PLUNKETT BOERNER & ASSOCIATES INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2020: PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 3 |
| Total of all active and inactive participants | 2020-01-01 | 3 |
| Total participants | 2020-01-01 | 3 |
| Number of participants with account balances | 2020-01-01 | 0 |
| 2019: PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| Total participants | 2019-01-01 | 3 |
| Number of participants with account balances | 2019-01-01 | 0 |
| 2018: PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 3 |
| Total participants | 2018-01-01 | 3 |
| 2017: PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Total participants | 2017-01-01 | 3 |
| 2016: PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 3 |
| Total participants | 2016-01-01 | 3 |
| 2015: PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| Total of all active and inactive participants | 2015-01-01 | 3 |
| Total participants | 2015-01-01 | 3 |
| Number of participants with account balances | 2015-01-01 | 3 |
| 2014: PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Total participants | 2014-01-01 | 3 |
| Number of participants with account balances | 2014-01-01 | 3 |
| 2013: PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Total participants | 2013-01-01 | 3 |
| Number of participants with account balances | 2013-01-01 | 3 |
| 2012: PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Total participants | 2012-01-01 | 3 |
| Number of participants with account balances | 2012-01-01 | 3 |
| 2011: PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Total participants | 2011-01-01 | 3 |
| Number of participants with account balances | 2011-01-01 | 3 |
| 2009: PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2020 : PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $7,130 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $381,939 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $381,939 |
| Total plan assets at end of year | 2020-12-31 | $0 |
| Total plan assets at beginning of year | 2020-12-31 | $374,809 |
| Value of fidelity bond covering the plan | 2020-12-31 | $374,809 |
| Other income received | 2020-12-31 | $7,130 |
| Net income (gross income less expenses) | 2020-12-31 | $-374,809 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $374,809 |
| 2019 : PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $7,600 |
| Total plan assets at end of year | 2019-12-31 | $374,809 |
| Total plan assets at beginning of year | 2019-12-31 | $367,209 |
| Value of fidelity bond covering the plan | 2019-12-31 | $374,809 |
| Other income received | 2019-12-31 | $7,600 |
| Net income (gross income less expenses) | 2019-12-31 | $7,600 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $374,809 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $367,209 |
| 2018 : PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $15,422 |
| Total plan assets at end of year | 2018-12-31 | $367,209 |
| Total plan assets at beginning of year | 2018-12-31 | $351,787 |
| Value of fidelity bond covering the plan | 2018-12-31 | $367,209 |
| Other income received | 2018-12-31 | $15,422 |
| Net income (gross income less expenses) | 2018-12-31 | $15,422 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $367,209 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $351,787 |
| 2017 : PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $2,381 |
| Total plan assets at end of year | 2017-12-31 | $351,787 |
| Total plan assets at beginning of year | 2017-12-31 | $349,406 |
| Value of fidelity bond covering the plan | 2017-12-31 | $351,787 |
| Other income received | 2017-12-31 | $2,381 |
| Net income (gross income less expenses) | 2017-12-31 | $2,381 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $351,787 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $349,406 |
| 2016 : PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $19,543 |
| Total plan assets at end of year | 2016-12-31 | $349,406 |
| Total plan assets at beginning of year | 2016-12-31 | $329,863 |
| Value of fidelity bond covering the plan | 2016-12-31 | $349,406 |
| Other income received | 2016-12-31 | $19,543 |
| Net income (gross income less expenses) | 2016-12-31 | $19,543 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $349,406 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $329,863 |
| 2015 : PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $20,588 |
| Total plan assets at end of year | 2015-12-31 | $329,863 |
| Total plan assets at beginning of year | 2015-12-31 | $309,275 |
| Value of fidelity bond covering the plan | 2015-12-31 | $329,863 |
| Other income received | 2015-12-31 | $20,588 |
| Net income (gross income less expenses) | 2015-12-31 | $20,588 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $329,863 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $309,275 |
| 2014 : PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $23,996 |
| Total plan assets at end of year | 2014-12-31 | $309,275 |
| Total plan assets at beginning of year | 2014-12-31 | $285,279 |
| Value of fidelity bond covering the plan | 2014-12-31 | $309,275 |
| Other income received | 2014-12-31 | $23,996 |
| Net income (gross income less expenses) | 2014-12-31 | $23,996 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $309,275 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $285,279 |
| 2013 : PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $-15,325 |
| Total plan assets at end of year | 2013-12-31 | $285,279 |
| Total plan assets at beginning of year | 2013-12-31 | $300,604 |
| Value of fidelity bond covering the plan | 2013-12-31 | $285,279 |
| Other income received | 2013-12-31 | $-15,325 |
| Net income (gross income less expenses) | 2013-12-31 | $-15,325 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $285,279 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $300,604 |
| 2012 : PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $24,845 |
| Total plan assets at end of year | 2012-12-31 | $300,604 |
| Total plan assets at beginning of year | 2012-12-31 | $275,759 |
| Value of fidelity bond covering the plan | 2012-12-31 | $300,604 |
| Other income received | 2012-12-31 | $24,845 |
| Net income (gross income less expenses) | 2012-12-31 | $24,845 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $300,604 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $275,759 |
| 2011 : PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $11,534 |
| Total plan assets at end of year | 2011-12-31 | $275,759 |
| Total plan assets at beginning of year | 2011-12-31 | $264,225 |
| Value of fidelity bond covering the plan | 2011-12-31 | $275,759 |
| Other income received | 2011-12-31 | $11,534 |
| Net income (gross income less expenses) | 2011-12-31 | $11,534 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $275,759 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $264,225 |
| 2010 : PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $37,498 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $3,000 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $3,000 |
| Total plan assets at end of year | 2010-12-31 | $264,225 |
| Total plan assets at beginning of year | 2010-12-31 | $229,727 |
| Value of fidelity bond covering the plan | 2010-12-31 | $264,225 |
| Other income received | 2010-12-31 | $37,498 |
| Net income (gross income less expenses) | 2010-12-31 | $34,498 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $264,225 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $229,727 |
| 2020: PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PLUNKETT BOERNER & ASSOCIATES PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
