401k Plan data: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN plan

BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN
Plan identification number	001

BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

BORLA, NORTH & ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name: BORLA, NORTH & ASSOCIATES, P.C.

Employer identification number (EIN): 362963363

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ROBERT BORLA 2024-01-29
001 2022-01-01 ROBERT BORLA 2023-03-23
001 2021-01-01 ROBERT BORLA 2022-03-17
001 2020-01-01 ROBERT BORLA 2021-02-19
001 2019-01-01 ROBERT BORLA 2020-05-11
001 2018-01-01 ROBERT BORLA
001 2017-01-01 ROBERT V. BORLA, PRESIDENT
001 2016-01-01 ROBERT V. BORLA, PRESIDENT
001 2015-01-01 ROBERT V. BORLA, PRESIDENT
001 2014-01-01 ROBERT V. BORLA, PRESIDENT
001 2013-01-01 ROBERT V. BORLA, PRESIDENT
001 2012-01-01 ROBERT V. BORLA, PRESIDENT
001 2011-01-01 ROBERT V BORLA PRESIDENT
001 2010-01-01 ROBERT V BORLA PRESIDENT
001 2009-01-01 ROBERT V BORLA PRESIDENT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	ROBERT BORLA	2024-01-29
001	2022-01-01	ROBERT BORLA	2023-03-23
001	2021-01-01	ROBERT BORLA	2022-03-17
001	2020-01-01	ROBERT BORLA	2021-02-19
001	2019-01-01	ROBERT BORLA	2020-05-11
001	2018-01-01	ROBERT BORLA
001	2017-01-01	ROBERT V. BORLA, PRESIDENT
001	2016-01-01	ROBERT V. BORLA, PRESIDENT
001	2015-01-01	ROBERT V. BORLA, PRESIDENT
001	2014-01-01	ROBERT V. BORLA, PRESIDENT
001	2013-01-01	ROBERT V. BORLA, PRESIDENT
001	2012-01-01	ROBERT V. BORLA, PRESIDENT
001	2011-01-01	ROBERT V BORLA PRESIDENT
001	2010-01-01	ROBERT V BORLA PRESIDENT
001	2009-01-01	ROBERT V BORLA PRESIDENT

Plan Statistics for BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN

Measure Date Value
2018: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 11
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 11
2017: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 11
Total of all active and inactive participants 2017-01-01 11
Total participants 2017-01-01 11
Number of participants with account balances 2017-01-01 11
2016: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 11
Total participants 2016-01-01 11
Number of participants with account balances 2016-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING 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 10
Total of all active and inactive participants 2015-01-01 10
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
2014: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
Total of all active and inactive participants 2014-01-01 10
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
2013: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
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 10
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
2012: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 9
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
2011: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Total of all active and inactive participants 2011-01-01 9
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 10
2010: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
Total of all active and inactive participants 2010-01-01 9
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
2009: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Total of all active and inactive participants 2009-01-01 9
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9

Measure	Date	Value
2018: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	11
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	11
2017: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	11
Total of all active and inactive participants	2017-01-01	11
Total participants	2017-01-01	11
Number of participants with account balances	2017-01-01	11
2016: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	11
Total participants	2016-01-01	11
Number of participants with account balances	2016-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING 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	10
Total of all active and inactive participants	2015-01-01	10
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
2014: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
Total of all active and inactive participants	2014-01-01	10
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
2013: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
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	10
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
2012: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	9
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
2011: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Total of all active and inactive participants	2011-01-01	9
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	10
2010: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
Total of all active and inactive participants	2010-01-01	9
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
2009: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Total of all active and inactive participants	2009-01-01	9
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9

Financial Data on BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN

Measure	Date	Value
2018 : BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$42,350
Expenses. Total of all expenses incurred	2018-12-31	$14,380
Benefits paid (including direct rollovers)	2018-12-31	$14,380
Total plan assets at end of year	2018-12-31	$1,193,961
Total plan assets at beginning of year	2018-12-31	$1,165,991
Value of fidelity bond covering the plan	2018-12-31	$140,000
Total contributions received or receivable from participants	2018-12-31	$79,727
Other income received	2018-12-31	$-54,377
Net income (gross income less expenses)	2018-12-31	$27,970
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,193,961
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,165,991
Assets. Value of participant loans	2018-12-31	$13,763
Total contributions received or receivable from employer(s)	2018-12-31	$17,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$260,882
Expenses. Total of all expenses incurred	2017-12-31	$12,653
Benefits paid (including direct rollovers)	2017-12-31	$9,839
Total plan assets at end of year	2017-12-31	$1,165,991
Total plan assets at beginning of year	2017-12-31	$917,762
Value of fidelity bond covering the plan	2017-12-31	$140,000
Total contributions received or receivable from participants	2017-12-31	$81,523
Expenses. Other expenses not covered elsewhere	2017-12-31	$2,814
Other income received	2017-12-31	$169,359
Net income (gross income less expenses)	2017-12-31	$248,229
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,165,991
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$917,762
Assets. Value of participant loans	2017-12-31	$19,705
Total contributions received or receivable from employer(s)	2017-12-31	$10,000
2016 : BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$188,096
Expenses. Total of all expenses incurred	2016-12-31	$557,644
Benefits paid (including direct rollovers)	2016-12-31	$552,034
Total plan assets at end of year	2016-12-31	$917,762
Total plan assets at beginning of year	2016-12-31	$1,287,310
Value of fidelity bond covering the plan	2016-12-31	$140,000
Total contributions received or receivable from participants	2016-12-31	$73,397
Expenses. Other expenses not covered elsewhere	2016-12-31	$4,994
Other income received	2016-12-31	$104,699
Net income (gross income less expenses)	2016-12-31	$-369,548
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$917,762
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,287,310
Assets. Value of participant loans	2016-12-31	$25,329
Total contributions received or receivable from employer(s)	2016-12-31	$10,000
Value of corrective distributions	2016-12-31	$616
2015 : BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$71,070
Expenses. Total of all expenses incurred	2015-12-31	$138,499
Benefits paid (including direct rollovers)	2015-12-31	$131,533
Total plan assets at end of year	2015-12-31	$1,287,310
Total plan assets at beginning of year	2015-12-31	$1,354,739
Value of fidelity bond covering the plan	2015-12-31	$140,000
Total contributions received or receivable from participants	2015-12-31	$81,925
Expenses. Other expenses not covered elsewhere	2015-12-31	$6,966
Other income received	2015-12-31	$-17,855
Net income (gross income less expenses)	2015-12-31	$-67,429
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,287,310
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,354,739
Total contributions received or receivable from employer(s)	2015-12-31	$7,000
2014 : BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$152,034
Expenses. Total of all expenses incurred	2014-12-31	$33,793
Benefits paid (including direct rollovers)	2014-12-31	$22,194
Total plan assets at end of year	2014-12-31	$1,354,739
Total plan assets at beginning of year	2014-12-31	$1,236,498
Value of fidelity bond covering the plan	2014-12-31	$140,000
Total contributions received or receivable from participants	2014-12-31	$72,005
Expenses. Other expenses not covered elsewhere	2014-12-31	$11,599
Other income received	2014-12-31	$75,029
Net income (gross income less expenses)	2014-12-31	$118,241
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,354,739
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,236,498
Total contributions received or receivable from employer(s)	2014-12-31	$5,000
2013 : BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$194,575
Expenses. Total of all expenses incurred	2013-12-31	$17,399
Benefits paid (including direct rollovers)	2013-12-31	$6,775
Total plan assets at end of year	2013-12-31	$1,236,498
Total plan assets at beginning of year	2013-12-31	$1,059,322
Value of fidelity bond covering the plan	2013-12-31	$140,000
Total contributions received or receivable from participants	2013-12-31	$77,420
Expenses. Other expenses not covered elsewhere	2013-12-31	$10,624
Other income received	2013-12-31	$107,155
Net income (gross income less expenses)	2013-12-31	$177,176
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,236,498
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,059,322
Total contributions received or receivable from employer(s)	2013-12-31	$10,000
2012 : BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$176,980
Expenses. Total of all expenses incurred	2012-12-31	$16,240
Benefits paid (including direct rollovers)	2012-12-31	$6,310
Total plan assets at end of year	2012-12-31	$1,059,322
Total plan assets at beginning of year	2012-12-31	$898,582
Value of fidelity bond covering the plan	2012-12-31	$130,000
Total contributions received or receivable from participants	2012-12-31	$69,685
Expenses. Other expenses not covered elsewhere	2012-12-31	$9,930
Other income received	2012-12-31	$107,295
Net income (gross income less expenses)	2012-12-31	$160,740
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,059,322
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$898,582
Assets. Value of participant loans	2012-12-31	$1,976
2011 : BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$80,334
Expenses. Total of all expenses incurred	2011-12-31	$170,535
Benefits paid (including direct rollovers)	2011-12-31	$164,696
Total plan assets at end of year	2011-12-31	$898,582
Total plan assets at beginning of year	2011-12-31	$988,783
Value of fidelity bond covering the plan	2011-12-31	$140,000
Total contributions received or receivable from participants	2011-12-31	$61,429
Expenses. Other expenses not covered elsewhere	2011-12-31	$5,839
Other income received	2011-12-31	$18,905
Net income (gross income less expenses)	2011-12-31	$-90,201
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$898,582
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$988,783
Assets. Value of participant loans	2011-12-31	$3,431
2010 : BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$165,152
Expenses. Total of all expenses incurred	2010-12-31	$9,479
Benefits paid (including direct rollovers)	2010-12-31	$66
Total plan assets at end of year	2010-12-31	$988,783
Total plan assets at beginning of year	2010-12-31	$833,110
Value of fidelity bond covering the plan	2010-12-31	$140,000
Total contributions received or receivable from participants	2010-12-31	$69,761
Expenses. Other expenses not covered elsewhere	2010-12-31	$9,413
Other income received	2010-12-31	$95,391
Net income (gross income less expenses)	2010-12-31	$155,673
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$988,783
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$833,110
Assets. Value of participant loans	2010-12-31	$4,747

Form 5500 Responses for BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN

2018: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BORLA, NORTH & ASSOCIATES, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

24255

Policy instance

Insurance contract or identification number	24255
Insurance policy start date	2015-01-01
Insurance policy end date	2015-11-02
Total amount of fees paid to insurance company	USD $2,221
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2221
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	4
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH, INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

24255

Policy instance

Insurance contract or identification number	24255
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	4
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH, INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

24255

Policy instance

Insurance contract or identification number	24255
Number of Individuals Covered	10
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of fees paid to insurance company	USD $2,218
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2218
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	4
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH, INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

24255

Policy instance

Insurance contract or identification number	24255
Number of Individuals Covered	9
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of fees paid to insurance company	USD $1,994
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Additional information about fees paid to insurance broker	REDEMPTION FEES
Insurance broker organization code?	6
Amount paid for insurance broker fees	100
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH, INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

24255

Policy instance

Insurance contract or identification number	24255
Number of Individuals Covered	10
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of fees paid to insurance company	USD $1,926
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

24255

Policy instance

Insurance contract or identification number	24255
Number of Individuals Covered	9
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of fees paid to insurance company	USD $2,258
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BORLA, NORTH & ASSOCIATES, P.C.
Employer identification number (EIN):	362963363
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers