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EDWARD L. BLUM, INC., PROFIT SHARING PLAN 401k Plan overview

Plan NameEDWARD L. BLUM, INC., PROFIT SHARING PLAN
Plan identification number 001

EDWARD L. BLUM, INC., PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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

EDWARD L. BLUM, INC. has sponsored the creation of one or more 401k plans.

Company Name:EDWARD L. BLUM, INC.
Employer identification number (EIN):943235629
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD L. BLUM, INC., PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01EDWARD BLUM
0012015-01-01EDWARD BLUM
0012014-01-01EDWARD L. BLUM EDWARD L BLUM2015-09-26
0012013-01-01EDWARD L. BLUM
0012012-01-01EDWARD L. BLUM EDWARD L. BLUM2013-09-25
0012011-01-01EDWARD L. BLUM
0012009-01-01EDWARD L. BLUM

Financial Data on EDWARD L. BLUM, INC., PROFIT SHARING PLAN

Measure Date Value
2016 : EDWARD L. BLUM, INC., PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$112,368
Expenses. Total of all expenses incurred2016-12-31$922,352
Benefits paid (including direct rollovers)2016-12-31$851,843
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$809,984
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$15,662
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$112,368
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-809,984
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$809,984
Assets. Value of participant loans2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$50,000
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,847
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : EDWARD L. BLUM, INC., PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-13,551
Expenses. Total of all expenses incurred2015-12-31$26,498
Benefits paid (including direct rollovers)2015-12-31$26,403
Total plan assets at end of year2015-12-31$809,984
Total plan assets at beginning of year2015-12-31$850,033
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-13,551
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-40,049
Net plan assets at end of year (total assets less liabilities)2015-12-31$809,984
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$850,033
Assets. Value of participant loans2015-12-31$50,000
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$95
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : EDWARD L. BLUM, INC., PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$8,960
Expenses. Total of all expenses incurred2014-12-31$12,595
Benefits paid (including direct rollovers)2014-12-31$9,397
Total plan assets at end of year2014-12-31$850,033
Total plan assets at beginning of year2014-12-31$853,668
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$3,198
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$8,960
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-3,635
Net plan assets at end of year (total assets less liabilities)2014-12-31$850,033
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$853,668
Assets. Value of participant loans2014-12-31$50,000
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : EDWARD L. BLUM, INC., PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$80,394
Expenses. Total of all expenses incurred2013-12-31$3,198
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$853,668
Total plan assets at beginning of year2013-12-31$776,472
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$3,198
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$80,394
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$77,196
Net plan assets at end of year (total assets less liabilities)2013-12-31$853,668
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$776,472
Assets. Value of participant loans2013-12-31$50,000
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : EDWARD L. BLUM, INC., PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$49,874
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$776,472
Total plan assets at beginning of year2012-12-31$726,598
Value of fidelity bond covering the plan2012-12-31$40,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$49,874
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$49,874
Net plan assets at end of year (total assets less liabilities)2012-12-31$776,472
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$726,598
Assets. Value of participant loans2012-12-31$50,000
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : EDWARD L. BLUM, INC., PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-45,908
Expenses. Total of all expenses incurred2011-12-31$83,243
Benefits paid (including direct rollovers)2011-12-31$79,996
Total plan assets at end of year2011-12-31$726,598
Total plan assets at beginning of year2011-12-31$855,749
Value of fidelity bond covering the plan2011-12-31$40,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$3,247
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-45,908
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-129,151
Net plan assets at end of year (total assets less liabilities)2011-12-31$726,598
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$855,749
Assets. Value of participant loans2011-12-31$50,000
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : EDWARD L. BLUM, INC., PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$80,402
Expenses. Total of all expenses incurred2010-12-31$3,247
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$855,749
Total plan assets at beginning of year2010-12-31$778,594
Value of fidelity bond covering the plan2010-12-31$40,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$3,247
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$79,555
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$77,155
Net plan assets at end of year (total assets less liabilities)2010-12-31$855,749
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$778,594
Assets. Value of participant loans2010-12-31$50,000
Total contributions received or receivable from employer(s)2010-12-31$847
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
2009 : EDWARD L. BLUM, INC., PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EDWARD L. BLUM, INC., PROFIT SHARING PLAN

2016: EDWARD L. BLUM, INC., PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EDWARD L. BLUM, INC., PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EDWARD L. BLUM, INC., PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EDWARD L. BLUM, INC., PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EDWARD L. BLUM, INC., PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EDWARD L. BLUM, INC., PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EDWARD L. BLUM, INC., PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberOA4028
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberOA4028
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberOA4028
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberOA4028
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberOA4028
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberOA4028
Policy instance 1

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