401k Plan data: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN plan

JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN
Plan identification number	001

JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN Benefits

401k Plan Type

Defined 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).
Money purchase (other than target benefit)
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.
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

JAMES B. PRESTON, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: JAMES B. PRESTON, A PROFESSIONAL CORPORATION

Employer identification number (EIN): 942657859

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JAMES B PRESTON 2024-07-14
001 2022-01-01 JAMES B PRESTON 2023-07-14
001 2021-01-01 JAMES B PRESTON 2022-06-16
001 2020-01-01 JAMES B PRESTON 2021-07-13 JAMES B PRESTON 2021-07-13
001 2020-01-01 JAMES B PRESTON 2022-06-02
001 2019-01-01 JAMES B PRESTON 2020-07-06 JAMES B PRESTON 2020-07-06
001 2018-01-01
001 2017-01-01
001 2016-01-01 VICTORIA AGUILAR
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 RICHARD AUNE
001 2011-01-01 RICHARD AUNE
001 2009-01-01 JAMES PRESTON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JAMES B PRESTON	2024-07-14
001	2022-01-01	JAMES B PRESTON	2023-07-14
001	2021-01-01	JAMES B PRESTON	2022-06-16
001	2020-01-01	JAMES B PRESTON	2021-07-13	JAMES B PRESTON	2021-07-13
001	2020-01-01	JAMES B PRESTON	2022-06-02
001	2019-01-01	JAMES B PRESTON	2020-07-06	JAMES B PRESTON	2020-07-06
001	2018-01-01
001	2017-01-01
001	2016-01-01	VICTORIA AGUILAR
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	RICHARD AUNE
001	2011-01-01	RICHARD AUNE
001	2009-01-01	JAMES PRESTON

Plan Statistics for JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN

Measure Date Value
2023: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 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: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
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: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 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 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 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 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
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: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 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 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
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: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
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: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
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 1
2011: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
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 0
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
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 1
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 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: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
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: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 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	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 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	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
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: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 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	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
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: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
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: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
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	1
2011: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
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	0
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
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	1
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2023 : JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2023 401k financial data
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$275,388
Expenses. Total of all expenses incurred	2023-12-31	$130,644
Benefits paid (including direct rollovers)	2023-12-31	$116,447
Total plan assets at end of year	2023-12-31	$2,825,016
Total plan assets at beginning of year	2023-12-31	$2,680,272
Value of fidelity bond covering the plan	2023-12-31	$500,000
Other income received	2023-12-31	$275,388
Net income (gross income less expenses)	2023-12-31	$144,744
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,825,016
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,680,272
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$64,850
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$14,197
2022 : JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-325,483
Expenses. Total of all expenses incurred	2022-12-31	$399,460
Benefits paid (including direct rollovers)	2022-12-31	$386,071
Total plan assets at end of year	2022-12-31	$2,680,272
Total plan assets at beginning of year	2022-12-31	$3,405,215
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-325,483
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-724,943
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,680,272
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,405,215
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$65,563
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$13,389
2021 : JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$270,054
Expenses. Total of all expenses incurred	2021-12-31	$147,324
Benefits paid (including direct rollovers)	2021-12-31	$132,792
Total plan assets at end of year	2021-12-31	$3,405,215
Total plan assets at beginning of year	2021-12-31	$3,282,485
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$245,956
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$122,730
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,405,215
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,282,485
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$66,684
Total contributions received or receivable from employer(s)	2021-12-31	$24,098
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$14,532
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total income from all sources	2020-12-31	$273,240
Expenses. Total of all expenses incurred	2020-12-31	$104,638
Benefits paid (including direct rollovers)	2020-12-31	$90,000
Total plan assets at end of year	2020-12-31	$3,302,455
Total plan assets at beginning of year	2020-12-31	$3,133,853
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$250,087
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$168,602
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,302,455
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,133,853
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$66,684
Total contributions received or receivable from employer(s)	2020-12-31	$23,153
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$14,638
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$395,360
Expenses. Total of all expenses incurred	2019-12-31	$120,471
Benefits paid (including direct rollovers)	2019-12-31	$106,108
Total plan assets at end of year	2019-12-31	$3,133,853
Total plan assets at beginning of year	2019-12-31	$2,858,964
Value of fidelity bond covering the plan	2019-12-31	$350,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$352,588
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$274,889
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,133,853
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,858,964
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$10,301
Total contributions received or receivable from employer(s)	2019-12-31	$42,772
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$14,363
2018 : JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-24,070
Expenses. Total of all expenses incurred	2018-12-31	$118,356
Benefits paid (including direct rollovers)	2018-12-31	$104,108
Total plan assets at end of year	2018-12-31	$2,858,964
Total plan assets at beginning of year	2018-12-31	$3,001,390
Value of fidelity bond covering the plan	2018-12-31	$350,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-68,842
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-142,426
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,858,964
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,001,390
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$10,301
Total contributions received or receivable from employer(s)	2018-12-31	$44,772
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$14,248
2017 : JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$218,916
Expenses. Total of all expenses incurred	2017-12-31	$113,441
Benefits paid (including direct rollovers)	2017-12-31	$97,348
Total plan assets at end of year	2017-12-31	$3,001,390
Total plan assets at beginning of year	2017-12-31	$2,895,915
Value of fidelity bond covering the plan	2017-12-31	$350,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$177,444
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$105,475
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,001,390
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,895,915
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$17,821
Total contributions received or receivable from employer(s)	2017-12-31	$41,472
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$16,093
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$122,267
Expenses. Total of all expenses incurred	2016-12-31	$111,316
Benefits paid (including direct rollovers)	2016-12-31	$94,341
Total plan assets at end of year	2016-12-31	$2,895,915
Total plan assets at beginning of year	2016-12-31	$2,884,964
Value of fidelity bond covering the plan	2016-12-31	$350,000
Total contributions received or receivable from participants	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$85,545
Net income (gross income less expenses)	2016-12-31	$10,951
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,895,915
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,884,964
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$19,305
Total contributions received or receivable from employer(s)	2016-12-31	$36,722
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$16,975
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$36,722
Amount contributed by the employer to the plan for this plan year	2016-12-31	$36,722
2015 : JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-77,013
Expenses. Total of all expenses incurred	2015-12-31	$20,123
Total plan assets at end of year	2015-12-31	$2,884,964
Total plan assets at beginning of year	2015-12-31	$2,982,100
Value of fidelity bond covering the plan	2015-12-31	$350,000
Other income received	2015-12-31	$-110,315
Net income (gross income less expenses)	2015-12-31	$-97,136
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,884,964
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,982,100
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$19,748
Total contributions received or receivable from employer(s)	2015-12-31	$33,302
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$20,123
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$33,302
Amount contributed by the employer to the plan for this plan year	2015-12-31	$33,302
2014 : JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$200,166
Expenses. Total of all expenses incurred	2014-12-31	$20,788
Total plan assets at end of year	2014-12-31	$2,982,100
Total plan assets at beginning of year	2014-12-31	$2,802,722
Value of fidelity bond covering the plan	2014-12-31	$350,000
Other income received	2014-12-31	$149,242
Net income (gross income less expenses)	2014-12-31	$179,378
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,982,100
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,802,722
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$32,865
Total contributions received or receivable from employer(s)	2014-12-31	$50,924
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$20,788
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$50,924
Amount contributed by the employer to the plan for this plan year	2014-12-31	$50,924
2013 : JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$348,432
Expenses. Total of all expenses incurred	2013-12-31	$12,414
Total plan assets at end of year	2013-12-31	$2,802,722
Total plan assets at beginning of year	2013-12-31	$2,466,704
Value of fidelity bond covering the plan	2013-12-31	$350,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$2,873
Other income received	2013-12-31	$304,946
Net income (gross income less expenses)	2013-12-31	$336,018
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,802,722
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,466,704
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$44,337
Total contributions received or receivable from employer(s)	2013-12-31	$43,486
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$9,541
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$43,486
Amount contributed by the employer to the plan for this plan year	2013-12-31	$43,486
2012 : JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$193,680
Expenses. Total of all expenses incurred	2012-12-31	$95
Total plan assets at end of year	2012-12-31	$2,466,704
Total plan assets at beginning of year	2012-12-31	$2,273,119
Value of fidelity bond covering the plan	2012-12-31	$250,000
Other income received	2012-12-31	$149,395
Net income (gross income less expenses)	2012-12-31	$193,585
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,466,704
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,273,119
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$159,399
Total contributions received or receivable from employer(s)	2012-12-31	$44,285
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$95
Minimum employer required contribution for this plan year	2012-12-31	$44,285
Amount contributed by the employer to the plan for this plan year	2012-12-31	$44,285
2011 : JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$9,919
Expenses. Total of all expenses incurred	2011-12-31	$150
Total plan assets at end of year	2011-12-31	$2,273,119
Total plan assets at beginning of year	2011-12-31	$2,263,350
Value of fidelity bond covering the plan	2011-12-31	$250,000
Other income received	2011-12-31	$-34,429
Net income (gross income less expenses)	2011-12-31	$9,769
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,273,119
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,263,350
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$185,576
Total contributions received or receivable from employer(s)	2011-12-31	$44,348
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$150
Minimum employer required contribution for this plan year	2011-12-31	$44,348
Amount contributed by the employer to the plan for this plan year	2011-12-31	$44,348
2010 : JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$159,115
Expenses. Total of all expenses incurred	2010-12-31	$20,657
Benefits paid (including direct rollovers)	2010-12-31	$20,506
Total plan assets at end of year	2010-12-31	$2,263,350
Total plan assets at beginning of year	2010-12-31	$2,124,892
Value of fidelity bond covering the plan	2010-12-31	$250,000
Other income received	2010-12-31	$121,339
Net income (gross income less expenses)	2010-12-31	$138,458
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,263,350
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,124,892
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$209,493
Total contributions received or receivable from employer(s)	2010-12-31	$37,776
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$151
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$37,776
Amount contributed by the employer to the plan for this plan year	2010-12-31	$37,776
2009 : JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$55,338
Amount contributed by the employer to the plan for this plan year	2009-12-31	$55,338

Form 5500 Responses for JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN

2023: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JAMES B. PRESTON, A PROFESSIONAL CORPORATION MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JAMES B. PRESTON, A PROFESSIONAL CORPORATION
Employer identification number (EIN):	942657859
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers