401k Plan data: BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST plan

BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST
Plan identification number	001

BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Plan covering Self-Employed individuals. Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BEROSET AND KEENE ATTORNEYS AT LAW has sponsored the creation of one or more 401k plans.

Company Name: BEROSET AND KEENE ATTORNEYS AT LAW

Employer identification number (EIN): 592665946

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 LAURA KEENE 2024-05-07
001 2022-01-01 LAURA KEENE 2023-03-14
001 2021-01-01 LAURA KEENE 2022-06-20
001 2020-01-01 LAURA KEENE 2021-07-30
001 2019-01-01
001 2018-01-01 LAURA KEENE
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2015-01-01 LAURA KEENE 2016-05-13
001 2014-01-01
001 2013-01-01
001 2012-01-01 LAURA KEENE
001 2011-01-01 LAURA KEENE
001 2009-01-01 LAURA KEENE

Financial Data on BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2024 : BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total income from all sources	2024-01-01	$594,118
Expenses. Total of all expenses incurred	2024-01-01	$97,491
Benefits paid (including direct rollovers)	2024-01-01	$84,524
Total plan assets at end of year	2024-01-01	$4,899,323
Total plan assets at beginning of year	2024-01-01	$4,402,696
Value of fidelity bond covering the plan	2024-01-01	$500,000
Other income received	2024-01-01	$594,118
Net income (gross income less expenses)	2024-01-01	$496,627
Net plan assets at end of year (total assets less liabilities)	2024-01-01	$4,899,323
Net plan assets at beginning of year (total assets less liabilities)	2024-01-01	$4,402,696
Expenses. Administrative service providers (salaries,fees and commissions)	2024-01-01	$12,967
2023 : BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$474,782
Expenses. Total of all expenses incurred	2023-12-31	$82,130
Benefits paid (including direct rollovers)	2023-12-31	$71,563
Total plan assets at end of year	2023-12-31	$4,402,696
Total plan assets at beginning of year	2023-12-31	$4,010,044
Value of fidelity bond covering the plan	2023-12-31	$500,000
Other income received	2023-12-31	$474,782
Net income (gross income less expenses)	2023-12-31	$392,652
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,402,696
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$4,010,044
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$10,567
2022 : BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-570,739
Expenses. Total of all expenses incurred	2022-12-31	$93,550
Benefits paid (including direct rollovers)	2022-12-31	$82,623
Total plan assets at end of year	2022-12-31	$4,010,044
Total plan assets at beginning of year	2022-12-31	$4,674,333
Value of fidelity bond covering the plan	2022-12-31	$500,000
Other income received	2022-12-31	$-570,739
Net income (gross income less expenses)	2022-12-31	$-664,289
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,010,044
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,674,333
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$10,927
2021 : BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$812,651
Expenses. Total of all expenses incurred	2021-12-31	$419,496
Benefits paid (including direct rollovers)	2021-12-31	$409,654
Total plan assets at end of year	2021-12-31	$4,674,333
Total plan assets at beginning of year	2021-12-31	$4,281,178
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$812,651
Net income (gross income less expenses)	2021-12-31	$393,155
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,674,333
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,281,178
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$9,842
2020 : BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$387,565
Expenses. Total of all expenses incurred	2020-12-31	$315,298
Benefits paid (including direct rollovers)	2020-12-31	$309,600
Total plan assets at end of year	2020-12-31	$4,281,178
Total plan assets at beginning of year	2020-12-31	$4,208,911
Value of fidelity bond covering the plan	2020-12-31	$500,000
Other income received	2020-12-31	$297,632
Net income (gross income less expenses)	2020-12-31	$72,267
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,281,178
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,208,911
Total contributions received or receivable from employer(s)	2020-12-31	$89,933
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$5,698
2019 : BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$585,663
Expenses. Total of all expenses incurred	2019-12-31	$113,187
Benefits paid (including direct rollovers)	2019-12-31	$107,846
Total plan assets at end of year	2019-12-31	$4,208,911
Total plan assets at beginning of year	2019-12-31	$3,736,435
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$585,663
Net income (gross income less expenses)	2019-12-31	$472,476
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,208,911
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,736,435
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$5,341
2018 : BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-217,134
Expenses. Total of all expenses incurred	2018-12-31	$71,838
Benefits paid (including direct rollovers)	2018-12-31	$63,807
Total plan assets at end of year	2018-12-31	$3,736,435
Total plan assets at beginning of year	2018-12-31	$4,025,407
Value of fidelity bond covering the plan	2018-12-31	$500,000
Other income received	2018-12-31	$-217,134
Net income (gross income less expenses)	2018-12-31	$-288,972
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,736,435
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,025,407
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$8,031
2017 : BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$468,083
Expenses. Total of all expenses incurred	2017-12-31	$68,608
Benefits paid (including direct rollovers)	2017-12-31	$65,593
Total plan assets at end of year	2017-12-31	$4,025,407
Total plan assets at beginning of year	2017-12-31	$3,625,932
Value of fidelity bond covering the plan	2017-12-31	$500,000
Other income received	2017-12-31	$322,162
Net income (gross income less expenses)	2017-12-31	$399,475
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,025,407
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,625,932
Total contributions received or receivable from employer(s)	2017-12-31	$145,921
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,015
2016 : BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$574,667
Expenses. Total of all expenses incurred	2016-12-31	$50,259
Benefits paid (including direct rollovers)	2016-12-31	$48,357
Total plan assets at end of year	2016-12-31	$3,625,932
Total plan assets at beginning of year	2016-12-31	$3,101,524
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$413,708
Net income (gross income less expenses)	2016-12-31	$524,408
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,625,932
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,101,524
Total contributions received or receivable from employer(s)	2016-12-31	$160,959
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,902
2015 : BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$300,175
Expenses. Total of all expenses incurred	2015-12-31	$54,908
Benefits paid (including direct rollovers)	2015-12-31	$52,103
Total plan assets at end of year	2015-12-31	$3,101,524
Total plan assets at beginning of year	2015-12-31	$2,856,257
Value of fidelity bond covering the plan	2015-12-31	$350,000
Other income received	2015-12-31	$152,821
Net income (gross income less expenses)	2015-12-31	$245,267
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,101,524
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,856,257
Total contributions received or receivable from employer(s)	2015-12-31	$147,354
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,805
2014 : BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$430,370
Expenses. Total of all expenses incurred	2014-12-31	$511,263
Benefits paid (including direct rollovers)	2014-12-31	$508,908
Total plan assets at end of year	2014-12-31	$2,856,257
Total plan assets at beginning of year	2014-12-31	$2,937,150
Value of fidelity bond covering the plan	2014-12-31	$350,000
Other income received	2014-12-31	$287,403
Net income (gross income less expenses)	2014-12-31	$-80,893
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,856,257
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,937,150
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$142,967
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,355
2013 : BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$453
Total income from all sources	2013-12-31	$476,051
Expenses. Total of all expenses incurred	2013-12-31	$154,809
Benefits paid (including direct rollovers)	2013-12-31	$153,760
Total plan assets at end of year	2013-12-31	$2,937,150
Total plan assets at beginning of year	2013-12-31	$2,616,361
Value of fidelity bond covering the plan	2013-12-31	$350,000
Other income received	2013-12-31	$341,985
Net income (gross income less expenses)	2013-12-31	$321,242
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,937,150
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,615,908
Assets. Value of participant loans	2013-12-31	$8,308
Total contributions received or receivable from employer(s)	2013-12-31	$134,066
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,049
2012 : BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$453
Total income from all sources	2012-12-31	$350,959
Expenses. Total of all expenses incurred	2012-12-31	$2,346
Benefits paid (including direct rollovers)	2012-12-31	$2,266
Total plan assets at end of year	2012-12-31	$2,616,361
Total plan assets at beginning of year	2012-12-31	$2,267,295
Value of fidelity bond covering the plan	2012-12-31	$275,000
Other income received	2012-12-31	$192,767
Net income (gross income less expenses)	2012-12-31	$348,613
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,615,908
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,267,295
Assets. Value of participant loans	2012-12-31	$20,754
Total contributions received or receivable from employer(s)	2012-12-31	$158,192
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$80
2011 : BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$140,222
Expenses. Total of all expenses incurred	2011-12-31	$80
Total plan assets at end of year	2011-12-31	$2,267,295
Total plan assets at beginning of year	2011-12-31	$2,127,153
Value of fidelity bond covering the plan	2011-12-31	$275,000
Other income received	2011-12-31	$-20,825
Net income (gross income less expenses)	2011-12-31	$140,142
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,267,295
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,127,153
Assets. Value of participant loans	2011-12-31	$36,097
Total contributions received or receivable from employer(s)	2011-12-31	$161,047
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$80
2010 : BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$342,034
Expenses. Total of all expenses incurred	2010-12-31	$89,954
Benefits paid (including direct rollovers)	2010-12-31	$89,874
Total plan assets at end of year	2010-12-31	$2,127,153
Total plan assets at beginning of year	2010-12-31	$1,875,073
Value of fidelity bond covering the plan	2010-12-31	$250,000
Other income received	2010-12-31	$177,809
Net income (gross income less expenses)	2010-12-31	$252,080
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,127,153
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,875,073
Assets. Value of participant loans	2010-12-31	$51,034
Total contributions received or receivable from employer(s)	2010-12-31	$164,225
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$80

Form 5500 Responses for BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST

2023: BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BEROSET AND KEENE PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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:	BEROSET AND KEENE ATTORNEYS AT LAW
Employer identification number (EIN):	592665946
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	LAURA KEENE	2024-05-07
001	2022-01-01	LAURA KEENE	2023-03-14
001	2021-01-01	LAURA KEENE	2022-06-20
001	2020-01-01	LAURA KEENE	2021-07-30
001	2019-01-01
001	2018-01-01	LAURA KEENE
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2015-01-01	LAURA KEENE	2016-05-13
001	2014-01-01
001	2013-01-01
001	2012-01-01	LAURA KEENE
001	2011-01-01	LAURA KEENE
001	2009-01-01	LAURA KEENE