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BUSH LEWIS, PLLC 401(K) PLAN 401k Plan overview

Plan NameBUSH LEWIS, PLLC 401(K) PLAN
Plan identification number 001

BUSH LEWIS, PLLC 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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

BUSH LEWIS, PLLC has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUSH LEWIS, PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01MELANIE LINDSEY
0012016-01-01MELANIE LINDSEY
0012015-01-01MELANIE LINDSEY
0012014-01-01MELANIE LINDSEY
0012013-01-01MELANIE LINDSEY
0012012-01-01KEN LEWIS
0012011-01-01KEN LEWIS
0012010-01-01KEN LEWIS

Plan Statistics for BUSH LEWIS, PLLC 401(K) PLAN

401k plan membership statisitcs for BUSH LEWIS, PLLC 401(K) PLAN

Measure Date Value
2017: BUSH LEWIS, PLLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
2016: BUSH LEWIS, PLLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019
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 benefits2016-01-012
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BUSH LEWIS, PLLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BUSH LEWIS, PLLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0110
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BUSH LEWIS, PLLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0114
Total number of active participants reported on line 7a of the Form 55002013-01-0114
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0114
Number of participants with account balances2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BUSH LEWIS, PLLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0114
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0114
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BUSH LEWIS, PLLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0114
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BUSH LEWIS, PLLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0113
Total number of active participants reported on line 7a of the Form 55002010-01-0112
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0112
Number of participants with account balances2010-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on BUSH LEWIS, PLLC 401(K) PLAN

Measure Date Value
2017 : BUSH LEWIS, PLLC 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-03-31$0
Total plan liabilities at end of year2017-03-31$0
Total plan liabilities at beginning of year2017-03-31$0
Total income from all sources2017-03-31$1,568
Expenses. Total of all expenses incurred2017-03-31$34,019
Benefits paid (including direct rollovers)2017-03-31$34,019
Total plan assets at end of year2017-03-31$0
Total plan assets at beginning of year2017-03-31$32,451
Value of fidelity bond covering the plan2017-03-31$500,000
Total contributions received or receivable from participants2017-03-31$0
Expenses. Other expenses not covered elsewhere2017-03-31$0
Contributions received from other sources (not participants or employers)2017-03-31$0
Other income received2017-03-31$1,568
Noncash contributions received2017-03-31$0
Net income (gross income less expenses)2017-03-31$-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 loans2017-03-31$0
Value of corrective distributions2017-03-31$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 plan2016-12-31$0
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$277,554
Expenses. Total of all expenses incurred2016-12-31$3,921,489
Benefits paid (including direct rollovers)2016-12-31$3,918,496
Total plan assets at end of year2016-12-31$32,451
Total plan assets at beginning of year2016-12-31$3,676,386
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$884
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$276,670
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-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 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$2,993
2015 : BUSH LEWIS, PLLC 401(K) 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$0
Total income from all sources2015-12-31$-95,614
Expenses. Total of all expenses incurred2015-12-31$174,311
Benefits paid (including direct rollovers)2015-12-31$161,998
Total plan assets at end of year2015-12-31$3,676,386
Total plan assets at beginning of year2015-12-31$3,946,311
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$22,381
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-117,995
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-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 loans2015-12-31$1,825
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$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 plan2014-12-31$0
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$335,876
Expenses. Total of all expenses incurred2014-12-31$185,143
Benefits paid (including direct rollovers)2014-12-31$175,642
Total plan assets at end of year2014-12-31$3,946,311
Total plan assets at beginning of year2014-12-31$3,795,578
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$79,073
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$256,803
Noncash contributions received2014-12-31$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 loans2014-12-31$4,034
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$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 plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$656,167
Expenses. Total of all expenses incurred2013-12-31$10,582
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$3,795,578
Total plan assets at beginning of year2013-12-31$3,149,993
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$39,735
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$616,432
Noncash contributions received2013-12-31$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 loans2013-12-31$16,809
Total contributions received or receivable from employer(s)2013-12-31$0
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$10,582
2012 : BUSH LEWIS, PLLC 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$370,198
Expenses. Total of all expenses incurred2012-12-31$9,692
Total plan assets at end of year2012-12-31$3,149,993
Total plan assets at beginning of year2012-12-31$2,789,487
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$40,431
Other income received2012-12-31$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 loans2012-12-31$30,613
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$9,692
2011 : BUSH LEWIS, PLLC 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$-26,470
Expenses. Total of all expenses incurred2011-12-31$9,327
Total plan assets at end of year2011-12-31$2,789,487
Total plan assets at beginning of year2011-12-31$2,825,284
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$37,569
Other income received2011-12-31$-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 loans2011-12-31$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 sources2010-12-31$298,149
Expenses. Total of all expenses incurred2010-12-31$6,617
Total plan assets at end of year2010-12-31$2,825,284
Total plan assets at beginning of year2010-12-31$2,533,752
Value of fidelity bond covering the plan2010-12-31$165,000
Total contributions received or receivable from participants2010-12-31$35,545
Other income received2010-12-31$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 loans2010-12-31$56,531
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$6,617

Form 5500 Responses for BUSH LEWIS, PLLC 401(K) PLAN

2017: BUSH LEWIS, PLLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BUSH LEWIS, PLLC 401(K) 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 filingNo
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: BUSH LEWIS, PLLC 401(K) 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: BUSH LEWIS, PLLC 401(K) 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: BUSH LEWIS, PLLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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: BUSH LEWIS, PLLC 401(K) 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BUSH LEWIS, PLLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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
2010: BUSH LEWIS, PLLC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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