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NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameNORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN
Plan identification number 003

NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.

401k Sponsoring company profile

NORTH CAROLINA BAR ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:NORTH CAROLINA BAR ASSOCIATION
Employer identification number (EIN):560583941
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about NORTH CAROLINA BAR ASSOCIATION

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 0103549

More information about NORTH CAROLINA BAR ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-07-01DANIEL BLYSKAL2024-03-18 DANIEL BLYSKAL2024-03-18
0032021-07-01DAN BLYSKAL2023-01-24 DAN BLYSKAL2023-01-24
0032020-07-01DAN BLYSKAL2022-01-21 DAN BLYSKAL2022-01-21
0032019-07-01DAN BLYSKAL2021-01-14 DAN BLYSKAL2021-01-14
0032019-07-01DAN BLYSKAL2021-01-14 DAN BLYSKAL2021-01-14
0032018-07-01DAN BLYSKAL2020-01-17 DAN BLYSKAL2020-01-17
0032017-07-01ASHLEY MILLS2019-01-15 ASHLEY MILLS2019-01-15
0032016-07-01ASHLEY MILLS2018-01-03
0032015-07-01ASHLEY MILLS ASHLEY MILLS2017-04-13
0032014-07-01ASHLEY MILLS
0032013-07-01ASHLEY MILLS
0032012-07-01ASHLEY MILLS ASHLEY MILLS2013-12-27
0032011-07-01ASHLEY MILLS
0032010-07-01ASHLEY K MILLS
0032009-07-01ASHLEY MILLS

Plan Statistics for NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0153
Total number of active participants reported on line 7a of the Form 55002015-07-0137
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0113
Total of all active and inactive participants2015-07-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0150
Number of participants with account balances2015-07-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0155
Total number of active participants reported on line 7a of the Form 55002014-07-0138
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0115
Total of all active and inactive participants2014-07-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0153
Number of participants with account balances2014-07-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0158
Total number of active participants reported on line 7a of the Form 55002013-07-0140
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0115
Total of all active and inactive participants2013-07-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0155
Number of participants with account balances2013-07-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0149
Total number of active participants reported on line 7a of the Form 55002012-07-0148
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0110
Total of all active and inactive participants2012-07-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0158
Number of participants with account balances2012-07-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0170
Total number of active participants reported on line 7a of the Form 55002011-07-0149
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0149
Number of participants with account balances2011-07-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0172
Total number of active participants reported on line 7a of the Form 55002010-07-0151
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-019
Total of all active and inactive participants2010-07-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0160
Number of participants with account balances2010-07-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0165
Total number of active participants reported on line 7a of the Form 55002009-07-0154
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-018
Total of all active and inactive participants2009-07-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0162
Number of participants with account balances2009-07-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-06-30$266,865
Expenses. Total of all expenses incurred2016-06-30$449,174
Benefits paid (including direct rollovers)2016-06-30$429,263
Total plan assets at end of year2016-06-30$3,039,965
Total plan assets at beginning of year2016-06-30$3,222,274
Value of fidelity bond covering the plan2016-06-30$500,000
Total contributions received or receivable from participants2016-06-30$211,437
Expenses. Other expenses not covered elsewhere2016-06-30$578
Contributions received from other sources (not participants or employers)2016-06-30$32,800
Other income received2016-06-30$22,628
Net income (gross income less expenses)2016-06-30$-182,309
Net plan assets at end of year (total assets less liabilities)2016-06-30$3,039,965
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$3,222,274
Assets. Value of participant loans2016-06-30$118,554
Value of certain deemed distributions of participant loans2016-06-30$19,333
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-06-30$244,171
Expenses. Total of all expenses incurred2015-06-30$183,021
Benefits paid (including direct rollovers)2015-06-30$182,565
Total plan assets at end of year2015-06-30$3,222,274
Total plan assets at beginning of year2015-06-30$3,161,124
Total contributions received or receivable from participants2015-06-30$171,270
Expenses. Other expenses not covered elsewhere2015-06-30$456
Contributions received from other sources (not participants or employers)2015-06-30$0
Other income received2015-06-30$72,901
Net income (gross income less expenses)2015-06-30$61,150
Net plan assets at end of year (total assets less liabilities)2015-06-30$3,222,274
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$3,161,124
Assets. Value of participant loans2015-06-30$87,978
Total contributions received or receivable from employer(s)2015-06-30$0
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$0
Amount contributed by the employer to the plan for this plan year2015-06-30$0
2014 : NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-06-30$677,255
Expenses. Total of all expenses incurred2014-06-30$128,631
Benefits paid (including direct rollovers)2014-06-30$98,709
Total plan assets at end of year2014-06-30$3,161,124
Total plan assets at beginning of year2014-06-30$2,612,500
Total contributions received or receivable from participants2014-06-30$188,385
Expenses. Other expenses not covered elsewhere2014-06-30$223
Contributions received from other sources (not participants or employers)2014-06-30$115,832
Other income received2014-06-30$373,038
Net income (gross income less expenses)2014-06-30$548,624
Net plan assets at end of year (total assets less liabilities)2014-06-30$3,161,124
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$2,612,500
Assets. Value of participant loans2014-06-30$91,825
Total contributions received or receivable from employer(s)2014-06-30$0
Value of certain deemed distributions of participant loans2014-06-30$29,699
Value of corrective distributions2014-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$0
Amount contributed by the employer to the plan for this plan year2014-06-30$0
2013 : NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-06-30$399,566
Expenses. Total of all expenses incurred2013-06-30$16,706
Benefits paid (including direct rollovers)2013-06-30$16,150
Total plan assets at end of year2013-06-30$2,612,500
Total plan assets at beginning of year2013-06-30$2,229,640
Total contributions received or receivable from participants2013-06-30$211,618
Expenses. Other expenses not covered elsewhere2013-06-30$538
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$187,948
Net income (gross income less expenses)2013-06-30$382,860
Net plan assets at end of year (total assets less liabilities)2013-06-30$2,612,500
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$2,229,640
Assets. Value of participant loans2013-06-30$83,049
Total contributions received or receivable from employer(s)2013-06-30$0
Value of certain deemed distributions of participant loans2013-06-30$0
Value of corrective distributions2013-06-30$18
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$0
Amount contributed by the employer to the plan for this plan year2013-06-30$0
2012 : NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-06-30$326,709
Expenses. Total of all expenses incurred2012-06-30$32,106
Benefits paid (including direct rollovers)2012-06-30$31,797
Total plan assets at end of year2012-06-30$2,229,640
Total plan assets at beginning of year2012-06-30$1,935,037
Total contributions received or receivable from participants2012-06-30$264,763
Expenses. Other expenses not covered elsewhere2012-06-30$309
Contributions received from other sources (not participants or employers)2012-06-30$4,545
Other income received2012-06-30$57,401
Net income (gross income less expenses)2012-06-30$294,603
Net plan assets at end of year (total assets less liabilities)2012-06-30$2,229,640
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,935,037
Assets. Value of participant loans2012-06-30$42,410
Total contributions received or receivable from employer(s)2012-06-30$0
Value of certain deemed distributions of participant loans2012-06-30$0
Value of corrective distributions2012-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$0
Amount contributed by the employer to the plan for this plan year2012-06-30$0
2011 : NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-06-30$588,470
Expenses. Total of all expenses incurred2011-06-30$140,957
Benefits paid (including direct rollovers)2011-06-30$140,005
Total plan assets at end of year2011-06-30$1,935,037
Total plan assets at beginning of year2011-06-30$1,487,524
Total contributions received or receivable from participants2011-06-30$261,882
Expenses. Other expenses not covered elsewhere2011-06-30$0
Contributions received from other sources (not participants or employers)2011-06-30$27,196
Other income received2011-06-30$299,392
Net income (gross income less expenses)2011-06-30$447,513
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,935,037
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,487,524
Assets. Value of participant loans2011-06-30$38,493
Total contributions received or receivable from employer(s)2011-06-30$0
Value of certain deemed distributions of participant loans2011-06-30$952
Value of corrective distributions2011-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$0
Amount contributed by the employer to the plan for this plan year2011-06-30$0
2010 : NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-06-30$372,009
Expenses. Total of all expenses incurred2010-06-30$8,331
Benefits paid (including direct rollovers)2010-06-30$7,947
Total plan assets at end of year2010-06-30$1,487,524
Total plan assets at beginning of year2010-06-30$1,123,846
Value of fidelity bond covering the plan2010-06-30$500,000
Total contributions received or receivable from participants2010-06-30$241,794
Expenses. Other expenses not covered elsewhere2010-06-30$0
Contributions received from other sources (not participants or employers)2010-06-30$0
Other income received2010-06-30$130,215
Net income (gross income less expenses)2010-06-30$363,678
Net plan assets at end of year (total assets less liabilities)2010-06-30$1,487,524
Net plan assets at beginning of year (total assets less liabilities)2010-06-30$1,123,846
Assets. Value of participant loans2010-06-30$17,046
Total contributions received or receivable from employer(s)2010-06-30$0
Value of certain deemed distributions of participant loans2010-06-30$0
Value of corrective distributions2010-06-30$384
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$0
Amount contributed by the employer to the plan for this plan year2010-06-30$0

Form 5500 Responses for NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN

2015: NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: NORTH CAROLINA BAR ASSOCIATION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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