401k Plan data: BUCKLEY & ZOPF 401(K) PLAN plan

BUCKLEY & ZOPF 401(K) PLAN 401k Plan overview

Plan Name	BUCKLEY & ZOPF 401(K) PLAN
Plan identification number	001

BUCKLEY & ZOPF 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BUCKLEY & ZOPF has sponsored the creation of one or more 401k plans.

Company Name: BUCKLEY & ZOPF

Employer identification number (EIN): 020210738

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUCKLEY & ZOPF 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ADIPADOVA 2024-06-13
001 2022-01-01 ANTHONY F. DIPADOVA JR. 2023-07-11
001 2021-01-01 ANTHONY DIPADOVA 2022-06-30 ANTHONY DIPADOVA 2022-06-30
001 2020-01-01 ANTHONY DIPADOVA 2021-06-21
001 2019-01-01 ANTHONY DIPADOVA 2020-09-18 ANTHONY DIPADOVA 2020-09-18
001 2018-01-01 MICHAEL A. FUERST 2019-06-28 MICHAEL A. FUERST 2019-06-28
001 2017-01-01 MICHAEL A. FUERST 2018-06-21 MICHAEL A. FUERST 2018-06-21
001 2016-01-01 MICHAEL A. FUERST 2017-06-29 MICHAEL A. FUERST 2017-06-29
001 2015-01-01 MICHAEL A.FUERST
001 2014-01-01 MICHAEL A. FUERST MICHAEL A. FUERST 2015-06-22
001 2013-01-01 MICHAEL A. FUERST MICHAEL A. FUERST 2014-07-11
001 2012-01-01 MICHAEL A. FUERST
001 2011-01-01 MICHAEL A. FUERST 2012-04-11
001 2010-01-01 MICHAEL A. FUERST 2011-03-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ADIPADOVA	2024-06-13
001	2022-01-01	ANTHONY F. DIPADOVA JR.	2023-07-11
001	2021-01-01	ANTHONY DIPADOVA	2022-06-30	ANTHONY DIPADOVA	2022-06-30
001	2020-01-01	ANTHONY DIPADOVA	2021-06-21
001	2019-01-01	ANTHONY DIPADOVA	2020-09-18	ANTHONY DIPADOVA	2020-09-18
001	2018-01-01	MICHAEL A. FUERST	2019-06-28	MICHAEL A. FUERST	2019-06-28
001	2017-01-01	MICHAEL A. FUERST	2018-06-21	MICHAEL A. FUERST	2018-06-21
001	2016-01-01	MICHAEL A. FUERST	2017-06-29	MICHAEL A. FUERST	2017-06-29
001	2015-01-01	MICHAEL A.FUERST
001	2014-01-01	MICHAEL A. FUERST		MICHAEL A. FUERST	2015-06-22
001	2013-01-01	MICHAEL A. FUERST		MICHAEL A. FUERST	2014-07-11
001	2012-01-01	MICHAEL A. FUERST
001	2011-01-01	MICHAEL A. FUERST	2012-04-11
001	2010-01-01	MICHAEL A. FUERST	2011-03-07

Plan Statistics for BUCKLEY & ZOPF 401(K) PLAN

401k plan membership statisitcs for BUCKLEY & ZOPF 401(K) PLAN

Measure Date Value
2015: BUCKLEY & ZOPF 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BUCKLEY & ZOPF 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BUCKLEY & ZOPF 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BUCKLEY & ZOPF 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2015: BUCKLEY & ZOPF 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BUCKLEY & ZOPF 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BUCKLEY & ZOPF 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BUCKLEY & ZOPF 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on BUCKLEY & ZOPF 401(K) PLAN

Measure	Date	Value
2015 : BUCKLEY & ZOPF 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$35,103
Expenses. Total of all expenses incurred	2015-12-31	$50,000
Benefits paid (including direct rollovers)	2015-12-31	$50,000
Total plan assets at end of year	2015-12-31	$447,303
Total plan assets at beginning of year	2015-12-31	$462,200
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$23,052
Other income received	2015-12-31	$-9,795
Net income (gross income less expenses)	2015-12-31	$-14,897
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$447,303
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$462,200
Assets. Value of participant loans	2015-12-31	$19,062
Total contributions received or receivable from employer(s)	2015-12-31	$21,846
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BUCKLEY & ZOPF 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$75,572
Expenses. Total of all expenses incurred	2014-12-31	$339,046
Benefits paid (including direct rollovers)	2014-12-31	$339,046
Total plan assets at end of year	2014-12-31	$462,200
Total plan assets at beginning of year	2014-12-31	$725,674
Total contributions received or receivable from participants	2014-12-31	$20,986
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$27,552
Net income (gross income less expenses)	2014-12-31	$-263,474
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$462,200
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$725,674
Assets. Value of participant loans	2014-12-31	$2,592
Total contributions received or receivable from employer(s)	2014-12-31	$27,034
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
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	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : BUCKLEY & ZOPF 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$102,551
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$725,674
Total plan assets at beginning of year	2013-12-31	$623,123
Total contributions received or receivable from participants	2013-12-31	$8,657
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$56,312
Net income (gross income less expenses)	2013-12-31	$102,551
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$725,674
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$623,123
Assets. Value of participant loans	2013-12-31	$537
Total contributions received or receivable from employer(s)	2013-12-31	$37,582
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
2012 : BUCKLEY & ZOPF 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$92,567
Expenses. Total of all expenses incurred	2012-12-31	$614,966
Benefits paid (including direct rollovers)	2012-12-31	$614,902
Total plan assets at end of year	2012-12-31	$623,123
Total plan assets at beginning of year	2012-12-31	$1,145,522
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$18,475
Expenses. Other expenses not covered elsewhere	2012-12-31	$64
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$58,921
Net income (gross income less expenses)	2012-12-31	$-522,399
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$623,123
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,145,522
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$15,171
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0

Form 5500 Responses for BUCKLEY & ZOPF 401(K) PLAN

2015: BUCKLEY & ZOPF 401(K) 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: BUCKLEY & ZOPF 401(K) 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: BUCKLEY & ZOPF 401(K) 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: BUCKLEY & ZOPF 401(K) 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

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Company Name:	BUCKLEY & ZOPF
Employer identification number (EIN):	020210738
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers