Logo

JAMES L BARTELLS LTD PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES L BARTELLS LTD PROFIT SHARING PLAN
Plan identification number 001

JAMES L BARTELLS LTD PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

BARTELLS, PARMAN & PEASE LTD has sponsored the creation of one or more 401k plans.

Company Name:BARTELLS, PARMAN & PEASE LTD
Employer identification number (EIN):391688213
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES L BARTELLS LTD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ERIC PEASE2024-07-17
0012022-01-01ERIC PEASE2023-02-07
0012021-01-01ERIC PEASE2022-06-17
0012020-01-01ERIC PEASE2021-05-21
0012019-01-01ERIC PEASE2020-07-23 ERIC PEASE2020-07-23
0012018-01-01ERIC PEASE2019-06-26 ERIC PEASE2019-06-26
0012017-01-01ERIC PEASE2018-02-23 ERIC PEASE2018-02-23
0012016-01-01JAMES BARTELLS2017-08-30 JAMES BARTELLS2017-08-30
0012015-01-01JAMES BARTELLS2017-08-30 JAMES BARTELLS2017-08-30
0012014-01-01TOM GELHAR
0012013-01-01TOM GELHAR
0012012-01-01TOM GELHAR
0012011-01-01TOM GELHAR
0012009-01-01KERRY KARNITZ

Plan Statistics for JAMES L BARTELLS LTD PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES L BARTELLS LTD PROFIT SHARING PLAN

Measure Date Value
2014: JAMES L BARTELLS LTD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Number of participants with account balances2014-01-015
2013: JAMES L BARTELLS LTD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Number of participants with account balances2013-01-015
2012: JAMES L BARTELLS LTD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-015
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: JAMES L BARTELLS LTD PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
2009: JAMES L BARTELLS LTD PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-015

Financial Data on JAMES L BARTELLS LTD PROFIT SHARING PLAN

Measure Date Value
2014 : JAMES L BARTELLS LTD PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$27,873
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$443,271
Total plan assets at beginning of year2014-12-31$415,398
Other income received2014-12-31$27,873
Net income (gross income less expenses)2014-12-31$27,873
Net plan assets at end of year (total assets less liabilities)2014-12-31$443,271
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$415,398
2013 : JAMES L BARTELLS LTD PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$74,421
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$415,398
Total plan assets at beginning of year2013-12-31$340,977
Other income received2013-12-31$74,421
Net income (gross income less expenses)2013-12-31$74,421
Net plan assets at end of year (total assets less liabilities)2013-12-31$415,398
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$340,977
2012 : JAMES L BARTELLS LTD PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$82,278
Total plan assets at end of year2012-12-31$340,977
Total plan assets at beginning of year2012-12-31$258,699
Other income received2012-12-31$82,278
Net income (gross income less expenses)2012-12-31$82,278
Net plan assets at end of year (total assets less liabilities)2012-12-31$340,977
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$258,699
2011 : JAMES L BARTELLS LTD PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-14,136
Total plan assets at end of year2011-12-31$258,699
Total plan assets at beginning of year2011-12-31$272,835
Other income received2011-12-31$-44,136
Net income (gross income less expenses)2011-12-31$-14,136
Net plan assets at end of year (total assets less liabilities)2011-12-31$258,699
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$272,835
Total contributions received or receivable from employer(s)2011-12-31$30,000
2010 : JAMES L BARTELLS LTD PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$56,320
Total plan assets at end of year2010-12-31$272,835
Total plan assets at beginning of year2010-12-31$216,515
Other income received2010-12-31$45,320
Net income (gross income less expenses)2010-12-31$56,320
Net plan assets at end of year (total assets less liabilities)2010-12-31$272,835
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$216,515
Total contributions received or receivable from employer(s)2010-12-31$11,000

Form 5500 Responses for JAMES L BARTELLS LTD PROFIT SHARING PLAN

2014: JAMES L BARTELLS LTD PROFIT SHARING 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: JAMES L BARTELLS LTD PROFIT SHARING 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: JAMES L BARTELLS LTD PROFIT SHARING 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: JAMES L BARTELLS LTD PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JAMES L BARTELLS LTD PROFIT SHARING 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1