Plan Name | BUSH LEWIS, PLLC 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BUSH LEWIS, PLLC |
Employer identification number (EIN): | 201938423 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about BUSH LEWIS, PLLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2004-11-23 |
Company Identification Number: | 0800417823 |
Legal Registered Office Address: |
8015 VOTH RD BEAUMONT United States of America (USA) 77708 |
More information about BUSH LEWIS, PLLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2017-01-01 | MELANIE LINDSEY | |||
001 | 2016-01-01 | MELANIE LINDSEY | |||
001 | 2015-01-01 | MELANIE LINDSEY | |||
001 | 2014-01-01 | MELANIE LINDSEY | |||
001 | 2013-01-01 | MELANIE LINDSEY | |||
001 | 2012-01-01 | KEN LEWIS | |||
001 | 2011-01-01 | KEN LEWIS | |||
001 | 2010-01-01 | KEN LEWIS |
Measure | Date | Value |
---|---|---|
2017: BUSH LEWIS, PLLC 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
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 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Number of participants with account balances | 2017-01-01 | 0 |
2016: BUSH LEWIS, PLLC 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
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 | 2 |
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 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: BUSH LEWIS, PLLC 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
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 | 3 |
Total of all active and inactive participants | 2015-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 9 |
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: BUSH LEWIS, PLLC 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 14 |
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 | 3 |
Total of all active and inactive participants | 2014-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 10 |
Number of participants with account balances | 2014-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BUSH LEWIS, PLLC 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 14 |
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 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 14 |
Number of participants with account balances | 2013-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BUSH LEWIS, PLLC 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 14 |
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 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 14 |
Number of participants with account balances | 2012-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BUSH LEWIS, PLLC 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 14 |
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 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 14 |
Number of participants with account balances | 2011-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: BUSH LEWIS, PLLC 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 12 |
Number of participants with account balances | 2010-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2017 : BUSH LEWIS, PLLC 401(K) PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-03-31 | $0 |
Total plan liabilities at end of year | 2017-03-31 | $0 |
Total plan liabilities at beginning of year | 2017-03-31 | $0 |
Total income from all sources | 2017-03-31 | $1,568 |
Expenses. Total of all expenses incurred | 2017-03-31 | $34,019 |
Benefits paid (including direct rollovers) | 2017-03-31 | $34,019 |
Total plan assets at end of year | 2017-03-31 | $0 |
Total plan assets at beginning of year | 2017-03-31 | $32,451 |
Value of fidelity bond covering the plan | 2017-03-31 | $500,000 |
Total contributions received or receivable from participants | 2017-03-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-03-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-03-31 | $0 |
Other income received | 2017-03-31 | $1,568 |
Noncash contributions received | 2017-03-31 | $0 |
Net income (gross income less expenses) | 2017-03-31 | $-32,451 |
Net plan assets at end of year (total assets less liabilities) | 2017-03-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-03-31 | $32,451 |
Total contributions received or receivable from employer(s) | 2017-03-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-03-31 | $0 |
Value of corrective distributions | 2017-03-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-03-31 | $0 |
2016 : BUSH LEWIS, PLLC 401(K) PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
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 | $277,554 |
Expenses. Total of all expenses incurred | 2016-12-31 | $3,921,489 |
Benefits paid (including direct rollovers) | 2016-12-31 | $3,918,496 |
Total plan assets at end of year | 2016-12-31 | $32,451 |
Total plan assets at beginning of year | 2016-12-31 | $3,676,386 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $884 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $276,670 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-3,643,935 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $32,451 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,676,386 |
Assets. Value of participant loans | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
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 | $2,993 |
2015 : BUSH LEWIS, PLLC 401(K) PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $-95,614 |
Expenses. Total of all expenses incurred | 2015-12-31 | $174,311 |
Benefits paid (including direct rollovers) | 2015-12-31 | $161,998 |
Total plan assets at end of year | 2015-12-31 | $3,676,386 |
Total plan assets at beginning of year | 2015-12-31 | $3,946,311 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $22,381 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-117,995 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-269,925 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,676,386 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,946,311 |
Assets. Value of participant loans | 2015-12-31 | $1,825 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $12,313 |
2014 : BUSH LEWIS, PLLC 401(K) PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $335,876 |
Expenses. Total of all expenses incurred | 2014-12-31 | $185,143 |
Benefits paid (including direct rollovers) | 2014-12-31 | $175,642 |
Total plan assets at end of year | 2014-12-31 | $3,946,311 |
Total plan assets at beginning of year | 2014-12-31 | $3,795,578 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $79,073 |
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 | $256,803 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $150,733 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,946,311 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,795,578 |
Assets. Value of participant loans | 2014-12-31 | $4,034 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $9,501 |
2013 : BUSH LEWIS, PLLC 401(K) PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $656,167 |
Expenses. Total of all expenses incurred | 2013-12-31 | $10,582 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $3,795,578 |
Total plan assets at beginning of year | 2013-12-31 | $3,149,993 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $39,735 |
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 | $616,432 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $645,585 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,795,578 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,149,993 |
Assets. Value of participant loans | 2013-12-31 | $16,809 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $10,582 |
2012 : BUSH LEWIS, PLLC 401(K) PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $370,198 |
Expenses. Total of all expenses incurred | 2012-12-31 | $9,692 |
Total plan assets at end of year | 2012-12-31 | $3,149,993 |
Total plan assets at beginning of year | 2012-12-31 | $2,789,487 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $40,431 |
Other income received | 2012-12-31 | $329,767 |
Net income (gross income less expenses) | 2012-12-31 | $360,506 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,149,993 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,789,487 |
Assets. Value of participant loans | 2012-12-31 | $30,613 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $9,692 |
2011 : BUSH LEWIS, PLLC 401(K) PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $-26,470 |
Expenses. Total of all expenses incurred | 2011-12-31 | $9,327 |
Total plan assets at end of year | 2011-12-31 | $2,789,487 |
Total plan assets at beginning of year | 2011-12-31 | $2,825,284 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $37,569 |
Other income received | 2011-12-31 | $-64,039 |
Net income (gross income less expenses) | 2011-12-31 | $-35,797 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,789,487 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,825,284 |
Assets. Value of participant loans | 2011-12-31 | $43,771 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $9,327 |
2010 : BUSH LEWIS, PLLC 401(K) PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $298,149 |
Expenses. Total of all expenses incurred | 2010-12-31 | $6,617 |
Total plan assets at end of year | 2010-12-31 | $2,825,284 |
Total plan assets at beginning of year | 2010-12-31 | $2,533,752 |
Value of fidelity bond covering the plan | 2010-12-31 | $165,000 |
Total contributions received or receivable from participants | 2010-12-31 | $35,545 |
Other income received | 2010-12-31 | $262,604 |
Net income (gross income less expenses) | 2010-12-31 | $291,532 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,825,284 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,533,752 |
Assets. Value of participant loans | 2010-12-31 | $56,531 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $6,617 |
2017: BUSH LEWIS, PLLC 401(K) 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 | Yes |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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: BUSH LEWIS, PLLC 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
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: BUSH LEWIS, PLLC 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: BUSH LEWIS, PLLC 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: BUSH LEWIS, PLLC 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: BUSH LEWIS, PLLC 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 funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BUSH LEWIS, PLLC 401(K) 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 |
2010: BUSH LEWIS, PLLC 401(K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |