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PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN 401k Plan overview

Plan NamePAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN
Plan identification number 001

PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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

PAUL R.J. CONNOLLY, PC has sponsored the creation of one or more 401k plans.

Company Name:PAUL R.J. CONNOLLY, PC
Employer identification number (EIN):911861134
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about PAUL R.J. CONNOLLY, PC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1997-09-22
Company Identification Number: 59568981
Legal Registered Office Address: 245 COMMERCIAL ST SE STE 215

SALEM
United States of America (USA)
97301

More information about PAUL R.J. CONNOLLY, PC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01PAUL CONNOLLY
0012015-01-01PAUL CONNOLLY
0012014-01-01PAUL CONNOLLY
0012013-01-01
0012012-01-01PAUL CONNOLLY PAUL CONNOLLY2013-10-15
0012011-01-01PAUL CONNOLLY PAUL CONNOLLY2013-10-15
0012009-01-01PAUL CONNOLLY PAUL CONNOLLY2010-10-08

Plan Statistics for PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN

401k plan membership statisitcs for PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN

Measure Date Value
2016: PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-010
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 participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PAUL R. J. CONNOLLY, PC DEFINED BENEFIT 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 benefits2013-01-013
Total of all active and inactive participants2013-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN

Measure Date Value
2016 : PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$810
Expenses. Total of all expenses incurred2016-12-31$223,807
Benefits paid (including direct rollovers)2016-12-31$223,807
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$222,997
Value of fidelity bond covering the plan2016-12-31$800,000
Total contributions received or receivable from participants2016-12-31$0
Assets. Value of loans (other than to participants)2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$810
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-222,997
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$222,997
Assets. Value of participant loans2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$192,032
Expenses. Total of all expenses incurred2015-12-31$2,097,692
Benefits paid (including direct rollovers)2015-12-31$2,080,818
Total plan assets at end of year2015-12-31$222,997
Total plan assets at beginning of year2015-12-31$2,128,657
Value of fidelity bond covering the plan2015-12-31$800,000
Total contributions received or receivable from participants2015-12-31$0
Assets. Value of loans (other than to participants)2015-12-31$8,352
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$192,032
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-1,905,660
Net plan assets at end of year (total assets less liabilities)2015-12-31$222,997
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,128,657
Assets. Value of participant loans2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$16,874
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$477,392
2014 : PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-156,244
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$2,128,657
Total plan assets at beginning of year2014-12-31$2,284,901
Value of fidelity bond covering the plan2014-12-31$800,000
Assets. Value of loans (other than to participants)2014-12-31$544,863
Other income received2014-12-31$-374,755
Net income (gross income less expenses)2014-12-31$-156,244
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,128,657
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,284,901
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2014-12-31$434,346
Total contributions received or receivable from employer(s)2014-12-31$218,511
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$332,490
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$2,284,901
Total plan assets at beginning of year2013-12-31$1,952,411
Value of fidelity bond covering the plan2013-12-31$800,000
Total contributions received or receivable from participants2013-12-31$0
Assets. Value of loans (other than to participants)2013-12-31$782,682
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$170,490
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$332,490
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,284,901
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,952,411
Total contributions received or receivable from employer(s)2013-12-31$162,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$345,491
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,952,411
Total plan assets at beginning of year2012-12-31$1,606,920
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$0
Assets. Value of loans (other than to participants)2012-12-31$302,673
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$81,491
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$345,491
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,952,411
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,606,920
Total contributions received or receivable from employer(s)2012-12-31$264,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$483,342
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,606,920
Total plan assets at beginning of year2011-12-31$1,123,578
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$0
Assets. Value of loans (other than to participants)2011-12-31$412,863
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$49,342
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$483,342
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,606,920
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,123,578
Total contributions received or receivable from employer(s)2011-12-31$434,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$236,744
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,123,578
Total plan assets at beginning of year2010-12-31$886,834
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$0
Assets. Value of loans (other than to participants)2010-12-31$407,438
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$66,744
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$236,744
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,123,578
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$886,834
Total contributions received or receivable from employer(s)2010-12-31$170,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
2009 : PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN

2016: PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PAUL R. J. CONNOLLY, PC DEFINED BENEFIT 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: PAUL R. J. CONNOLLY, PC DEFINED BENEFIT 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: PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: PAUL R. J. CONNOLLY, PC DEFINED BENEFIT 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
2011: PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PAUL R. J. CONNOLLY, PC DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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