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TOOLE AND POWERS, P.A. 401(K) PLAN 401k Plan overview

Plan NameTOOLE AND POWERS, P.A. 401(K) PLAN
Plan identification number 001

TOOLE AND POWERS, P.A. 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.
  • 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

TOOLE AND POWERS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:TOOLE AND POWERS, P.A.
Employer identification number (EIN):261507648
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TOOLE AND POWERS, P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ELIZABETH LAPIERRE2024-10-15 ELIZABETH LAPIERRE2024-10-15
0012022-01-01ELIZABETH LAPIERRE2023-07-26
0012021-01-01JEANNIE THOMASON2022-06-27
0012020-01-01JEANNIE M. THOMASON2021-06-29
0012019-01-01JEANNIE M. THOMASON2020-07-10 KATHERINE E. GRIFFIN2020-07-10
0012018-01-01JEANNIE THOMASON2019-07-24
0012017-01-01JEANNIE M. THOMASON2018-07-09
0012016-01-01JEANNIE THOMASON2017-06-26 TOOLE AND POWERS, P.A.2017-06-26
0012015-01-01JEANNIE M. THOMASON
0012014-01-01SUSAN MERROW
0012013-01-01SUSAN MERROW
0012012-01-01SUSAN MERROW MARY C. TOOLE2013-07-31
0012011-01-01SUSAN MERROW MARY TOOLE2012-07-31
0012010-01-01BARBARA CARLIN BARBARA CARLIN2011-06-14
0012009-01-01BARBARA CARLIN

Plan Statistics for TOOLE AND POWERS, P.A. 401(K) PLAN

401k plan membership statisitcs for TOOLE AND POWERS, P.A. 401(K) PLAN

Measure Date Value
2015: TOOLE AND POWERS, P.A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TOOLE AND POWERS, P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TOOLE AND POWERS, P.A. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
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 participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TOOLE AND POWERS, P.A. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TOOLE AND POWERS, P.A. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-016
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 participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TOOLE AND POWERS, P.A. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-017
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 participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017
Number of participants with account balances2010-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TOOLE AND POWERS, P.A. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TOOLE AND POWERS, P.A. 401(K) PLAN

Measure Date Value
2015 : TOOLE AND POWERS, P.A. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$6,413
Expenses. Total of all expenses incurred2015-12-31$28,052
Benefits paid (including direct rollovers)2015-12-31$28,052
Total plan assets at end of year2015-12-31$63,608
Total plan assets at beginning of year2015-12-31$85,247
Value of fidelity bond covering the plan2015-12-31$10,000
Total contributions received or receivable from participants2015-12-31$7,459
Other income received2015-12-31$-1,150
Net income (gross income less expenses)2015-12-31$-21,639
Net plan assets at end of year (total assets less liabilities)2015-12-31$63,608
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$85,247
Total contributions received or receivable from employer(s)2015-12-31$104
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : TOOLE AND POWERS, P.A. 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$12,901
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$85,247
Total plan assets at beginning of year2014-12-31$72,346
Value of fidelity bond covering the plan2014-12-31$10,000
Total contributions received or receivable from participants2014-12-31$8,089
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$4,812
Net income (gross income less expenses)2014-12-31$12,901
Net plan assets at end of year (total assets less liabilities)2014-12-31$85,247
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$72,346
Assets. Value of participant loans2014-12-31$0
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
2013 : TOOLE AND POWERS, P.A. 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$19,394
Expenses. Total of all expenses incurred2013-12-31$1,706
Benefits paid (including direct rollovers)2013-12-31$1,706
Total plan assets at end of year2013-12-31$72,346
Total plan assets at beginning of year2013-12-31$54,658
Value of fidelity bond covering the plan2013-12-31$10,000
Total contributions received or receivable from participants2013-12-31$8,259
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$11,135
Net income (gross income less expenses)2013-12-31$17,688
Net plan assets at end of year (total assets less liabilities)2013-12-31$72,346
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$54,658
Assets. Value of participant loans2013-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : TOOLE AND POWERS, P.A. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$12,960
Expenses. Total of all expenses incurred2012-12-31$1,764
Benefits paid (including direct rollovers)2012-12-31$1,764
Total plan assets at end of year2012-12-31$54,658
Total plan assets at beginning of year2012-12-31$43,462
Value of fidelity bond covering the plan2012-12-31$10,000
Total contributions received or receivable from participants2012-12-31$7,620
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$5,340
Net income (gross income less expenses)2012-12-31$11,196
Net plan assets at end of year (total assets less liabilities)2012-12-31$54,658
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$43,462
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : TOOLE AND POWERS, P.A. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$7,402
Expenses. Total of all expenses incurred2011-12-31$6,134
Benefits paid (including direct rollovers)2011-12-31$6,134
Total plan assets at end of year2011-12-31$43,462
Total plan assets at beginning of year2011-12-31$42,195
Value of fidelity bond covering the plan2011-12-31$10,000
Total contributions received or receivable from participants2011-12-31$7,498
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-96
Net income (gross income less expenses)2011-12-31$1,268
Net plan assets at end of year (total assets less liabilities)2011-12-31$43,462
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$42,195
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : TOOLE AND POWERS, P.A. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$12,335
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$42,195
Total plan assets at beginning of year2010-12-31$29,861
Total contributions received or receivable from participants2010-12-31$7,489
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$4,846
Net income (gross income less expenses)2010-12-31$12,335
Net plan assets at end of year (total assets less liabilities)2010-12-31$42,195
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$29,861
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0

Form 5500 Responses for TOOLE AND POWERS, P.A. 401(K) PLAN

2015: TOOLE AND POWERS, P.A. 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: TOOLE AND POWERS, P.A. 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: TOOLE AND POWERS, P.A. 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: TOOLE AND POWERS, P.A. 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TOOLE AND POWERS, P.A. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TOOLE AND POWERS, P.A. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TOOLE AND POWERS, P.A. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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