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BASSFORD REMELE, A PROFESSIONAL ASSOCIATION 401(K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameBASSFORD REMELE, A PROFESSIONAL ASSOCIATION 401(K PROFIT SHARING PLAN AND TRUST
Plan identification number 001

BASSFORD REMELE, A PROFESSIONAL ASSOCIATION 401(K PROFIT SHARING 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.
  • Life insurance

401k Sponsoring company profile

BASSFORD REMELE, A PROFESSIONAL ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:BASSFORD REMELE, A PROFESSIONAL ASSOCIATION
Employer identification number (EIN):410992032
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BASSFORD REMELE, A PROFESSIONAL ASSOCIATION 401(K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISTOPHER MORRIS2024-06-05 BASSFORD REMELE2024-06-05
0012022-01-01KELLY PUTNEY2023-07-17 KELLY A. PUTNEY2023-07-17
0012021-01-01KELLY PUTNEY2022-07-11
0012020-01-01KELLY PUTNEY2021-07-13
0012019-01-01KELLY PUTNEY2020-06-30
0012018-01-01KELLY PUTNEY2019-07-29
0012017-01-01KELLY PUTNEY2018-07-13
0012016-01-01ROBIN ANN WILLIAMS2017-07-28
0012015-01-01ROBIN ANN WILLIAMS2016-07-26
0012014-01-01ROBIN ANN WILLIAMS2015-07-30
0012013-01-01MARK WHITMORE2014-07-23
0012012-01-01MARK WHITMORE2013-07-24
0012011-01-01MARK R. WHITMORE2012-09-20 MARK R. WHITMORE2012-09-20
0012009-02-01MARK WHITMORE

Financial Data on BASSFORD REMELE, A PROFESSIONAL ASSOCIATION 401(K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : BASSFORD REMELE, A PROFESSIONAL ASSOCIATION 401(K PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-305874094
Net assets as of the end of the plan year2025-07-3062772276
Total assets as of the beginning of the plan year2025-07-3057764590
Value of plan covered by a fidelity bond2025-07-301000000
Participant contributions to plan in this plan year2025-07-30938743
Value of participant loans at end of plan year2025-07-3062333
Other contributions to plan in this plan year2025-07-301609042
Other income to plan in this plan year2025-07-307492523
Plan net income in this plan year2025-07-305007686
Net assets as of the end of the plan year2025-07-3062772276
Net assets as of the beginning of the plan year2025-07-3057764590
Employer contributions to plan in this plan year2025-07-30841472
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-3042607
2024 : BASSFORD REMELE, A PROFESSIONAL ASSOCIATION 401(K PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-0512357289
Net assets as of the end of the plan year2024-06-0557764590
Total assets as of the beginning of the plan year2024-06-0559993884
Value of plan covered by a fidelity bond2024-06-051000000
Participant contributions to plan in this plan year2024-06-05816159
Value of participant loans at end of plan year2024-06-05132191
Other contributions to plan in this plan year2024-06-0513371
Other income to plan in this plan year2024-06-058096639
Plan net income in this plan year2024-06-05-2229294
Net assets as of the end of the plan year2024-06-0557764590
Net assets as of the beginning of the plan year2024-06-0559993884
Employer contributions to plan in this plan year2024-06-051201826
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-0543600
2022 : BASSFORD REMELE, A PROFESSIONAL ASSOCIATION 401(K PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-11680150
Net assets as of the end of the plan year2022-07-1169109455
Total assets as of the beginning of the plan year2022-07-1158800947
Value of plan covered by a fidelity bond2022-07-111000000
Participant contributions to plan in this plan year2022-07-111061424
Value of participant loans at end of plan year2022-07-11141144
Other contributions to plan in this plan year2022-07-1129023
Other income to plan in this plan year2022-07-118531037
Plan net income in this plan year2022-07-1110308508
Net assets as of the end of the plan year2022-07-1169109455
Net assets as of the beginning of the plan year2022-07-1158800947
Employer contributions to plan in this plan year2022-07-111367174
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-1141112
2010 : BASSFORD REMELE, A PROFESSIONAL ASSOCIATION 401(K PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$4,476,870
Expenses. Total of all expenses incurred2010-12-31$550,776
Benefits paid (including direct rollovers)2010-12-31$549,466
Total plan assets at end of year2010-12-31$22,808,135
Total plan assets at beginning of year2010-12-31$18,882,041
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$680,600
Contributions received from other sources (not participants or employers)2010-12-31$190,533
Other income received2010-12-31$2,497,022
Net income (gross income less expenses)2010-12-31$3,926,094
Net plan assets at end of year (total assets less liabilities)2010-12-31$22,808,135
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$18,882,041
Assets. Value of participant loans2010-12-31$227,132
Total contributions received or receivable from employer(s)2010-12-31$1,108,715
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : BASSFORD REMELE, A PROFESSIONAL ASSOCIATION 401(K PROFIT SHARING 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 BASSFORD REMELE, A PROFESSIONAL ASSOCIATION 401(K PROFIT SHARING PLAN AND TRUST

2009: BASSFORD REMELE, A PROFESSIONAL ASSOCIATION 401(K PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement – InsuranceYes
2009-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract number0025283360
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberJP5456841
Policy instance 2
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number28552
Policy instance 3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number77183481
Policy instance 4

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