401k Plan data: BULLARD & ASSOCIATES SAVINGS INCENTIVE PLAN plan

BULLARD & ASSOCIATES SAVINGS INCENTIVE PLAN 401k Plan overview

Plan Name	BULLARD & ASSOCIATES SAVINGS INCENTIVE PLAN
Plan identification number	001

BULLARD & ASSOCIATES SAVINGS INCENTIVE PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
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

BULLARD & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: BULLARD & ASSOCIATES

Employer identification number (EIN): 201615141

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BULLARD & ASSOCIATES SAVINGS INCENTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOHN SORENSEN 2024-10-07 DONALD BULLARD 2024-10-07
001 2022-01-01 JOHN SORENSEN 2023-07-28 DONALD BULLARD 2023-07-28
001 2021-01-01 JOHN SORENSEN 2022-09-27 DONALD BULLARD 2022-09-27
001 2021-01-01 JOHN SORENSEN 2022-09-22 DONALD BULLARD 2022-09-22
001 2020-01-01 JOHN SORENSEN 2021-09-15 DONALD BULLARD 2021-09-15
001 2019-01-01 JOHN SORENSEN 2020-07-29 DONALD A BULLARD 2020-07-29
001 2018-01-01 JOHN W SORENSEN 2019-10-08 DONALD A BULLARD 2019-10-08
001 2017-01-01 JOHN W SORENSEN 2018-10-10 DONALD A BULLARD 2018-10-10
001 2016-01-01 JOHN SORENSEN 2017-10-13 DONALD BULLARD 2017-10-13
001 2015-01-01 JOHN SORENSEN
001 2014-01-01 JOHN SORENSEN JOHN SORENSEN 2015-10-02
001 2013-01-01 DONALD BULLARD DONALD BULLARD 2014-09-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JOHN SORENSEN	2024-10-07	DONALD BULLARD	2024-10-07
001	2022-01-01	JOHN SORENSEN	2023-07-28	DONALD BULLARD	2023-07-28
001	2021-01-01	JOHN SORENSEN	2022-09-27	DONALD BULLARD	2022-09-27
001	2021-01-01	JOHN SORENSEN	2022-09-22	DONALD BULLARD	2022-09-22
001	2020-01-01	JOHN SORENSEN	2021-09-15	DONALD BULLARD	2021-09-15
001	2019-01-01	JOHN SORENSEN	2020-07-29	DONALD A BULLARD	2020-07-29
001	2018-01-01	JOHN W SORENSEN	2019-10-08	DONALD A BULLARD	2019-10-08
001	2017-01-01	JOHN W SORENSEN	2018-10-10	DONALD A BULLARD	2018-10-10
001	2016-01-01	JOHN SORENSEN	2017-10-13	DONALD BULLARD	2017-10-13
001	2015-01-01	JOHN SORENSEN
001	2014-01-01	JOHN SORENSEN		JOHN SORENSEN	2015-10-02
001	2013-01-01	DONALD BULLARD		DONALD BULLARD	2014-09-15

Plan Statistics for BULLARD & ASSOCIATES SAVINGS INCENTIVE PLAN

401k plan membership statisitcs for BULLARD & ASSOCIATES SAVINGS INCENTIVE PLAN

Measure Date Value
2015: BULLARD & ASSOCIATES SAVINGS INCENTIVE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
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 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 16
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: BULLARD & ASSOCIATES SAVINGS INCENTIVE 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 16
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 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 16
Number of participants with account balances 2014-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BULLARD & ASSOCIATES SAVINGS INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2015: BULLARD & ASSOCIATES SAVINGS INCENTIVE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
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	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	16
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: BULLARD & ASSOCIATES SAVINGS INCENTIVE 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	16
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	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	16
Number of participants with account balances	2014-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BULLARD & ASSOCIATES SAVINGS INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on BULLARD & ASSOCIATES SAVINGS INCENTIVE PLAN

Measure	Date	Value
2015 : BULLARD & ASSOCIATES SAVINGS INCENTIVE PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$110,404
Expenses. Total of all expenses incurred	2015-12-31	$738
Total plan assets at end of year	2015-12-31	$1,111,620
Total plan assets at beginning of year	2015-12-31	$1,001,954
Total contributions received or receivable from participants	2015-12-31	$85,155
Expenses. Other expenses not covered elsewhere	2015-12-31	$738
Other income received	2015-12-31	$-1,991
Net income (gross income less expenses)	2015-12-31	$109,666
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,111,620
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,001,954
Assets. Value of participant loans	2015-12-31	$47,335
Total contributions received or receivable from employer(s)	2015-12-31	$27,240
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BULLARD & ASSOCIATES SAVINGS INCENTIVE PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$134,959
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,001,953
Total plan assets at beginning of year	2014-12-31	$866,994
Total contributions received or receivable from participants	2014-12-31	$70,319
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$14,419
Other income received	2014-12-31	$22,723
Net income (gross income less expenses)	2014-12-31	$134,959
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,001,953
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$866,994
Assets. Value of participant loans	2014-12-31	$66,007
Total contributions received or receivable from employer(s)	2014-12-31	$27,498
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
2013 : BULLARD & ASSOCIATES SAVINGS INCENTIVE PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$168,831
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$866,994
Total plan assets at beginning of year	2013-12-31	$698,163
Total contributions received or receivable from participants	2013-12-31	$69,225
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	$72,924
Net income (gross income less expenses)	2013-12-31	$168,831
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$866,994
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$698,163
Assets. Value of participant loans	2013-12-31	$72,763
Total contributions received or receivable from employer(s)	2013-12-31	$26,682
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0

Form 5500 Responses for BULLARD & ASSOCIATES SAVINGS INCENTIVE PLAN

2015: BULLARD & ASSOCIATES SAVINGS INCENTIVE 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: BULLARD & ASSOCIATES SAVINGS INCENTIVE 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: BULLARD & ASSOCIATES SAVINGS INCENTIVE 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

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Company Name:	BULLARD & ASSOCIATES
Employer identification number (EIN):	201615141
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers