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BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 401k Plan overview

Plan NameBRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN
Plan identification number 001

BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

BRANCATO, HAGGERTY, & PALMENTERE LC has sponsored the creation of one or more 401k plans.

Company Name:BRANCATO, HAGGERTY, & PALMENTERE LC
Employer identification number (EIN):431701278
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01CHUCK PALMENTERE
0012023-01-01
0012023-01-01CHUCK PALMENTERE
0012022-01-01
0012022-01-01CHUCK PALMENTERE
0012021-01-01
0012021-01-01CHUCK PALMENTERE
0012020-01-01
0012019-01-01
0012018-01-01CHUCK PALMENTERE
0012017-01-01CHUCK PALMENTERE
0012016-01-01JOHN GOLWAY
0012015-01-01JOHN GOLWAY
0012014-01-01JOHN GOLWAY
0012013-01-01JOHN GOLWAY
0012012-01-01JOHN GOLWAY
0012011-01-01JOHN GOLWAY
0012010-01-01JOHN GOLWAY
0012009-01-01JOHN GOLWAY
0012009-01-01JOHN GOLWAY
0012009-01-01

Financial Data on BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN

Measure Date Value
2023 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$218,154
Total plan assets at end of year2023-12-31$1,444,024
Total plan assets at beginning of year2023-12-31$1,225,870
Total contributions received or receivable from participants2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$218,154
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$218,154
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,444,024
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,225,870
Total contributions received or receivable from employer(s)2023-12-31$0
2022 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-197,467
Total plan assets at end of year2022-12-31$1,225,870
Total plan assets at beginning of year2022-12-31$1,423,337
Total contributions received or receivable from participants2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-197,467
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-197,467
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,225,870
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,423,337
Total contributions received or receivable from employer(s)2022-12-31$0
2021 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$212,301
Total plan assets at end of year2021-12-31$1,423,337
Total plan assets at beginning of year2021-12-31$1,211,036
Other income received2021-12-31$212,301
Net income (gross income less expenses)2021-12-31$212,301
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,423,337
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,211,036
2020 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$73,803
Total plan assets at end of year2020-12-31$1,211,036
Total plan assets at beginning of year2020-12-31$1,137,233
Other income received2020-12-31$73,803
Net income (gross income less expenses)2020-12-31$73,803
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,211,036
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,137,233
2019 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$164,713
Total plan assets at end of year2019-12-31$1,137,233
Total plan assets at beginning of year2019-12-31$972,520
Other income received2019-12-31$164,713
Net income (gross income less expenses)2019-12-31$164,713
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,137,233
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$972,520
2018 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-84,508
Expenses. Total of all expenses incurred2018-12-31$429,045
Benefits paid (including direct rollovers)2018-12-31$429,045
Total plan assets at end of year2018-12-31$972,520
Total plan assets at beginning of year2018-12-31$1,486,073
Other income received2018-12-31$-84,508
Net income (gross income less expenses)2018-12-31$-513,553
Net plan assets at end of year (total assets less liabilities)2018-12-31$972,520
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,486,073
2017 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$153,516
Total plan assets at end of year2017-12-31$1,486,073
Total plan assets at beginning of year2017-12-31$1,332,557
Other income received2017-12-31$153,516
Net income (gross income less expenses)2017-12-31$153,516
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,486,073
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,332,557
2016 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$24,622
Total plan assets at end of year2016-12-31$1,332,557
Total plan assets at beginning of year2016-12-31$1,307,935
Other income received2016-12-31$24,622
Net income (gross income less expenses)2016-12-31$24,622
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,332,557
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,307,935
2015 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-56,833
Total plan assets at end of year2015-12-31$1,307,935
Total plan assets at beginning of year2015-12-31$1,364,768
Other income received2015-12-31$-56,833
Net income (gross income less expenses)2015-12-31$-56,833
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,307,935
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,364,768
2014 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,409
Total plan assets at end of year2014-12-31$1,364,768
Total plan assets at beginning of year2014-12-31$1,363,359
Other income received2014-12-31$1,409
Net income (gross income less expenses)2014-12-31$1,409
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,364,768
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,363,359
2013 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$269,930
Total plan assets at end of year2013-12-31$1,363,359
Total plan assets at beginning of year2013-12-31$1,093,429
Other income received2013-12-31$269,930
Net income (gross income less expenses)2013-12-31$269,930
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,363,359
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,093,429
2012 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$160,080
Expenses. Total of all expenses incurred2012-12-31$2
Total plan assets at end of year2012-12-31$1,093,429
Total plan assets at beginning of year2012-12-31$933,351
Value of fidelity bond covering the plan2012-12-31$25,000
Other income received2012-12-31$2,080
Net income (gross income less expenses)2012-12-31$160,078
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,093,429
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$933,351
Total contributions received or receivable from employer(s)2012-12-31$158,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2
2011 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-26,591
Total plan assets at end of year2011-12-31$933,351
Total plan assets at beginning of year2011-12-31$959,942
Value of fidelity bond covering the plan2011-12-31$25,000
Other income received2011-12-31$-26,591
Net income (gross income less expenses)2011-12-31$-26,591
Net plan assets at end of year (total assets less liabilities)2011-12-31$933,351
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$959,942
2010 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$216,338
Total plan assets at end of year2010-12-31$959,942
Total plan assets at beginning of year2010-12-31$743,604
Value of fidelity bond covering the plan2010-12-31$25,000
Other income received2010-12-31$216,338
Net income (gross income less expenses)2010-12-31$216,338
Net plan assets at end of year (total assets less liabilities)2010-12-31$959,942
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$743,604

Form 5500 Responses for BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN

2023: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFS1753
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFS1753
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFS1753
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFS1753
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFS1753
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFS1753
Policy instance 1

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