401k Plan data: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN plan

BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN
Plan identification number	001

BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

BARR & MUDFORD, LLP has sponsored the creation of one or more 401k plans.

Company Name: BARR & MUDFORD, LLP

Employer identification number (EIN): 161662020

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BRANDON STORMENT 2024-10-03 BRANDON STORMENT 2024-10-03
001 2022-01-01 BRANDON STORMENT 2023-06-28 BRANDON STORMENT 2023-06-28
001 2022-01-01 BRANDON STORMENT 2024-06-05 BRANDON STORMENT 2024-06-05
001 2021-01-01 BRANDON STORMENT 2022-08-19 BRANDON STORMENT 2022-08-19
001 2020-01-01 CATHLEEN BARR 2021-10-06 CATHLEEN BARR 2021-10-06
001 2019-01-01 DOUG MUDFORD 2020-10-12 DOUG MUDFORD 2020-10-12
001 2018-01-01 DUGAN BARR 2019-10-10 DUGAN BARR 2019-10-10
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 DOUG MUDFORD DOUG MUDFORD 2013-06-10
001 2011-01-01 DOUG MUDFORD DOUG MUDFORD 2012-08-13
001 2009-01-01 DOUG MUDFORD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	BRANDON STORMENT	2024-10-03	BRANDON STORMENT	2024-10-03
001	2022-01-01	BRANDON STORMENT	2023-06-28	BRANDON STORMENT	2023-06-28
001	2022-01-01	BRANDON STORMENT	2024-06-05	BRANDON STORMENT	2024-06-05
001	2021-01-01	BRANDON STORMENT	2022-08-19	BRANDON STORMENT	2022-08-19
001	2020-01-01	CATHLEEN BARR	2021-10-06	CATHLEEN BARR	2021-10-06
001	2019-01-01	DOUG MUDFORD	2020-10-12	DOUG MUDFORD	2020-10-12
001	2018-01-01	DUGAN BARR	2019-10-10	DUGAN BARR	2019-10-10
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	DOUG MUDFORD		DOUG MUDFORD	2013-06-10
001	2011-01-01	DOUG MUDFORD		DOUG MUDFORD	2012-08-13
001	2009-01-01	DOUG MUDFORD

Plan Statistics for BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 13
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 13
Number of participants with account balances 2023-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 14
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 5
Total of all active and inactive participants 2022-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 19
Number of participants with account balances 2022-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 15
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 18
Number of participants with account balances 2021-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 18
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 19
Number of participants with account balances 2020-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 18
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 19
Number of participants with account balances 2019-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 19
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 19
Number of participants with account balances 2018-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 19
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 19
Number of participants with account balances 2017-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 17
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 17
Number of participants with account balances 2016-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 17
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 17
Number of participants with account balances 2015-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 17
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 17
Number of participants with account balances 2014-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 16
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 16
Number of participants with account balances 2013-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 14
Number of participants with account balances 2012-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 15
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 15
Number of participants with account balances 2011-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	13
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	13
Number of participants with account balances	2023-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	14
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	5
Total of all active and inactive participants	2022-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	19
Number of participants with account balances	2022-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	15
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	18
Number of participants with account balances	2021-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	18
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	19
Number of participants with account balances	2020-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	18
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	19
Number of participants with account balances	2019-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	19
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	19
Number of participants with account balances	2018-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	19
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	19
Number of participants with account balances	2017-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	17
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	17
Number of participants with account balances	2016-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	17
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	17
Number of participants with account balances	2015-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	17
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	17
Number of participants with account balances	2014-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	16
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	16
Number of participants with account balances	2013-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	14
Number of participants with account balances	2012-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	15
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	15
Number of participants with account balances	2011-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$395,743
Expenses. Total of all expenses incurred	2023-12-31	$461,420
Benefits paid (including direct rollovers)	2023-12-31	$459,685
Total plan assets at end of year	2023-12-31	$1,366,395
Total plan assets at beginning of year	2023-12-31	$1,432,072
Value of fidelity bond covering the plan	2023-12-31	$200,000
Total contributions received or receivable from participants	2023-12-31	$65,467
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$206,459
Net income (gross income less expenses)	2023-12-31	$-65,677
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,366,395
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,432,072
Assets. Value of participant loans	2023-12-31	$15,315
Assets. Value of employer real property	2023-12-31	$67,949
Total contributions received or receivable from employer(s)	2023-12-31	$123,817
Value of certain deemed distributions of participant loans	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$1,735
2022 : BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$144,568
Expenses. Total of all expenses incurred	2022-12-31	$111,089
Benefits paid (including direct rollovers)	2022-12-31	$110,209
Total plan assets at end of year	2022-12-31	$1,432,072
Total plan assets at beginning of year	2022-12-31	$1,398,593
Value of fidelity bond covering the plan	2022-12-31	$150,000
Total contributions received or receivable from participants	2022-12-31	$112,080
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-106,054
Net income (gross income less expenses)	2022-12-31	$33,479
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,432,072
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,398,593
Assets. Value of participant loans	2022-12-31	$14,364
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$14,125
Assets. Value of employer real property	2022-12-31	$66,617
Total contributions received or receivable from employer(s)	2022-12-31	$138,542
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$880
2021 : BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$312,760
Expenses. Total of all expenses incurred	2021-12-31	$654,415
Benefits paid (including direct rollovers)	2021-12-31	$654,347
Total plan assets at end of year	2021-12-31	$1,398,593
Total plan assets at beginning of year	2021-12-31	$1,740,248
Value of fidelity bond covering the plan	2021-12-31	$150,000
Total contributions received or receivable from participants	2021-12-31	$108,980
Expenses. Other expenses not covered elsewhere	2021-12-31	$68
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$158,288
Net income (gross income less expenses)	2021-12-31	$-341,655
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,398,593
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,740,248
Assets. Value of participant loans	2021-12-31	$24,697
Assets. Value of employer real property	2021-12-31	$66,617
Total contributions received or receivable from employer(s)	2021-12-31	$45,492
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$154,507
Expenses. Total of all expenses incurred	2020-12-31	$1,046
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$1,740,248
Total plan assets at beginning of year	2020-12-31	$1,586,787
Value of fidelity bond covering the plan	2020-12-31	$150,000
Total contributions received or receivable from participants	2020-12-31	$60,051
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$75,737
Net income (gross income less expenses)	2020-12-31	$153,461
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,740,248
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,586,787
Assets. Value of participant loans	2020-12-31	$33,611
Assets. Value of employer real property	2020-12-31	$64,642
Total contributions received or receivable from employer(s)	2020-12-31	$18,719
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,046
2019 : BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$366,181
Expenses. Total of all expenses incurred	2019-12-31	$21,606
Benefits paid (including direct rollovers)	2019-12-31	$21,356
Total plan assets at end of year	2019-12-31	$1,586,787
Total plan assets at beginning of year	2019-12-31	$1,242,212
Value of fidelity bond covering the plan	2019-12-31	$150,000
Total contributions received or receivable from participants	2019-12-31	$124,778
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$121,468
Net income (gross income less expenses)	2019-12-31	$344,575
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,586,787
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,242,212
Assets. Value of participant loans	2019-12-31	$41,964
Assets. Value of employer real property	2019-12-31	$50,000
Total contributions received or receivable from employer(s)	2019-12-31	$119,935
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$250
2018 : BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$207,424
Expenses. Total of all expenses incurred	2018-12-31	$31,551
Benefits paid (including direct rollovers)	2018-12-31	$31,435
Total plan assets at end of year	2018-12-31	$1,242,212
Total plan assets at beginning of year	2018-12-31	$1,066,339
Value of fidelity bond covering the plan	2018-12-31	$150,000
Total contributions received or receivable from participants	2018-12-31	$113,925
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$60,443
Net income (gross income less expenses)	2018-12-31	$175,873
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,242,212
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,066,339
Assets. Value of employer real property	2018-12-31	$50,000
Total contributions received or receivable from employer(s)	2018-12-31	$33,056
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$116
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$209,273
Expenses. Total of all expenses incurred	2017-12-31	$41,486
Benefits paid (including direct rollovers)	2017-12-31	$39,156
Total plan assets at end of year	2017-12-31	$1,066,339
Total plan assets at beginning of year	2017-12-31	$898,552
Value of fidelity bond covering the plan	2017-12-31	$150,000
Total contributions received or receivable from participants	2017-12-31	$88,240
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$83,469
Net income (gross income less expenses)	2017-12-31	$167,787
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,066,339
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$898,552
Assets. Value of employer real property	2017-12-31	$50,000
Total contributions received or receivable from employer(s)	2017-12-31	$37,564
Value of certain deemed distributions of participant loans	2017-12-31	$876
Value of corrective distributions	2017-12-31	$1,454
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$121,420
Expenses. Total of all expenses incurred	2016-12-31	$151,646
Benefits paid (including direct rollovers)	2016-12-31	$151,646
Total plan assets at end of year	2016-12-31	$898,552
Total plan assets at beginning of year	2016-12-31	$928,778
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$87,395
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$-1,239
Net income (gross income less expenses)	2016-12-31	$-30,226
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$898,552
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$928,778
Assets. Value of employer real property	2016-12-31	$50,000
Total contributions received or receivable from employer(s)	2016-12-31	$35,264
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$145,218
Expenses. Total of all expenses incurred	2015-12-31	$486,264
Benefits paid (including direct rollovers)	2015-12-31	$486,264
Total plan assets at end of year	2015-12-31	$928,778
Total plan assets at beginning of year	2015-12-31	$1,269,824
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$82,618
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$38,365
Net income (gross income less expenses)	2015-12-31	$-341,046
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$928,778
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,269,824
Assets. Value of employer real property	2015-12-31	$65,000
Total contributions received or receivable from employer(s)	2015-12-31	$24,235
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$116,707
Expenses. Total of all expenses incurred	2014-12-31	$11,191
Benefits paid (including direct rollovers)	2014-12-31	$11,191
Total plan assets at end of year	2014-12-31	$1,269,824
Total plan assets at beginning of year	2014-12-31	$1,164,308
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$46,138
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$50,226
Net income (gross income less expenses)	2014-12-31	$105,516
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,269,824
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,164,308
Assets. Value of employer real property	2014-12-31	$65,000
Total contributions received or receivable from employer(s)	2014-12-31	$20,343
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$141,115
Expenses. Total of all expenses incurred	2013-12-31	$3,350
Benefits paid (including direct rollovers)	2013-12-31	$3,275
Total plan assets at end of year	2013-12-31	$1,164,308
Total plan assets at beginning of year	2013-12-31	$1,026,543
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$79,047
Assets. Value of loans (other than to participants)	2013-12-31	$89,927
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$23,299
Net income (gross income less expenses)	2013-12-31	$137,765
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,164,308
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,026,543
Total contributions received or receivable from employer(s)	2013-12-31	$38,769
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$75
2012 : BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$119,777
Expenses. Total of all expenses incurred	2012-12-31	$80,020
Benefits paid (including direct rollovers)	2012-12-31	$79,945
Total plan assets at end of year	2012-12-31	$1,026,543
Total plan assets at beginning of year	2012-12-31	$986,786
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$75,554
Assets. Value of loans (other than to participants)	2012-12-31	$84,973
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$8,978
Net income (gross income less expenses)	2012-12-31	$39,757
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,026,543
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$986,786
Total contributions received or receivable from employer(s)	2012-12-31	$35,245
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$111,408
Expenses. Total of all expenses incurred	2011-12-31	$7,691
Benefits paid (including direct rollovers)	2011-12-31	$7,591
Total plan assets at end of year	2011-12-31	$986,786
Total plan assets at beginning of year	2011-12-31	$883,069
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$66,725
Assets. Value of loans (other than to participants)	2011-12-31	$74,966
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$10,993
Net income (gross income less expenses)	2011-12-31	$103,717
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$986,786
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$883,069
Total contributions received or receivable from employer(s)	2011-12-31	$33,690
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$100
2010 : BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$38,833
Expenses. Total of all expenses incurred	2010-12-31	$6,709
Benefits paid (including direct rollovers)	2010-12-31	$6,709
Total plan assets at end of year	2010-12-31	$883,069
Total plan assets at beginning of year	2010-12-31	$850,945
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$15,605
Assets. Value of loans (other than to participants)	2010-12-31	$73,015
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$10,311
Net income (gross income less expenses)	2010-12-31	$32,124
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$883,069
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$850,945
Total contributions received or receivable from employer(s)	2010-12-31	$12,917

Form 5500 Responses for BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN

2023: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BARR & MUDFORD, LLP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BARR & MUDFORD, LLP
Employer identification number (EIN):	161662020
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers