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BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 401k Plan overview

Plan NameBRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN
Plan identification number 001

BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 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.
  • 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

BRANCATO, HAGGERTY, & PALMENTERE LC has sponsored the creation of one or more 401k plans.

Company Name:BRANCATO, HAGGERTY, & PALMENTERE LC
Employer identification number (EIN):431701278
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01CHUCK PALMENTERE
0012017-01-01CHUCK PALMENTERE
0012016-01-01JOHN GOLWAY
0012015-01-01JOHN GOLWAY
0012014-01-01JOHN GOLWAY
0012013-01-01JOHN GOLWAY
0012012-01-01JOHN GOLWAY
0012011-01-01JOHN GOLWAY
0012010-01-01JOHN GOLWAY
0012009-01-01JOHN GOLWAY
0012009-01-01JOHN GOLWAY
0012009-01-01

Plan Statistics for BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN

401k plan membership statisitcs for BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN

Measure Date Value
2022: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-013
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 participants2022-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013
Number of participants with account balances2022-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
Total of all active and inactive participants2021-01-013
Total participants2021-01-013
Number of participants with account balances2021-01-013
2020: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Total of all active and inactive participants2020-01-013
Total participants2020-01-013
Number of participants with account balances2020-01-013
2019: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Total of all active and inactive participants2019-01-013
Total participants2019-01-013
Number of participants with account balances2019-01-013
2018: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-013
Total of all active and inactive participants2018-01-013
Total participants2018-01-013
Number of participants with account balances2018-01-013
2017: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Total of all active and inactive participants2017-01-014
Total participants2017-01-014
Number of participants with account balances2017-01-014
2016: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
Total of all active and inactive participants2016-01-014
Total participants2016-01-014
Number of participants with account balances2016-01-014
2015: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Total of all active and inactive participants2015-01-014
Total participants2015-01-014
Number of participants with account balances2015-01-014
2014: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Total of all active and inactive participants2014-01-014
Total participants2014-01-014
Number of participants with account balances2014-01-014
2013: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-014
2012: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2010: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014
Total number of active participants reported on line 7a of the Form 55002010-01-014
Total of all active and inactive participants2010-01-014
Total participants2010-01-014
Number of participants with account balances2010-01-014
2009: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN

Measure Date Value
2022 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-197,467
Total plan assets at end of year2022-12-31$1,225,870
Total plan assets at beginning of year2022-12-31$1,423,337
Total contributions received or receivable from participants2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-197,467
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-197,467
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,225,870
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,423,337
Total contributions received or receivable from employer(s)2022-12-31$0
2021 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$212,301
Total plan assets at end of year2021-12-31$1,423,337
Total plan assets at beginning of year2021-12-31$1,211,036
Other income received2021-12-31$212,301
Net income (gross income less expenses)2021-12-31$212,301
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,423,337
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,211,036
2020 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$73,803
Total plan assets at end of year2020-12-31$1,211,036
Total plan assets at beginning of year2020-12-31$1,137,233
Other income received2020-12-31$73,803
Net income (gross income less expenses)2020-12-31$73,803
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,211,036
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,137,233
2019 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$164,713
Total plan assets at end of year2019-12-31$1,137,233
Total plan assets at beginning of year2019-12-31$972,520
Other income received2019-12-31$164,713
Net income (gross income less expenses)2019-12-31$164,713
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,137,233
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$972,520
2018 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-84,508
Expenses. Total of all expenses incurred2018-12-31$429,045
Benefits paid (including direct rollovers)2018-12-31$429,045
Total plan assets at end of year2018-12-31$972,520
Total plan assets at beginning of year2018-12-31$1,486,073
Other income received2018-12-31$-84,508
Net income (gross income less expenses)2018-12-31$-513,553
Net plan assets at end of year (total assets less liabilities)2018-12-31$972,520
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,486,073
2017 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$153,516
Total plan assets at end of year2017-12-31$1,486,073
Total plan assets at beginning of year2017-12-31$1,332,557
Other income received2017-12-31$153,516
Net income (gross income less expenses)2017-12-31$153,516
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,486,073
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,332,557
2016 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$24,622
Total plan assets at end of year2016-12-31$1,332,557
Total plan assets at beginning of year2016-12-31$1,307,935
Other income received2016-12-31$24,622
Net income (gross income less expenses)2016-12-31$24,622
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,332,557
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,307,935
2015 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-56,833
Total plan assets at end of year2015-12-31$1,307,935
Total plan assets at beginning of year2015-12-31$1,364,768
Other income received2015-12-31$-56,833
Net income (gross income less expenses)2015-12-31$-56,833
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,307,935
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,364,768
2014 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,409
Total plan assets at end of year2014-12-31$1,364,768
Total plan assets at beginning of year2014-12-31$1,363,359
Other income received2014-12-31$1,409
Net income (gross income less expenses)2014-12-31$1,409
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,364,768
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,363,359
2013 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$269,930
Total plan assets at end of year2013-12-31$1,363,359
Total plan assets at beginning of year2013-12-31$1,093,429
Other income received2013-12-31$269,930
Net income (gross income less expenses)2013-12-31$269,930
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,363,359
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,093,429
2012 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$160,080
Expenses. Total of all expenses incurred2012-12-31$2
Total plan assets at end of year2012-12-31$1,093,429
Total plan assets at beginning of year2012-12-31$933,351
Value of fidelity bond covering the plan2012-12-31$25,000
Other income received2012-12-31$2,080
Net income (gross income less expenses)2012-12-31$160,078
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,093,429
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$933,351
Total contributions received or receivable from employer(s)2012-12-31$158,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2
2011 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-26,591
Total plan assets at end of year2011-12-31$933,351
Total plan assets at beginning of year2011-12-31$959,942
Value of fidelity bond covering the plan2011-12-31$25,000
Other income received2011-12-31$-26,591
Net income (gross income less expenses)2011-12-31$-26,591
Net plan assets at end of year (total assets less liabilities)2011-12-31$933,351
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$959,942
2010 : BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$216,338
Total plan assets at end of year2010-12-31$959,942
Total plan assets at beginning of year2010-12-31$743,604
Value of fidelity bond covering the plan2010-12-31$25,000
Other income received2010-12-31$216,338
Net income (gross income less expenses)2010-12-31$216,338
Net plan assets at end of year (total assets less liabilities)2010-12-31$959,942
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$743,604

Form 5500 Responses for BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN

2022: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BRANCATO, HAGGERTY, & PALMENTERE, LC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFS1753
Policy instance 1
Insurance contract or identification numberPFS1753
Number of Individuals Covered4
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFS1753
Policy instance 1
Insurance contract or identification numberPFS1753
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFS1753
Policy instance 1
Insurance contract or identification numberPFS1753
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFS1753
Policy instance 1
Insurance contract or identification numberPFS1753
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $2
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFS1753
Policy instance 1
Insurance contract or identification numberPFS1753
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFS1753
Policy instance 1
Insurance contract or identification numberPFS1753
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0

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