401k Plan data: KERRICK BACHERT PSC 401(K) PLAN plan

KERRICK BACHERT PSC 401(K) PLAN 401k Plan overview

Plan Name	KERRICK BACHERT PSC 401(K) PLAN
Plan identification number	001

KERRICK BACHERT PSC 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

HARNED BACHERT & MCGEHEE PSC has sponsored the creation of one or more 401k plans.

Company Name: HARNED BACHERT & MCGEHEE PSC

Employer identification number (EIN): 271392446

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KERRICK BACHERT PSC 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 THOMAS N KERRICK 2024-08-13
001 2022-01-01 THOMAS N KERRICK 2023-09-26
001 2021-01-01 THOMAS N KERRICK 2022-06-21
001 2020-01-01 THOMAS N KERRICK 2021-06-15
001 2019-01-01 THOMAS N KERRICK 2020-08-13
001 2018-01-01 THOMAS N KERRICK 2019-07-09
001 2017-01-01 THOMAS N KERRICK 2018-07-06
001 2016-01-01 THOMAS N KERRICK 2017-10-03
001 2015-01-01 THOMAS N KERRICK 2017-10-03
001 2014-01-01 MICHELLE WYATT
001 2013-01-01 MICHELLE A WYATT MICHELLE A WYATT 2014-07-28
001 2012-01-01 MICHELLE A. WYATT
001 2011-01-01 MICHELLE A. WYATT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	THOMAS N KERRICK	2024-08-13
001	2022-01-01	THOMAS N KERRICK	2023-09-26
001	2021-01-01	THOMAS N KERRICK	2022-06-21
001	2020-01-01	THOMAS N KERRICK	2021-06-15
001	2019-01-01	THOMAS N KERRICK	2020-08-13
001	2018-01-01	THOMAS N KERRICK	2019-07-09
001	2017-01-01	THOMAS N KERRICK	2018-07-06
001	2016-01-01	THOMAS N KERRICK	2017-10-03
001	2015-01-01	THOMAS N KERRICK	2017-10-03
001	2014-01-01	MICHELLE WYATT
001	2013-01-01	MICHELLE A WYATT		MICHELLE A WYATT	2014-07-28
001	2012-01-01	MICHELLE A. WYATT
001	2011-01-01	MICHELLE A. WYATT

Plan Statistics for KERRICK BACHERT PSC 401(K) PLAN

401k plan membership statisitcs for KERRICK BACHERT PSC 401(K) PLAN

Measure Date Value
2014: KERRICK BACHERT PSC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
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 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KERRICK BACHERT PSC 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 12
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 1
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KERRICK BACHERT PSC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 0
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 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KERRICK BACHERT PSC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 0
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 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2014: KERRICK BACHERT PSC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
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	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KERRICK BACHERT PSC 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	12
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	1
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KERRICK BACHERT PSC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	0
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	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KERRICK BACHERT PSC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	0
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	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on KERRICK BACHERT PSC 401(K) PLAN

Measure	Date	Value
2014 : KERRICK BACHERT PSC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$132,473
Expenses. Total of all expenses incurred	2014-12-31	$18,049
Benefits paid (including direct rollovers)	2014-12-31	$16,556
Total plan assets at end of year	2014-12-31	$1,347,573
Total plan assets at beginning of year	2014-12-31	$1,233,149
Total contributions received or receivable from participants	2014-12-31	$39,764
Expenses. Other expenses not covered elsewhere	2014-12-31	$1,493
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$78,234
Net income (gross income less expenses)	2014-12-31	$114,424
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,347,573
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,233,149
Assets. Value of participant loans	2014-12-31	$109,836
Total contributions received or receivable from employer(s)	2014-12-31	$14,475
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 : KERRICK BACHERT PSC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$196,210
Expenses. Total of all expenses incurred	2013-12-31	$17,856
Benefits paid (including direct rollovers)	2013-12-31	$16,385
Total plan assets at end of year	2013-12-31	$1,233,149
Total plan assets at beginning of year	2013-12-31	$1,054,795
Total contributions received or receivable from participants	2013-12-31	$14,997
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,471
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$168,811
Net income (gross income less expenses)	2013-12-31	$178,354
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,233,149
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,054,795
Assets. Value of participant loans	2013-12-31	$81,452
Total contributions received or receivable from employer(s)	2013-12-31	$12,402
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : KERRICK BACHERT PSC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$145,385
Expenses. Total of all expenses incurred	2012-12-31	$14,420
Benefits paid (including direct rollovers)	2012-12-31	$14,178
Total plan assets at end of year	2012-12-31	$1,054,795
Total plan assets at beginning of year	2012-12-31	$923,830
Total contributions received or receivable from participants	2012-12-31	$18,467
Expenses. Other expenses not covered elsewhere	2012-12-31	$242
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$112,090
Net income (gross income less expenses)	2012-12-31	$130,965
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,054,795
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$923,830
Assets. Value of participant loans	2012-12-31	$81,888
Total contributions received or receivable from employer(s)	2012-12-31	$14,828
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
2011 : KERRICK BACHERT PSC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$936,710
Expenses. Total of all expenses incurred	2011-12-31	$12,879
Benefits paid (including direct rollovers)	2011-12-31	$12,879
Total plan assets at end of year	2011-12-31	$923,830
Total plan assets at beginning of year	2011-12-31	$0
Total contributions received or receivable from participants	2011-12-31	$8,455
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$922,073
Net income (gross income less expenses)	2011-12-31	$923,831
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$923,830
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Assets. Value of participant loans	2011-12-31	$58,033
Total contributions received or receivable from employer(s)	2011-12-31	$6,182
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0

Form 5500 Responses for KERRICK BACHERT PSC 401(K) PLAN

2014: KERRICK BACHERT PSC 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: KERRICK BACHERT PSC 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: KERRICK BACHERT PSC 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
2011: KERRICK BACHERT PSC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
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

Potentially related plans

KERRICK BACHERT PSC 401(K) PLAN [EIN = 275155825]

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Company Name:	HARNED BACHERT & MCGEHEE PSC
Employer identification number (EIN):	271392446
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers