401k Plan data: MENDEL & ASSOCIATES PROFIT SHARING PLAN plan

MENDEL & ASSOCIATES PROFIT SHARING PLAN 401k Plan overview

Plan Name	MENDEL & ASSOCIATES PROFIT SHARING PLAN
Plan identification number	001

MENDEL & ASSOCIATES PROFIT SHARING 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

MENDEL & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: MENDEL & ASSOCIATES, INC.

Employer identification number (EIN): 461529518

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about MENDEL & ASSOCIATES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1994-10-18

Company Identification Number: P94000076451

Legal Registered Office Address: 10806 S.W. 72 STREET

MIAMI

33173

More information about MENDEL & ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MENDEL & ASSOCIATES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 LORI COLBERT 2021-10-15
001 2020-01-01 LORI COLBERT 2021-10-15
001 2019-01-01 LORI COLBERT 2020-10-13
001 2018-01-01 LORI COLBERT 2019-10-14
001 2017-01-01 LORI COLBERT
001 2016-01-01 ALLISON MENDEL
001 2015-01-01 ALLISON MENDEL
001 2014-01-01 ALLISON MENDEL
001 2013-01-01 ALLISON MENDEL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	LORI COLBERT	2021-10-15
001	2020-01-01	LORI COLBERT	2021-10-15
001	2019-01-01	LORI COLBERT	2020-10-13
001	2018-01-01	LORI COLBERT	2019-10-14
001	2017-01-01	LORI COLBERT
001	2016-01-01	ALLISON MENDEL
001	2015-01-01	ALLISON MENDEL
001	2014-01-01	ALLISON MENDEL
001	2013-01-01	ALLISON MENDEL

Plan Statistics for MENDEL & ASSOCIATES PROFIT SHARING PLAN

401k plan membership statisitcs for MENDEL & ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2017: MENDEL & ASSOCIATES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
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 6
Total of all active and inactive participants 2017-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 16
Number of participants with account balances 2017-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MENDEL & ASSOCIATES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
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 13
Total of all active and inactive participants 2016-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 22
Number of participants with account balances 2016-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MENDEL & ASSOCIATES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
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 10
Total of all active and inactive participants 2015-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 19
Number of participants with account balances 2015-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: MENDEL & ASSOCIATES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 19
Number of participants with account balances 2014-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: MENDEL & ASSOCIATES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2017: MENDEL & ASSOCIATES PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
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	6
Total of all active and inactive participants	2017-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	16
Number of participants with account balances	2017-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MENDEL & ASSOCIATES PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
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	13
Total of all active and inactive participants	2016-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	22
Number of participants with account balances	2016-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MENDEL & ASSOCIATES PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
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	10
Total of all active and inactive participants	2015-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	19
Number of participants with account balances	2015-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: MENDEL & ASSOCIATES PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	19
Number of participants with account balances	2014-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: MENDEL & ASSOCIATES PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on MENDEL & ASSOCIATES PROFIT SHARING PLAN

Measure	Date	Value
2017 : MENDEL & ASSOCIATES PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$77,199
Expenses. Total of all expenses incurred	2017-12-31	$1,404
Total plan assets at end of year	2017-12-31	$498,413
Total plan assets at beginning of year	2017-12-31	$422,618
Value of fidelity bond covering the plan	2017-12-31	$30,000
Total contributions received or receivable from participants	2017-12-31	$20,717
Expenses. Other expenses not covered elsewhere	2017-12-31	$1,404
Contributions received from other sources (not participants or employers)	2017-12-31	$959
Other income received	2017-12-31	$38,739
Net income (gross income less expenses)	2017-12-31	$75,795
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$498,413
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$422,618
Total contributions received or receivable from employer(s)	2017-12-31	$16,784
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : MENDEL & ASSOCIATES PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$67,695
Expenses. Total of all expenses incurred	2016-12-31	$20,313
Benefits paid (including direct rollovers)	2016-12-31	$16,317
Total plan assets at end of year	2016-12-31	$422,618
Total plan assets at beginning of year	2016-12-31	$375,236
Value of fidelity bond covering the plan	2016-12-31	$37,543
Total contributions received or receivable from participants	2016-12-31	$23,649
Other income received	2016-12-31	$26,843
Net income (gross income less expenses)	2016-12-31	$47,382
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$422,618
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$375,236
Total contributions received or receivable from employer(s)	2016-12-31	$17,203
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,996
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MENDEL & ASSOCIATES PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$42,536
Expenses. Total of all expenses incurred	2015-12-31	$11,100
Benefits paid (including direct rollovers)	2015-12-31	$7,271
Total plan assets at end of year	2015-12-31	$375,236
Total plan assets at beginning of year	2015-12-31	$343,800
Value of fidelity bond covering the plan	2015-12-31	$37,543
Total contributions received or receivable from participants	2015-12-31	$29,434
Other income received	2015-12-31	$-3,328
Net income (gross income less expenses)	2015-12-31	$31,436
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$375,236
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$343,800
Total contributions received or receivable from employer(s)	2015-12-31	$16,430
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,829
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MENDEL & ASSOCIATES PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$49,587
Expenses. Total of all expenses incurred	2014-12-31	$3,678
Total plan assets at end of year	2014-12-31	$343,800
Total plan assets at beginning of year	2014-12-31	$297,891
Value of fidelity bond covering the plan	2014-12-31	$34,380
Total contributions received or receivable from participants	2014-12-31	$27,496
Other income received	2014-12-31	$7,165
Net income (gross income less expenses)	2014-12-31	$45,909
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$343,800
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$297,891
Total contributions received or receivable from employer(s)	2014-12-31	$14,926
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,678
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MENDEL & ASSOCIATES PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$71,775
Expenses. Total of all expenses incurred	2013-12-31	$14,970
Benefits paid (including direct rollovers)	2013-12-31	$11,595
Total plan assets at end of year	2013-12-31	$297,891
Total plan assets at beginning of year	2013-12-31	$241,086
Value of fidelity bond covering the plan	2013-12-31	$30,000
Total contributions received or receivable from participants	2013-12-31	$27,267
Other income received	2013-12-31	$30,837
Net income (gross income less expenses)	2013-12-31	$56,805
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$297,891
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$241,086
Total contributions received or receivable from employer(s)	2013-12-31	$13,671
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,375
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for MENDEL & ASSOCIATES PROFIT SHARING PLAN

2017: MENDEL & ASSOCIATES PROFIT SHARING 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MENDEL & ASSOCIATES PROFIT SHARING 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MENDEL & ASSOCIATES PROFIT SHARING 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MENDEL & ASSOCIATES PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MENDEL & ASSOCIATES PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502012-01

Policy instance

Insurance contract or identification number	502012-01
Number of Individuals Covered	2
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
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?	Yes
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

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Company Name:	MENDEL & ASSOCIATES, INC.
Employer identification number (EIN):	461529518
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1994-10-18
Company Identification Number:	P94000076451
Legal Registered Office Address:	10806 S.W. 72 STREET MIAMI 33173