401k Plan data: CLARKE & PLATT, P.A. 401(K) PLAN plan

CLARKE & PLATT, P.A. 401(K) PLAN 401k Plan overview

Plan Name	CLARKE & PLATT, P.A. 401(K) PLAN
Plan identification number	002

CLARKE & PLATT, P.A. 401(K) 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.
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

CLARKE & PLATT, P.A. has sponsored the creation of one or more 401k plans.

Company Name: CLARKE & PLATT, P.A.

Employer identification number (EIN): 650115902

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about CLARKE & PLATT, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1989-03-29

Company Identification Number: K77582

Legal Registered Office Address: C/O JOHN B. CLARKE

WEST PALM BEACH

33406

More information about CLARKE & PLATT, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLARKE & PLATT, P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 BROOKE A MISHOE 2023-06-15 BROOKE A MISHOE 2023-06-15
002 2021-01-01 BROOKE A MISHOE 2022-07-07 BROOKE A MISHOE 2022-07-07
002 2020-01-01 BROOKE A MISHOE 2021-06-14 BROOKE A MISHOE 2021-06-14
002 2019-01-01 BROOKE MISHOE 2020-06-12 BROOKE MISHOE 2020-06-12
002 2018-01-01 BROOKE MISHOE 2019-07-24
002 2017-01-01 BROOKE MISHOE 2018-06-21
002 2016-01-01 BROOKE MISHOE 2017-06-14
002 2015-01-01 JOHN CLARKE
002 2014-01-01 JOHN CLARKE
002 2013-01-01 JOHN CLARKE
002 2012-01-01 JOHN CLARKE
002 2011-01-01 JOHN CLARKE 2012-05-10
002 2010-01-01 JOHN CLARKE 2011-03-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	BROOKE A MISHOE	2023-06-15	BROOKE A MISHOE	2023-06-15
002	2021-01-01	BROOKE A MISHOE	2022-07-07	BROOKE A MISHOE	2022-07-07
002	2020-01-01	BROOKE A MISHOE	2021-06-14	BROOKE A MISHOE	2021-06-14
002	2019-01-01	BROOKE MISHOE	2020-06-12	BROOKE MISHOE	2020-06-12
002	2018-01-01	BROOKE MISHOE	2019-07-24
002	2017-01-01	BROOKE MISHOE	2018-06-21
002	2016-01-01	BROOKE MISHOE	2017-06-14
002	2015-01-01	JOHN CLARKE
002	2014-01-01	JOHN CLARKE
002	2013-01-01	JOHN CLARKE
002	2012-01-01	JOHN CLARKE
002	2011-01-01	JOHN CLARKE	2012-05-10
002	2010-01-01	JOHN CLARKE	2011-03-17

Plan Statistics for CLARKE & PLATT, P.A. 401(K) PLAN

401k plan membership statisitcs for CLARKE & PLATT, P.A. 401(K) PLAN

Measure Date Value
2015: CLARKE & PLATT, P.A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
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 1
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CLARKE & PLATT, P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
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 1
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CLARKE & PLATT, P.A. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
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 2
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CLARKE & PLATT, P.A. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
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 2
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2015: CLARKE & PLATT, P.A. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
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	1
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CLARKE & PLATT, P.A. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
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	1
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CLARKE & PLATT, P.A. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
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	2
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CLARKE & PLATT, P.A. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
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	2
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on CLARKE & PLATT, P.A. 401(K) PLAN

Measure	Date	Value
2015 : CLARKE & PLATT, P.A. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$53,078
Expenses. Total of all expenses incurred	2015-12-31	$62,041
Benefits paid (including direct rollovers)	2015-12-31	$62,041
Total plan assets at end of year	2015-12-31	$1,035,069
Total plan assets at beginning of year	2015-12-31	$1,044,032
Value of fidelity bond covering the plan	2015-12-31	$170,000
Total contributions received or receivable from participants	2015-12-31	$46,618
Other income received	2015-12-31	$-11,319
Net income (gross income less expenses)	2015-12-31	$-8,963
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,035,069
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,044,032
Assets. Value of participant loans	2015-12-31	$44,727
Total contributions received or receivable from employer(s)	2015-12-31	$17,779
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : CLARKE & PLATT, P.A. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$139,825
Expenses. Total of all expenses incurred	2014-12-31	$74,431
Benefits paid (including direct rollovers)	2014-12-31	$74,431
Total plan assets at end of year	2014-12-31	$1,044,032
Total plan assets at beginning of year	2014-12-31	$978,638
Value of fidelity bond covering the plan	2014-12-31	$85,000
Total contributions received or receivable from participants	2014-12-31	$44,032
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	$78,693
Net income (gross income less expenses)	2014-12-31	$65,394
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,044,032
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$978,638
Assets. Value of participant loans	2014-12-31	$55,510
Total contributions received or receivable from employer(s)	2014-12-31	$17,100
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 : CLARKE & PLATT, P.A. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$246,694
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$978,638
Total plan assets at beginning of year	2013-12-31	$731,944
Value of fidelity bond covering the plan	2013-12-31	$85,000
Total contributions received or receivable from participants	2013-12-31	$45,707
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	$183,261
Net income (gross income less expenses)	2013-12-31	$246,694
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$978,638
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$731,944
Assets. Value of participant loans	2013-12-31	$5,962
Total contributions received or receivable from employer(s)	2013-12-31	$17,726
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
2012 : CLARKE & PLATT, P.A. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$166,270
Expenses. Total of all expenses incurred	2012-12-31	$158,050
Benefits paid (including direct rollovers)	2012-12-31	$151,086
Total plan assets at end of year	2012-12-31	$731,944
Total plan assets at beginning of year	2012-12-31	$723,724
Value of fidelity bond covering the plan	2012-12-31	$85,000
Total contributions received or receivable from participants	2012-12-31	$41,923
Expenses. Other expenses not covered elsewhere	2012-12-31	$6,964
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$107,511
Net income (gross income less expenses)	2012-12-31	$8,220
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$731,944
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$723,724
Assets. Value of participant loans	2012-12-31	$46
Total contributions received or receivable from employer(s)	2012-12-31	$16,836
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

Form 5500 Responses for CLARKE & PLATT, P.A. 401(K) PLAN

2015: CLARKE & PLATT, P.A. 401(K) 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: CLARKE & PLATT, P.A. 401(K) 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: CLARKE & PLATT, P.A. 401(K) 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: CLARKE & PLATT, P.A. 401(K) 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

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Company Name:	CLARKE & PLATT, P.A.
Employer identification number (EIN):	650115902
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1989-03-29
Company Identification Number:	K77582
Legal Registered Office Address:	C/O JOHN B. CLARKE WEST PALM BEACH 33406