401k Plan data: BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN plan

BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN
Plan identification number	002

BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING 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.
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.
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

BAR ASSN/FDN MONTGOMERY CTY, MD. has sponsored the creation of one or more 401k plans.

Company Name: BAR ASSN/FDN MONTGOMERY CTY, MD.

Employer identification number (EIN): 520807787

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 WANDA CLAIBORNE 2024-07-17 WANDA CLAIBORNE 2024-07-17
002 2021-01-01 WANDA CLAIBORNE 2022-07-29 WANDA CLAIBORNE 2022-07-29
002 2021-01-01 WANDA A. CALVIN CLAIBORNE 2022-10-04 WANDA A. CALVIN CLAIBORNE 2022-10-04
002 2020-01-01 BEA RICE 2021-07-12 BEA RICE 2021-07-12
002 2019-01-01 BEA RICE 2020-06-15 BEA RICE 2020-06-15
002 2018-01-01 BEA RICE 2019-07-03 BEA RICE 2019-07-03
002 2017-01-01 BEA RICE 2018-07-26
002 2016-01-01 BEA RICE 2017-06-19
002 2015-01-01 BEA RICE
002 2014-01-01 BEA RICE
002 2013-01-01 BEA RICE BEA RICE 2014-07-18
002 2012-01-01 BEA RICE 2013-06-20 BEA RICE 2013-06-20
002 2011-01-01 BEA RICE
002 2009-01-01 BEA RICE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	WANDA CLAIBORNE	2024-07-17	WANDA CLAIBORNE	2024-07-17
002	2021-01-01	WANDA CLAIBORNE	2022-07-29	WANDA CLAIBORNE	2022-07-29
002	2021-01-01	WANDA A. CALVIN CLAIBORNE	2022-10-04	WANDA A. CALVIN CLAIBORNE	2022-10-04
002	2020-01-01	BEA RICE	2021-07-12	BEA RICE	2021-07-12
002	2019-01-01	BEA RICE	2020-06-15	BEA RICE	2020-06-15
002	2018-01-01	BEA RICE	2019-07-03	BEA RICE	2019-07-03
002	2017-01-01	BEA RICE	2018-07-26
002	2016-01-01	BEA RICE	2017-06-19
002	2015-01-01	BEA RICE
002	2014-01-01	BEA RICE
002	2013-01-01	BEA RICE		BEA RICE	2014-07-18
002	2012-01-01	BEA RICE	2013-06-20	BEA RICE	2013-06-20
002	2011-01-01	BEA RICE
002	2009-01-01	BEA RICE

Plan Statistics for BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 5
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
2015: BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2011: BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 6
Total participants 2011-01-01 6
2009: BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 6
Total participants 2009-01-01 6

Measure	Date	Value
2021: BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	5
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
2015: BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2011: BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	6
Total participants	2011-01-01	6
2009: BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	6
Total participants	2009-01-01	6

Financial Data on BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2021 : BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$80,445
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$749,685
Total plan assets at beginning of year	2021-12-31	$669,240
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$11,367
Other income received	2021-12-31	$58,015
Net income (gross income less expenses)	2021-12-31	$80,445
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$749,685
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$669,240
Total contributions received or receivable from employer(s)	2021-12-31	$11,063
2015 : BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$21,183
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$308,773
Total plan assets at beginning of year	2015-12-31	$287,590
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$29,195
Other income received	2015-12-31	$-8,012
Net income (gross income less expenses)	2015-12-31	$21,183
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$308,773
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$287,590
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$42,525
Expenses. Total of all expenses incurred	2014-12-31	$3,751
Benefits paid (including direct rollovers)	2014-12-31	$3,751
Total plan assets at end of year	2014-12-31	$287,590
Total plan assets at beginning of year	2014-12-31	$248,816
Total contributions received or receivable from participants	2014-12-31	$29,031
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$13,494
Net income (gross income less expenses)	2014-12-31	$38,774
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$287,590
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$248,816
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	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	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$52,918
Expenses. Total of all expenses incurred	2013-12-31	$27
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$248,816
Total plan assets at beginning of year	2013-12-31	$195,925
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$27,038
Expenses. Other expenses not covered elsewhere	2013-12-31	$27
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$25,880
Net income (gross income less expenses)	2013-12-31	$52,891
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$248,816
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$195,925
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
2011 : BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$30,468
Expenses. Total of all expenses incurred	2011-12-31	$24,627
Total plan assets at end of year	2011-12-31	$135,947
Total plan assets at beginning of year	2011-12-31	$130,106
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$30,468
Expenses. Other expenses not covered elsewhere	2011-12-31	$24,347
Net income (gross income less expenses)	2011-12-31	$5,841
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$135,947
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$130,106
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$280
2010 : BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$44,461
Total plan assets at end of year	2010-12-31	$130,106
Total plan assets at beginning of year	2010-12-31	$85,645
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$32,892
Other income received	2010-12-31	$11,569
Net income (gross income less expenses)	2010-12-31	$44,461
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$130,106
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$85,645

Form 5500 Responses for BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN

2021: BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2015: BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2011: BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BAR ASSOC/BAR FOUND OF MONTGOMERY MD 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BAR ASSN/FDN MONTGOMERY CTY, MD.
Employer identification number (EIN):	520807787
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers