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BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 401k Plan overview

Plan NameBOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST
Plan identification number 001

BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 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

BOOTH PATTERSON, P.C. has sponsored the creation of one or more 401k plans.

Company Name:BOOTH PATTERSON, P.C.
Employer identification number (EIN):382993781
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01CAROL LARRISON
0012017-01-01CAROL LARRISON
0012016-01-01CAROL LARRISON
0012015-01-01CAROL LARRISON
0012014-01-01CAROL LARRISON
0012013-01-01LYNN JUSTICE
0012012-01-01MICHAEL HUGHES MICHAEL HUGHES2013-09-27
0012011-01-01MICHAEL HUGHES
0012009-01-01MICHAEL HUGHES

Plan Statistics for BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST

401k plan membership statisitcs for BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST

Measure Date Value
2023: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-017
Total number of active participants reported on line 7a of the Form 55002023-01-016
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-016
Number of participants with account balances2023-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-017
Total number of active participants reported on line 7a of the Form 55002022-01-017
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-017
Number of participants with account balances2022-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-017
Total number of active participants reported on line 7a of the Form 55002021-01-017
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-017
Number of participants with account balances2021-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-017
Total number of active participants reported on line 7a of the Form 55002020-01-017
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-017
Number of participants with account balances2020-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-018
Total number of active participants reported on line 7a of the Form 55002019-01-017
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-017
Number of participants with account balances2019-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-018
Number of participants with account balances2018-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0112
Total number of active participants reported on line 7a of the Form 55002016-01-017
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 participants2016-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019
Number of participants with account balances2016-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0112
Number of participants with account balances2015-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0111
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 benefits2014-01-012
Total of all active and inactive participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019
Number of participants with account balances2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0111
Number of participants with account balances2013-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0112
Number of participants with account balances2012-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0112
Number of participants with account balances2011-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-0110
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 participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST

Measure Date Value
2023 : BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$132,243
Expenses. Total of all expenses incurred2023-12-31$153,710
Benefits paid (including direct rollovers)2023-12-31$152,520
Total plan assets at end of year2023-12-31$673,082
Total plan assets at beginning of year2023-12-31$694,549
Value of fidelity bond covering the plan2023-12-31$70,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$3,114
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$126,882
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-21,467
Net plan assets at end of year (total assets less liabilities)2023-12-31$673,082
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$694,549
Assets. Value of participant loans2023-12-31$1,712
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$2,247
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$1,190
2022 : BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-175,691
Expenses. Total of all expenses incurred2022-12-31$31,640
Benefits paid (including direct rollovers)2022-12-31$29,763
Total plan assets at end of year2022-12-31$694,549
Total plan assets at beginning of year2022-12-31$901,880
Value of fidelity bond covering the plan2022-12-31$70,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$5,292
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-183,122
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-207,331
Net plan assets at end of year (total assets less liabilities)2022-12-31$694,549
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$901,880
Assets. Value of participant loans2022-12-31$3,588
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$2,139
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,877
2021 : BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$154,034
Expenses. Total of all expenses incurred2021-12-31$49,906
Benefits paid (including direct rollovers)2021-12-31$48,380
Total plan assets at end of year2021-12-31$901,880
Total plan assets at beginning of year2021-12-31$797,752
Value of fidelity bond covering the plan2021-12-31$70,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$9,471
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$141,196
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$104,128
Net plan assets at end of year (total assets less liabilities)2021-12-31$901,880
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$797,752
Assets. Value of participant loans2021-12-31$4,477
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$3,367
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,526
2020 : BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$152,282
Expenses. Total of all expenses incurred2020-12-31$5,100
Benefits paid (including direct rollovers)2020-12-31$3,600
Total plan assets at end of year2020-12-31$797,752
Total plan assets at beginning of year2020-12-31$650,570
Value of fidelity bond covering the plan2020-12-31$70,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$9,247
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$139,544
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$147,182
Net plan assets at end of year (total assets less liabilities)2020-12-31$797,752
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$650,570
Assets. Value of participant loans2020-12-31$9,160
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$3,491
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,500
2019 : BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$148,901
Expenses. Total of all expenses incurred2019-12-31$72,354
Benefits paid (including direct rollovers)2019-12-31$70,341
Total plan assets at end of year2019-12-31$650,570
Total plan assets at beginning of year2019-12-31$574,023
Value of fidelity bond covering the plan2019-12-31$70,000
Total contributions received or receivable from participants2019-12-31$8,256
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$137,447
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$76,547
Net plan assets at end of year (total assets less liabilities)2019-12-31$650,570
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$574,023
Assets. Value of participant loans2019-12-31$14,066
Total contributions received or receivable from employer(s)2019-12-31$3,198
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$2,013
2018 : BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-25,911
Expenses. Total of all expenses incurred2018-12-31$81,557
Benefits paid (including direct rollovers)2018-12-31$79,619
Total plan assets at end of year2018-12-31$574,023
Total plan assets at beginning of year2018-12-31$681,491
Value of fidelity bond covering the plan2018-12-31$70,000
Total contributions received or receivable from participants2018-12-31$10,303
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-40,209
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-107,468
Net plan assets at end of year (total assets less liabilities)2018-12-31$574,023
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$681,491
Assets. Value of participant loans2018-12-31$3,240
Total contributions received or receivable from employer(s)2018-12-31$3,995
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$1,938
2017 : BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$113,332
Expenses. Total of all expenses incurred2017-12-31$50,659
Benefits paid (including direct rollovers)2017-12-31$48,784
Total plan assets at end of year2017-12-31$681,491
Total plan assets at beginning of year2017-12-31$618,818
Value of fidelity bond covering the plan2017-12-31$70,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$10,734
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$98,258
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$62,673
Net plan assets at end of year (total assets less liabilities)2017-12-31$681,491
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$618,818
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$4,340
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$1,875
2016 : BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 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$68,974
Expenses. Total of all expenses incurred2016-12-31$47,672
Benefits paid (including direct rollovers)2016-12-31$45,847
Total plan assets at end of year2016-12-31$618,818
Total plan assets at beginning of year2016-12-31$597,516
Value of fidelity bond covering the plan2016-12-31$70,000
Total contributions received or receivable from participants2016-12-31$8,401
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$56,745
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$21,302
Net plan assets at end of year (total assets less liabilities)2016-12-31$618,818
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$597,516
Assets. Value of participant loans2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$3,828
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$1,825
2015 : BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 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$11,375
Expenses. Total of all expenses incurred2015-12-31$98,235
Benefits paid (including direct rollovers)2015-12-31$96,260
Total plan assets at end of year2015-12-31$597,516
Total plan assets at beginning of year2015-12-31$684,376
Value of fidelity bond covering the plan2015-12-31$70,000
Total contributions received or receivable from participants2015-12-31$8,785
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-1,887
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-86,860
Net plan assets at end of year (total assets less liabilities)2015-12-31$597,516
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$684,376
Assets. Value of participant loans2015-12-31$1,808
Total contributions received or receivable from employer(s)2015-12-31$4,477
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$1,975
2014 : BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 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$72,962
Expenses. Total of all expenses incurred2014-12-31$54,537
Benefits paid (including direct rollovers)2014-12-31$52,222
Total plan assets at end of year2014-12-31$684,376
Total plan assets at beginning of year2014-12-31$665,951
Value of fidelity bond covering the plan2014-12-31$70,000
Total contributions received or receivable from participants2014-12-31$8,700
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$58,365
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$18,425
Net plan assets at end of year (total assets less liabilities)2014-12-31$684,376
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$665,951
Assets. Value of participant loans2014-12-31$18,380
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$5,897
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$2,315
2013 : BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 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$146,853
Expenses. Total of all expenses incurred2013-12-31$46,896
Benefits paid (including direct rollovers)2013-12-31$45,238
Total plan assets at end of year2013-12-31$665,951
Total plan assets at beginning of year2013-12-31$565,994
Value of fidelity bond covering the plan2013-12-31$70,000
Total contributions received or receivable from participants2013-12-31$8,544
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$132,581
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$99,957
Net plan assets at end of year (total assets less liabilities)2013-12-31$665,951
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$565,994
Assets. Value of participant loans2013-12-31$6,766
Total contributions received or receivable from employer(s)2013-12-31$5,728
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$1,658
2012 : BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$90,722
Expenses. Total of all expenses incurred2012-12-31$30,209
Benefits paid (including direct rollovers)2012-12-31$28,419
Total plan assets at end of year2012-12-31$565,994
Total plan assets at beginning of year2012-12-31$505,481
Value of fidelity bond covering the plan2012-12-31$70,000
Total contributions received or receivable from participants2012-12-31$7,425
Other income received2012-12-31$77,041
Net income (gross income less expenses)2012-12-31$60,513
Net plan assets at end of year (total assets less liabilities)2012-12-31$565,994
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$505,481
Assets. Value of participant loans2012-12-31$9,122
Total contributions received or receivable from employer(s)2012-12-31$6,256
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,790
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$7,979
Expenses. Total of all expenses incurred2011-12-31$2,312
Total plan assets at end of year2011-12-31$505,481
Total plan assets at beginning of year2011-12-31$499,814
Value of fidelity bond covering the plan2011-12-31$70,000
Total contributions received or receivable from participants2011-12-31$16,743
Other income received2011-12-31$-16,237
Net income (gross income less expenses)2011-12-31$5,667
Net plan assets at end of year (total assets less liabilities)2011-12-31$505,481
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$499,814
Assets. Value of participant loans2011-12-31$11,399
Total contributions received or receivable from employer(s)2011-12-31$7,473
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,312
2010 : BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$104,671
Expenses. Total of all expenses incurred2010-12-31$158,736
Benefits paid (including direct rollovers)2010-12-31$157,022
Total plan assets at end of year2010-12-31$499,814
Total plan assets at beginning of year2010-12-31$553,879
Value of fidelity bond covering the plan2010-12-31$70,000
Total contributions received or receivable from participants2010-12-31$14,739
Other income received2010-12-31$82,649
Net income (gross income less expenses)2010-12-31$-54,065
Net plan assets at end of year (total assets less liabilities)2010-12-31$499,814
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$553,879
Assets. Value of participant loans2010-12-31$2,122
Total contributions received or receivable from employer(s)2010-12-31$7,283
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,714
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST

2023: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 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: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 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: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 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: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 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: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 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: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 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: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 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: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 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: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 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
2009: BOOTH PATTERSON, P.C. 401(K) SALARY REDUCTION PLAN AND TRUST 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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