401k Plan data: TRAVIS & TRAVIS PROFIT SHARING PLAN plan

TRAVIS & TRAVIS PROFIT SHARING PLAN 401k Plan overview

Plan Name	TRAVIS & TRAVIS PROFIT SHARING PLAN
Plan identification number	001

TRAVIS & TRAVIS PROFIT SHARING 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.
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

TRAVIS & TRAVIS has sponsored the creation of one or more 401k plans.

Company Name: TRAVIS & TRAVIS

Employer identification number (EIN): 640515816

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRAVIS & TRAVIS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JAMES TRAVIS 2024-07-24 JAMES TRAVIS 2024-07-24
001 2022-01-01 JAMES TRAVIS 2023-10-11 JAMES TRAVIS 2023-10-11
001 2021-01-01 J. KEARNEY TRAVIS, JR. 2022-10-14 J. KEARNEY TRAVIS, JR. 2022-10-14
001 2020-01-01 JAMES TRAVIS 2021-07-27
001 2019-01-01 J. KEARNEY TRAVIS, JR. 2020-07-22 J. KEARNEY TRAVIS, JR. 2020-07-22
001 2018-01-01 J. KEARNEY TRAVIS, JR. 2019-07-24
001 2017-01-01 J. KEARNEY TRAVIS, JR. 2018-06-27 J. KEARNEY TRAVIS, JR. 2018-06-27
001 2016-01-01 JKTRAVIS36 2017-07-19 JKTRAVIS36 2017-07-19
001 2015-01-01 JKTRAVIS36
001 2014-01-01 2015-07-20
001 2014-01-01 JKTRAVIS36 JKTRAVIS36 2015-07-31
001 2013-01-01 JKTRAVIS
001 2012-01-01 JKTRAVIS36 JKTRAVIS36 2014-01-31
001 2011-01-01 J. KEARNEY TRAVIS, JR. J. KEARNEY TRAVIS, JR. 2012-07-31
001 2009-01-01 JAMES TRAVIS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JAMES TRAVIS	2024-07-24	JAMES TRAVIS	2024-07-24
001	2022-01-01	JAMES TRAVIS	2023-10-11	JAMES TRAVIS	2023-10-11
001	2021-01-01	J. KEARNEY TRAVIS, JR.	2022-10-14	J. KEARNEY TRAVIS, JR.	2022-10-14
001	2020-01-01	JAMES TRAVIS	2021-07-27
001	2019-01-01	J. KEARNEY TRAVIS, JR.	2020-07-22	J. KEARNEY TRAVIS, JR.	2020-07-22
001	2018-01-01	J. KEARNEY TRAVIS, JR.	2019-07-24
001	2017-01-01	J. KEARNEY TRAVIS, JR.	2018-06-27	J. KEARNEY TRAVIS, JR.	2018-06-27
001	2016-01-01	JKTRAVIS36	2017-07-19	JKTRAVIS36	2017-07-19
001	2015-01-01	JKTRAVIS36
001	2014-01-01		2015-07-20
001	2014-01-01	JKTRAVIS36		JKTRAVIS36	2015-07-31
001	2013-01-01	JKTRAVIS
001	2012-01-01	JKTRAVIS36		JKTRAVIS36	2014-01-31
001	2011-01-01	J. KEARNEY TRAVIS, JR.		J. KEARNEY TRAVIS, JR.	2012-07-31
001	2009-01-01	JAMES TRAVIS

Plan Statistics for TRAVIS & TRAVIS PROFIT SHARING PLAN

401k plan membership statisitcs for TRAVIS & TRAVIS PROFIT SHARING PLAN

Measure Date Value
2015: TRAVIS & TRAVIS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TRAVIS & TRAVIS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TRAVIS & TRAVIS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
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 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TRAVIS & TRAVIS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TRAVIS & TRAVIS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: TRAVIS & TRAVIS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: TRAVIS & TRAVIS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TRAVIS & TRAVIS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TRAVIS & TRAVIS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
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	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TRAVIS & TRAVIS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TRAVIS & TRAVIS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: TRAVIS & TRAVIS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TRAVIS & TRAVIS PROFIT SHARING PLAN

Measure	Date	Value
2015 : TRAVIS & TRAVIS PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$6,210
Expenses. Total of all expenses incurred	2015-12-31	$43,781
Benefits paid (including direct rollovers)	2015-12-31	$43,781
Total plan assets at end of year	2015-12-31	$1,057,246
Total plan assets at beginning of year	2015-12-31	$1,094,817
Value of fidelity bond covering the plan	2015-12-31	$100,000
Other income received	2015-12-31	$-6,997
Net income (gross income less expenses)	2015-12-31	$-37,571
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,057,246
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,094,817
Total contributions received or receivable from employer(s)	2015-12-31	$13,207
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : TRAVIS & TRAVIS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$83,739
Expenses. Total of all expenses incurred	2014-12-31	$41,048
Benefits paid (including direct rollovers)	2014-12-31	$41,048
Total plan assets at end of year	2014-12-31	$1,094,817
Total plan assets at beginning of year	2014-12-31	$1,052,126
Total contributions received or receivable from participants	2014-12-31	$0
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	$70,786
Net income (gross income less expenses)	2014-12-31	$42,691
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,094,817
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,052,126
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$12,953
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : TRAVIS & TRAVIS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$109,772
Expenses. Total of all expenses incurred	2013-12-31	$37,424
Benefits paid (including direct rollovers)	2013-12-31	$37,424
Total plan assets at end of year	2013-12-31	$1,052,126
Total plan assets at beginning of year	2013-12-31	$979,778
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$0
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	$95,982
Net income (gross income less expenses)	2013-12-31	$72,348
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,052,126
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$979,778
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$13,790
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 : TRAVIS & TRAVIS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$45,592
Expenses. Total of all expenses incurred	2012-12-31	$35,905
Benefits paid (including direct rollovers)	2012-12-31	$35,905
Total plan assets at end of year	2012-12-31	$979,778
Total plan assets at beginning of year	2012-12-31	$970,091
Total contributions received or receivable from participants	2012-12-31	$0
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	$45,592
Net income (gross income less expenses)	2012-12-31	$9,687
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$979,778
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$970,091
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : TRAVIS & TRAVIS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$47,477
Expenses. Total of all expenses incurred	2011-12-31	$35,440
Benefits paid (including direct rollovers)	2011-12-31	$35,440
Total plan assets at end of year	2011-12-31	$970,091
Total plan assets at beginning of year	2011-12-31	$958,055
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$15,321
Net income (gross income less expenses)	2011-12-31	$12,037
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$970,091
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$958,055
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$32,156
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0

Form 5500 Responses for TRAVIS & TRAVIS PROFIT SHARING PLAN

2015: TRAVIS & TRAVIS 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: TRAVIS & TRAVIS PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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: TRAVIS & TRAVIS 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: TRAVIS & TRAVIS 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: TRAVIS & TRAVIS 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
2009: TRAVIS & TRAVIS PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TRAVIS & TRAVIS
Employer identification number (EIN):	640515816
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers