401k Plan data: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN plan

BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 401k Plan overview

Plan Name	BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN
Plan identification number	001

BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Stock bonus
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.
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

BRECK H. BARTON & ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name: BRECK H. BARTON & ASSOCIATES, P.A.

Employer identification number (EIN): 820403319

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BRECK BARTON 2023-10-16 BRECK BARTON 2023-10-16
001 2021-01-01 BRECK BARTON 2022-10-14 BRECK BARTON 2022-10-14
001 2020-01-01 BRECK BARTON 2021-10-11 BRECK BARTON 2021-10-11
001 2019-01-01 BRECK BARTON 2020-10-13 BRECK BARTON 2020-10-13
001 2018-01-01 BRECK BARTON 2019-10-14 BRECK BARTON 2019-10-14
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 BRECK BARTON
001 2012-01-01 BRECK BARTON
001 2011-01-01 BRECK H. BARTON BRECK H. BARTON 2012-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	BRECK BARTON	2023-10-16	BRECK BARTON	2023-10-16
001	2021-01-01	BRECK BARTON	2022-10-14	BRECK BARTON	2022-10-14
001	2020-01-01	BRECK BARTON	2021-10-11	BRECK BARTON	2021-10-11
001	2019-01-01	BRECK BARTON	2020-10-13	BRECK BARTON	2020-10-13
001	2018-01-01	BRECK BARTON	2019-10-14	BRECK BARTON	2019-10-14
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	BRECK BARTON
001	2012-01-01	BRECK BARTON
001	2011-01-01	BRECK H. BARTON		BRECK H. BARTON	2012-10-15

Plan Statistics for BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN

401k plan membership statisitcs for BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN

Measure Date Value
2022: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 4
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 4
Total participants 2021-01-01 4
Number of participants with account balances 2021-01-01 4
2020: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Total of all active and inactive participants 2020-01-01 4
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
2019: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Total of all active and inactive participants 2019-01-01 4
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Total of all active and inactive participants 2018-01-01 4
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 5
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
2016: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 5
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
2015: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 5
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
2013: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1

Measure	Date	Value
2022: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	4
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	4
Total participants	2021-01-01	4
Number of participants with account balances	2021-01-01	4
2020: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Total of all active and inactive participants	2020-01-01	4
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
2019: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Total of all active and inactive participants	2019-01-01	4
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Total of all active and inactive participants	2018-01-01	4
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	5
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
2016: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	5
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
2015: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	5
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
2013: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1

Financial Data on BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN

Measure	Date	Value
2022 : BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-186,666
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$357,940
Total plan assets at beginning of year	2022-12-31	$544,606
Value of fidelity bond covering the plan	2022-12-31	$300,000
Other income received	2022-12-31	$-186,666
Net income (gross income less expenses)	2022-12-31	$-186,666
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$357,940
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$544,606
2021 : BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$26,411
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$544,606
Total plan assets at beginning of year	2021-12-31	$518,195
Value of fidelity bond covering the plan	2021-12-31	$300,000
Assets. Value of loans (other than to participants)	2021-12-31	$20,187
Other income received	2021-12-31	$26,411
Net income (gross income less expenses)	2021-12-31	$26,411
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$544,606
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$518,195
2020 : BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$8,089
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$518,195
Total plan assets at beginning of year	2020-12-31	$510,106
Value of fidelity bond covering the plan	2020-12-31	$300,000
Assets. Value of loans (other than to participants)	2020-12-31	$39,583
Other income received	2020-12-31	$8,089
Net income (gross income less expenses)	2020-12-31	$8,089
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$518,195
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$510,106
2019 : BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$-23,261
Total plan assets at end of year	2019-12-31	$510,106
Total plan assets at beginning of year	2019-12-31	$533,367
Value of fidelity bond covering the plan	2019-12-31	$300,000
Assets. Value of loans (other than to participants)	2019-12-31	$76,487
Other income received	2019-12-31	$-23,261
Net income (gross income less expenses)	2019-12-31	$-23,261
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$510,106
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$533,367
2018 : BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$49,631
Expenses. Total of all expenses incurred	2018-12-31	$13,950
Benefits paid (including direct rollovers)	2018-12-31	$13,950
Total plan assets at end of year	2018-12-31	$533,367
Total plan assets at beginning of year	2018-12-31	$497,686
Value of fidelity bond covering the plan	2018-12-31	$300,000
Assets. Value of loans (other than to participants)	2018-12-31	$251,111
Other income received	2018-12-31	$49,631
Net income (gross income less expenses)	2018-12-31	$35,681
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$533,367
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$497,686
2017 : BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$10,852
Expenses. Total of all expenses incurred	2017-12-31	$29,554
Benefits paid (including direct rollovers)	2017-12-31	$29,554
Total plan assets at end of year	2017-12-31	$497,686
Total plan assets at beginning of year	2017-12-31	$516,388
Value of fidelity bond covering the plan	2017-12-31	$300,000
Assets. Value of loans (other than to participants)	2017-12-31	$253,922
Other income received	2017-12-31	$-5,121
Net income (gross income less expenses)	2017-12-31	$-18,702
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$497,686
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$516,388
Total contributions received or receivable from employer(s)	2017-12-31	$15,973
2016 : BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$72,049
Expenses. Total of all expenses incurred	2016-12-31	$32,000
Benefits paid (including direct rollovers)	2016-12-31	$32,000
Total plan assets at end of year	2016-12-31	$516,388
Total plan assets at beginning of year	2016-12-31	$476,339
Value of fidelity bond covering the plan	2016-12-31	$300,000
Assets. Value of loans (other than to participants)	2016-12-31	$291,188
Other income received	2016-12-31	$61,668
Net income (gross income less expenses)	2016-12-31	$40,049
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$516,388
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$476,339
Total contributions received or receivable from employer(s)	2016-12-31	$10,381
2015 : BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$173,149
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$476,339
Total plan assets at beginning of year	2015-12-31	$303,190
Value of fidelity bond covering the plan	2015-12-31	$300,000
Assets. Value of loans (other than to participants)	2015-12-31	$251,925
Contributions received from other sources (not participants or employers)	2015-12-31	$171,408
Other income received	2015-12-31	$-12,259
Net income (gross income less expenses)	2015-12-31	$173,149
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$476,339
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$303,190
Total contributions received or receivable from employer(s)	2015-12-31	$14,000
2014 : BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$-50,594
Expenses. Total of all expenses incurred	2014-12-31	$25,000
Benefits paid (including direct rollovers)	2014-12-31	$25,000
Total plan assets at end of year	2014-12-31	$303,190
Total plan assets at beginning of year	2014-12-31	$378,784
Value of fidelity bond covering the plan	2014-12-31	$300,000
Assets. Value of loans (other than to participants)	2014-12-31	$263,489
Other income received	2014-12-31	$-56,615
Net income (gross income less expenses)	2014-12-31	$-75,594
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$303,190
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$378,784
Total contributions received or receivable from employer(s)	2014-12-31	$6,021
2013 : BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$46,580
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$378,784
Total plan assets at beginning of year	2013-12-31	$332,204
Total contributions received or receivable from participants	2013-12-31	$4,404
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$37,084
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$46,580
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$378,784
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$332,204
Total contributions received or receivable from employer(s)	2013-12-31	$5,092
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$97,530
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$332,204
Total plan assets at beginning of year	2012-12-31	$234,674
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$76,353
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$97,530
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$332,204
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$234,674
Total contributions received or receivable from employer(s)	2012-12-31	$21,177
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$45,639
Expenses. Total of all expenses incurred	2011-12-31	$3,720
Benefits paid (including direct rollovers)	2011-12-31	$3,720
Total plan assets at end of year	2011-12-31	$234,674
Total plan assets at beginning of year	2011-12-31	$192,755
Value of fidelity bond covering the plan	2011-12-31	$225,000
Other income received	2011-12-31	$-5,354
Net income (gross income less expenses)	2011-12-31	$41,919
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$234,674
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$192,755
Assets. Value of participant loans	2011-12-31	$95,219
Total contributions received or receivable from employer(s)	2011-12-31	$50,993
2010 : BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$26,682
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$192,755
Total plan assets at beginning of year	2010-12-31	$166,073
Value of fidelity bond covering the plan	2010-12-31	$225,000
Other income received	2010-12-31	$1,289
Net income (gross income less expenses)	2010-12-31	$26,682
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$192,755
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$166,073
Assets. Value of participant loans	2010-12-31	$91,164
Total contributions received or receivable from employer(s)	2010-12-31	$25,393
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN

2022: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 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: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 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: BRECK BARTON & ASSOCIATES, P.A., PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

900936

Policy instance

Insurance contract or identification number	900936
Number of Individuals Covered	1
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

900936

Policy instance

Insurance contract or identification number	900936
Number of Individuals Covered	1
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

900936

Policy instance

Insurance contract or identification number	900936
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

900936

Policy instance

Insurance contract or identification number	900936
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

MONY LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 66370 )

Policy contract number

900936

Policy instance

Insurance contract or identification number	900936
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

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Company Name:	BRECK H. BARTON & ASSOCIATES, P.A.
Employer identification number (EIN):	820403319
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers