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CLARKE & PLATT, P.A. 401(K) PLAN 401k Plan overview

Plan NameCLARKE & PLATT, P.A. 401(K) PLAN
Plan identification number 002

CLARKE & PLATT, P.A. 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • 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

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

Company Name:CLARKE & PLATT, P.A.
Employer identification number (EIN):650115902
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about CLARKE & PLATT, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1989-03-29
Company Identification Number: K77582
Legal Registered Office Address: C/O JOHN B. CLARKE

WEST PALM BEACH

33406

More information about CLARKE & PLATT, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLARKE & PLATT, P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01BROOKE A MISHOE2023-06-15 BROOKE A MISHOE2023-06-15
0022021-01-01BROOKE A MISHOE2022-07-07 BROOKE A MISHOE2022-07-07
0022020-01-01BROOKE A MISHOE2021-06-14 BROOKE A MISHOE2021-06-14
0022019-01-01BROOKE MISHOE2020-06-12 BROOKE MISHOE2020-06-12
0022018-01-01BROOKE MISHOE2019-07-24
0022017-01-01BROOKE MISHOE2018-06-21
0022016-01-01BROOKE MISHOE2017-06-14
0022015-01-01JOHN CLARKE
0022014-01-01JOHN CLARKE
0022013-01-01JOHN CLARKE
0022012-01-01JOHN CLARKE
0022011-01-01JOHN CLARKE2012-05-10
0022010-01-01JOHN CLARKE2011-03-17

Plan Statistics for CLARKE & PLATT, P.A. 401(K) PLAN

401k plan membership statisitcs for CLARKE & PLATT, P.A. 401(K) PLAN

Measure Date Value
2015: CLARKE & PLATT, P.A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-015
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 participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CLARKE & PLATT, P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-016
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 participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CLARKE & PLATT, P.A. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CLARKE & PLATT, P.A. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on CLARKE & PLATT, P.A. 401(K) PLAN

Measure Date Value
2015 : CLARKE & PLATT, P.A. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$53,078
Expenses. Total of all expenses incurred2015-12-31$62,041
Benefits paid (including direct rollovers)2015-12-31$62,041
Total plan assets at end of year2015-12-31$1,035,069
Total plan assets at beginning of year2015-12-31$1,044,032
Value of fidelity bond covering the plan2015-12-31$170,000
Total contributions received or receivable from participants2015-12-31$46,618
Other income received2015-12-31$-11,319
Net income (gross income less expenses)2015-12-31$-8,963
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,035,069
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,044,032
Assets. Value of participant loans2015-12-31$44,727
Total contributions received or receivable from employer(s)2015-12-31$17,779
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CLARKE & PLATT, P.A. 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$139,825
Expenses. Total of all expenses incurred2014-12-31$74,431
Benefits paid (including direct rollovers)2014-12-31$74,431
Total plan assets at end of year2014-12-31$1,044,032
Total plan assets at beginning of year2014-12-31$978,638
Value of fidelity bond covering the plan2014-12-31$85,000
Total contributions received or receivable from participants2014-12-31$44,032
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$78,693
Net income (gross income less expenses)2014-12-31$65,394
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,044,032
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$978,638
Assets. Value of participant loans2014-12-31$55,510
Total contributions received or receivable from employer(s)2014-12-31$17,100
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : CLARKE & PLATT, P.A. 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$246,694
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$978,638
Total plan assets at beginning of year2013-12-31$731,944
Value of fidelity bond covering the plan2013-12-31$85,000
Total contributions received or receivable from participants2013-12-31$45,707
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$183,261
Net income (gross income less expenses)2013-12-31$246,694
Net plan assets at end of year (total assets less liabilities)2013-12-31$978,638
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$731,944
Assets. Value of participant loans2013-12-31$5,962
Total contributions received or receivable from employer(s)2013-12-31$17,726
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
2012 : CLARKE & PLATT, P.A. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$166,270
Expenses. Total of all expenses incurred2012-12-31$158,050
Benefits paid (including direct rollovers)2012-12-31$151,086
Total plan assets at end of year2012-12-31$731,944
Total plan assets at beginning of year2012-12-31$723,724
Value of fidelity bond covering the plan2012-12-31$85,000
Total contributions received or receivable from participants2012-12-31$41,923
Expenses. Other expenses not covered elsewhere2012-12-31$6,964
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$107,511
Net income (gross income less expenses)2012-12-31$8,220
Net plan assets at end of year (total assets less liabilities)2012-12-31$731,944
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$723,724
Assets. Value of participant loans2012-12-31$46
Total contributions received or receivable from employer(s)2012-12-31$16,836
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
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$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0

Form 5500 Responses for CLARKE & PLATT, P.A. 401(K) PLAN

2015: CLARKE & PLATT, P.A. 401(K) PLAN 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: CLARKE & PLATT, P.A. 401(K) PLAN 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: CLARKE & PLATT, P.A. 401(K) PLAN 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: CLARKE & PLATT, P.A. 401(K) PLAN 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

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