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RONALD E WORTHEN PC PSP 401k Plan overview

Plan NameRONALD E WORTHEN PC PSP
Plan identification number 001

RONALD E WORTHEN PC PSP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.
  • 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

RONALD E WORTHEN PC has sponsored the creation of one or more 401k plans.

Company Name:RONALD E WORTHEN PC
Employer identification number (EIN):731306778
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RONALD E WORTHEN PC PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01RONALD E WORTHEN
0012017-01-01RONALD E WORTHEN
0012016-01-01RONALD E WORTHEN
0012015-01-01RONALD E WORTHEN
0012014-01-01RONALD E WORTHEN
0012013-01-01RONALD E WORTHEN
0012012-01-01RONALD E WORTHEN
0012011-01-01RONALD E WORTHEN
0012009-01-01RONALD E WORTHEN
0012009-01-01RONALD E WORTHEN

Plan Statistics for RONALD E WORTHEN PC PSP

401k plan membership statisitcs for RONALD E WORTHEN PC PSP

Measure Date Value
2023: RONALD E WORTHEN PC PSP 2023 401k membership
Total participants, beginning-of-year2023-01-012
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: RONALD E WORTHEN PC PSP 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-011
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 participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RONALD E WORTHEN PC PSP 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RONALD E WORTHEN PC PSP 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
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 participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RONALD E WORTHEN PC PSP 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RONALD E WORTHEN PC PSP 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
Number of participants with account balances2018-01-012
2017: RONALD E WORTHEN PC PSP 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
Number of participants with account balances2017-01-012
2016: RONALD E WORTHEN PC PSP 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
2015: RONALD E WORTHEN PC PSP 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: RONALD E WORTHEN PC PSP 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: RONALD E WORTHEN PC PSP 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: RONALD E WORTHEN PC PSP 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: RONALD E WORTHEN PC PSP 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2009: RONALD E WORTHEN PC PSP 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RONALD E WORTHEN PC PSP

Measure Date Value
2023 : RONALD E WORTHEN PC PSP 2023 401k financial data
Total income from all sources2023-12-31$2,093
Expenses. Total of all expenses incurred2023-12-31$94,798
Benefits paid (including direct rollovers)2023-12-31$94,108
Total plan assets at end of year2023-12-31$0
Total plan assets at beginning of year2023-12-31$92,705
Expenses. Other expenses not covered elsewhere2023-12-31$465
Other income received2023-12-31$2,093
Net income (gross income less expenses)2023-12-31$-92,705
Net plan assets at end of year (total assets less liabilities)2023-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$92,705
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$225
2022 : RONALD E WORTHEN PC PSP 2022 401k financial data
Total income from all sources2022-12-31$-18,985
Expenses. Total of all expenses incurred2022-12-31$3,286
Benefits paid (including direct rollovers)2022-12-31$2,979
Total plan assets at end of year2022-12-31$92,705
Total plan assets at beginning of year2022-12-31$114,976
Other income received2022-12-31$-19,010
Net income (gross income less expenses)2022-12-31$-22,271
Net plan assets at end of year (total assets less liabilities)2022-12-31$92,705
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$114,976
Total contributions received or receivable from employer(s)2022-12-31$25
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$307
2021 : RONALD E WORTHEN PC PSP 2021 401k financial data
Total income from all sources2021-12-31$14,439
Expenses. Total of all expenses incurred2021-12-31$4,810
Benefits paid (including direct rollovers)2021-12-31$3,925
Total plan assets at end of year2021-12-31$114,976
Total plan assets at beginning of year2021-12-31$105,347
Other income received2021-12-31$12,339
Net income (gross income less expenses)2021-12-31$9,629
Net plan assets at end of year (total assets less liabilities)2021-12-31$114,976
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$105,347
Total contributions received or receivable from employer(s)2021-12-31$2,100
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$885
2020 : RONALD E WORTHEN PC PSP 2020 401k financial data
Total income from all sources2020-12-31$20,671
Expenses. Total of all expenses incurred2020-12-31$841
Benefits paid (including direct rollovers)2020-12-31$540
Total plan assets at end of year2020-12-31$105,347
Total plan assets at beginning of year2020-12-31$85,517
Other income received2020-12-31$20,671
Net income (gross income less expenses)2020-12-31$19,830
Net plan assets at end of year (total assets less liabilities)2020-12-31$105,347
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$85,517
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$301
2019 : RONALD E WORTHEN PC PSP 2019 401k financial data
Total income from all sources2019-12-31$14,289
Expenses. Total of all expenses incurred2019-12-31$3,099
Benefits paid (including direct rollovers)2019-12-31$2,799
Total plan assets at end of year2019-12-31$85,517
Total plan assets at beginning of year2019-12-31$74,327
Other income received2019-12-31$14,289
Net income (gross income less expenses)2019-12-31$11,190
Net plan assets at end of year (total assets less liabilities)2019-12-31$85,517
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$74,327
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$300
2018 : RONALD E WORTHEN PC PSP 2018 401k financial data
Total income from all sources2018-12-31$-6,022
Expenses. Total of all expenses incurred2018-12-31$3,143
Benefits paid (including direct rollovers)2018-12-31$2,843
Total plan assets at end of year2018-12-31$74,327
Total plan assets at beginning of year2018-12-31$83,492
Other income received2018-12-31$-6,022
Net income (gross income less expenses)2018-12-31$-9,165
Net plan assets at end of year (total assets less liabilities)2018-12-31$74,327
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$83,492
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$300
2017 : RONALD E WORTHEN PC PSP 2017 401k financial data
Total income from all sources2017-12-31$14,206
Expenses. Total of all expenses incurred2017-12-31$2,693
Benefits paid (including direct rollovers)2017-12-31$2,393
Total plan assets at end of year2017-12-31$83,492
Total plan assets at beginning of year2017-12-31$71,979
Other income received2017-12-31$14,206
Net income (gross income less expenses)2017-12-31$11,513
Net plan assets at end of year (total assets less liabilities)2017-12-31$83,492
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$71,979
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$300
2016 : RONALD E WORTHEN PC PSP 2016 401k financial data
Total income from all sources2016-12-31$4,047
Expenses. Total of all expenses incurred2016-12-31$2,483
Benefits paid (including direct rollovers)2016-12-31$2,183
Total plan assets at end of year2016-12-31$71,979
Total plan assets at beginning of year2016-12-31$70,415
Other income received2016-12-31$4,047
Net income (gross income less expenses)2016-12-31$1,564
Net plan assets at end of year (total assets less liabilities)2016-12-31$71,979
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$70,415
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$300
2015 : RONALD E WORTHEN PC PSP 2015 401k financial data
Total income from all sources2015-12-31$1,933
Expenses. Total of all expenses incurred2015-12-31$2,589
Benefits paid (including direct rollovers)2015-12-31$2,289
Total plan assets at end of year2015-12-31$70,415
Total plan assets at beginning of year2015-12-31$71,071
Other income received2015-12-31$1,933
Net income (gross income less expenses)2015-12-31$-656
Net plan assets at end of year (total assets less liabilities)2015-12-31$70,415
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$71,071
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$300
2014 : RONALD E WORTHEN PC PSP 2014 401k financial data
Total income from all sources2014-12-31$3,439
Expenses. Total of all expenses incurred2014-12-31$2,437
Benefits paid (including direct rollovers)2014-12-31$2,137
Total plan assets at end of year2014-12-31$71,071
Total plan assets at beginning of year2014-12-31$70,069
Other income received2014-12-31$3,439
Net income (gross income less expenses)2014-12-31$1,002
Net plan assets at end of year (total assets less liabilities)2014-12-31$71,071
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$70,069
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$300
2013 : RONALD E WORTHEN PC PSP 2013 401k financial data
Total income from all sources2013-12-31$11,034
Expenses. Total of all expenses incurred2013-12-31$522
Total plan assets at end of year2013-12-31$70,069
Total plan assets at beginning of year2013-12-31$59,557
Other income received2013-12-31$11,034
Net income (gross income less expenses)2013-12-31$10,512
Net plan assets at end of year (total assets less liabilities)2013-12-31$70,069
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$59,557
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$522
2012 : RONALD E WORTHEN PC PSP 2012 401k financial data
Total income from all sources2012-12-31$6,898
Expenses. Total of all expenses incurred2012-12-31$300
Total plan assets at end of year2012-12-31$59,557
Total plan assets at beginning of year2012-12-31$52,959
Other income received2012-12-31$6,898
Net income (gross income less expenses)2012-12-31$6,598
Net plan assets at end of year (total assets less liabilities)2012-12-31$59,557
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$52,959
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$300
2011 : RONALD E WORTHEN PC PSP 2011 401k financial data
Total income from all sources2011-12-31$-1,348
Expenses. Total of all expenses incurred2011-12-31$300
Total plan assets at end of year2011-12-31$52,959
Total plan assets at beginning of year2011-12-31$54,607
Other income received2011-12-31$-1,348
Net income (gross income less expenses)2011-12-31$-1,648
Net plan assets at end of year (total assets less liabilities)2011-12-31$52,959
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$54,607
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$300
2010 : RONALD E WORTHEN PC PSP 2010 401k financial data
Total income from all sources2010-12-31$3,605
Expenses. Total of all expenses incurred2010-12-31$300
Total plan assets at end of year2010-12-31$54,607
Total plan assets at beginning of year2010-12-31$51,302
Other income received2010-12-31$3,605
Net income (gross income less expenses)2010-12-31$3,305
Net plan assets at end of year (total assets less liabilities)2010-12-31$54,607
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$51,302
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$300

Form 5500 Responses for RONALD E WORTHEN PC PSP

2023: RONALD E WORTHEN PC PSP 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RONALD E WORTHEN PC PSP 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RONALD E WORTHEN PC PSP 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RONALD E WORTHEN PC PSP 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RONALD E WORTHEN PC PSP 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RONALD E WORTHEN PC PSP 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RONALD E WORTHEN PC PSP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RONALD E WORTHEN PC PSP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RONALD E WORTHEN PC PSP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RONALD E WORTHEN PC PSP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RONALD E WORTHEN PC PSP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RONALD E WORTHEN PC PSP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RONALD E WORTHEN PC PSP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RONALD E WORTHEN PC PSP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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