income received	2015-12-31	$-16,760
Net income (gross income less expenses)	2015-12-31	$191,317
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,377,340
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,641,617
Assets. Value of participant loans	2015-12-31	$18,089
Total contributions received or receivable from employer(s)	2015-12-31	$67,640
2014 : RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$719
Total plan liabilities at beginning of year	2014-12-31	$681
Total income from all sources	2014-12-31	$235,588
Expenses. Total of all expenses incurred	2014-12-31	$163
Total plan assets at end of year	2014-12-31	$1,642,336
Total plan assets at beginning of year	2014-12-31	$1,406,873
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$128,331
Expenses. Other expenses not covered elsewhere	2014-12-31	$163
Other income received	2014-12-31	$47,441
Net income (gross income less expenses)	2014-12-31	$235,425
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,641,617
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,406,192
Assets. Value of participant loans	2014-12-31	$10,000
Total contributions received or receivable from employer(s)	2014-12-31	$59,816
2013 : RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$681
Total plan liabilities at beginning of year	2013-12-31	$11,956
Total income from all sources	2013-12-31	$371,859
Total plan assets at end of year	2013-12-31	$1,406,873
Total plan assets at beginning of year	2013-12-31	$1,046,289
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$130,610
Other income received	2013-12-31	$180,009
Net income (gross income less expenses)	2013-12-31	$371,859
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,406,192
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,034,333
Total contributions received or receivable from employer(s)	2013-12-31	$61,240
2012 : RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$11,956
Total plan liabilities at beginning of year	2012-12-31	$630
Total income from all sources	2012-12-31	$249,492
Total plan assets at end of year	2012-12-31	$1,046,289
Total plan assets at beginning of year	2012-12-31	$785,471
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$118,831
Other income received	2012-12-31	$79,496
Net income (gross income less expenses)	2012-12-31	$249,492
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,034,333
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$784,841
Total contributions received or receivable from employer(s)	2012-12-31	$51,165
2011 : RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$630
Total plan liabilities at beginning of year	2011-12-31	$675
Total income from all sources	2011-12-31	$114,229
Total plan assets at end of year	2011-12-31	$785,471
Total plan assets at beginning of year	2011-12-31	$671,287
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$87,864
Other income received	2011-12-31	$-20,892
Net income (gross income less expenses)	2011-12-31	$114,229
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$784,841
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$670,612
Total contributions received or receivable from employer(s)	2011-12-31	$47,257
2010 : RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$675
Total income from all sources	2010-12-31	$186,800
Expenses. Total of all expenses incurred	2010-12-31	$27,010
Benefits paid (including direct rollovers)	2010-12-31	$27,010
Total plan assets at end of year	2010-12-31	$671,287
Total plan assets at beginning of year	2010-12-31	$510,822
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$77,634
Other income received	2010-12-31	$67,569
Net income (gross income less expenses)	2010-12-31	$159,790
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$670,612
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$510,822
Total contributions received or receivable from employer(s)	2010-12-31	$41,597

Form 5500 Responses for RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST

2017: RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: RAFTERY & ASSOCIATES, P.C. EMPLOYEES' PROFIT SHARING TRUST 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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Company Name:	RAFTERY, JANECZEK & HOELSCHER, PC
Employer identification number (EIN):	383021648
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers