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CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameCHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST
Plan identification number 001

CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 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

CHARLES W. RICHARDSON, ATTORNEY AT LAW has sponsored the creation of one or more 401k plans.

Company Name:CHARLES W. RICHARDSON, ATTORNEY AT LAW
Employer identification number (EIN):953537951
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01CHARLES RICHARDSON
0012015-01-01CHARLES RICHARDSON
0012014-01-01CHARLES RICHARDSON
0012013-01-01CHARLES RICHARDSON
0012012-01-01CHARLES RICHARDSON
0012011-01-01CHARLES RICHARDSON
0012010-01-01CHARLES RICHARDSON
0012009-01-01CHARLES RICHARDSON CHARLES RICHARDSON2010-03-26

Plan Statistics for CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016: CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
2014: CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Number of participants with account balances2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016 : CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2016 401k financial data
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$119,390
Expenses. Total of all expenses incurred2016-12-31$1,167,928
Benefits paid (including direct rollovers)2016-12-31$1,167,128
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$1,048,538
Value of fidelity bond covering the plan2016-12-31$105,000
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$119,390
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-1,048,538
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$1,048,538
Total contributions received or receivable from employer(s)2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$50,000
2015 : CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2015 401k financial data
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$39,816
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$1,048,538
Total plan assets at beginning of year2015-12-31$1,008,722
Value of fidelity bond covering the plan2015-12-31$105,000
Other income received2015-12-31$-10,184
Net income (gross income less expenses)2015-12-31$39,816
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,048,538
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,008,722
Assets. Value of real-estate (other than employer real property)2015-12-31$47,589
Total contributions received or receivable from employer(s)2015-12-31$50,000
2014 : CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2014 401k financial data
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$170,611
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$1,008,722
Total plan assets at beginning of year2014-12-31$838,111
Value of fidelity bond covering the plan2014-12-31$96,000
Other income received2014-12-31$114,447
Net income (gross income less expenses)2014-12-31$170,611
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,008,722
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$838,111
Assets. Value of real-estate (other than employer real property)2014-12-31$50,000
Total contributions received or receivable from employer(s)2014-12-31$56,164
2013 : CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 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$195,653
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$838,111
Total plan assets at beginning of year2013-12-31$642,458
Value of fidelity bond covering the plan2013-12-31$75,000
Assets. Value of loans (other than to participants)2013-12-31$50,000
Noncash contributions received2013-12-31$140,735
Net income (gross income less expenses)2013-12-31$195,653
Net plan assets at end of year (total assets less liabilities)2013-12-31$838,111
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$642,458
Total contributions received or receivable from employer(s)2013-12-31$54,918
2012 : CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2012 401k financial data
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$102,643
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$642,458
Total plan assets at beginning of year2012-12-31$539,815
Value of fidelity bond covering the plan2012-12-31$50,000
Assets. Value of loans (other than to participants)2012-12-31$50,000
Contributions received from other sources (not participants or employers)2012-12-31$48,814
Net income (gross income less expenses)2012-12-31$102,643
Net plan assets at end of year (total assets less liabilities)2012-12-31$642,458
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$539,815
Total contributions received or receivable from employer(s)2012-12-31$53,829
2011 : CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2011 401k financial data
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$69,020
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$539,815
Total plan assets at beginning of year2011-12-31$470,795
Value of fidelity bond covering the plan2011-12-31$50,000
Assets. Value of loans (other than to participants)2011-12-31$50,000
Other income received2011-12-31$16,296
Net income (gross income less expenses)2011-12-31$69,020
Net plan assets at end of year (total assets less liabilities)2011-12-31$539,815
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$470,795
Total contributions received or receivable from employer(s)2011-12-31$52,724
2010 : CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2010 401k financial data
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$82,024
Expenses. Total of all expenses incurred2010-12-31$95
Total plan assets at end of year2010-12-31$470,795
Total plan assets at beginning of year2010-12-31$388,866
Value of fidelity bond covering the plan2010-12-31$50,000
Assets. Value of loans (other than to participants)2010-12-31$50,000
Expenses. Other expenses not covered elsewhere2010-12-31$95
Other income received2010-12-31$29,554
Net income (gross income less expenses)2010-12-31$81,929
Net plan assets at end of year (total assets less liabilities)2010-12-31$470,795
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$388,866
Total contributions received or receivable from employer(s)2010-12-31$52,470

Form 5500 Responses for CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST

2016: CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 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: CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHARLES W. RICHARDSON, ATTORNEY AT LAW PROFIT SHARING PLAN AND TRUST 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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