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THRALL, LAVANTY & BASEEL, AAC, PROFIT SHARING PLAN 401k Plan overview

Plan NameTHRALL, LAVANTY & BASEEL, AAC, PROFIT SHARING PLAN
Plan identification number 002

THRALL, LAVANTY & BASEEL, AAC, 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

THRALL, LAVANTY & BASEEL, AAC has sponsored the creation of one or more 401k plans.

Company Name:THRALL, LAVANTY & BASEEL, AAC
Employer identification number (EIN):952772331
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THRALL, LAVANTY & BASEEL, AAC, PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01JOHN BASEEL2019-01-17
0022017-01-01JOHN BASEEL2018-04-03
0022016-01-01JOHN M BASEEL
0022015-01-01JOHN M BASEEL
0022014-01-01JOHN M BASEEL
0022013-01-01JOHN M BASEEL
0022012-01-01JOHN M BASEEL
0022011-01-01JOHN M BASEEL
0022010-01-01JOHN M BASEEL
0022009-01-01JOHN M BASEEL

Financial Data on THRALL, LAVANTY & BASEEL, AAC, PROFIT SHARING PLAN

Measure Date Value
2016 : THRALL, LAVANTY & BASEEL, AAC, PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$174,458
Expenses. Total of all expenses incurred2016-12-31$274,062
Benefits paid (including direct rollovers)2016-12-31$274,062
Total plan assets at end of year2016-12-31$1,671,821
Total plan assets at beginning of year2016-12-31$1,771,425
Value of fidelity bond covering the plan2016-12-31$350,000
Other income received2016-12-31$174,458
Net income (gross income less expenses)2016-12-31$-99,604
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,671,821
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,771,425
2015 : THRALL, LAVANTY & BASEEL, AAC, PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$6,348
Expenses. Total of all expenses incurred2015-12-31$71,638
Benefits paid (including direct rollovers)2015-12-31$71,638
Total plan assets at end of year2015-12-31$1,771,425
Total plan assets at beginning of year2015-12-31$1,836,715
Value of fidelity bond covering the plan2015-12-31$350,000
Other income received2015-12-31$6,348
Net income (gross income less expenses)2015-12-31$-65,290
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,771,425
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,836,715
2014 : THRALL, LAVANTY & BASEEL, AAC, PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$105,775
Expenses. Total of all expenses incurred2014-12-31$309,249
Benefits paid (including direct rollovers)2014-12-31$309,249
Total plan assets at end of year2014-12-31$1,836,715
Total plan assets at beginning of year2014-12-31$2,040,189
Value of fidelity bond covering the plan2014-12-31$350,000
Other income received2014-12-31$105,775
Net income (gross income less expenses)2014-12-31$-203,474
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,836,715
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,040,189
2013 : THRALL, LAVANTY & BASEEL, AAC, PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$99,544
Expenses. Total of all expenses incurred2013-12-31$52,841
Benefits paid (including direct rollovers)2013-12-31$52,376
Total plan assets at end of year2013-12-31$2,040,189
Total plan assets at beginning of year2013-12-31$1,993,486
Value of fidelity bond covering the plan2013-12-31$350,000
Other income received2013-12-31$99,544
Net income (gross income less expenses)2013-12-31$46,703
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,040,189
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,993,486
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$465
2012 : THRALL, LAVANTY & BASEEL, AAC, PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$25,777
Expenses. Total of all expenses incurred2012-12-31$62,702
Benefits paid (including direct rollovers)2012-12-31$60,368
Total plan assets at end of year2012-12-31$1,993,486
Total plan assets at beginning of year2012-12-31$2,030,411
Value of fidelity bond covering the plan2012-12-31$350,000
Assets. Value of loans (other than to participants)2012-12-31$83,125
Other income received2012-12-31$25,777
Net income (gross income less expenses)2012-12-31$-36,925
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,993,486
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,030,411
Assets. Value of real-estate (other than employer real property)2012-12-31$9,219
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,334
2011 : THRALL, LAVANTY & BASEEL, AAC, PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$67,427
Expenses. Total of all expenses incurred2011-12-31$100,144
Benefits paid (including direct rollovers)2011-12-31$97,618
Total plan assets at end of year2011-12-31$2,030,411
Total plan assets at beginning of year2011-12-31$2,063,128
Value of fidelity bond covering the plan2011-12-31$350,000
Assets. Value of loans (other than to participants)2011-12-31$83,125
Other income received2011-12-31$67,427
Net income (gross income less expenses)2011-12-31$-32,717
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,030,411
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,063,128
Assets. Value of real-estate (other than employer real property)2011-12-31$125,702
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,526
2010 : THRALL, LAVANTY & BASEEL, AAC, PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$-128,696
Expenses. Total of all expenses incurred2010-12-31$82,558
Benefits paid (including direct rollovers)2010-12-31$80,370
Total plan assets at end of year2010-12-31$2,063,128
Total plan assets at beginning of year2010-12-31$2,274,382
Value of fidelity bond covering the plan2010-12-31$350,000
Other income received2010-12-31$-128,696
Net income (gross income less expenses)2010-12-31$-211,254
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,063,128
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,274,382
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,188

Form 5500 Responses for THRALL, LAVANTY & BASEEL, AAC, PROFIT SHARING PLAN

2016: THRALL, LAVANTY & BASEEL, AAC, PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THRALL, LAVANTY & BASEEL, AAC, PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THRALL, LAVANTY & BASEEL, AAC, PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THRALL, LAVANTY & BASEEL, AAC, PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THRALL, LAVANTY & BASEEL, AAC, PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THRALL, LAVANTY & BASEEL, AAC, PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THRALL, LAVANTY & BASEEL, AAC, PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THRALL, LAVANTY & BASEEL, AAC, PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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