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BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameBENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT PLAN
Plan identification number 001

BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT 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.
  • 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

BENNEROTTE & ASSOCIATES, PA has sponsored the creation of one or more 401k plans.

Company Name:BENNEROTTE & ASSOCIATES, PA
Employer identification number (EIN):261516644
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01THOMAS R BENNEROTTE2024-09-24
0012022-01-01THOMAS R BENNEROTTE2023-10-08
0012021-01-01THOMAS R BENNEROTTE2022-10-03
0012020-01-01THOMAS R BENNEROTTE2021-09-30
0012019-01-01
0012018-01-01THOMAS R BENNEROTTE
0012017-01-01THOMAS R BENNEROTTE
0012016-01-01THOMAS R BENNEROTTE
0012015-01-01THOMAS R BENNEROTTE
0012014-01-01THOMAS R BENNEROTTE
0012013-01-01THOMAS R BENNEROTTE
0012012-01-01THOMAS R BENNEROTTE
0012011-01-01THOMAS R BENNEROTTE
0012010-01-01THOMAS R BENNEROTTE
0012009-01-01THOMAS R BENNEROTTE

Financial Data on BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT PLAN

Measure Date Value
2025 : BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0221010
Net assets as of the end of the plan year2025-10-022435129
Total assets as of the beginning of the plan year2025-10-021822141
Value of plan covered by a fidelity bond2025-10-02250000
Participant contributions to plan in this plan year2025-10-02128330
Other income to plan in this plan year2025-10-02222792
Plan net income in this plan year2025-10-02612988
Net assets as of the end of the plan year2025-10-022435129
Net assets as of the beginning of the plan year2025-10-021822141
Employer contributions to plan in this plan year2025-10-02282876
Fees paid to broker by Benefit Provider2025-10-021
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0215376
2024 : BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-2412869
Net assets as of the end of the plan year2024-09-241822141
Total assets as of the beginning of the plan year2024-09-241281248
Value of plan covered by a fidelity bond2024-09-24250000
Participant contributions to plan in this plan year2024-09-24106544
Other income to plan in this plan year2024-09-24215567
Plan net income in this plan year2024-09-24540893
Net assets as of the end of the plan year2024-09-241822141
Net assets as of the beginning of the plan year2024-09-241281248
Employer contributions to plan in this plan year2024-09-24231651
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2410623
2019 : BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$404,627
Expenses. Total of all expenses incurred2019-12-31$18,322
Benefits paid (including direct rollovers)2019-12-31$4,565
Total plan assets at end of year2019-12-31$1,635,100
Total plan assets at beginning of year2019-12-31$1,248,795
Total contributions received or receivable from participants2019-12-31$49,727
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$243,428
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$386,305
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,635,100
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,248,795
Total contributions received or receivable from employer(s)2019-12-31$111,472
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$13,757
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$294,362
Expenses. Total of all expenses incurred2018-12-31$163,734
Benefits paid (including direct rollovers)2018-12-31$159,637
Total plan assets at end of year2018-12-31$1,248,795
Total plan assets at beginning of year2018-12-31$1,118,167
Total contributions received or receivable from participants2018-12-31$39,361
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$229,153
Other income received2018-12-31$-70,657
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$130,628
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,248,795
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,118,167
Total contributions received or receivable from employer(s)2018-12-31$96,505
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$4,097
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$287,207
Expenses. Total of all expenses incurred2017-12-31$10,617
Benefits paid (including direct rollovers)2017-12-31$10,362
Total plan assets at end of year2017-12-31$1,118,167
Total plan assets at beginning of year2017-12-31$841,577
Total contributions received or receivable from participants2017-12-31$27,726
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$28,881
Other income received2017-12-31$141,746
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$276,590
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,118,167
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$841,577
Total contributions received or receivable from employer(s)2017-12-31$88,854
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$255
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$153,862
Expenses. Total of all expenses incurred2016-12-31$8,494
Benefits paid (including direct rollovers)2016-12-31$8,324
Total plan assets at end of year2016-12-31$841,577
Total plan assets at beginning of year2016-12-31$696,209
Total contributions received or receivable from participants2016-12-31$27,247
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$44,937
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$145,368
Net plan assets at end of year (total assets less liabilities)2016-12-31$841,577
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$696,209
Total contributions received or receivable from employer(s)2016-12-31$81,678
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$170
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$155,776
Expenses. Total of all expenses incurred2015-12-31$30,311
Benefits paid (including direct rollovers)2015-12-31$29,921
Total plan assets at end of year2015-12-31$696,209
Total plan assets at beginning of year2015-12-31$570,744
Total contributions received or receivable from participants2015-12-31$27,174
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$80,766
Other income received2015-12-31$-8,558
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$125,465
Net plan assets at end of year (total assets less liabilities)2015-12-31$696,209
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$570,744
Total contributions received or receivable from employer(s)2015-12-31$56,394
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$390
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$114,027
Expenses. Total of all expenses incurred2014-12-31$5,238
Benefits paid (including direct rollovers)2014-12-31$4,993
Total plan assets at end of year2014-12-31$570,744
Total plan assets at beginning of year2014-12-31$461,955
Total contributions received or receivable from participants2014-12-31$27,813
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$22,824
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$108,789
Net plan assets at end of year (total assets less liabilities)2014-12-31$570,744
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$461,955
Assets. Value of participant loans2014-12-31$5,606
Total contributions received or receivable from employer(s)2014-12-31$63,390
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$245
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$138,230
Expenses. Total of all expenses incurred2013-12-31$182
Benefits paid (including direct rollovers)2013-12-31$182
Total plan assets at end of year2013-12-31$461,955
Total plan assets at beginning of year2013-12-31$323,907
Total contributions received or receivable from participants2013-12-31$27,819
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$50,736
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$138,048
Net plan assets at end of year (total assets less liabilities)2013-12-31$461,955
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$323,907
Total contributions received or receivable from employer(s)2013-12-31$59,675
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$100,505
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$323,907
Total plan assets at beginning of year2012-12-31$223,402
Total contributions received or receivable from participants2012-12-31$23,296
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$27,891
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$100,505
Net plan assets at end of year (total assets less liabilities)2012-12-31$323,907
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$223,402
Total contributions received or receivable from employer(s)2012-12-31$49,318
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$62,523
Expenses. Total of all expenses incurred2011-12-31$4,836
Benefits paid (including direct rollovers)2011-12-31$4,836
Total plan assets at end of year2011-12-31$223,402
Total plan assets at beginning of year2011-12-31$165,715
Total contributions received or receivable from participants2011-12-31$18,859
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-5,428
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$57,687
Net plan assets at end of year (total assets less liabilities)2011-12-31$223,402
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$165,715
Total contributions received or receivable from employer(s)2011-12-31$49,092
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$64,999
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$165,715
Total plan assets at beginning of year2010-12-31$100,716
Total contributions received or receivable from participants2010-12-31$16,500
Other income received2010-12-31$10,214
Net income (gross income less expenses)2010-12-31$64,999
Net plan assets at end of year (total assets less liabilities)2010-12-31$165,715
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$100,716
Total contributions received or receivable from employer(s)2010-12-31$38,285

Form 5500 Responses for BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT PLAN

2019: BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT 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 filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT 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: BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT 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: BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT 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: BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT 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: BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT 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: BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT 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: BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT 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 is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BENNEROTTE & ASSOCIATES, PA 401(K) RETIREMENT 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number722353
Policy instance 2

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