401k Plan data: VBPNP, LLP RETIREMENT PLAN plan

VBPNP, LLP RETIREMENT PLAN 401k Plan overview

Plan Name	VBPNP, LLP RETIREMENT PLAN
Plan identification number	001

VBPNP, LLP RETIREMENT 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

VBPNP, LLP has sponsored the creation of one or more 401k plans.

Company Name: VBPNP, LLP

Employer identification number (EIN): 472367027

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VBPNP, LLP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JOHN BARKER 2023-10-11 JOHN BARKER 2023-10-11
001 2021-01-01 JOHN BARKER 2022-10-12
001 2020-01-01 JOHN BARKER 2021-10-12 JOHN BARKER 2021-10-12
001 2019-01-01 JOHN BARKER 2020-10-08 JOHN BARKER 2020-10-08
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-03-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JOHN BARKER	2023-10-11	JOHN BARKER	2023-10-11
001	2021-01-01	JOHN BARKER	2022-10-12
001	2020-01-01	JOHN BARKER	2021-10-12	JOHN BARKER	2021-10-12
001	2019-01-01	JOHN BARKER	2020-10-08	JOHN BARKER	2020-10-08
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-03-13

Plan Statistics for VBPNP, LLP RETIREMENT PLAN

401k plan membership statisitcs for VBPNP, LLP RETIREMENT PLAN

Measure Date Value
2022: VBPNP, LLP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 139
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 32
Total of all active and inactive participants 2022-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 171
Number of participants with account balances 2022-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 11
2021: VBPNP, LLP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 125
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 28
Total of all active and inactive participants 2021-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 153
Number of participants with account balances 2021-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: VBPNP, LLP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 131
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 33
Total of all active and inactive participants 2020-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 164
Number of participants with account balances 2020-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: VBPNP, LLP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 154
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 21
Total of all active and inactive participants 2019-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 175
Number of participants with account balances 2019-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3

Measure	Date	Value
2022: VBPNP, LLP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	139
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	32
Total of all active and inactive participants	2022-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	171
Number of participants with account balances	2022-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	11
2021: VBPNP, LLP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	125
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	28
Total of all active and inactive participants	2021-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	153
Number of participants with account balances	2021-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: VBPNP, LLP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	131
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	33
Total of all active and inactive participants	2020-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	164
Number of participants with account balances	2020-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: VBPNP, LLP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	154
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	21
Total of all active and inactive participants	2019-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	175
Number of participants with account balances	2019-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3

Financial Data on VBPNP, LLP RETIREMENT PLAN

Measure	Date	Value
2022 : VBPNP, LLP RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$366,475
Total of all expenses incurred	2022-12-31	$576,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$485,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,885,451
Value of total assets at end of year	2022-12-31	$9,476,175
Value of total assets at beginning of year	2022-12-31	$9,686,344
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$90,837
Total interest from all sources	2022-12-31	$12,347
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$348,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$348,994
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,019,430
Participant contributions at end of year	2022-12-31	$141,849
Participant contributions at beginning of year	2022-12-31	$115,424
Participant contributions at end of year	2022-12-31	$52,050
Participant contributions at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$25,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-210,169
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$9,476,175
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,686,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,251,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,599,119
Interest on participant loans	2022-12-31	$7,050
Interest earned on other investments	2022-12-31	$5,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$599,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$593,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,905,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$866,021
Employer contributions (assets) at end of year	2022-12-31	$430,413
Employer contributions (assets) at beginning of year	2022-12-31	$377,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$485,807
Contract administrator fees	2022-12-31	$90,837
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN	2022-12-31	431947695
2021 : VBPNP, LLP RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$3,131,945
Total of all expenses incurred	2021-12-31	$525,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$452,155
Expenses. Certain deemed distributions of participant loans	2021-12-31	$1,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,885,362
Value of total assets at end of year	2021-12-31	$9,686,344
Value of total assets at beginning of year	2021-12-31	$7,080,312
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$72,639
Total interest from all sources	2021-12-31	$5,408
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$476,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$476,904
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$928,592
Participant contributions at end of year	2021-12-31	$115,424
Participant contributions at beginning of year	2021-12-31	$95,021
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$141,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,606,032
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,686,344
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,080,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,599,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,671,236
Interest on participant loans	2021-12-31	$5,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$593,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$263,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$764,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$814,884
Employer contributions (assets) at end of year	2021-12-31	$377,911
Employer contributions (assets) at beginning of year	2021-12-31	$50,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$452,155
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$72,639
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN	2021-12-31	431947695
2020 : VBPNP, LLP RETIREMENT PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,559,329
Total loss/gain on sale of assets	2020-12-31	$-9,730
Total of all expenses incurred	2020-12-31	$174,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$137,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,634,908
Value of total assets at end of year	2020-12-31	$7,080,312
Value of total assets at beginning of year	2020-12-31	$4,695,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$36,228
Total interest from all sources	2020-12-31	$5,550
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$140,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$140,391
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$937,258
Participant contributions at end of year	2020-12-31	$95,021
Participant contributions at beginning of year	2020-12-31	$50,574
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$198,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,385,166
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,080,312
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,695,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,671,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,201,150
Interest on participant loans	2020-12-31	$5,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$14,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$14,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$263,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$788,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$499,427
Employer contributions (assets) at end of year	2020-12-31	$50,482
Employer contributions (assets) at beginning of year	2020-12-31	$37,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$137,935
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$104,406
Contract administrator fees	2020-12-31	$36,228
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$285,428
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$-9,730
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN	2020-12-31	431947695
2019 : VBPNP, LLP RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,120,655
Total income from all sources (including contributions)	2019-12-31	$2,120,655
Total of all expenses incurred	2019-12-31	$98,224
Total of all expenses incurred	2019-12-31	$98,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$71,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$71,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,296,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,296,526
Value of total assets at end of year	2019-12-31	$4,695,146
Value of total assets at end of year	2019-12-31	$4,695,146
Value of total assets at beginning of year	2019-12-31	$2,672,715
Value of total assets at beginning of year	2019-12-31	$2,672,715
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$26,754
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$26,754
Total interest from all sources	2019-12-31	$14,596
Total interest from all sources	2019-12-31	$14,596
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$203,865
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$203,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$203,865
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$203,865
Administrative expenses professional fees incurred	2019-12-31	$4,306
Administrative expenses professional fees incurred	2019-12-31	$4,306
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$267,000
Value of fidelity bond cover	2019-12-31	$267,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$825,804
Contributions received from participants	2019-12-31	$825,804
Participant contributions at end of year	2019-12-31	$50,574
Participant contributions at end of year	2019-12-31	$50,574
Participant contributions at beginning of year	2019-12-31	$1,024
Participant contributions at beginning of year	2019-12-31	$1,024
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$24,483
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$24,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,022,431
Value of net income/loss	2019-12-31	$2,022,431
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,695,146
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,695,146
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,672,715
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,672,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$22,448
Investment advisory and management fees	2019-12-31	$22,448
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,201,150
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,201,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,417,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,417,199
Interest on participant loans	2019-12-31	$2,873
Interest on participant loans	2019-12-31	$2,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$14,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$14,052
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$21,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$21,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$21,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$21,386
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$11,723
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$11,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$605,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$605,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$446,239
Contributions received in cash from employer	2019-12-31	$446,239
Employer contributions (assets) at end of year	2019-12-31	$37,161
Employer contributions (assets) at end of year	2019-12-31	$37,161
Employer contributions (assets) at beginning of year	2019-12-31	$21,384
Employer contributions (assets) at beginning of year	2019-12-31	$21,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$71,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$71,470
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$104,406
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$104,406
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$285,428
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$285,428
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$211,722
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$211,722
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MAYER HOFFMAN MCCANN CPAS
Accountancy firm name	2019-12-31	MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN	2019-12-31	431947695
Accountancy firm EIN	2019-12-31	431947695

Form 5500 Responses for VBPNP, LLP RETIREMENT PLAN

2022: VBPNP, LLP RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: VBPNP, LLP RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: VBPNP, LLP RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: VBPNP, LLP RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

386802-01

Policy instance

Insurance contract or identification number	386802-01
Number of Individuals Covered	12
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Other information about contract	MUTUAL FUNDS

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

386802-01

Policy instance

Insurance contract or identification number	386802-01
Number of Individuals Covered	10
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Other information about contract	MUTUAL FUNDS

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

386802-01

Policy instance

Insurance contract or identification number	386802-01
Number of Individuals Covered	8
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $230
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Other information about contract	MUTUAL FUNDS
Commission paid to Insurance Broker	USD $230
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

386802-01

Policy instance

Insurance contract or identification number	386802-01
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $5
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Other information about contract	GROUP ANNUITY CONTRACT
Commission paid to Insurance Broker	USD $5
Insurance broker organization code?	3

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	VBPNP, LLP
Employer identification number (EIN):	472367027
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers