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FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameFREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST
Plan identification number 002

FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

FREEMAN & BASS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:FREEMAN & BASS, P.A.
Employer identification number (EIN):221901288
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01RANDALL BASS2024-06-19
0022022-01-01RANDALL BASS2023-09-29
0022021-01-01SAMUEL E. BASS2022-08-02
0022020-01-01SAMUEL E. BASS2021-07-13
0022019-01-01SAMUEL E. BASS2020-07-29
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01SAMUEL E. BASS
0022013-01-01SAMUEL E. BASS
0022012-01-01SAMUEL E. BASS
0022011-01-01SAMUEL E. BASS
0022010-01-01SAMUEL E. BASS

Plan Statistics for FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST

401k plan membership statisitcs for FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST

Measure Date Value
2023: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-0113
Total number of active participants reported on line 7a of the Form 55002023-01-019
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-012
Total of all active and inactive participants2023-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0111
Number of participants with account balances2023-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0113
Total number of active participants reported on line 7a of the Form 55002022-01-0111
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0113
Number of participants with account balances2022-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0114
Total number of active participants reported on line 7a of the Form 55002021-01-0112
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0113
Number of participants with account balances2021-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0115
Total number of active participants reported on line 7a of the Form 55002020-01-0114
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0114
Number of participants with account balances2020-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0114
Total number of active participants reported on line 7a of the Form 55002019-01-0114
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0115
Number of participants with account balances2019-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0114
Total number of active participants reported on line 7a of the Form 55002018-01-0114
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0114
Number of participants with account balances2018-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0113
Total number of active participants reported on line 7a of the Form 55002017-01-0114
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0114
Number of participants with account balances2017-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0114
Total number of active participants reported on line 7a of the Form 55002016-01-0113
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0113
Number of participants with account balances2016-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0114
Total number of active participants reported on line 7a of the Form 55002015-01-0113
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0114
Number of participants with account balances2015-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-0113
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0114
Number of participants with account balances2014-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0113
Total number of active participants reported on line 7a of the Form 55002013-01-0114
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0114
Number of participants with account balances2013-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0113
Total number of active participants reported on line 7a of the Form 55002012-01-0113
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0113
Number of participants with account balances2012-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0114
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0113
Number of participants with account balances2011-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0116
Total number of active participants reported on line 7a of the Form 55002010-01-0114
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0114
Number of participants with account balances2010-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST

Measure Date Value
2023 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$267,380
Expenses. Total of all expenses incurred2023-12-31$3,656,834
Benefits paid (including direct rollovers)2023-12-31$3,638,019
Total plan assets at end of year2023-12-31$3,995,368
Total plan assets at beginning of year2023-12-31$7,384,822
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$254,995
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-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 loans2023-12-31$979
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$1,776
Total contributions received or receivable from employer(s)2023-12-31$12,385
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$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
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-304,263
Expenses. Total of all expenses incurred2022-12-31$1,348,665
Benefits paid (including direct rollovers)2022-12-31$1,329,448
Total plan assets at end of year2022-12-31$7,384,822
Total plan assets at beginning of year2022-12-31$9,037,750
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-317,883
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-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 loans2022-12-31$2,676
Total contributions received or receivable from employer(s)2022-12-31$13,620
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$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
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,597,179
Expenses. Total of all expenses incurred2021-12-31$350,868
Benefits paid (including direct rollovers)2021-12-31$332,767
Total plan assets at end of year2021-12-31$9,037,750
Total plan assets at beginning of year2021-12-31$7,791,439
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,576,324
Noncash contributions received2021-12-31$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 loans2021-12-31$6,335
Total contributions received or receivable from employer(s)2021-12-31$20,855
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$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 securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$20,855
Amount contributed by the employer to the plan for this plan year2021-12-31$20,855
2020 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$461,825
Expenses. Total of all expenses incurred2020-12-31$3,428,280
Benefits paid (including direct rollovers)2020-12-31$3,410,116
Total plan assets at end of year2020-12-31$7,791,439
Total plan assets at beginning of year2020-12-31$10,757,894
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$18,164
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$431,925
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-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 loans2020-12-31$11,374
Total contributions received or receivable from employer(s)2020-12-31$29,900
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$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 securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$29,900
Amount contributed by the employer to the plan for this plan year2020-12-31$29,900
2019 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$10,000
Total income from all sources2019-12-31$2,142,405
Expenses. Total of all expenses incurred2019-12-31$294,277
Benefits paid (including direct rollovers)2019-12-31$272,231
Total plan assets at end of year2019-12-31$10,757,894
Total plan assets at beginning of year2019-12-31$8,919,766
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$22,046
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$2,111,335
Noncash contributions received2019-12-31$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 loans2019-12-31$23,154
Total contributions received or receivable from employer(s)2019-12-31$31,070
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$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 securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$31,070
Amount contributed by the employer to the plan for this plan year2019-12-31$31,070
2018 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$10,000
Total plan liabilities at beginning of year2018-12-31$5,000
Total income from all sources2018-12-31$-766,433
Expenses. Total of all expenses incurred2018-12-31$262,535
Benefits paid (including direct rollovers)2018-12-31$241,138
Total plan assets at end of year2018-12-31$8,919,766
Total plan assets at beginning of year2018-12-31$9,943,734
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$21,397
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-800,068
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-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 loans2018-12-31$30,871
Total contributions received or receivable from employer(s)2018-12-31$33,635
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$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 securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$33,635
Amount contributed by the employer to the plan for this plan year2018-12-31$33,635
2017 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$5,000
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,404,688
Expenses. Total of all expenses incurred2017-12-31$265,121
Benefits paid (including direct rollovers)2017-12-31$255,453
Total plan assets at end of year2017-12-31$9,943,734
Total plan assets at beginning of year2017-12-31$8,799,167
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$9,668
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,368,490
Noncash contributions received2017-12-31$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 loans2017-12-31$37,030
Total contributions received or receivable from employer(s)2017-12-31$36,198
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$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 securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$36,198
Amount contributed by the employer to the plan for this plan year2017-12-31$36,198
2016 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$763,772
Expenses. Total of all expenses incurred2016-12-31$421,783
Benefits paid (including direct rollovers)2016-12-31$417,161
Total plan assets at end of year2016-12-31$8,799,167
Total plan assets at beginning of year2016-12-31$8,457,178
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$4,622
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$727,753
Noncash contributions received2016-12-31$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 loans2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$36,019
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$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 securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$36,019
Amount contributed by the employer to the plan for this plan year2016-12-31$36,019
2015 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-131,110
Expenses. Total of all expenses incurred2015-12-31$353,685
Benefits paid (including direct rollovers)2015-12-31$347,120
Total plan assets at end of year2015-12-31$8,457,178
Total plan assets at beginning of year2015-12-31$8,941,973
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$6,565
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-167,330
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-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 loans2015-12-31$9,588
Total contributions received or receivable from employer(s)2015-12-31$36,220
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$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 securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$36,220
Amount contributed by the employer to the plan for this plan year2015-12-31$36,220
2014 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$1,019
Total income from all sources2014-12-31$801,443
Expenses. Total of all expenses incurred2014-12-31$354,149
Benefits paid (including direct rollovers)2014-12-31$349,815
Total plan assets at end of year2014-12-31$8,941,973
Total plan assets at beginning of year2014-12-31$8,495,698
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$4,334
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$759,826
Noncash contributions received2014-12-31$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 loans2014-12-31$21,151
Total contributions received or receivable from employer(s)2014-12-31$41,617
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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 securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$41,617
Amount contributed by the employer to the plan for this plan year2014-12-31$41,617
2013 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$1,019
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,934,386
Expenses. Total of all expenses incurred2013-12-31$275,599
Benefits paid (including direct rollovers)2013-12-31$270,644
Total plan assets at end of year2013-12-31$8,495,698
Total plan assets at beginning of year2013-12-31$6,835,892
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$4,955
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$0
Noncash contributions received2013-12-31$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 loans2013-12-31$33,048
Total contributions received or receivable from employer(s)2013-12-31$43,459
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$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 securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$43,459
Amount contributed by the employer to the plan for this plan year2013-12-31$43,459
2012 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$947,957
Expenses. Total of all expenses incurred2012-12-31$574,282
Benefits paid (including direct rollovers)2012-12-31$570,468
Total plan assets at end of year2012-12-31$6,835,892
Total plan assets at beginning of year2012-12-31$6,462,217
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$909,687
Noncash contributions received2012-12-31$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 loans2012-12-31$20,077
Total contributions received or receivable from employer(s)2012-12-31$38,270
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$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 securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$38,270
Amount contributed by the employer to the plan for this plan year2012-12-31$38,270
2011 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-4,252
Expenses. Total of all expenses incurred2011-12-31$62,141
Benefits paid (including direct rollovers)2011-12-31$55,569
Total plan assets at end of year2011-12-31$6,462,217
Total plan assets at beginning of year2011-12-31$6,528,610
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-50,932
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-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 loans2011-12-31$31,609
Total contributions received or receivable from employer(s)2011-12-31$46,680
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$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 securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$46,680
Amount contributed by the employer to the plan for this plan year2011-12-31$46,680
2010 : FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$878,205
Expenses. Total of all expenses incurred2010-12-31$652,333
Benefits paid (including direct rollovers)2010-12-31$645,670
Total plan assets at end of year2010-12-31$6,528,610
Total plan assets at beginning of year2010-12-31$6,302,738
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$829,856
Noncash contributions received2010-12-31$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 loans2010-12-31$9,640
Total contributions received or receivable from employer(s)2010-12-31$48,349
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$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 securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$48,349
Amount contributed by the employer to the plan for this plan year2010-12-31$48,349

Form 5500 Responses for FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST

2023: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FREEMAN & BASS, P.A. EMPLOYEES' RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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