STEPHEN PAUL BARNARD PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT
401k plan membership statisitcs for STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT
Measure | Date | Value |
---|
2017: STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-04-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 0 |
Total of all active and inactive participants | 2017-04-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-04-01 | 0 |
Total participants | 2017-04-01 | 0 |
Number of participants with account balances | 2017-04-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-04-01 | 0 |
2016: STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-04-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 3 |
Number of retired or separated participants receiving benefits | 2016-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 0 |
Total of all active and inactive participants | 2016-04-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-04-01 | 0 |
Total participants | 2016-04-01 | 3 |
Number of participants with account balances | 2016-04-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-04-01 | 0 |
2015: STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-04-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 3 |
Total of all active and inactive participants | 2015-04-01 | 3 |
Total participants | 2015-04-01 | 3 |
Number of participants with account balances | 2015-04-01 | 3 |
2014: STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-04-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 3 |
Total of all active and inactive participants | 2014-04-01 | 3 |
Total participants | 2014-04-01 | 3 |
Number of participants with account balances | 2014-04-01 | 3 |
2013: STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-04-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 4 |
Total of all active and inactive participants | 2013-04-01 | 4 |
Total participants | 2013-04-01 | 4 |
Number of participants with account balances | 2013-04-01 | 4 |
2012: STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-04-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 4 |
Total of all active and inactive participants | 2012-04-01 | 4 |
Total participants | 2012-04-01 | 4 |
Number of participants with account balances | 2012-04-01 | 4 |
2011: STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-04-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 5 |
Number of retired or separated participants receiving benefits | 2011-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 0 |
Total of all active and inactive participants | 2011-04-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 0 |
Total participants | 2011-04-01 | 5 |
Number of participants with account balances | 2011-04-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 0 |
2010: STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-04-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 5 |
Number of retired or separated participants receiving benefits | 2010-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-04-01 | 0 |
Total of all active and inactive participants | 2010-04-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-04-01 | 0 |
Total participants | 2010-04-01 | 5 |
Number of participants with account balances | 2010-04-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-04-01 | 0 |
2009: STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-04-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 5 |
Number of retired or separated participants receiving benefits | 2009-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 0 |
Total of all active and inactive participants | 2009-04-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-04-01 | 0 |
Total participants | 2009-04-01 | 5 |
Number of participants with account balances | 2009-04-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-04-01 | 0 |
Measure | Date | Value |
---|
2018 : STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2018 401k financial data |
---|
Transfers to/from the plan | 2018-03-31 | $0 |
Total plan liabilities at end of year | 2018-03-31 | $0 |
Total plan liabilities at beginning of year | 2018-03-31 | $0 |
Total income from all sources | 2018-03-31 | $36,585 |
Expenses. Total of all expenses incurred | 2018-03-31 | $105,581 |
Benefits paid (including direct rollovers) | 2018-03-31 | $91,110 |
Total plan assets at end of year | 2018-03-31 | $354,372 |
Total plan assets at beginning of year | 2018-03-31 | $423,368 |
Value of fidelity bond covering the plan | 2018-03-31 | $125,000 |
Total contributions received or receivable from participants | 2018-03-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-03-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-03-31 | $0 |
Other income received | 2018-03-31 | $36,585 |
Noncash contributions received | 2018-03-31 | $0 |
Net income (gross income less expenses) | 2018-03-31 | $-68,996 |
Net plan assets at end of year (total assets less liabilities) | 2018-03-31 | $354,372 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-03-31 | $423,368 |
Assets. Value of real-estate (other than employer real property) | 2018-03-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-03-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-03-31 | $0 |
Value of corrective distributions | 2018-03-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-03-31 | $14,471 |
2017 : STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2017 401k financial data |
---|
Transfers to/from the plan | 2017-03-31 | $0 |
Total plan liabilities at end of year | 2017-03-31 | $0 |
Total plan liabilities at beginning of year | 2017-03-31 | $0 |
Total income from all sources | 2017-03-31 | $37,555 |
Expenses. Total of all expenses incurred | 2017-03-31 | $102,498 |
Benefits paid (including direct rollovers) | 2017-03-31 | $50,000 |
Total plan assets at end of year | 2017-03-31 | $423,368 |
Total plan assets at beginning of year | 2017-03-31 | $488,311 |
Value of fidelity bond covering the plan | 2017-03-31 | $125,000 |
Total contributions received or receivable from participants | 2017-03-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-03-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-03-31 | $0 |
Other income received | 2017-03-31 | $37,555 |
Noncash contributions received | 2017-03-31 | $0 |
Net income (gross income less expenses) | 2017-03-31 | $-64,943 |
Net plan assets at end of year (total assets less liabilities) | 2017-03-31 | $423,368 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-03-31 | $488,311 |
Assets. Value of participant loans | 2017-03-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-03-31 | $132,500 |
Total contributions received or receivable from employer(s) | 2017-03-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-03-31 | $49,304 |
Value of corrective distributions | 2017-03-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-03-31 | $3,194 |
2016 : STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2016 401k financial data |
---|
Total income from all sources | 2016-03-31 | $-37,254 |
Total plan assets at end of year | 2016-03-31 | $488,311 |
Total plan assets at beginning of year | 2016-03-31 | $525,565 |
Value of fidelity bond covering the plan | 2016-03-31 | $125,000 |
Other income received | 2016-03-31 | $-37,254 |
Net income (gross income less expenses) | 2016-03-31 | $-37,254 |
Net plan assets at end of year (total assets less liabilities) | 2016-03-31 | $488,311 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-03-31 | $525,565 |
Assets. Value of participant loans | 2016-03-31 | $49,304 |
Assets. Value of real-estate (other than employer real property) | 2016-03-31 | $125,000 |
2015 : STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2015 401k financial data |
---|
Total income from all sources | 2015-03-31 | $7,796 |
Expenses. Total of all expenses incurred | 2015-03-31 | $151,328 |
Benefits paid (including direct rollovers) | 2015-03-31 | $151,328 |
Total plan assets at end of year | 2015-03-31 | $525,565 |
Total plan assets at beginning of year | 2015-03-31 | $669,097 |
Value of fidelity bond covering the plan | 2015-03-31 | $125,000 |
Other income received | 2015-03-31 | $7,796 |
Net income (gross income less expenses) | 2015-03-31 | $-143,532 |
Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $525,565 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $669,097 |
Assets. Value of participant loans | 2015-03-31 | $49,304 |
Assets. Value of real-estate (other than employer real property) | 2015-03-31 | $125,000 |
2014 : STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2014 401k financial data |
---|
Total income from all sources | 2014-03-31 | $42,147 |
Total plan assets at end of year | 2014-03-31 | $669,097 |
Total plan assets at beginning of year | 2014-03-31 | $626,950 |
Value of fidelity bond covering the plan | 2014-03-31 | $125,000 |
Other income received | 2014-03-31 | $42,147 |
Net income (gross income less expenses) | 2014-03-31 | $42,147 |
Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $669,097 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $626,950 |
Assets. Value of real-estate (other than employer real property) | 2014-03-31 | $125,000 |
2013 : STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2013 401k financial data |
---|
Total income from all sources | 2013-03-31 | $137,480 |
Total plan assets at end of year | 2013-03-31 | $626,950 |
Total plan assets at beginning of year | 2013-03-31 | $489,470 |
Value of fidelity bond covering the plan | 2013-03-31 | $125,000 |
Other income received | 2013-03-31 | $137,480 |
Net income (gross income less expenses) | 2013-03-31 | $137,480 |
Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $626,950 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $489,470 |
Assets. Value of real-estate (other than employer real property) | 2013-03-31 | $100,147 |
2012 : STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2012 401k financial data |
---|
Total income from all sources | 2012-03-31 | $-5,150 |
Total plan assets at end of year | 2012-03-31 | $489,470 |
Total plan assets at beginning of year | 2012-03-31 | $494,620 |
Value of fidelity bond covering the plan | 2012-03-31 | $50,000 |
Other income received | 2012-03-31 | $-5,150 |
Net income (gross income less expenses) | 2012-03-31 | $-5,150 |
Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $489,470 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $494,620 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-03-31 | $0 |
2011 : STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2011 401k financial data |
---|
Total income from all sources | 2011-03-31 | $3,340 |
Total plan assets at end of year | 2011-03-31 | $494,620 |
Total plan assets at beginning of year | 2011-03-31 | $491,280 |
Value of fidelity bond covering the plan | 2011-03-31 | $50,000 |
Other income received | 2011-03-31 | $3,340 |
Net income (gross income less expenses) | 2011-03-31 | $3,340 |
Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $494,620 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $491,280 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-03-31 | $0 |
2010 : STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2010 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-03-31 | $0 |
2017: STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2017 form 5500 responses |
---|
2017-04-01 | Type of plan entity | Single employer plan |
2017-04-01 | Submission has been amended | No |
2017-04-01 | This submission is the final filing | No |
2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-04-01 | Plan is a collectively bargained plan | No |
2017-04-01 | Plan funding arrangement – Trust | Yes |
2017-04-01 | Plan benefit arrangement - Trust | Yes |
2016: STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2016 form 5500 responses |
---|
2016-04-01 | Type of plan entity | Single employer plan |
2016-04-01 | Submission has been amended | No |
2016-04-01 | This submission is the final filing | No |
2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-04-01 | Plan is a collectively bargained plan | No |
2016-04-01 | Plan funding arrangement – Trust | Yes |
2016-04-01 | Plan benefit arrangement - Trust | Yes |
2015: STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2015 form 5500 responses |
---|
2015-04-01 | Type of plan entity | Single employer plan |
2015-04-01 | Plan funding arrangement – Trust | Yes |
2015-04-01 | Plan benefit arrangement - Trust | Yes |
2014: STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2014 form 5500 responses |
---|
2014-04-01 | Type of plan entity | Single employer plan |
2014-04-01 | Plan funding arrangement – Trust | Yes |
2014-04-01 | Plan benefit arrangement - Trust | Yes |
2013: STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2013 form 5500 responses |
---|
2013-04-01 | Type of plan entity | Single employer plan |
2013-04-01 | Plan funding arrangement – Trust | Yes |
2013-04-01 | Plan benefit arrangement - Trust | Yes |
2012: STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2012 form 5500 responses |
---|
2012-04-01 | Type of plan entity | Single employer plan |
2012-04-01 | Plan funding arrangement – Trust | Yes |
2012-04-01 | Plan benefit arrangement - Trust | Yes |
2011: STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2011 form 5500 responses |
---|
2011-04-01 | Type of plan entity | Single employer plan |
2011-04-01 | Submission has been amended | No |
2011-04-01 | This submission is the final filing | No |
2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-04-01 | Plan is a collectively bargained plan | No |
2011-04-01 | Plan funding arrangement – Trust | Yes |
2011-04-01 | Plan benefit arrangement - Trust | Yes |
2010: STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2010 form 5500 responses |
---|
2010-04-01 | Type of plan entity | Single employer plan |
2010-04-01 | Submission has been amended | No |
2010-04-01 | This submission is the final filing | No |
2010-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-04-01 | Plan is a collectively bargained plan | No |
2010-04-01 | Plan funding arrangement – Trust | Yes |
2010-04-01 | Plan benefit arrangement - Trust | Yes |
2009: STEPHEN PAUL BARNARD PC PROFIT SHARING PLAN & TRUST AGREEMENT 2009 form 5500 responses |
---|
2009-04-01 | Type of plan entity | Single employer plan |
2009-04-01 | Submission has been amended | No |
2009-04-01 | This submission is the final filing | No |
2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-04-01 | Plan is a collectively bargained plan | No |
2009-04-01 | Plan funding arrangement – Trust | Yes |
2009-04-01 | Plan benefit arrangement - Trust | Yes |