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Plan Name | STILES, BYRUM & HORNE, L.L.P. 401(K) PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | STILES BYRUM & HORNE, L.L.P. |
Employer identification number (EIN): | 562124926 |
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 |
---|---|---|---|---|---|
002 | 2022-01-01 | TERESA MOORE | 2023-06-28 | TERESA MOORE | 2023-06-28 |
002 | 2021-01-01 | TERESA MOORE | 2022-05-19 | TERRY HORNE | 2022-05-19 |
002 | 2020-01-01 | TERESA A MOORE | 2021-05-25 | TERESA A MOORE | 2021-05-25 |
002 | 2019-01-01 | TERRY HORNE | 2020-07-31 | TERRY HORNE | 2020-07-31 |
002 | 2018-01-01 | TERESA MOORE | 2019-06-25 | TERESA MOORE | 2019-06-25 |
002 | 2017-01-01 | ANGELA SMITH | 2018-07-24 | ||
002 | 2016-01-01 | ANGELA SMITH | 2017-06-06 | NED A. STILES | 2017-06-06 |
002 | 2015-01-01 | ANGELA SMITH | 2016-06-07 | NED A. STILES | 2016-06-07 |
002 | 2014-01-01 | NED A. STILES | 2015-08-19 | NED A. STILES | 2015-08-19 |
002 | 2013-01-01 | NED A. STILES | 2014-06-05 | ||
002 | 2012-01-01 | MELINDA COX | 2013-07-29 | MELINDA COX | 2013-07-29 |
002 | 2011-01-01 | NED A. STILES | 2012-06-25 | ||
002 | 2010-01-01 | NED STILES | 2011-06-23 | ||
002 | 2008-01-01 | NED STILES |
Measure | Date | Value |
---|---|---|
2008: STILES, BYRUM & HORNE, L.L.P. 401(K) PROFIT SHARING PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 4 |
Total of all active and inactive participants | 2008-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
Total participants | 2008-01-01 | 16 |
Number of participants with account balances | 2008-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2008 : STILES, BYRUM & HORNE, L.L.P. 401(K) PROFIT SHARING PLAN 2008 401k financial data | ||
Total plan liabilities at end of year | 2008-12-31 | $852 |
Total income from all sources | 2008-12-31 | $-430,820 |
Expenses. Total of all expenses incurred | 2008-12-31 | $13,811 |
Benefits paid (including direct rollovers) | 2008-12-31 | $13,411 |
Total plan assets at end of year | 2008-12-31 | $1,381,887 |
Total plan assets at beginning of year | 2008-12-31 | $1,825,666 |
Value of fidelity bond covering the plan | 2008-12-31 | $175,000 |
Total contributions received or receivable from participants | 2008-12-31 | $41,778 |
Expenses. Other expenses not covered elsewhere | 2008-12-31 | $400 |
Other income received | 2008-12-31 | $-516,058 |
Net income (gross income less expenses) | 2008-12-31 | $-444,631 |
Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $1,381,035 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $1,825,666 |
Assets. Value of participant loans | 2008-12-31 | $60,747 |
Total contributions received or receivable from employer(s) | 2008-12-31 | $43,460 |
2008: STILES, BYRUM & HORNE, L.L.P. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses | ||
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2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | Yes |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Insurance | Yes |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2008-01-01 | Plan benefit arrangement – Insurance | Yes |
2008-01-01 | Plan benefit arrangement - Trust | Yes |
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 12937 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
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NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 45336 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
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