FREEMAN & BASS, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST
401k plan membership statisitcs for FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST
Measure | Date | Value |
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2023: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 9 |
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 | 2 |
Total of all active and inactive participants | 2023-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 11 |
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 | 1 |
2022: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 11 |
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 | 1 |
Total of all active and inactive participants | 2022-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 13 |
Number of participants with account balances | 2022-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 12 |
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 | 1 |
Total of all active and inactive participants | 2021-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 13 |
Number of participants with account balances | 2021-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 14 |
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 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 14 |
Number of participants with account balances | 2020-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 14 |
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 | 1 |
Total of all active and inactive participants | 2019-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 15 |
Number of participants with account balances | 2019-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 14 |
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 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 14 |
Number of participants with account balances | 2018-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 14 |
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 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 14 |
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: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 13 |
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 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 13 |
Number of participants with account balances | 2016-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 13 |
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 | 1 |
Total of all active and inactive participants | 2015-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 14 |
Number of participants with account balances | 2015-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 13 |
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 | 1 |
Total of all active and inactive participants | 2014-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 14 |
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 | 1 |
2013: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 14 |
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 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 14 |
Number of participants with account balances | 2013-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 13 |
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 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 13 |
Number of participants with account balances | 2012-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 13 |
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 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 13 |
Number of participants with account balances | 2011-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 14 |
Number of participants with account balances | 2010-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
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2023 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $267,380 |
Expenses. Total of all expenses incurred | 2023-12-31 | $3,656,834 |
Benefits paid (including direct rollovers) | 2023-12-31 | $3,638,019 |
Total plan assets at end of year | 2023-12-31 | $3,995,368 |
Total plan assets at beginning of year | 2023-12-31 | $7,384,822 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Total contributions received or receivable from participants | 2023-12-31 | $0 |
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 | $254,995 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $-3,389,454 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,995,368 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $7,384,822 |
Assets. Value of participant loans | 2023-12-31 | $979 |
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 | 2023-12-31 | $1,776 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $12,385 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $18,815 |
2022 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2022 401k financial data |
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Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-304,263 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,348,665 |
Benefits paid (including direct rollovers) | 2022-12-31 | $1,329,448 |
Total plan assets at end of year | 2022-12-31 | $7,384,822 |
Total plan assets at beginning of year | 2022-12-31 | $9,037,750 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $0 |
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 | $-317,883 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-1,652,928 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $7,384,822 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,037,750 |
Assets. Value of participant loans | 2022-12-31 | $2,676 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $13,620 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $19,217 |
2021 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,597,179 |
Expenses. Total of all expenses incurred | 2021-12-31 | $350,868 |
Benefits paid (including direct rollovers) | 2021-12-31 | $332,767 |
Total plan assets at end of year | 2021-12-31 | $9,037,750 |
Total plan assets at beginning of year | 2021-12-31 | $7,791,439 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $1,576,324 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $1,246,311 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $9,037,750 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,791,439 |
Assets. Value of participant loans | 2021-12-31 | $6,335 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $20,855 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $18,101 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $20,855 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $20,855 |
2020 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $461,825 |
Expenses. Total of all expenses incurred | 2020-12-31 | $3,428,280 |
Benefits paid (including direct rollovers) | 2020-12-31 | $3,410,116 |
Total plan assets at end of year | 2020-12-31 | $7,791,439 |
Total plan assets at beginning of year | 2020-12-31 | $10,757,894 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $18,164 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $431,925 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $-2,966,455 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $7,791,439 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,757,894 |
Assets. Value of participant loans | 2020-12-31 | $11,374 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $29,900 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $29,900 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $29,900 |
2019 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $10,000 |
Total income from all sources | 2019-12-31 | $2,142,405 |
Expenses. Total of all expenses incurred | 2019-12-31 | $294,277 |
Benefits paid (including direct rollovers) | 2019-12-31 | $272,231 |
Total plan assets at end of year | 2019-12-31 | $10,757,894 |
Total plan assets at beginning of year | 2019-12-31 | $8,919,766 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $22,046 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $2,111,335 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $1,848,128 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $10,757,894 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,909,766 |
Assets. Value of participant loans | 2019-12-31 | $23,154 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $31,070 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $31,070 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $31,070 |
2018 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $10,000 |
Total plan liabilities at beginning of year | 2018-12-31 | $5,000 |
Total income from all sources | 2018-12-31 | $-766,433 |
Expenses. Total of all expenses incurred | 2018-12-31 | $262,535 |
Benefits paid (including direct rollovers) | 2018-12-31 | $241,138 |
Total plan assets at end of year | 2018-12-31 | $8,919,766 |
Total plan assets at beginning of year | 2018-12-31 | $9,943,734 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $21,397 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-800,068 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-1,028,968 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $8,909,766 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,938,734 |
Assets. Value of participant loans | 2018-12-31 | $30,871 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $33,635 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $33,635 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $33,635 |
2017 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $5,000 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $1,404,688 |
Expenses. Total of all expenses incurred | 2017-12-31 | $265,121 |
Benefits paid (including direct rollovers) | 2017-12-31 | $255,453 |
Total plan assets at end of year | 2017-12-31 | $9,943,734 |
Total plan assets at beginning of year | 2017-12-31 | $8,799,167 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $9,668 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $1,368,490 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $1,139,567 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $9,938,734 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,799,167 |
Assets. Value of participant loans | 2017-12-31 | $37,030 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $36,198 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $36,198 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $36,198 |
2016 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $763,772 |
Expenses. Total of all expenses incurred | 2016-12-31 | $421,783 |
Benefits paid (including direct rollovers) | 2016-12-31 | $417,161 |
Total plan assets at end of year | 2016-12-31 | $8,799,167 |
Total plan assets at beginning of year | 2016-12-31 | $8,457,178 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $4,622 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $727,753 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $341,989 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $8,799,167 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,457,178 |
Assets. Value of participant loans | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $36,019 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $36,019 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $36,019 |
2015 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2015 401k financial data |
---|
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $-131,110 |
Expenses. Total of all expenses incurred | 2015-12-31 | $353,685 |
Benefits paid (including direct rollovers) | 2015-12-31 | $347,120 |
Total plan assets at end of year | 2015-12-31 | $8,457,178 |
Total plan assets at beginning of year | 2015-12-31 | $8,941,973 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $6,565 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-167,330 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-484,795 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $8,457,178 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,941,973 |
Assets. Value of participant loans | 2015-12-31 | $9,588 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $36,220 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $36,220 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $36,220 |
2014 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2014 401k financial data |
---|
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $1,019 |
Total income from all sources | 2014-12-31 | $801,443 |
Expenses. Total of all expenses incurred | 2014-12-31 | $354,149 |
Benefits paid (including direct rollovers) | 2014-12-31 | $349,815 |
Total plan assets at end of year | 2014-12-31 | $8,941,973 |
Total plan assets at beginning of year | 2014-12-31 | $8,495,698 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $4,334 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $759,826 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $447,294 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $8,941,973 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,494,679 |
Assets. Value of participant loans | 2014-12-31 | $21,151 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $41,617 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $41,617 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $41,617 |
2013 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $1,019 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,934,386 |
Expenses. Total of all expenses incurred | 2013-12-31 | $275,599 |
Benefits paid (including direct rollovers) | 2013-12-31 | $270,644 |
Total plan assets at end of year | 2013-12-31 | $8,495,698 |
Total plan assets at beginning of year | 2013-12-31 | $6,835,892 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $4,955 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $0 |
Noncash contributions received | 2013-12-31 | $1,890,927 |
Net income (gross income less expenses) | 2013-12-31 | $1,658,787 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $8,494,679 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,835,892 |
Assets. Value of participant loans | 2013-12-31 | $33,048 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $43,459 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $43,459 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $43,459 |
2012 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2012 401k financial data |
---|
Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $947,957 |
Expenses. Total of all expenses incurred | 2012-12-31 | $574,282 |
Benefits paid (including direct rollovers) | 2012-12-31 | $570,468 |
Total plan assets at end of year | 2012-12-31 | $6,835,892 |
Total plan assets at beginning of year | 2012-12-31 | $6,462,217 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
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 | $909,687 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $373,675 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $6,835,892 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,462,217 |
Assets. Value of participant loans | 2012-12-31 | $20,077 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $38,270 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $3,814 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $38,270 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $38,270 |
2011 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $-4,252 |
Expenses. Total of all expenses incurred | 2011-12-31 | $62,141 |
Benefits paid (including direct rollovers) | 2011-12-31 | $55,569 |
Total plan assets at end of year | 2011-12-31 | $6,462,217 |
Total plan assets at beginning of year | 2011-12-31 | $6,528,610 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
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 | $-50,932 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $-66,393 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,462,217 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,528,610 |
Assets. Value of participant loans | 2011-12-31 | $31,609 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $46,680 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $6,572 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $46,680 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $46,680 |
2010 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $878,205 |
Expenses. Total of all expenses incurred | 2010-12-31 | $652,333 |
Benefits paid (including direct rollovers) | 2010-12-31 | $645,670 |
Total plan assets at end of year | 2010-12-31 | $6,528,610 |
Total plan assets at beginning of year | 2010-12-31 | $6,302,738 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $829,856 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $225,872 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6,528,610 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,302,738 |
Assets. Value of participant loans | 2010-12-31 | $9,640 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $48,349 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $6,663 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $48,349 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $48,349 |
2023: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 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: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 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: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 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: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 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: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 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: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 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: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 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: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 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: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 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: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 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: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 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: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 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: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 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 |
2010: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |