401k Plan data: BUSH LAW FIRM RETIREMENT PLAN plan

BUSH LAW FIRM RETIREMENT PLAN 401k Plan overview

Plan Name	BUSH LAW FIRM RETIREMENT PLAN
Plan identification number	001

BUSH LAW FIRM 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.
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.
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

THE LAW OFFICES OF TOM BUSH, P.A. has sponsored the creation of one or more 401k plans.

Company Name: THE LAW OFFICES OF TOM BUSH, P.A.

Employer identification number (EIN): 562142466

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUSH LAW FIRM RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 NORMAN REID 2024-08-14
001 2022-01-01 NORMAN REID 2023-09-19
001 2021-01-01 TOM BUSH 2022-07-11 TOM BUSH 2022-07-11
001 2020-01-01 TOM BUSH 2021-10-14
001 2019-01-01 TOM BUSH 2020-10-15
001 2018-01-01 TOM BUSH 2019-10-08
001 2018-01-01 TOM BUSH 2019-11-06
001 2017-01-01 TOM BUSH 2018-07-30
001 2016-01-01 TOM BUSH 2017-06-08 TOM BUSH 2017-06-08
001 2015-01-01 TOM BUSH 2016-09-01 TOM BUSH 2016-09-01
001 2014-01-01 TOM BUSH 2015-08-06 TOM BUSH 2015-08-06
001 2013-01-01 TOM BUSH 2014-07-22 TOM BUSH 2014-07-22
001 2012-01-01 TOM BUSH 2013-09-17 TOM BUSH 2013-09-17
001 2011-01-01 TOM BUSH 2012-05-30
001 2010-01-01 TOM BUSH 2011-07-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	NORMAN REID	2024-08-14
001	2022-01-01	NORMAN REID	2023-09-19
001	2021-01-01	TOM BUSH	2022-07-11	TOM BUSH	2022-07-11
001	2020-01-01	TOM BUSH	2021-10-14
001	2019-01-01	TOM BUSH	2020-10-15
001	2018-01-01	TOM BUSH	2019-10-08
001	2018-01-01	TOM BUSH	2019-11-06
001	2017-01-01	TOM BUSH	2018-07-30
001	2016-01-01	TOM BUSH	2017-06-08	TOM BUSH	2017-06-08
001	2015-01-01	TOM BUSH	2016-09-01	TOM BUSH	2016-09-01
001	2014-01-01	TOM BUSH	2015-08-06	TOM BUSH	2015-08-06
001	2013-01-01	TOM BUSH	2014-07-22	TOM BUSH	2014-07-22
001	2012-01-01	TOM BUSH	2013-09-17	TOM BUSH	2013-09-17
001	2011-01-01	TOM BUSH	2012-05-30
001	2010-01-01	TOM BUSH	2011-07-05

Financial Data on BUSH LAW FIRM RETIREMENT PLAN

Measure	Date	Value
2025 : BUSH LAW FIRM RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-08-11	0
Total liabilities as of the end of the plan year	2025-08-11	0
Total liabilities as of the beginning of the plan year	2025-08-11	0
Total expenses incurred by plan in this plan year	2025-08-11	386665
Net assets as of the end of the plan year	2025-08-11	1938100
Total assets as of the beginning of the plan year	2025-08-11	2040236
Value of plan covered by a fidelity bond	2025-08-11	200000
Participant contributions to plan in this plan year	2025-08-11	39907
Value of participant loans at end of plan year	2025-08-11	26363
Other contributions to plan in this plan year	2025-08-11	0
Other income to plan in this plan year	2025-08-11	227444
Plan net income in this plan year	2025-08-11	-102136
Net assets as of the end of the plan year	2025-08-11	1938100
Net assets as of the beginning of the plan year	2025-08-11	2040236
Employer contributions to plan in this plan year	2025-08-11	17178
Fees paid to broker by Benefit Provider	2025-08-11	5121
Expensese paid to adminstrative service provicers from plan in this plan year	2025-08-11	28628
2024 : BUSH LAW FIRM RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-08-14	0
Total liabilities as of the beginning of the plan year	2024-08-14	0
Total expenses incurred by plan in this plan year	2024-08-14	75196
Net assets as of the end of the plan year	2024-08-14	2040236
Total assets as of the beginning of the plan year	2024-08-14	1721186
Value of plan covered by a fidelity bond	2024-08-14	200000
Participant contributions to plan in this plan year	2024-08-14	83388
Value of participant loans at end of plan year	2024-08-14	32593
Other expenses paid from plan in this plan year	2024-08-14	0
Other contributions to plan in this plan year	2024-08-14	0
Other income to plan in this plan year	2024-08-14	275896
Plan net income in this plan year	2024-08-14	319050
Net assets as of the end of the plan year	2024-08-14	2040236
Net assets as of the beginning of the plan year	2024-08-14	1721186
Employer contributions to plan in this plan year	2024-08-14	34962
Fees paid to broker by Benefit Provider	2024-08-14	4566
Expensese paid to adminstrative service provicers from plan in this plan year	2024-08-14	26706

Potentially related plans

BUSH LAW FIRM 401K PLAN [EIN = 870472949]

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Company Name:	THE LAW OFFICES OF TOM BUSH, P.A.
Employer identification number (EIN):	562142466
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers