401k Plan data: BENBOW AND PHILLIPS PROFIT SHARING PLAN plan

BENBOW AND PHILLIPS PROFIT SHARING PLAN 401k Plan overview

Plan Name	BENBOW AND PHILLIPS PROFIT SHARING PLAN
Plan identification number	003

BENBOW AND PHILLIPS PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

BENBOW AND PHILLIPS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: BENBOW AND PHILLIPS, P.C.

Employer identification number (EIN): 561775177

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENBOW AND PHILLIPS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 TONYA BAILEY 2024-10-08
003 2022-01-01 TONYA BAILEY 2023-07-21
003 2021-01-01 TONYA BAILEY 2022-07-18
003 2019-01-01 PEGGY D PLYLER 2020-07-14 C DAVID BENBOW 2020-07-14
003 2018-01-01 PEGGY D PLYLER 2019-07-16 C DAVID BENBOW 2019-07-16
003 2017-01-01 PEGGY D PLYLER 2018-06-25 C DAVID BENBOW 2018-06-25
003 2016-01-01 PEGGY D PLYLER 2017-07-12 C. DAVID BENBOW 2017-07-12
003 2015-01-01 C DAVID BENBOW C DAVID BENBOW 2016-07-28
003 2014-01-01 C DAVID BENBOW RICHARD A PHILLIPS 2015-06-19
003 2013-01-01 C DAVID BENBOW RICHARD A PHILLIPS 2014-06-19
003 2012-01-01 PEGGY PLYLER
003 2011-01-01 RICHARD PHILLIPS C DAVID BENBOW 2012-10-12
003 2010-01-01 DAVID BENBOW 2011-06-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	TONYA BAILEY	2024-10-08
003	2022-01-01	TONYA BAILEY	2023-07-21
003	2021-01-01	TONYA BAILEY	2022-07-18
003	2019-01-01	PEGGY D PLYLER	2020-07-14	C DAVID BENBOW	2020-07-14
003	2018-01-01	PEGGY D PLYLER	2019-07-16	C DAVID BENBOW	2019-07-16
003	2017-01-01	PEGGY D PLYLER	2018-06-25	C DAVID BENBOW	2018-06-25
003	2016-01-01	PEGGY D PLYLER	2017-07-12	C. DAVID BENBOW	2017-07-12
003	2015-01-01	C DAVID BENBOW		C DAVID BENBOW	2016-07-28
003	2014-01-01	C DAVID BENBOW		RICHARD A PHILLIPS	2015-06-19
003	2013-01-01	C DAVID BENBOW		RICHARD A PHILLIPS	2014-06-19
003	2012-01-01	PEGGY PLYLER
003	2011-01-01	RICHARD PHILLIPS		C DAVID BENBOW	2012-10-12
003	2010-01-01	DAVID BENBOW	2011-06-16

Plan Statistics for BENBOW AND PHILLIPS PROFIT SHARING PLAN

401k plan membership statisitcs for BENBOW AND PHILLIPS PROFIT SHARING PLAN

Measure Date Value
2015: BENBOW AND PHILLIPS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BENBOW AND PHILLIPS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BENBOW AND PHILLIPS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
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 1
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BENBOW AND PHILLIPS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 1
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BENBOW AND PHILLIPS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
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 1
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2015: BENBOW AND PHILLIPS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BENBOW AND PHILLIPS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BENBOW AND PHILLIPS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
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	1
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BENBOW AND PHILLIPS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	1
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BENBOW AND PHILLIPS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
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	1
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on BENBOW AND PHILLIPS PROFIT SHARING PLAN

Measure	Date	Value
2015 : BENBOW AND PHILLIPS PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$26,874
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$482,229
Total plan assets at beginning of year	2015-12-31	$455,355
Value of fidelity bond covering the plan	2015-12-31	$75,000
Total contributions received or receivable from participants	2015-12-31	$23,184
Other income received	2015-12-31	$-3,356
Net income (gross income less expenses)	2015-12-31	$26,874
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$482,229
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$455,355
Assets. Value of participant loans	2015-12-31	$9,030
Total contributions received or receivable from employer(s)	2015-12-31	$7,046
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BENBOW AND PHILLIPS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$62,444
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$455,355
Total plan assets at beginning of year	2014-12-31	$392,911
Value of fidelity bond covering the plan	2014-12-31	$75,000
Total contributions received or receivable from participants	2014-12-31	$29,769
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$23,895
Net income (gross income less expenses)	2014-12-31	$62,444
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$455,355
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$392,911
Assets. Value of participant loans	2014-12-31	$11,235
Total contributions received or receivable from employer(s)	2014-12-31	$8,780
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
2013 : BENBOW AND PHILLIPS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$80,846
Expenses. Total of all expenses incurred	2013-12-31	$3,180
Benefits paid (including direct rollovers)	2013-12-31	$3,180
Total plan assets at end of year	2013-12-31	$392,911
Total plan assets at beginning of year	2013-12-31	$315,245
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$31,232
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$40,277
Net income (gross income less expenses)	2013-12-31	$77,666
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$392,911
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$315,245
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$9,337
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : BENBOW AND PHILLIPS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$67,364
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$315,245
Total plan assets at beginning of year	2012-12-31	$247,880
Value of fidelity bond covering the plan	2012-12-31	$75,000
Total contributions received or receivable from participants	2012-12-31	$31,480
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$26,188
Net income (gross income less expenses)	2012-12-31	$67,364
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$315,245
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$247,880
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$9,696
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
2011 : BENBOW AND PHILLIPS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$34,826
Expenses. Total of all expenses incurred	2011-12-31	$53,775
Benefits paid (including direct rollovers)	2011-12-31	$53,767
Total plan assets at end of year	2011-12-31	$247,880
Total plan assets at beginning of year	2011-12-31	$266,829
Total contributions received or receivable from participants	2011-12-31	$30,989
Expenses. Other expenses not covered elsewhere	2011-12-31	$8
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-5,936
Net income (gross income less expenses)	2011-12-31	$-18,949
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$247,880
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$266,829
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$9,773

Form 5500 Responses for BENBOW AND PHILLIPS PROFIT SHARING PLAN

2015: BENBOW AND PHILLIPS PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BENBOW AND PHILLIPS PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BENBOW AND PHILLIPS PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BENBOW AND PHILLIPS PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BENBOW AND PHILLIPS PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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

Company Name:	BENBOW AND PHILLIPS, P.C.
Employer identification number (EIN):	561775177
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers