401k Plan data: MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC plan

MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 401k Plan overview

Plan Name	MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC
Plan identification number	001

MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 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

MOULEDOUX, BLAND, LEGRAND & has sponsored the creation of one or more 401k plans.

Company Name: MOULEDOUX, BLAND, LEGRAND &

Employer identification number (EIN): 721386048

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ALAN G BRACKETT 2024-06-17 ALAN G BRACKETT 2024-06-17
001 2022-01-01 ALAN G BRACKETT 2023-07-12 ALAN G BRACKETT 2023-07-12
001 2021-01-01 ALAN G. BRACKETT 2022-07-12 ALAN G. BRACKETT 2022-07-12
001 2020-01-01 ALAN G. BRACKETT 2021-07-06 ALAN G. BRACKETT 2021-07-06
001 2019-01-01 ALAN G BRACKETT 2020-07-30 ALAN G BRACKETT 2020-07-30
001 2018-01-01 ALAN G. BRACKETT 2019-07-17 ALAN G. BRACKETT 2019-07-17
001 2017-01-01 ALAN G BRACKETT 2018-07-24 ALAN G BRACKETT 2018-07-24
001 2016-01-01 ALAN G BRACKETT 2017-07-25 ALAN G BRACKETT 2017-07-25
001 2015-01-01 ALAN G. BRACKETT ALAN G. BRACKETT 2016-06-15
001 2014-01-01 ALAN G. BRACKETT
001 2013-01-01 ALAN BRACKETT ALAN BRACKETT 2014-09-16
001 2012-01-01 ALAN G BRACKETT ALAN G BRACKETT 2013-10-11
001 2011-01-01 RENEE B. HYMEL
001 2010-01-01 ALAN G. BRACKETT 2011-08-16
001 2007-01-01 RENEE HYMEL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ALAN G BRACKETT	2024-06-17	ALAN G BRACKETT	2024-06-17
001	2022-01-01	ALAN G BRACKETT	2023-07-12	ALAN G BRACKETT	2023-07-12
001	2021-01-01	ALAN G. BRACKETT	2022-07-12	ALAN G. BRACKETT	2022-07-12
001	2020-01-01	ALAN G. BRACKETT	2021-07-06	ALAN G. BRACKETT	2021-07-06
001	2019-01-01	ALAN G BRACKETT	2020-07-30	ALAN G BRACKETT	2020-07-30
001	2018-01-01	ALAN G. BRACKETT	2019-07-17	ALAN G. BRACKETT	2019-07-17
001	2017-01-01	ALAN G BRACKETT	2018-07-24	ALAN G BRACKETT	2018-07-24
001	2016-01-01	ALAN G BRACKETT	2017-07-25	ALAN G BRACKETT	2017-07-25
001	2015-01-01	ALAN G. BRACKETT		ALAN G. BRACKETT	2016-06-15
001	2014-01-01	ALAN G. BRACKETT
001	2013-01-01	ALAN BRACKETT		ALAN BRACKETT	2014-09-16
001	2012-01-01	ALAN G BRACKETT		ALAN G BRACKETT	2013-10-11
001	2011-01-01	RENEE B. HYMEL
001	2010-01-01	ALAN G. BRACKETT	2011-08-16
001	2007-01-01	RENEE HYMEL

Plan Statistics for MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC

401k plan membership statisitcs for MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC

Measure Date Value
2015: MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 2015 401k membership
Total participants, beginning-of-year 2015-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 31
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 6
Total of all active and inactive participants 2015-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 37
Number of participants with account balances 2015-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 2014 401k membership
Total participants, beginning-of-year 2014-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 28
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 5
Total of all active and inactive participants 2014-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 33
Number of participants with account balances 2014-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 2013 401k membership
Total participants, beginning-of-year 2013-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 28
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 4
Total of all active and inactive participants 2013-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 32
Number of participants with account balances 2013-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 2012 401k membership
Total participants, beginning-of-year 2012-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 27
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 3
Total of all active and inactive participants 2012-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 30
Number of participants with account balances 2012-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 2011 401k membership
Total participants, beginning-of-year 2011-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 29
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 30
Number of participants with account balances 2011-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2007: MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 2007 401k membership
Total participants, beginning-of-year 2007-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 17
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 4
Total of all active and inactive participants 2007-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 21
Number of participants with account balances 2007-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2015: MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 2015 401k membership
Total participants, beginning-of-year	2015-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	31
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	6
Total of all active and inactive participants	2015-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	37
Number of participants with account balances	2015-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 2014 401k membership
Total participants, beginning-of-year	2014-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	28
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	5
Total of all active and inactive participants	2014-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	33
Number of participants with account balances	2014-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 2013 401k membership
Total participants, beginning-of-year	2013-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	28
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	4
Total of all active and inactive participants	2013-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	32
Number of participants with account balances	2013-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 2012 401k membership
Total participants, beginning-of-year	2012-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	27
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	3
Total of all active and inactive participants	2012-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	30
Number of participants with account balances	2012-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 2011 401k membership
Total participants, beginning-of-year	2011-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	29
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	30
Number of participants with account balances	2011-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2007: MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 2007 401k membership
Total participants, beginning-of-year	2007-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	17
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	4
Total of all active and inactive participants	2007-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	21
Number of participants with account balances	2007-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC

Measure	Date	Value
2015 : MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 2015 401k financial data
Total income from all sources	2015-12-31	$625,347
Expenses. Total of all expenses incurred	2015-12-31	$121,638
Benefits paid (including direct rollovers)	2015-12-31	$119,162
Total plan assets at end of year	2015-12-31	$7,779,167
Total plan assets at beginning of year	2015-12-31	$7,275,458
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$184,113
Expenses. Other expenses not covered elsewhere	2015-12-31	$2,476
Contributions received from other sources (not participants or employers)	2015-12-31	$290,470
Other income received	2015-12-31	$-44,935
Net income (gross income less expenses)	2015-12-31	$503,709
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$7,779,167
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,275,458
Assets. Value of participant loans	2015-12-31	$23,080
Total contributions received or receivable from employer(s)	2015-12-31	$195,699
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 2014 401k financial data
Total income from all sources	2014-12-31	$764,800
Expenses. Total of all expenses incurred	2014-12-31	$3,198
Benefits paid (including direct rollovers)	2014-12-31	$2,664
Total plan assets at end of year	2014-12-31	$7,275,458
Total plan assets at beginning of year	2014-12-31	$6,513,856
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$181,300
Expenses. Other expenses not covered elsewhere	2014-12-31	$-2,251
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$401,297
Net income (gross income less expenses)	2014-12-31	$761,602
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,275,458
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,513,856
Assets. Value of participant loans	2014-12-31	$33,787
Total contributions received or receivable from employer(s)	2014-12-31	$182,203
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$2,785
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 : MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 2013 401k financial data
Total income from all sources	2013-12-31	$1,344,743
Expenses. Total of all expenses incurred	2013-12-31	$103,982
Benefits paid (including direct rollovers)	2013-12-31	$102,227
Total plan assets at end of year	2013-12-31	$6,513,856
Total plan assets at beginning of year	2013-12-31	$5,273,095
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$171,992
Expenses. Other expenses not covered elsewhere	2013-12-31	$137
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$996,041
Net income (gross income less expenses)	2013-12-31	$1,240,761
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,513,856
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,273,095
Assets. Value of participant loans	2013-12-31	$32,775
Total contributions received or receivable from employer(s)	2013-12-31	$176,710
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$1,618
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 : MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 2012 401k financial data
Total income from all sources	2012-12-31	$948,985
Expenses. Total of all expenses incurred	2012-12-31	$57,673
Benefits paid (including direct rollovers)	2012-12-31	$56,017
Total plan assets at end of year	2012-12-31	$5,273,095
Total plan assets at beginning of year	2012-12-31	$4,381,783
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$164,041
Expenses. Other expenses not covered elsewhere	2012-12-31	$38
Contributions received from other sources (not participants or employers)	2012-12-31	$93,816
Other income received	2012-12-31	$548,242
Net income (gross income less expenses)	2012-12-31	$891,312
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,273,095
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,381,783
Assets. Value of participant loans	2012-12-31	$36,800
Total contributions received or receivable from employer(s)	2012-12-31	$142,886
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$1,618
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 : MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 2011 401k financial data
Total income from all sources	2011-12-31	$268,846
Expenses. Total of all expenses incurred	2011-12-31	$270
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$4,381,783
Total plan assets at beginning of year	2011-12-31	$4,113,207
Total contributions received or receivable from participants	2011-12-31	$160,331
Expenses. Other expenses not covered elsewhere	2011-12-31	$-480
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-35,382
Net income (gross income less expenses)	2011-12-31	$268,576
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,381,783
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,113,207
Assets. Value of participant loans	2011-12-31	$31,863
Total contributions received or receivable from employer(s)	2011-12-31	$143,897
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$750

Form 5500 Responses for MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC

2015: MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 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: MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 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: MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 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: MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 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: MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 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
2007: MOULEDOUX, BLAND, LEGRAND & BRACKETT, LLC 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MOULEDOUX, BLAND, LEGRAND &
Employer identification number (EIN):	721386048
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers