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LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) PLAN 401k Plan overview

Plan NameLAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) PLAN
Plan identification number 001

LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) 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.
  • 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.
  • 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

LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C.
Employer identification number (EIN):591973933
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01WILLIE E GARY2023-07-29 WILLIE E GARY2023-07-29
0012021-01-01WILLIE E GARY2022-05-27 WILLIE E GARY2022-05-27
0012020-01-01WILLIE E GARY2021-06-01 WILLIE E GARY2021-06-01
0012019-01-01WILLIE E GARY2020-06-15 WILLIE E GARY2020-06-15
0012018-01-01WILLIE E GARY2019-06-18 WILLIE E GARY2019-06-18
0012017-01-01WILLIE E GARY2018-06-26 WILLIE E GARY2018-06-26
0012016-01-01WILLIE E GARY2017-07-24 WILLIE E GARY2017-07-24
0012015-01-01WILLIE GARY WILLIE GARY2016-10-10
0012014-01-01WILLIE E GARY
0012013-01-01WILLIE GARY
0012012-01-01WILLIE E GARY
0012011-01-01WILLIE E GARY

Plan Statistics for LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) PLAN

401k plan membership statisitcs for LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) PLAN

Measure Date Value
2015: LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0184
Total number of active participants reported on line 7a of the Form 55002015-01-0173
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0187
Number of participants with account balances2015-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0187
Total number of active participants reported on line 7a of the Form 55002014-01-0166
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0181
Number of participants with account balances2014-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01100
Total number of active participants reported on line 7a of the Form 55002013-01-0170
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0185
Number of participants with account balances2013-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01106
Total number of active participants reported on line 7a of the Form 55002012-01-0181
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01100
Number of participants with account balances2012-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01121
Total number of active participants reported on line 7a of the Form 55002011-01-0175
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0126
Total of all active and inactive participants2011-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01101
Number of participants with account balances2011-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) PLAN

Measure Date Value
2015 : LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$106,908
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$436,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$429,135
Value of total corrective distributions2015-12-31$6,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$100,412
Value of total assets at end of year2015-12-31$1,359,792
Value of total assets at beginning of year2015-12-31$1,689,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$452
Total interest from all sources2015-12-31$2,633
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$350,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$100,412
Participant contributions at end of year2015-12-31$30,259
Participant contributions at beginning of year2015-12-31$38,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-329,411
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,359,792
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,689,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,321,071
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,643,745
Interest on participant loans2015-12-31$2,577
Interest earned on other investments2015-12-31$56
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,713
Net investment gain/loss from pooled separate accounts2015-12-31$3,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$429,135
Contract administrator fees2015-12-31$452
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PROCTOR CROOK CROWDER & FOGAL CPAS
Accountancy firm EIN2015-12-31591556056
2014 : LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$187,034
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$182,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$181,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$59,901
Value of total assets at end of year2014-12-31$1,689,203
Value of total assets at beginning of year2014-12-31$1,684,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$372
Total interest from all sources2014-12-31$4,121
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$350,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$59,901
Participant contributions at end of year2014-12-31$38,745
Participant contributions at beginning of year2014-12-31$92,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,999
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,689,203
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,684,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,643,745
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,584,562
Interest on participant loans2014-12-31$4,074
Interest earned on other investments2014-12-31$47
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,691
Net investment gain/loss from pooled separate accounts2014-12-31$123,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$181,663
Contract administrator fees2014-12-31$372
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PROCTOR CROOK CROWDER & FOGAL CPAS
Accountancy firm EIN2014-12-31591556056
2013 : LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$415,674
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$447,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$432,988
Expenses. Certain deemed distributions of participant loans2013-12-31$10,318
Value of total corrective distributions2013-12-31$3,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$42,252
Value of total assets at end of year2013-12-31$1,684,204
Value of total assets at beginning of year2013-12-31$1,716,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$758
Total interest from all sources2013-12-31$5,832
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$350,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$42,252
Participant contributions at end of year2013-12-31$92,951
Participant contributions at beginning of year2013-12-31$131,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-31,956
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,684,204
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,716,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,584,562
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,540,169
Interest on participant loans2013-12-31$5,752
Interest earned on other investments2013-12-31$80
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$44,197
Net investment gain/loss from pooled separate accounts2013-12-31$367,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$432,988
Contract administrator fees2013-12-31$758
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PROCTOR CROOK CROWDER & FOGAL CPA'S
Accountancy firm EIN2013-12-31591556056
2012 : LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$289,599
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,502,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,502,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$49,414
Value of total assets at end of year2012-12-31$1,716,160
Value of total assets at beginning of year2012-12-31$2,928,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$60
Total interest from all sources2012-12-31$9,763
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$350,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$49,414
Participant contributions at end of year2012-12-31$131,794
Participant contributions at beginning of year2012-12-31$141,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,212,540
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,716,160
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,928,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,540,169
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,487,350
Interest on participant loans2012-12-31$7,389
Interest earned on other investments2012-12-31$2,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$44,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$299,564
Net investment gain/loss from pooled separate accounts2012-12-31$230,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,502,079
Contract administrator fees2012-12-31$60
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PROCTOR, CROOK, CROWDER & FOGAL, PA
Accountancy firm EIN2012-12-31591556056
2011 : LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$15,265
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$505,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$505,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$109,260
Value of total assets at end of year2011-12-31$2,928,700
Value of total assets at beginning of year2011-12-31$3,418,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$170
Total interest from all sources2011-12-31$13,979
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$109,260
Participant contributions at end of year2011-12-31$141,786
Participant contributions at beginning of year2011-12-31$91,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-490,039
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,928,700
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,418,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,487,350
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,003,351
Interest on participant loans2011-12-31$8,445
Interest earned on other investments2011-12-31$5,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$299,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$323,769
Net investment gain/loss from pooled separate accounts2011-12-31$-107,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$505,134
Contract administrator fees2011-12-31$170
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PROCTOR CROOK CROWDER & FOGAL CPAS
Accountancy firm EIN2011-12-31591556056
2010 : LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$588,401
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$158,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$137,060
Expenses. Certain deemed distributions of participant loans2010-12-31$21,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$206,059
Value of total assets at end of year2010-12-31$3,418,739
Value of total assets at beginning of year2010-12-31$2,988,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$82
Total interest from all sources2010-12-31$8,922
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$350,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$203,872
Participant contributions at end of year2010-12-31$91,619
Participant contributions at beginning of year2010-12-31$149,983
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$429,832
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,418,739
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,988,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,003,351
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,838,924
Interest on participant loans2010-12-31$7,578
Interest earned on other investments2010-12-31$1,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$323,769
Net investment gain/loss from pooled separate accounts2010-12-31$373,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$137,060
Contract administrator fees2010-12-31$82
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PROCTOR CROOK CROWDER & FOGAL, CPA
Accountancy firm EIN2010-12-31591556056

Form 5500 Responses for LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) PLAN

2015: LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LAW OFFICES OF GARY, WILLIAMS, PARENTI, WATSON & GARY, P.L.L.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number722023
Policy instance 1
Insurance contract or identification number722023
Number of Individuals Covered87
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number722023
Policy instance 1
Insurance contract or identification number722023
Number of Individuals Covered81
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,035
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,035
Insurance broker organization code?3
Insurance broker namePURSHE KAPLAN STERLING INVESTMENT
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number722023
Policy instance 1
Insurance contract or identification number722023
Number of Individuals Covered85
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,835
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,835
Insurance broker organization code?3
Insurance broker namePURSHE KAPLAN STERLING INVESTMENT
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number722023
Policy instance 1
Insurance contract or identification number722023
Number of Individuals Covered100
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,594
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,594
Insurance broker organization code?3
Insurance broker nameRITA STIKELETHER
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number722023
Policy instance 1
Insurance contract or identification number722023
Number of Individuals Covered101
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,363
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number722023
Policy instance 1
Insurance contract or identification number722023
Number of Individuals Covered119
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,558
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $7,558
Insurance broker organization code?3
Insurance broker nameRITA STIKELETHER

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