401k Plan data: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS plan

THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 401k Plan overview

Plan Name	THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS
Plan identification number	002

THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.

401k Sponsoring company profile

ADELE BRADY BOLSON CPA PS has sponsored the creation of one or more 401k plans.

Company Name: ADELE BRADY BOLSON CPA PS

Employer identification number (EIN): 911619397

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 AMANDA CHANG AMANDA CHANG 2019-06-04
002 2017-01-01 AMANDA CHANG AMANDA CHANG 2018-07-25
002 2016-01-01 AMANDA CHANG AMANDA CHANG 2017-07-13
002 2015-01-01 AMANDA CHANG AMANDA CHANG 2016-07-14
002 2014-01-01 AMANDA CHANG AMANDA CHANG 2015-08-11
002 2013-01-01 AMANDA CHANG AMANDA CHANG 2014-07-29
002 2012-01-01 ADELE BRADY BOLSON
002 2011-01-01 ADELE BRADY BOLSON
002 2009-01-01 ADELE BRADY BOLSON

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	AMANDA CHANG	AMANDA CHANG	2019-06-04
002	2017-01-01	AMANDA CHANG	AMANDA CHANG	2018-07-25
002	2016-01-01	AMANDA CHANG	AMANDA CHANG	2017-07-13
002	2015-01-01	AMANDA CHANG	AMANDA CHANG	2016-07-14
002	2014-01-01	AMANDA CHANG	AMANDA CHANG	2015-08-11
002	2013-01-01	AMANDA CHANG	AMANDA CHANG	2014-07-29
002	2012-01-01	ADELE BRADY BOLSON
002	2011-01-01	ADELE BRADY BOLSON
002	2009-01-01	ADELE BRADY BOLSON

Plan Statistics for THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS

401k plan membership statisitcs for THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS

Measure Date Value
2023: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 2
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 0
Total of all active and inactive participants 2023-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 2
Number of participants with account balances 2023-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
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 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
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 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
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 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 1
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
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 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2023: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	2
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	0
Total of all active and inactive participants	2023-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	2
Number of participants with account balances	2023-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
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	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
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	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
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	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	1
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
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	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
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
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Financial Data on THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS

Measure	Date	Value
2023 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2023 401k financial data
Total income from all sources	2023-12-31	$298,899
Total plan assets at end of year	2023-12-31	$852,587
Total plan assets at beginning of year	2023-12-31	$553,688
Total contributions received or receivable from participants	2023-12-31	$38,766
Other income received	2023-12-31	$253,361
Net income (gross income less expenses)	2023-12-31	$298,899
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$852,587
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$553,688
Total contributions received or receivable from employer(s)	2023-12-31	$6,772
2022 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2022 401k financial data
Total income from all sources	2022-12-31	$-347,274
Total plan assets at end of year	2022-12-31	$553,688
Total plan assets at beginning of year	2022-12-31	$900,962
Total contributions received or receivable from participants	2022-12-31	$31,708
Other income received	2022-12-31	$-384,603
Net income (gross income less expenses)	2022-12-31	$-347,274
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$553,688
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$900,962
Total contributions received or receivable from employer(s)	2022-12-31	$5,621
2021 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2021 401k financial data
Total income from all sources	2021-12-31	$79,140
Total plan assets at end of year	2021-12-31	$900,962
Total plan assets at beginning of year	2021-12-31	$821,822
Total contributions received or receivable from participants	2021-12-31	$26,000
Other income received	2021-12-31	$47,817
Net income (gross income less expenses)	2021-12-31	$79,140
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$900,962
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$821,822
Total contributions received or receivable from employer(s)	2021-12-31	$5,323
2020 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2020 401k financial data
Total income from all sources	2020-12-31	$129,932
Total plan assets at end of year	2020-12-31	$821,822
Total plan assets at beginning of year	2020-12-31	$691,890
Total contributions received or receivable from participants	2020-12-31	$19,500
Other income received	2020-12-31	$105,189
Net income (gross income less expenses)	2020-12-31	$129,932
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$821,822
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$691,890
Total contributions received or receivable from employer(s)	2020-12-31	$5,243
2019 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2019 401k financial data
Total income from all sources	2019-12-31	$168,966
Total plan assets at end of year	2019-12-31	$691,890
Total plan assets at beginning of year	2019-12-31	$522,924
Total contributions received or receivable from participants	2019-12-31	$19,613
Other income received	2019-12-31	$144,524
Net income (gross income less expenses)	2019-12-31	$168,966
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$691,890
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$522,924
Total contributions received or receivable from employer(s)	2019-12-31	$4,829
2018 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2018 401k financial data
Total income from all sources	2018-12-31	$-5,561
Total plan assets at end of year	2018-12-31	$522,924
Total plan assets at beginning of year	2018-12-31	$528,485
Total contributions received or receivable from participants	2018-12-31	$21,443
Other income received	2018-12-31	$-32,260
Net income (gross income less expenses)	2018-12-31	$-5,561
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$522,924
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$528,485
Total contributions received or receivable from employer(s)	2018-12-31	$5,256
2017 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2017 401k financial data
Total income from all sources	2017-12-31	$81,926
Expenses. Total of all expenses incurred	2017-12-31	$115,120
Benefits paid (including direct rollovers)	2017-12-31	$115,120
Total plan assets at end of year	2017-12-31	$528,485
Total plan assets at beginning of year	2017-12-31	$561,679
Total contributions received or receivable from participants	2017-12-31	$24,631
Other income received	2017-12-31	$52,336
Net income (gross income less expenses)	2017-12-31	$-33,194
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$528,485
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$561,679
Total contributions received or receivable from employer(s)	2017-12-31	$4,959
2016 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2016 401k financial data
Total income from all sources	2016-12-31	$126,998
Total plan assets at end of year	2016-12-31	$561,679
Total plan assets at beginning of year	2016-12-31	$434,681
Total contributions received or receivable from participants	2016-12-31	$23,566
Other income received	2016-12-31	$98,839
Net income (gross income less expenses)	2016-12-31	$126,998
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$561,679
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$434,681
Total contributions received or receivable from employer(s)	2016-12-31	$4,593
2015 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2015 401k financial data
Total income from all sources	2015-12-31	$-41,062
Total plan assets at end of year	2015-12-31	$434,681
Total plan assets at beginning of year	2015-12-31	$475,743
Total contributions received or receivable from participants	2015-12-31	$23,964
Other income received	2015-12-31	$-70,445
Net income (gross income less expenses)	2015-12-31	$-41,062
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$434,681
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$475,743
Total contributions received or receivable from employer(s)	2015-12-31	$5,419
2014 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2014 401k financial data
Total income from all sources	2014-12-31	$61,181
Expenses. Total of all expenses incurred	2014-12-31	$433,593
Benefits paid (including direct rollovers)	2014-12-31	$433,593
Total plan assets at end of year	2014-12-31	$475,743
Total plan assets at beginning of year	2014-12-31	$848,155
Total contributions received or receivable from participants	2014-12-31	$22,398
Other income received	2014-12-31	$33,433
Net income (gross income less expenses)	2014-12-31	$-372,412
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$475,743
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$848,155
Total contributions received or receivable from employer(s)	2014-12-31	$5,350
2013 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2013 401k financial data
Total income from all sources	2013-12-31	$136,814
Total plan assets at end of year	2013-12-31	$848,155
Total plan assets at beginning of year	2013-12-31	$711,341
Total contributions received or receivable from participants	2013-12-31	$43,180
Other income received	2013-12-31	$87,159
Net income (gross income less expenses)	2013-12-31	$136,814
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$848,155
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$711,341
Total contributions received or receivable from employer(s)	2013-12-31	$6,475
2012 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2012 401k financial data
Transfers to/from the plan	2012-12-31	$-7,487
Total income from all sources	2012-12-31	$152,797
Total plan assets at end of year	2012-12-31	$711,341
Total plan assets at beginning of year	2012-12-31	$566,031
Total contributions received or receivable from participants	2012-12-31	$39,500
Other income received	2012-12-31	$108,088
Net income (gross income less expenses)	2012-12-31	$152,797
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$711,341
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$566,031
Total contributions received or receivable from employer(s)	2012-12-31	$5,209
2011 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2011 401k financial data
Total income from all sources	2011-12-31	$35,553
Total plan assets at end of year	2011-12-31	$566,031
Total plan assets at beginning of year	2011-12-31	$530,478
Total contributions received or receivable from participants	2011-12-31	$51,808
Other income received	2011-12-31	$-27,953
Net income (gross income less expenses)	2011-12-31	$35,553
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$566,031
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$530,478
Total contributions received or receivable from employer(s)	2011-12-31	$11,698
2010 : THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2010 401k financial data
Total income from all sources	2010-12-31	$121,735
Expenses. Total of all expenses incurred	2010-12-31	$83,833
Benefits paid (including direct rollovers)	2010-12-31	$83,833
Total plan assets at end of year	2010-12-31	$530,478
Total plan assets at beginning of year	2010-12-31	$492,576
Total contributions received or receivable from participants	2010-12-31	$55,500
Other income received	2010-12-31	$51,795
Net income (gross income less expenses)	2010-12-31	$37,902
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$530,478
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$492,576
Total contributions received or receivable from employer(s)	2010-12-31	$14,440

Form 5500 Responses for THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS

2023: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE 401(K) PROFIT SHARING PLAN AND TRUST OF ADELE BRADY BOLSON CPA PS 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ADELE BRADY BOLSON CPA PS
Employer identification number (EIN):	911619397
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants