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BERGEN & PARKINSON, LLC PROFIT SHARING PLAN 401k Plan overview

Plan NameBERGEN & PARKINSON, LLC PROFIT SHARING PLAN
Plan identification number 001

BERGEN & PARKINSON, LLC 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
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

BERGEN & PARKINSON, LLC has sponsored the creation of one or more 401k plans.

Company Name:BERGEN & PARKINSON, LLC
Employer identification number (EIN):010513838
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BERGEN & PARKINSON, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LUCY R DUBAR2024-07-11 LUCY R DUBAR2024-07-11
0012022-01-01DAVID BOIS2023-06-26 DAVID BOIS2023-06-26
0012021-01-01DAVID L. BOIS2022-07-11 DAVID L. BOIS2022-07-11
0012020-01-01JOHN P HATHAWAY2021-09-09 JOHN P HATHAWAY2021-09-09
0012019-01-01JACK HATHAWAY2020-10-01 JACK HATHAWAY2020-10-01
0012018-01-01JOHN P HATHAWAY2019-10-08 JOHN P HATHAWAY2019-10-08
0012017-01-01LAURIE RICHARDS2018-06-26 LAURIE RICHARDS2018-06-26
0012016-01-01LAURIE RICHARDS2017-06-21 LAURIE RICHARDS2017-06-21
0012015-01-01LINDA RHINES
0012014-01-01LINDA RHINIES LINDA RHINES2015-06-30
0012013-01-01LINDA J. RHINES
0012012-01-01LINDA J. RHINES LINDA J. RHINES2013-07-15
0012011-01-01LINDA RHINES
0012010-01-01LINDA RHINES
0012009-01-01LINDA RHINES LINDA RHINES2010-07-06
0012009-01-01LINDA RHINES LINDA RHINES2010-07-06
0012009-01-01LINDA RHINES LINDA RHINES2010-07-06
0012009-01-01LINDA RHINES
0012009-01-01LINDA RHINES LINDA RHINES2010-07-06

Plan Statistics for BERGEN & PARKINSON, LLC PROFIT SHARING PLAN

401k plan membership statisitcs for BERGEN & PARKINSON, LLC PROFIT SHARING PLAN

Measure Date Value
2015: BERGEN & PARKINSON, LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0154
Total number of active participants reported on line 7a of the Form 55002015-01-0142
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0147
Number of participants with account balances2015-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BERGEN & PARKINSON, LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0150
Total number of active participants reported on line 7a of the Form 55002014-01-0140
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0145
Number of participants with account balances2014-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BERGEN & PARKINSON, LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0150
Total number of active participants reported on line 7a of the Form 55002013-01-0139
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0144
Number of participants with account balances2013-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BERGEN & PARKINSON, LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0125
Total number of active participants reported on line 7a of the Form 55002012-01-0141
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0145
Number of participants with account balances2012-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BERGEN & PARKINSON, LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0133
Total number of active participants reported on line 7a of the Form 55002011-01-0136
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0141
Number of participants with account balances2011-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BERGEN & PARKINSON, LLC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0133
Total number of active participants reported on line 7a of the Form 55002010-01-0131
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0136
Number of participants with account balances2010-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BERGEN & PARKINSON, LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0133
Total number of active participants reported on line 7a of the Form 55002009-01-0129
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0134
Number of participants with account balances2009-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BERGEN & PARKINSON, LLC PROFIT SHARING PLAN

Measure Date Value
2015 : BERGEN & PARKINSON, LLC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$254,851
Expenses. Total of all expenses incurred2015-12-31$321,270
Benefits paid (including direct rollovers)2015-12-31$319,703
Total plan assets at end of year2015-12-31$2,152,295
Total plan assets at beginning of year2015-12-31$2,218,714
Value of fidelity bond covering the plan2015-12-31$70,000
Total contributions received or receivable from participants2015-12-31$157,738
Expenses. Other expenses not covered elsewhere2015-12-31$1,567
Contributions received from other sources (not participants or employers)2015-12-31$123,758
Other income received2015-12-31$-26,645
Net income (gross income less expenses)2015-12-31$-66,419
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,152,295
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,218,714
Assets. Value of participant loans2015-12-31$42,331
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BERGEN & PARKINSON, LLC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$239,182
Expenses. Total of all expenses incurred2014-12-31$37,565
Benefits paid (including direct rollovers)2014-12-31$36,538
Total plan assets at end of year2014-12-31$2,218,714
Total plan assets at beginning of year2014-12-31$2,017,097
Total contributions received or receivable from participants2014-12-31$130,720
Expenses. Other expenses not covered elsewhere2014-12-31$827
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$108,462
Net income (gross income less expenses)2014-12-31$201,617
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,218,714
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,017,097
Assets. Value of participant loans2014-12-31$75,075
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$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : BERGEN & PARKINSON, LLC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$331,166
Expenses. Total of all expenses incurred2013-12-31$22,909
Benefits paid (including direct rollovers)2013-12-31$21,194
Total plan assets at end of year2013-12-31$2,017,097
Total plan assets at beginning of year2013-12-31$1,708,840
Value of fidelity bond covering the plan2013-12-31$70,000
Total contributions received or receivable from participants2013-12-31$114,249
Expenses. Other expenses not covered elsewhere2013-12-31$753
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$216,917
Net income (gross income less expenses)2013-12-31$308,257
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,017,097
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,708,840
Assets. Value of participant loans2013-12-31$94,761
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$962
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : BERGEN & PARKINSON, LLC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$244,188
Expenses. Total of all expenses incurred2012-12-31$17,004
Benefits paid (including direct rollovers)2012-12-31$16,300
Total plan assets at end of year2012-12-31$1,718,840
Total plan assets at beginning of year2012-12-31$1,491,656
Value of fidelity bond covering the plan2012-12-31$70,000
Total contributions received or receivable from participants2012-12-31$100,351
Expenses. Other expenses not covered elsewhere2012-12-31$704
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$143,837
Net income (gross income less expenses)2012-12-31$227,184
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,718,840
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,491,656
Assets. Value of participant loans2012-12-31$83,606
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : BERGEN & PARKINSON, LLC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$133,777
Expenses. Total of all expenses incurred2011-12-31$12,434
Benefits paid (including direct rollovers)2011-12-31$11,027
Total plan assets at end of year2011-12-31$1,491,656
Total plan assets at beginning of year2011-12-31$1,370,312
Value of fidelity bond covering the plan2011-12-31$70,000
Total contributions received or receivable from participants2011-12-31$72,005
Expenses. Other expenses not covered elsewhere2011-12-31$503
Contributions received from other sources (not participants or employers)2011-12-31$50,807
Other income received2011-12-31$10,965
Net income (gross income less expenses)2011-12-31$121,343
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,491,656
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,370,312
Assets. Value of participant loans2011-12-31$107,985
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$904
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : BERGEN & PARKINSON, LLC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$337,226
Expenses. Total of all expenses incurred2010-12-31$27,769
Benefits paid (including direct rollovers)2010-12-31$27,365
Total plan assets at end of year2010-12-31$1,370,312
Total plan assets at beginning of year2010-12-31$1,060,855
Value of fidelity bond covering the plan2010-12-31$65,000
Total contributions received or receivable from participants2010-12-31$88,115
Expenses. Other expenses not covered elsewhere2010-12-31$404
Contributions received from other sources (not participants or employers)2010-12-31$143,388
Other income received2010-12-31$105,723
Net income (gross income less expenses)2010-12-31$309,457
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,370,312
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,060,855
Assets. Value of participant loans2010-12-31$56,173
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : BERGEN & PARKINSON, LLC 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for BERGEN & PARKINSON, LLC PROFIT SHARING PLAN

2015: BERGEN & PARKINSON, LLC 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BERGEN & PARKINSON, LLC 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BERGEN & PARKINSON, LLC 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BERGEN & PARKINSON, LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: BERGEN & PARKINSON, LLC 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BERGEN & PARKINSON, LLC PROFIT SHARING PLAN 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: BERGEN & PARKINSON, LLC 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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