401k Plan data: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN plan

ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 401k Plan overview

Plan Name	ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN
Plan identification number	001

ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

ALEXANDER CORDER PLUNK & SHELLY PC has sponsored the creation of one or more 401k plans.

Company Name: ALEXANDER CORDER PLUNK & SHELLY PC

Employer identification number (EIN): 630929898

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-06-01 JAMES M CORDER 2024-03-14
001 2021-06-01 JAMES M CORDER 2023-03-03
001 2020-06-01 JAMES M CORDER 2022-03-14
001 2019-06-01 JAMES M CORDER 2021-02-25
001 2017-06-01
001 2016-06-01
001 2015-06-01
001 2014-06-01
001 2013-06-01
001 2012-06-01 JAMES M CORDER
001 2011-06-01 JAMES M CORDER
001 2009-06-01 JOHN PLUNK

Plan Statistics for ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN

401k plan membership statisitcs for ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN

Measure Date Value
2022: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-06-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-06-01 2
Number of retired or separated participants receiving benefits 2022-06-01 0
Number of other retired or separated participants entitled to future benefits 2022-06-01 0
Total of all active and inactive participants 2022-06-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-06-01 0
Total participants 2022-06-01 2
Number of participants with account balances 2022-06-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-06-01 0
2021: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-06-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 2
Number of retired or separated participants receiving benefits 2021-06-01 0
Number of other retired or separated participants entitled to future benefits 2021-06-01 0
Total of all active and inactive participants 2021-06-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-06-01 0
Total participants 2021-06-01 2
Number of participants with account balances 2021-06-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-06-01 0
2020: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-06-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 2
Number of retired or separated participants receiving benefits 2020-06-01 0
Number of other retired or separated participants entitled to future benefits 2020-06-01 0
Total of all active and inactive participants 2020-06-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-01 0
Total participants 2020-06-01 2
Number of participants with account balances 2020-06-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-06-01 0
2019: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-06-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 2
Number of retired or separated participants receiving benefits 2019-06-01 0
Number of other retired or separated participants entitled to future benefits 2019-06-01 0
Total of all active and inactive participants 2019-06-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 0
Total participants 2019-06-01 2
Number of participants with account balances 2019-06-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-06-01 0
2017: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-06-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 2
Total of all active and inactive participants 2017-06-01 2
Total participants 2017-06-01 2
Number of participants with account balances 2017-06-01 2
2016: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-06-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 3
Total of all active and inactive participants 2016-06-01 3
Total participants 2016-06-01 3
Number of participants with account balances 2016-06-01 3
2015: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-06-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 3
Total of all active and inactive participants 2015-06-01 3
Total participants 2015-06-01 3
Number of participants with account balances 2015-06-01 3
2014: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-06-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 3
Number of retired or separated participants receiving benefits 2014-06-01 1
Total of all active and inactive participants 2014-06-01 4
Total participants 2014-06-01 4
Number of participants with account balances 2014-06-01 4
2013: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 4
Number of retired or separated participants receiving benefits 2013-06-01 1
Total of all active and inactive participants 2013-06-01 5
Total participants 2013-06-01 5
Number of participants with account balances 2013-06-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 0
2012: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 5
Number of retired or separated participants receiving benefits 2012-06-01 1
Total of all active and inactive participants 2012-06-01 6
Total participants 2012-06-01 6
Number of participants with account balances 2012-06-01 5
2011: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 6
Number of retired or separated participants receiving benefits 2011-06-01 3
Total of all active and inactive participants 2011-06-01 9
Total participants 2011-06-01 9
Number of participants with account balances 2011-06-01 6
2009: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 9
Total of all active and inactive participants 2009-06-01 9
Total participants 2009-06-01 9
Number of participants with account balances 2009-06-01 9

Measure	Date	Value
2022: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-06-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-06-01	2
Number of retired or separated participants receiving benefits	2022-06-01	0
Number of other retired or separated participants entitled to future benefits	2022-06-01	0
Total of all active and inactive participants	2022-06-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-06-01	0
Total participants	2022-06-01	2
Number of participants with account balances	2022-06-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-06-01	0
2021: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-06-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	2
Number of retired or separated participants receiving benefits	2021-06-01	0
Number of other retired or separated participants entitled to future benefits	2021-06-01	0
Total of all active and inactive participants	2021-06-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-06-01	0
Total participants	2021-06-01	2
Number of participants with account balances	2021-06-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-06-01	0
2020: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-06-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	2
Number of retired or separated participants receiving benefits	2020-06-01	0
Number of other retired or separated participants entitled to future benefits	2020-06-01	0
Total of all active and inactive participants	2020-06-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-01	0
Total participants	2020-06-01	2
Number of participants with account balances	2020-06-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-06-01	0
2019: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-06-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	2
Number of retired or separated participants receiving benefits	2019-06-01	0
Number of other retired or separated participants entitled to future benefits	2019-06-01	0
Total of all active and inactive participants	2019-06-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	0
Total participants	2019-06-01	2
Number of participants with account balances	2019-06-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-06-01	0
2017: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-06-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	2
Total of all active and inactive participants	2017-06-01	2
Total participants	2017-06-01	2
Number of participants with account balances	2017-06-01	2
2016: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-06-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	3
Total of all active and inactive participants	2016-06-01	3
Total participants	2016-06-01	3
Number of participants with account balances	2016-06-01	3
2015: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-06-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	3
Total of all active and inactive participants	2015-06-01	3
Total participants	2015-06-01	3
Number of participants with account balances	2015-06-01	3
2014: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-06-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	3
Number of retired or separated participants receiving benefits	2014-06-01	1
Total of all active and inactive participants	2014-06-01	4
Total participants	2014-06-01	4
Number of participants with account balances	2014-06-01	4
2013: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	4
Number of retired or separated participants receiving benefits	2013-06-01	1
Total of all active and inactive participants	2013-06-01	5
Total participants	2013-06-01	5
Number of participants with account balances	2013-06-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	0
2012: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	5
Number of retired or separated participants receiving benefits	2012-06-01	1
Total of all active and inactive participants	2012-06-01	6
Total participants	2012-06-01	6
Number of participants with account balances	2012-06-01	5
2011: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	6
Number of retired or separated participants receiving benefits	2011-06-01	3
Total of all active and inactive participants	2011-06-01	9
Total participants	2011-06-01	9
Number of participants with account balances	2011-06-01	6
2009: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	9
Total of all active and inactive participants	2009-06-01	9
Total participants	2009-06-01	9
Number of participants with account balances	2009-06-01	9

Financial Data on ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN

Measure	Date	Value
2023 : ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-05-31	$149,761
Expenses. Total of all expenses incurred	2023-05-31	$84,110
Benefits paid (including direct rollovers)	2023-05-31	$78,999
Total plan assets at end of year	2023-05-31	$2,589,283
Total plan assets at beginning of year	2023-05-31	$2,523,632
Value of fidelity bond covering the plan	2023-05-31	$500,000
Assets. Value of loans (other than to participants)	2023-05-31	$118,557
Other income received	2023-05-31	$149,761
Net income (gross income less expenses)	2023-05-31	$65,651
Net plan assets at end of year (total assets less liabilities)	2023-05-31	$2,589,283
Net plan assets at beginning of year (total assets less liabilities)	2023-05-31	$2,523,632
Assets. Value of participant loans	2023-05-31	$67,978
Assets. Value of assets in partnership/joint-venture interests	2023-05-31	$42,772
Expenses. Administrative service providers (salaries,fees and commissions)	2023-05-31	$5,111
2022 : ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-05-31	$127,853
Expenses. Total of all expenses incurred	2022-05-31	$69,131
Benefits paid (including direct rollovers)	2022-05-31	$63,152
Total plan assets at end of year	2022-05-31	$2,523,632
Total plan assets at beginning of year	2022-05-31	$2,464,910
Value of fidelity bond covering the plan	2022-05-31	$500,000
Assets. Value of loans (other than to participants)	2022-05-31	$121,503
Other income received	2022-05-31	$127,853
Net income (gross income less expenses)	2022-05-31	$58,722
Net plan assets at end of year (total assets less liabilities)	2022-05-31	$2,523,632
Net plan assets at beginning of year (total assets less liabilities)	2022-05-31	$2,464,910
Assets. Value of participant loans	2022-05-31	$47,442
Assets. Value of assets in partnership/joint-venture interests	2022-05-31	$43,458
Expenses. Administrative service providers (salaries,fees and commissions)	2022-05-31	$5,979
2021 : ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-05-31	$520,125
Expenses. Total of all expenses incurred	2021-05-31	$25,100
Benefits paid (including direct rollovers)	2021-05-31	$25,000
Total plan assets at end of year	2021-05-31	$2,464,910
Total plan assets at beginning of year	2021-05-31	$1,969,885
Value of fidelity bond covering the plan	2021-05-31	$50,000
Assets. Value of loans (other than to participants)	2021-05-31	$125,000
Other income received	2021-05-31	$520,125
Net income (gross income less expenses)	2021-05-31	$495,025
Net plan assets at end of year (total assets less liabilities)	2021-05-31	$2,464,910
Net plan assets at beginning of year (total assets less liabilities)	2021-05-31	$1,969,885
Assets. Value of participant loans	2021-05-31	$64,000
Assets. Value of assets in partnership/joint-venture interests	2021-05-31	$167,625
Expenses. Administrative service providers (salaries,fees and commissions)	2021-05-31	$100
2020 : ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-05-31	$130,543
Expenses. Total of all expenses incurred	2020-05-31	$30,895
Benefits paid (including direct rollovers)	2020-05-31	$24,500
Total plan assets at end of year	2020-05-31	$1,969,885
Total plan assets at beginning of year	2020-05-31	$1,870,237
Value of fidelity bond covering the plan	2020-05-31	$500,000
Other income received	2020-05-31	$130,543
Net income (gross income less expenses)	2020-05-31	$99,648
Net plan assets at end of year (total assets less liabilities)	2020-05-31	$1,969,885
Net plan assets at beginning of year (total assets less liabilities)	2020-05-31	$1,870,237
Assets. Value of participant loans	2020-05-31	$89,000
Assets. Value of assets in partnership/joint-venture interests	2020-05-31	$155,056
Expenses. Administrative service providers (salaries,fees and commissions)	2020-05-31	$6,395
2018 : ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-05-31	$133,876
Expenses. Total of all expenses incurred	2018-05-31	$17,418
Benefits paid (including direct rollovers)	2018-05-31	$10,241
Total plan assets at end of year	2018-05-31	$1,928,369
Total plan assets at beginning of year	2018-05-31	$1,811,911
Value of fidelity bond covering the plan	2018-05-31	$500,000
Other income received	2018-05-31	$133,876
Net income (gross income less expenses)	2018-05-31	$116,458
Net plan assets at end of year (total assets less liabilities)	2018-05-31	$1,928,369
Net plan assets at beginning of year (total assets less liabilities)	2018-05-31	$1,811,911
Assets. Value of participant loans	2018-05-31	$108,500
Assets. Value of assets in partnership/joint-venture interests	2018-05-31	$172,634
Expenses. Administrative service providers (salaries,fees and commissions)	2018-05-31	$7,177
2017 : ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-05-31	$167,219
Expenses. Total of all expenses incurred	2017-05-31	$287
Total plan assets at end of year	2017-05-31	$1,811,911
Total plan assets at beginning of year	2017-05-31	$1,644,979
Value of fidelity bond covering the plan	2017-05-31	$500,000
Other income received	2017-05-31	$167,219
Net income (gross income less expenses)	2017-05-31	$166,932
Net plan assets at end of year (total assets less liabilities)	2017-05-31	$1,811,911
Net plan assets at beginning of year (total assets less liabilities)	2017-05-31	$1,644,979
Assets. Value of assets in partnership/joint-venture interests	2017-05-31	$172,634
Expenses. Administrative service providers (salaries,fees and commissions)	2017-05-31	$287
2016 : ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-05-31	$-76,903
Expenses. Total of all expenses incurred	2016-05-31	$309,854
Benefits paid (including direct rollovers)	2016-05-31	$309,030
Total plan assets at end of year	2016-05-31	$1,644,979
Total plan assets at beginning of year	2016-05-31	$2,031,736
Value of fidelity bond covering the plan	2016-05-31	$500,000
Other income received	2016-05-31	$-76,903
Net income (gross income less expenses)	2016-05-31	$-386,757
Net plan assets at end of year (total assets less liabilities)	2016-05-31	$1,644,979
Net plan assets at beginning of year (total assets less liabilities)	2016-05-31	$2,031,736
Assets. Value of assets in partnership/joint-venture interests	2016-05-31	$337,587
Expenses. Administrative service providers (salaries,fees and commissions)	2016-05-31	$824
2015 : ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-05-31	$82,998
Expenses. Total of all expenses incurred	2015-05-31	$595,917
Benefits paid (including direct rollovers)	2015-05-31	$589,261
Total plan assets at end of year	2015-05-31	$2,031,736
Total plan assets at beginning of year	2015-05-31	$2,544,655
Value of fidelity bond covering the plan	2015-05-31	$500,000
Assets. Value of loans (other than to participants)	2015-05-31	$64,778
Other income received	2015-05-31	$82,998
Net income (gross income less expenses)	2015-05-31	$-512,919
Net plan assets at end of year (total assets less liabilities)	2015-05-31	$2,031,736
Net plan assets at beginning of year (total assets less liabilities)	2015-05-31	$2,544,655
Assets. Value of assets in partnership/joint-venture interests	2015-05-31	$326,479
Expenses. Administrative service providers (salaries,fees and commissions)	2015-05-31	$6,656
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-05-31	$278,413
2014 : ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-05-31	$31,467
Total income from all sources	2014-05-31	$260,411
Expenses. Total of all expenses incurred	2014-05-31	$2,551,326
Benefits paid (including direct rollovers)	2014-05-31	$2,535,615
Total plan assets at end of year	2014-05-31	$2,544,655
Total plan assets at beginning of year	2014-05-31	$4,867,037
Value of fidelity bond covering the plan	2014-05-31	$500,000
Assets. Value of loans (other than to participants)	2014-05-31	$350,806
Other income received	2014-05-31	$260,411
Net income (gross income less expenses)	2014-05-31	$-2,290,915
Net plan assets at end of year (total assets less liabilities)	2014-05-31	$2,544,655
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$4,835,570
Assets. Value of assets in partnership/joint-venture interests	2014-05-31	$506,737
Assets. Value of real-estate (other than employer real property)	2014-05-31	$30,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-05-31	$15,711
2013 : ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-05-31	$31,467
Total income from all sources	2013-05-31	$130,775
Expenses. Total of all expenses incurred	2013-05-31	$100,724
Benefits paid (including direct rollovers)	2013-05-31	$95,199
Total plan assets at end of year	2013-05-31	$4,867,037
Total plan assets at beginning of year	2013-05-31	$4,805,519
Value of fidelity bond covering the plan	2013-05-31	$500,000
Assets. Value of loans (other than to participants)	2013-05-31	$2,381,737
Other income received	2013-05-31	$130,775
Net income (gross income less expenses)	2013-05-31	$30,051
Net plan assets at end of year (total assets less liabilities)	2013-05-31	$4,835,570
Net plan assets at beginning of year (total assets less liabilities)	2013-05-31	$4,805,519
Assets. Value of assets in partnership/joint-venture interests	2013-05-31	$778,786
Assets. Value of real-estate (other than employer real property)	2013-05-31	$199,200
Expenses. Administrative service providers (salaries,fees and commissions)	2013-05-31	$5,525
2012 : ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-05-31	$-73,316
Expenses. Total of all expenses incurred	2012-05-31	$309,773
Benefits paid (including direct rollovers)	2012-05-31	$302,372
Total plan assets at end of year	2012-05-31	$4,805,519
Total plan assets at beginning of year	2012-05-31	$5,188,608
Value of fidelity bond covering the plan	2012-05-31	$500,000
Assets. Value of loans (other than to participants)	2012-05-31	$1,438,347
Other income received	2012-05-31	$-73,316
Net income (gross income less expenses)	2012-05-31	$-383,089
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$4,805,519
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$5,188,608
Assets. Value of assets in partnership/joint-venture interests	2012-05-31	$1,312,082
Assets. Value of real-estate (other than employer real property)	2012-05-31	$199,200
Expenses. Administrative service providers (salaries,fees and commissions)	2012-05-31	$7,401
2011 : ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-05-31	$165,264
Expenses. Total of all expenses incurred	2011-05-31	$112,972
Benefits paid (including direct rollovers)	2011-05-31	$104,150
Total plan assets at end of year	2011-05-31	$5,188,608
Total plan assets at beginning of year	2011-05-31	$5,136,316
Value of fidelity bond covering the plan	2011-05-31	$500,000
Assets. Value of loans (other than to participants)	2011-05-31	$1,468,450
Other income received	2011-05-31	$165,264
Net income (gross income less expenses)	2011-05-31	$52,292
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$5,188,608
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$5,136,316
Assets. Value of assets in partnership/joint-venture interests	2011-05-31	$1,345,410
Assets. Value of real-estate (other than employer real property)	2011-05-31	$359,377
Expenses. Administrative service providers (salaries,fees and commissions)	2011-05-31	$8,822

Form 5500 Responses for ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN

2022: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2022 form 5500 responses
2022-06-01	Type of plan entity	Single employer plan
2022-06-01	Plan funding arrangement – Trust	Yes
2022-06-01	Plan benefit arrangement - Trust	Yes
2021: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2021 form 5500 responses
2021-06-01	Type of plan entity	Single employer plan
2021-06-01	Plan funding arrangement – Trust	Yes
2021-06-01	Plan benefit arrangement - Trust	Yes
2020: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2020 form 5500 responses
2020-06-01	Type of plan entity	Single employer plan
2020-06-01	Plan funding arrangement – Trust	Yes
2020-06-01	Plan benefit arrangement - Trust	Yes
2019: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2019 form 5500 responses
2019-06-01	Type of plan entity	Single employer plan
2019-06-01	Plan funding arrangement – Trust	Yes
2019-06-01	Plan benefit arrangement - Trust	Yes
2017: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2009: ALEXANDER CORDER PLUNK AND SHELLY PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	This submission is the final filing	No
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ALEXANDER CORDER PLUNK & SHELLY PC
Employer identification number (EIN):	630929898
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-06-01	JAMES M CORDER	2024-03-14
001	2021-06-01	JAMES M CORDER	2023-03-03
001	2020-06-01	JAMES M CORDER	2022-03-14
001	2019-06-01	JAMES M CORDER	2021-02-25
001	2017-06-01
001	2016-06-01
001	2015-06-01
001	2014-06-01
001	2013-06-01
001	2012-06-01	JAMES M CORDER
001	2011-06-01	JAMES M CORDER
001	2009-06-01	JOHN PLUNK