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BRADY & CALLAHAN, P.C. 401k Plan overview

Plan NameBRADY & CALLAHAN, P.C.
Plan identification number 001

BRADY & CALLAHAN, P.C. 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

BRADY & CALLAHAN, P.C. has sponsored the creation of one or more 401k plans.

Company Name:BRADY & CALLAHAN, P.C.
Employer identification number (EIN):030361139
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about BRADY & CALLAHAN, P.C.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1999-05-10
Company Identification Number: 119167
Legal Registered Office Address: 56 MAIN ST, STE 303

SPRINGFIELD
United States of America (USA)
05156

More information about BRADY & CALLAHAN, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRADY & CALLAHAN, P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JULIE R BRADY2024-06-19 JULIE R BRADY2024-06-19
0012022-01-01JULIE R BRADY2023-06-20
0012021-01-01JULIE R BRADY2022-06-14 JULIE R BRADY2022-06-14
0012020-01-01JULIE R BRADY2021-06-16
0012019-01-01JOHN BRADY2020-06-23
0012018-01-01JOHN2019-06-20 JOHN2019-06-20
0012017-01-01JULIE R BRADY2018-06-18 JULIE R BRADY2018-06-18
0012016-01-01JULIE R BRADY2017-06-27
0012015-01-01JULIE R BRADY
0012014-01-01JULIE R BRADY
0012013-01-01J. CHRISTOPHER CALLAHAN JULIE R. BRADY2014-07-11
0012012-01-01JULIE R BRADY
0012011-01-01JULIE BRADY
0012010-01-01JULIE R BRADY
0012009-01-01JULIE BRADY

Plan Statistics for BRADY & CALLAHAN, P.C.

401k plan membership statisitcs for BRADY & CALLAHAN, P.C.

Measure Date Value
2015: BRADY & CALLAHAN, P.C. 2015 401k membership
Total participants, beginning-of-year2015-01-0113
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0110
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BRADY & CALLAHAN, P.C. 2014 401k membership
Total participants, beginning-of-year2014-01-0113
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0114
Number of participants with account balances2014-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BRADY & CALLAHAN, P.C. 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0113
Number of participants with account balances2013-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BRADY & CALLAHAN, P.C. 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0113
Number of participants with account balances2012-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BRADY & CALLAHAN, P.C. 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BRADY & CALLAHAN, P.C. 2010 401k membership
Total participants, beginning-of-year2010-01-0110
Total number of active participants reported on line 7a of the Form 55002010-01-019
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0110
Number of participants with account balances2010-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BRADY & CALLAHAN, P.C. 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BRADY & CALLAHAN, P.C.

Measure Date Value
2015 : BRADY & CALLAHAN, P.C. 2015 401k financial data
Total income from all sources2015-12-31$66,552
Expenses. Total of all expenses incurred2015-12-31$15,857
Benefits paid (including direct rollovers)2015-12-31$15,857
Total plan assets at end of year2015-12-31$2,274,516
Total plan assets at beginning of year2015-12-31$2,223,821
Value of fidelity bond covering the plan2015-12-31$175,000
Total contributions received or receivable from participants2015-12-31$30,823
Other income received2015-12-31$-35,581
Net income (gross income less expenses)2015-12-31$50,695
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,274,516
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,223,821
Assets. Value of participant loans2015-12-31$55,044
Total contributions received or receivable from employer(s)2015-12-31$71,310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BRADY & CALLAHAN, P.C. 2014 401k financial data
Total income from all sources2014-12-31$291,756
Expenses. Total of all expenses incurred2014-12-31$105
Benefits paid (including direct rollovers)2014-12-31$105
Total plan assets at end of year2014-12-31$2,223,821
Total plan assets at beginning of year2014-12-31$1,932,170
Total contributions received or receivable from participants2014-12-31$67,668
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$107,777
Net income (gross income less expenses)2014-12-31$291,651
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,223,821
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,932,170
Assets. Value of participant loans2014-12-31$66,319
Total contributions received or receivable from employer(s)2014-12-31$116,311
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
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 : BRADY & CALLAHAN, P.C. 2013 401k financial data
Total income from all sources2013-12-31$417,233
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,932,170
Total plan assets at beginning of year2013-12-31$1,514,937
Total contributions received or receivable from participants2013-12-31$61,729
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$247,520
Net income (gross income less expenses)2013-12-31$417,233
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,932,170
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,514,937
Assets. Value of participant loans2013-12-31$62,716
Total contributions received or receivable from employer(s)2013-12-31$107,984
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
2012 : BRADY & CALLAHAN, P.C. 2012 401k financial data
Total income from all sources2012-12-31$275,765
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$1,514,937
Total plan assets at beginning of year2012-12-31$1,239,173
Value of fidelity bond covering the plan2012-12-31$175,000
Total contributions received or receivable from participants2012-12-31$44,498
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$147,451
Net income (gross income less expenses)2012-12-31$275,765
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,514,937
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,239,173
Assets. Value of participant loans2012-12-31$64,095
Total contributions received or receivable from employer(s)2012-12-31$83,816
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
2011 : BRADY & CALLAHAN, P.C. 2011 401k financial data
Total income from all sources2011-12-31$89,989
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,239,173
Total plan assets at beginning of year2011-12-31$1,149,184
Total contributions received or receivable from participants2011-12-31$42,558
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$31,447
Net income (gross income less expenses)2011-12-31$89,989
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,239,173
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,149,184
Assets. Value of participant loans2011-12-31$61,833
Total contributions received or receivable from employer(s)2011-12-31$15,984
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
2010 : BRADY & CALLAHAN, P.C. 2010 401k financial data
Total income from all sources2010-12-31$170,164
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,149,184
Total plan assets at beginning of year2010-12-31$979,020
Total contributions received or receivable from participants2010-12-31$42,977
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$110,959
Net income (gross income less expenses)2010-12-31$170,164
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,149,184
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$979,020
Assets. Value of participant loans2010-12-31$48,493
Total contributions received or receivable from employer(s)2010-12-31$16,228
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0

Form 5500 Responses for BRADY & CALLAHAN, P.C.

2015: BRADY & CALLAHAN, P.C. 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: BRADY & CALLAHAN, P.C. 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: BRADY & CALLAHAN, P.C. 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: BRADY & CALLAHAN, P.C. 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: BRADY & CALLAHAN, P.C. 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: BRADY & CALLAHAN, P.C. 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: BRADY & CALLAHAN, P.C. 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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