401k Plan data: BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN plan

BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 401k Plan overview

Plan Name	BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN
Plan identification number	001

BUIE, NORMAN & COMPANY, P.A. RETIREMENT 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.
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

BUIE, NORMAN & CO PA has sponsored the creation of one or more 401k plans.

Company Name: BUIE, NORMAN & CO PA

Employer identification number (EIN): 561057695

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LARRY BASS 2023-06-15
001 2021-01-01 LARRY BASS 2022-07-20
001 2020-01-01 LARRY BASS 2021-06-16
001 2019-01-01 LARRY BASS 2020-09-21
001 2018-01-01 LARRY BASS 2019-10-11
001 2017-01-01 LARRY BASS
001 2016-01-01 LARRY BASS
001 2015-01-01 LARRY BASS
001 2014-01-01 LARRY BASS
001 2013-01-01 LARRY BASS
001 2012-01-01 LARRY BASS
001 2011-01-01 LARRY BASS
001 2010-01-01 LARRY BASS
001 2009-01-01 LARRY BASS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	LARRY BASS	2023-06-15
001	2021-01-01	LARRY BASS	2022-07-20
001	2020-01-01	LARRY BASS	2021-06-16
001	2019-01-01	LARRY BASS	2020-09-21
001	2018-01-01	LARRY BASS	2019-10-11
001	2017-01-01	LARRY BASS
001	2016-01-01	LARRY BASS
001	2015-01-01	LARRY BASS
001	2014-01-01	LARRY BASS
001	2013-01-01	LARRY BASS
001	2012-01-01	LARRY BASS
001	2011-01-01	LARRY BASS
001	2010-01-01	LARRY BASS
001	2009-01-01	LARRY BASS

Plan Statistics for BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN

401k plan membership statisitcs for BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN

Measure Date Value
2017: BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 12
Number of participants with account balances 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BUIE, NORMAN & COMPANY, P.A. RETIREMENT 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 12
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BUIE, NORMAN & COMPANY, P.A. RETIREMENT 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 8
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BUIE, NORMAN & COMPANY, P.A. RETIREMENT 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
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
2009: BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9

Measure	Date	Value
2017: BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	12
Number of participants with account balances	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BUIE, NORMAN & COMPANY, P.A. RETIREMENT 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	12
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BUIE, NORMAN & COMPANY, P.A. RETIREMENT 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	8
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BUIE, NORMAN & COMPANY, P.A. RETIREMENT 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
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
2009: BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9

Financial Data on BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN

Measure	Date	Value
2017 : BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$183,486
Expenses. Total of all expenses incurred	2017-12-31	$313,959
Benefits paid (including direct rollovers)	2017-12-31	$312,370
Total plan assets at end of year	2017-12-31	$1,232,169
Total plan assets at beginning of year	2017-12-31	$1,362,642
Value of fidelity bond covering the plan	2017-12-31	$150,000
Total contributions received or receivable from participants	2017-12-31	$38,936
Other income received	2017-12-31	$128,543
Net income (gross income less expenses)	2017-12-31	$-130,473
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,232,169
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,362,642
Assets. Value of participant loans	2017-12-31	$26,000
Total contributions received or receivable from employer(s)	2017-12-31	$16,007
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,589
2016 : BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$131,283
Expenses. Total of all expenses incurred	2016-12-31	$30,583
Benefits paid (including direct rollovers)	2016-12-31	$30,057
Total plan assets at end of year	2016-12-31	$1,362,642
Total plan assets at beginning of year	2016-12-31	$1,261,942
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$27,393
Other income received	2016-12-31	$87,750
Net income (gross income less expenses)	2016-12-31	$100,700
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,362,642
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,261,942
Assets. Value of participant loans	2016-12-31	$60,500
Total contributions received or receivable from employer(s)	2016-12-31	$16,140
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$526
2015 : BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$36,998
Expenses. Total of all expenses incurred	2015-12-31	$1,218
Total plan assets at end of year	2015-12-31	$1,261,942
Total plan assets at beginning of year	2015-12-31	$1,226,162
Total contributions received or receivable from participants	2015-12-31	$37,765
Other income received	2015-12-31	$-17,329
Net income (gross income less expenses)	2015-12-31	$35,780
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,261,942
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,226,162
Assets. Value of participant loans	2015-12-31	$60,500
Total contributions received or receivable from employer(s)	2015-12-31	$16,562
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,218
2014 : BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$118,848
Expenses. Total of all expenses incurred	2014-12-31	$1,199
Total plan assets at end of year	2014-12-31	$1,226,162
Total plan assets at beginning of year	2014-12-31	$1,108,513
Total contributions received or receivable from participants	2014-12-31	$37,806
Other income received	2014-12-31	$67,886
Net income (gross income less expenses)	2014-12-31	$117,649
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,226,162
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,108,513
Assets. Value of participant loans	2014-12-31	$60,500
Total contributions received or receivable from employer(s)	2014-12-31	$13,156
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,199
2013 : BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$209,267
Expenses. Total of all expenses incurred	2013-12-31	$3,520
Benefits paid (including direct rollovers)	2013-12-31	$2,280
Total plan assets at end of year	2013-12-31	$1,108,513
Total plan assets at beginning of year	2013-12-31	$902,766
Total contributions received or receivable from participants	2013-12-31	$35,490
Other income received	2013-12-31	$157,260
Net income (gross income less expenses)	2013-12-31	$205,747
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,108,513
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$902,766
Assets. Value of participant loans	2013-12-31	$48,000
Total contributions received or receivable from employer(s)	2013-12-31	$16,517
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,240
2012 : BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$104,917
Expenses. Total of all expenses incurred	2012-12-31	$856
Total plan assets at end of year	2012-12-31	$902,766
Total plan assets at beginning of year	2012-12-31	$798,705
Total contributions received or receivable from participants	2012-12-31	$29,692
Other income received	2012-12-31	$54,568
Net income (gross income less expenses)	2012-12-31	$104,061
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$902,766
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$798,705
Assets. Value of participant loans	2012-12-31	$48,000
Total contributions received or receivable from employer(s)	2012-12-31	$20,657
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$856
2011 : BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$48,667
Expenses. Total of all expenses incurred	2011-12-31	$317,158
Benefits paid (including direct rollovers)	2011-12-31	$316,008
Total plan assets at end of year	2011-12-31	$798,705
Total plan assets at beginning of year	2011-12-31	$1,067,196
Total contributions received or receivable from participants	2011-12-31	$26,661
Other income received	2011-12-31	$8,935
Net income (gross income less expenses)	2011-12-31	$-268,491
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$798,705
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,067,196
Assets. Value of participant loans	2011-12-31	$30,000
Total contributions received or receivable from employer(s)	2011-12-31	$13,071
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,150
2010 : BUIE, NORMAN & COMPANY, P.A. RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$109,134
Expenses. Total of all expenses incurred	2010-12-31	$813
Total plan assets at end of year	2010-12-31	$1,067,196
Total plan assets at beginning of year	2010-12-31	$958,875
Total contributions received or receivable from participants	2010-12-31	$26,253
Other income received	2010-12-31	$72,103
Net income (gross income less expenses)	2010-12-31	$108,321
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,067,196
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$958,875
Assets. Value of participant loans	2010-12-31	$22,000
Total contributions received or receivable from employer(s)	2010-12-31	$10,778
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$813