401k Plan data: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN plan

LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN
Plan identification number	001

LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

LEE BLACK & HOLLIS PC has sponsored the creation of one or more 401k plans.

Company Name: LEE BLACK & HOLLIS PC

Employer identification number (EIN): 581752467

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-10-01 W. JERROLD BLACK 2021-06-10
001 2019-10-01 W. JERROLD BLACK 2021-01-03
001 2016-10-01
001 2015-10-01 W. JERROLD BLACK W. JERROLD BLACK 2017-03-16
001 2014-10-01 W JERROLD BLACK W JERROLD BLACK 2016-01-27
001 2013-10-01 PLAN ADMINISTRATOR-W. JERROLD BLACK PLAN ADMINISTRATOR-W. JERROLD BLACK 2015-02-09
001 2012-10-01 W JERROLD BLACK W JERROLD BLACK 2014-04-09
001 2011-10-01 W JERROLD BLACK W JERROLD BLACK 2013-02-27
001 2010-10-01 WJERROLD BLACK WJERROLD BLACK 2012-02-02
001 2009-10-01 WJERROLD BLACK WJERROLD BLACK 2011-06-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-10-01	W. JERROLD BLACK	2021-06-10
001	2019-10-01	W. JERROLD BLACK	2021-01-03
001	2016-10-01
001	2015-10-01	W. JERROLD BLACK		W. JERROLD BLACK	2017-03-16
001	2014-10-01	W JERROLD BLACK		W JERROLD BLACK	2016-01-27
001	2013-10-01	PLAN ADMINISTRATOR-W. JERROLD BLACK		PLAN ADMINISTRATOR-W. JERROLD BLACK	2015-02-09
001	2012-10-01	W JERROLD BLACK		W JERROLD BLACK	2014-04-09
001	2011-10-01	W JERROLD BLACK		W JERROLD BLACK	2013-02-27
001	2010-10-01	WJERROLD BLACK		WJERROLD BLACK	2012-02-02
001	2009-10-01	WJERROLD BLACK		WJERROLD BLACK	2011-06-14

Plan Statistics for LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN

401k plan membership statisitcs for LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN

Measure Date Value
2020: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 17
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 0
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 0
Total of all active and inactive participants 2020-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 0
Number of participants with account balances 2020-10-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 0
2016: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 15
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 7
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 6
Total of all active and inactive participants 2016-10-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 1
Total participants 2016-10-01 14
Number of participants with account balances 2016-10-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 7
Number of retired or separated participants receiving benefits 2015-10-01 1
Number of other retired or separated participants entitled to future benefits 2015-10-01 6
Total of all active and inactive participants 2015-10-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 1
Total participants 2015-10-01 15
Number of participants with account balances 2015-10-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 6
Number of retired or separated participants receiving benefits 2014-10-01 1
Number of other retired or separated participants entitled to future benefits 2014-10-01 6
Total of all active and inactive participants 2014-10-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 1
Total participants 2014-10-01 14
Number of participants with account balances 2014-10-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 16
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 6
Number of retired or separated participants receiving benefits 2013-10-01 1
Number of other retired or separated participants entitled to future benefits 2013-10-01 7
Total of all active and inactive participants 2013-10-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 1
Total participants 2013-10-01 15
Number of participants with account balances 2013-10-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 16
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 6
Number of retired or separated participants receiving benefits 2012-10-01 2
Number of other retired or separated participants entitled to future benefits 2012-10-01 7
Total of all active and inactive participants 2012-10-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 1
Total participants 2012-10-01 16
Number of participants with account balances 2012-10-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 7
Number of retired or separated participants receiving benefits 2011-10-01 1
Number of other retired or separated participants entitled to future benefits 2011-10-01 6
Total of all active and inactive participants 2011-10-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 1
Total participants 2011-10-01 15
Number of participants with account balances 2011-10-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2010: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 16
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 7
Number of retired or separated participants receiving benefits 2010-10-01 2
Number of other retired or separated participants entitled to future benefits 2010-10-01 6
Total of all active and inactive participants 2010-10-01 15
Total participants 2010-10-01 15
Number of participants with account balances 2010-10-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 0
2009: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 17
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 7
Number of retired or separated participants receiving benefits 2009-10-01 1
Number of other retired or separated participants entitled to future benefits 2009-10-01 7
Total of all active and inactive participants 2009-10-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 1
Total participants 2009-10-01 16
Number of participants with account balances 2009-10-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2020: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	17
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	0
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	0
Total of all active and inactive participants	2020-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	0
Number of participants with account balances	2020-10-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	0
2016: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	15
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	7
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	6
Total of all active and inactive participants	2016-10-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	1
Total participants	2016-10-01	14
Number of participants with account balances	2016-10-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	7
Number of retired or separated participants receiving benefits	2015-10-01	1
Number of other retired or separated participants entitled to future benefits	2015-10-01	6
Total of all active and inactive participants	2015-10-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	1
Total participants	2015-10-01	15
Number of participants with account balances	2015-10-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	6
Number of retired or separated participants receiving benefits	2014-10-01	1
Number of other retired or separated participants entitled to future benefits	2014-10-01	6
Total of all active and inactive participants	2014-10-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	1
Total participants	2014-10-01	14
Number of participants with account balances	2014-10-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	16
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	6
Number of retired or separated participants receiving benefits	2013-10-01	1
Number of other retired or separated participants entitled to future benefits	2013-10-01	7
Total of all active and inactive participants	2013-10-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	1
Total participants	2013-10-01	15
Number of participants with account balances	2013-10-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	16
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	6
Number of retired or separated participants receiving benefits	2012-10-01	2
Number of other retired or separated participants entitled to future benefits	2012-10-01	7
Total of all active and inactive participants	2012-10-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	1
Total participants	2012-10-01	16
Number of participants with account balances	2012-10-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	7
Number of retired or separated participants receiving benefits	2011-10-01	1
Number of other retired or separated participants entitled to future benefits	2011-10-01	6
Total of all active and inactive participants	2011-10-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	1
Total participants	2011-10-01	15
Number of participants with account balances	2011-10-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2010: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	16
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	7
Number of retired or separated participants receiving benefits	2010-10-01	2
Number of other retired or separated participants entitled to future benefits	2010-10-01	6
Total of all active and inactive participants	2010-10-01	15
Total participants	2010-10-01	15
Number of participants with account balances	2010-10-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	0
2009: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	7
Number of retired or separated participants receiving benefits	2009-10-01	1
Number of other retired or separated participants entitled to future benefits	2009-10-01	7
Total of all active and inactive participants	2009-10-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	1
Total participants	2009-10-01	16
Number of participants with account balances	2009-10-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN

Measure	Date	Value
2021 : LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-06-30	$457,299
Expenses. Total of all expenses incurred	2021-06-30	$2,312,398
Benefits paid (including direct rollovers)	2021-06-30	$2,309,983
Total plan assets at end of year	2021-06-30	$0
Total plan assets at beginning of year	2021-06-30	$1,855,099
Value of fidelity bond covering the plan	2021-06-30	$500,000
Total contributions received or receivable from participants	2021-06-30	$0
Contributions received from other sources (not participants or employers)	2021-06-30	$374,559
Other income received	2021-06-30	$82,740
Noncash contributions received	2021-06-30	$0
Net income (gross income less expenses)	2021-06-30	$-1,855,099
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$1,855,099
Total contributions received or receivable from employer(s)	2021-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-06-30	$2,415
2020 : LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-09-30	$187,035
Expenses. Total of all expenses incurred	2020-09-30	$201,022
Benefits paid (including direct rollovers)	2020-09-30	$180,430
Total plan assets at end of year	2020-09-30	$1,855,099
Total plan assets at beginning of year	2020-09-30	$1,869,086
Value of fidelity bond covering the plan	2020-09-30	$500,000
Total contributions received or receivable from participants	2020-09-30	$48,550
Expenses. Other expenses not covered elsewhere	2020-09-30	$10,326
Contributions received from other sources (not participants or employers)	2020-09-30	$180,430
Other income received	2020-09-30	$-83,648
Net income (gross income less expenses)	2020-09-30	$-13,987
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$1,855,099
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$1,869,086
Total contributions received or receivable from employer(s)	2020-09-30	$41,703
Expenses. Administrative service providers (salaries,fees and commissions)	2020-09-30	$10,266
2019 : LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-09-30	$170,344
Expenses. Total of all expenses incurred	2019-09-30	$926,881
Benefits paid (including direct rollovers)	2019-09-30	$888,684
Total plan assets at end of year	2019-09-30	$1,869,086
Total plan assets at beginning of year	2019-09-30	$2,625,623
Value of fidelity bond covering the plan	2019-09-30	$500,000
Total contributions received or receivable from participants	2019-09-30	$45,300
Other income received	2019-09-30	$98,328
Net income (gross income less expenses)	2019-09-30	$-756,537
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$1,869,086
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$2,625,623
Assets. Value of real-estate (other than employer real property)	2019-09-30	$0
Total contributions received or receivable from employer(s)	2019-09-30	$26,716
Expenses. Administrative service providers (salaries,fees and commissions)	2019-09-30	$38,197
2018 : LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
2017 : LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-09-30	$298,408
Expenses. Total of all expenses incurred	2017-09-30	$80,409
Benefits paid (including direct rollovers)	2017-09-30	$50,589
Total plan assets at end of year	2017-09-30	$2,506,566
Total plan assets at beginning of year	2017-09-30	$2,288,567
Value of fidelity bond covering the plan	2017-09-30	$500,000
Total contributions received or receivable from participants	2017-09-30	$43,300
Other income received	2017-09-30	$230,368
Net income (gross income less expenses)	2017-09-30	$217,999
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$2,506,566
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$2,288,567
Assets. Value of real-estate (other than employer real property)	2017-09-30	$479,960
Total contributions received or receivable from employer(s)	2017-09-30	$24,740
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$29,820
2016 : LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-09-30	$0
Total plan liabilities at end of year	2016-09-30	$0
Total income from all sources	2016-09-30	$410,644
Expenses. Total of all expenses incurred	2016-09-30	$217,955
Benefits paid (including direct rollovers)	2016-09-30	$178,053
Total plan assets at end of year	2016-09-30	$2,288,567
Total plan assets at beginning of year	2016-09-30	$2,095,878
Value of fidelity bond covering the plan	2016-09-30	$500,000
Total contributions received or receivable from participants	2016-09-30	$43,300
Expenses. Other expenses not covered elsewhere	2016-09-30	$32,482
Other income received	2016-09-30	$344,626
Net income (gross income less expenses)	2016-09-30	$192,689
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$2,288,567
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$2,095,878
Assets. Value of real-estate (other than employer real property)	2016-09-30	$474,287
Total contributions received or receivable from employer(s)	2016-09-30	$22,718
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$7,420
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-09-30	$0
2015 : LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-09-30	$0
Total income from all sources	2015-09-30	$-29,057
Expenses. Total of all expenses incurred	2015-09-30	$360,868
Benefits paid (including direct rollovers)	2015-09-30	$322,461
Total plan assets at end of year	2015-09-30	$2,095,878
Total plan assets at beginning of year	2015-09-30	$2,485,803
Value of fidelity bond covering the plan	2015-09-30	$500,000
Total contributions received or receivable from participants	2015-09-30	$43,350
Expenses. Other expenses not covered elsewhere	2015-09-30	$31,022
Other income received	2015-09-30	$-92,296
Net income (gross income less expenses)	2015-09-30	$-389,925
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$2,095,878
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$2,485,803
Assets. Value of real-estate (other than employer real property)	2015-09-30	$474,138
Total contributions received or receivable from employer(s)	2015-09-30	$19,889
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$7,385
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-09-30	$0
2014 : LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-09-30	$0
Total income from all sources	2014-09-30	$-481,403
Expenses. Total of all expenses incurred	2014-09-30	$128,256
Benefits paid (including direct rollovers)	2014-09-30	$70,459
Total plan assets at end of year	2014-09-30	$2,485,803
Total plan assets at beginning of year	2014-09-30	$3,095,462
Value of fidelity bond covering the plan	2014-09-30	$500,000
Total contributions received or receivable from participants	2014-09-30	$34,350
Expenses. Other expenses not covered elsewhere	2014-09-30	$50,797
Other income received	2014-09-30	$-530,425
Net income (gross income less expenses)	2014-09-30	$-609,659
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$2,485,803
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$3,095,462
Assets. Value of real-estate (other than employer real property)	2014-09-30	$472,098
Total contributions received or receivable from employer(s)	2014-09-30	$14,672
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$7,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
2013 : LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-09-30	$50
Total income from all sources	2013-09-30	$173,817
Expenses. Total of all expenses incurred	2013-09-30	$864,850
Benefits paid (including direct rollovers)	2013-09-30	$819,958
Total plan assets at end of year	2013-09-30	$3,095,462
Total plan assets at beginning of year	2013-09-30	$3,786,545
Value of fidelity bond covering the plan	2013-09-30	$2,200,000
Total contributions received or receivable from participants	2013-09-30	$23,850
Expenses. Other expenses not covered elsewhere	2013-09-30	$37,610
Other income received	2013-09-30	$135,936
Net income (gross income less expenses)	2013-09-30	$-691,033
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$3,095,462
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$3,786,495
Assets. Value of real-estate (other than employer real property)	2013-09-30	$1,213,821
Total contributions received or receivable from employer(s)	2013-09-30	$14,031
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$7,282
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
2012 : LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-09-30	$50
Total plan liabilities at beginning of year	2012-09-30	$0
Total income from all sources	2012-09-30	$266,487
Expenses. Total of all expenses incurred	2012-09-30	$123,982
Benefits paid (including direct rollovers)	2012-09-30	$66,998
Total plan assets at end of year	2012-09-30	$3,786,545
Total plan assets at beginning of year	2012-09-30	$3,643,990
Value of fidelity bond covering the plan	2012-09-30	$2,200,000
Total contributions received or receivable from participants	2012-09-30	$10,330
Expenses. Other expenses not covered elsewhere	2012-09-30	$53,654
Other income received	2012-09-30	$243,154
Net income (gross income less expenses)	2012-09-30	$142,505
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$3,786,495
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$3,643,990
Assets. Value of real-estate (other than employer real property)	2012-09-30	$1,213,821
Total contributions received or receivable from employer(s)	2012-09-30	$13,003
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$3,330
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
2011 : LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-09-30	$0
Total plan liabilities at beginning of year	2011-09-30	$0
Total income from all sources	2011-09-30	$-668,507
Expenses. Total of all expenses incurred	2011-09-30	$173,211
Benefits paid (including direct rollovers)	2011-09-30	$93,764
Total plan assets at end of year	2011-09-30	$3,643,990
Total plan assets at beginning of year	2011-09-30	$4,485,708
Value of fidelity bond covering the plan	2011-09-30	$2,200,000
Total contributions received or receivable from participants	2011-09-30	$8,870
Expenses. Other expenses not covered elsewhere	2011-09-30	$52,461
Other income received	2011-09-30	$-689,450
Net income (gross income less expenses)	2011-09-30	$-841,718
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$3,643,990
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$4,485,708
Assets. Value of real-estate (other than employer real property)	2011-09-30	$1,392,957
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-09-30	$1,260
Total contributions received or receivable from employer(s)	2011-09-30	$12,073
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$26,986
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
2010 : LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN

2020: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	Yes
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Insurance	Yes
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement – Insurance	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2016: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Insurance	Yes
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement – Insurance	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Insurance	Yes
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement – Insurance	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Insurance	Yes
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement – Insurance	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Insurance	Yes
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement – Insurance	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Insurance	Yes
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement – Insurance	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: LEE BLACK & HOLLIS PC SALARY SAVINGS AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL LIFE INS. (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	15462
Policy instance	2
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number	P65600
Policy instance	1
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 )
Policy contract number	P65600
Policy instance	5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	P03552
Policy instance	4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	9576463
Policy instance	3
OHIO NATIONAL LIFE ASSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 89206 )
Policy contract number	C7004562
Policy instance	2
NORTHWESTERN MUTUAL LIFE INS. (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	15462
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	P03552
Policy instance	4
NORTHWESTERN MUTUAL LIFE INS. (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	15462
Policy instance	1
OHIO NATIONAL LIFE ASSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 89206 )
Policy contract number	C7004562
Policy instance	2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	9576463
Policy instance	3
REASSURE AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91391 )
Policy contract number	P65600
Policy instance	5
NORTHWESTERN MUTUAL LIFE INS. (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	15462
Policy instance	1
OHIO NATIONAL LIFE ASSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 89206 )
Policy contract number	C7004562
Policy instance	2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	9576463
Policy instance	3
REASSURE AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91391 )
Policy contract number	P65600
Policy instance	5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	P03552
Policy instance	4
NORTHWESTERN MUTUAL LIFE INS. (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	15462
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	9576463
Policy instance	3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	P03552
Policy instance	4
REASSURE AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91391 )
Policy contract number	P65600
Policy instance	5
OHIO NATIONAL LIFE ASSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 89206 )
Policy contract number	C7004562
Policy instance	2
VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 65765 )
Policy contract number	P65600
Policy instance	1
REASSURE AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91391 )
Policy contract number	P65600
Policy instance	6
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	P03552
Policy instance	5
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number	13688209
Policy instance	3
NORTHWESTERN MUTUAL LIFE INS. (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	15462
Policy instance	2
NORTHWESTERN MUTUAL LIFE INS. (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number	15462
Policy instance	2
REASSURE AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91391 )
Policy contract number	P65600
Policy instance	5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	P03552
Policy instance	4
VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 65765 )
Policy contract number	P65600
Policy instance	1
MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )
Policy contract number	13688209
Policy instance	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:	LEE BLACK & HOLLIS PC
Employer identification number (EIN):	581752467
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers