401k Plan data: BAILEY & GLASSER 401(K) PROFIT SHARING PLAN plan

BAILEY & GLASSER 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	BAILEY & GLASSER 401(K) PROFIT SHARING PLAN
Plan identification number	001

BAILEY & GLASSER 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BAILEY & GLASSER LLP has sponsored the creation of one or more 401k plans.

Company Name: BAILEY & GLASSER LLP

Employer identification number (EIN): 550765078

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAILEY & GLASSER 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 ROGER SHEALY 2020-09-17
001 2018-01-01 ROGER SHEALY 2019-07-31
001 2017-01-01 ROGER SHEALY 2018-07-30
001 2016-01-01 ROGER SHEALY 2017-07-28
001 2015-01-01 ROGER SHEALY 2016-07-27
001 2014-01-01 ROGER SHEALY 2015-07-30
001 2013-01-01 ROGER SHEALY 2014-07-31
001 2011-01-01 ROGER SHEALY 2012-07-25 ROGER SHEALY 2012-07-25
001 2010-01-01 ROGER SHEALY 2011-07-19 ROGER SHEALY 2011-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	ROGER SHEALY	2020-09-17
001	2018-01-01	ROGER SHEALY	2019-07-31
001	2017-01-01	ROGER SHEALY	2018-07-30
001	2016-01-01	ROGER SHEALY	2017-07-28
001	2015-01-01	ROGER SHEALY	2016-07-27
001	2014-01-01	ROGER SHEALY	2015-07-30
001	2013-01-01	ROGER SHEALY	2014-07-31
001	2011-01-01	ROGER SHEALY	2012-07-25	ROGER SHEALY	2012-07-25
001	2010-01-01	ROGER SHEALY	2011-07-19	ROGER SHEALY	2011-07-19

Plan Statistics for BAILEY & GLASSER 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BAILEY & GLASSER 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: BAILEY & GLASSER 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 156
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 48
Total of all active and inactive participants 2023-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 204
Number of participants with account balances 2023-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: BAILEY & GLASSER 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 162
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 24
Total of all active and inactive participants 2022-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 186
Number of participants with account balances 2022-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BAILEY & GLASSER 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 136
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 20
Total of all active and inactive participants 2021-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 156
Number of participants with account balances 2021-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BAILEY & GLASSER 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 120
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 15
Total of all active and inactive participants 2020-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 135
Number of participants with account balances 2020-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2023: BAILEY & GLASSER 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	156
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	48
Total of all active and inactive participants	2023-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	204
Number of participants with account balances	2023-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: BAILEY & GLASSER 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	162
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	24
Total of all active and inactive participants	2022-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	186
Number of participants with account balances	2022-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BAILEY & GLASSER 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	136
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	20
Total of all active and inactive participants	2021-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	156
Number of participants with account balances	2021-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BAILEY & GLASSER 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	120
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	15
Total of all active and inactive participants	2020-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	135
Number of participants with account balances	2020-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on BAILEY & GLASSER 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : BAILEY & GLASSER 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Expenses. Interest paid	2023-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$7,827,130
Total of all expenses incurred	2023-12-31	$2,535,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,475,559
Expenses. Certain deemed distributions of participant loans	2023-12-31	$0
Value of total corrective distributions	2023-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$3,145,507
Value of total assets at end of year	2023-12-31	$31,486,237
Value of total assets at beginning of year	2023-12-31	$26,194,311
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$59,645
Total interest from all sources	2023-12-31	$19,277
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$1,187,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$1,187,984
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-12-31	$0
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,757,151
Participant contributions at end of year	2023-12-31	$268,501
Participant contributions at beginning of year	2023-12-31	$309,259
Participant contributions at end of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$477,290
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$0
Assets. Loans (other than to participants) at end of year	2023-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$0
Other income not declared elsewhere	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Income. Non cash contributions	2023-12-31	$0
Value of net income/loss	2023-12-31	$5,291,926
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$31,486,237
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$26,194,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$28,215,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$22,293,832
Interest on participant loans	2023-12-31	$19,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$32,277
Assets. Value of investments in 103.12 investment entities at end of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$2,961,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$3,584,243
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$3,474,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$911,066
Employer contributions (assets) at end of year	2023-12-31	$8,468
Employer contributions (assets) at beginning of year	2023-12-31	$6,977
Income. Dividends from preferred stock	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,475,559
Asset. Corporate debt instrument preferred debt at end of year	2023-12-31	$0
Contract administrator fees	2023-12-31	$59,645
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	SUTTLE & STALNAKER, PLLC
Accountancy firm EIN	2023-12-31	550538163
2022 : BAILEY & GLASSER 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-1,719,787
Total of all expenses incurred	2022-12-31	$77,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$67,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,663,174
Value of total assets at end of year	2022-12-31	$26,194,311
Value of total assets at beginning of year	2022-12-31	$27,991,701
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$10,401
Total interest from all sources	2022-12-31	$17,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,723,697
Participant contributions at end of year	2022-12-31	$309,259
Participant contributions at beginning of year	2022-12-31	$276,673
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$71,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,797,390
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$26,194,311
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$27,991,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$22,293,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$24,241,089
Interest on participant loans	2022-12-31	$17,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,584,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,460,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,400,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$867,877
Employer contributions (assets) at end of year	2022-12-31	$6,977
Employer contributions (assets) at beginning of year	2022-12-31	$13,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$67,202
Contract administrator fees	2022-12-31	$10,401
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SUTTLE & STALNAKER, PLLC
Accountancy firm EIN	2022-12-31	550538163
2021 : BAILEY & GLASSER 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$6,347,480
Total of all expenses incurred	2021-12-31	$707,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$705,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,266,819
Value of total assets at end of year	2021-12-31	$27,991,701
Value of total assets at beginning of year	2021-12-31	$22,352,216
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,181
Total interest from all sources	2021-12-31	$18,042
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,646,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,646,516
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,421,832
Participant contributions at end of year	2021-12-31	$276,673
Participant contributions at beginning of year	2021-12-31	$336,968
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,092,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,639,485
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$27,991,701
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$22,352,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$24,241,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$18,678,608
Interest on participant loans	2021-12-31	$18,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,460,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$3,316,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,416,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$752,061
Employer contributions (assets) at end of year	2021-12-31	$13,794
Employer contributions (assets) at beginning of year	2021-12-31	$20,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$705,814
Contract administrator fees	2021-12-31	$2,181
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SUTTLE & STALNAKER, PLLC
Accountancy firm EIN	2021-12-31	550538163
2020 : BAILEY & GLASSER 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$4,696,859
Total of all expenses incurred	2020-12-31	$1,531,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,529,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,042,528
Value of total assets at end of year	2020-12-31	$22,352,216
Value of total assets at beginning of year	2020-12-31	$19,186,625
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,693
Total interest from all sources	2020-12-31	$18,762
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$788,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$788,317
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,229,880
Participant contributions at end of year	2020-12-31	$336,968
Participant contributions at beginning of year	2020-12-31	$307,860
Participant contributions at beginning of year	2020-12-31	$705
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$158,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,165,591
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$22,352,216
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$19,186,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$18,678,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,315,298
Interest on participant loans	2020-12-31	$18,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3,316,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,552,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,847,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$653,831
Employer contributions (assets) at end of year	2020-12-31	$20,367
Employer contributions (assets) at beginning of year	2020-12-31	$10,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,529,575
Contract administrator fees	2020-12-31	$1,693
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	SUTTLE & STALNAKER, PLLC
Accountancy firm EIN	2020-12-31	550538163

Form 5500 Responses for BAILEY & GLASSER 401(K) PROFIT SHARING PLAN

2023: BAILEY & GLASSER 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BAILEY & GLASSER 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BAILEY & GLASSER 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BAILEY & GLASSER 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

781066-01

Policy instance

Insurance contract or identification number	781066-01
Number of Individuals Covered	18
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR-62526-1

Policy instance

Insurance contract or identification number	MR-62526-1
Number of Individuals Covered	174
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR-62526-1

Policy instance

Insurance contract or identification number	MR-62526-1
Number of Individuals Covered	145
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR-62526-1

Policy instance

Insurance contract or identification number	MR-62526-1
Number of Individuals Covered	128
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

Potentially related plans

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Company Name:	BAILEY & GLASSER LLP
Employer identification number (EIN):	550765078
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers