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| Plan Name | BAR ASSN OF METRO ST LOUIS RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | BAR ASSN OF METRO ST LOUIS |
| Employer identification number (EIN): | 430605907 |
| 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 | 2021-05-01 | DANIEL BARNETT | 2022-05-17 | DANIEL BARNETT | 2022-05-17 |
| 001 | 2020-05-01 | DANIEL BARNETT | 2021-10-15 | DANIEL BARNETT | 2021-10-15 |
| 001 | 2019-05-01 | DANIEL BARNETT | 2020-10-19 | DANIEL BARNETT | 2020-10-19 |
| 001 | 2018-05-01 | DANIEL BARNETT | 2021-03-25 | DANIEL BARNETT | 2021-03-25 |
| 001 | 2018-05-01 | DANIEL BARNETT | 2021-10-13 | DANIEL BARNETT | 2021-10-13 |
| 001 | 2017-05-01 | ZOE LINZA | 2018-10-18 | ||
| 001 | 2016-05-01 | ZOE LINZA | 2017-11-06 | ||
| 001 | 2015-05-01 | ZOE LINZA | |||
| 001 | 2014-05-01 | ZOE LINZA | 2015-07-31 | ||
| 001 | 2013-05-01 | ZOE LINZA | 2015-01-05 | ||
| 001 | 2012-05-01 | ZOE LINZA | 2014-01-10 | ||
| 001 | 2011-05-01 | ZOE LINZA | 2012-07-17 | ||
| 001 | 2010-05-01 | ZOE LYLE | 2011-07-19 | ZOE LYLE | 2011-07-18 |
| Measure | Date | Value |
|---|---|---|
| 2016 : BAR ASSN OF METRO ST LOUIS RETIREMENT PLAN 2016 401k financial data | ||
| Total income from all sources | 2016-04-30 | $131,029 |
| Expenses. Total of all expenses incurred | 2016-04-30 | $89,818 |
| Benefits paid (including direct rollovers) | 2016-04-30 | $89,661 |
| Total plan assets at end of year | 2016-04-30 | $534,985 |
| Total plan assets at beginning of year | 2016-04-30 | $493,774 |
| Value of fidelity bond covering the plan | 2016-04-30 | $65,000 |
| Expenses. Other expenses not covered elsewhere | 2016-04-30 | $157 |
| Other income received | 2016-04-30 | $71,926 |
| Net income (gross income less expenses) | 2016-04-30 | $41,211 |
| Net plan assets at end of year (total assets less liabilities) | 2016-04-30 | $534,985 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-04-30 | $493,774 |
| Total contributions received or receivable from employer(s) | 2016-04-30 | $59,103 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-04-30 | $0 |
| 2015: BAR ASSN OF METRO ST LOUIS RETIREMENT PLAN 2015 form 5500 responses | ||
|---|---|---|
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | Submission has been amended | No |
| 2015-05-01 | This submission is the final filing | No |
| 2015-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-05-01 | Plan is a collectively bargained plan | No |
| 2015-05-01 | Plan funding arrangement – Trust | Yes |
| 2015-05-01 | Plan benefit arrangement - Trust | Yes |
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