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BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 401k Plan overview

Plan NameBOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN
Plan identification number 002

BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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

BOLTON,SULLIVAN,TAYLOR & WEBER,LLP has sponsored the creation of one or more 401k plans.

Company Name:BOLTON,SULLIVAN,TAYLOR & WEBER,LLP
Employer identification number (EIN):751188801
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LARRY J WEBER
0022016-01-01LARRY J WEBER
0022015-01-01LARRY J. WEBER
0022014-01-01LARRY J. WEBER
0022013-01-01RABEN J.BOLTON,JR.
0022012-01-01RABEN J.BOLTON,JR.
0022011-01-01RABEN J.BOLTON,JR.
0022009-01-01RABEN J.BOLTON,JR.

Plan Statistics for BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN

401k plan membership statisitcs for BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN

Measure Date Value
2017: BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0115
Total number of active participants reported on line 7a of the Form 55002017-01-0113
Number of retired or separated participants receiving benefits2017-01-011
Total of all active and inactive participants2017-01-0114
Total participants2017-01-0114
Number of participants with account balances2017-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0112
Total number of active participants reported on line 7a of the Form 55002016-01-0112
Number of retired or separated participants receiving benefits2016-01-013
Total of all active and inactive participants2016-01-0115
Total participants2016-01-0115
Number of participants with account balances2016-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-012
Total of all active and inactive participants2015-01-0112
Total participants2015-01-0112
Number of participants with account balances2015-01-0112
2014: BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0113
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of retired or separated participants receiving benefits2014-01-011
Total of all active and inactive participants2014-01-0112
Total participants2014-01-0112
Number of participants with account balances2014-01-0112
2013: BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-013
Total of all active and inactive participants2013-01-0113
Total participants2013-01-0113
Number of participants with account balances2013-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Number of retired or separated participants receiving benefits2012-01-011
Total of all active and inactive participants2012-01-0112
Total participants2012-01-0112
Number of participants with account balances2012-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-012
Total of all active and inactive participants2011-01-0112
Total participants2011-01-0112
Number of participants with account balances2011-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Number of retired or separated participants receiving benefits2009-01-011
Total of all active and inactive participants2009-01-0112
Total participants2009-01-0112
Number of participants with account balances2009-01-0112

Financial Data on BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN

Measure Date Value
2017 : BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$698,894
Expenses. Total of all expenses incurred2017-12-31$52,222
Benefits paid (including direct rollovers)2017-12-31$51,933
Total plan assets at end of year2017-12-31$4,168,322
Total plan assets at beginning of year2017-12-31$3,521,650
Value of fidelity bond covering the plan2017-12-31$400,000
Other income received2017-12-31$561,747
Net income (gross income less expenses)2017-12-31$646,672
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,168,322
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,521,650
Assets. Value of assets in partnership/joint-venture interests2017-12-31$18,603
Total contributions received or receivable from employer(s)2017-12-31$137,147
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$289
2016 : BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$574,249
Expenses. Total of all expenses incurred2016-12-31$133,441
Benefits paid (including direct rollovers)2016-12-31$133,143
Total plan assets at end of year2016-12-31$3,521,650
Total plan assets at beginning of year2016-12-31$3,080,842
Value of fidelity bond covering the plan2016-12-31$400,000
Other income received2016-12-31$448,322
Net income (gross income less expenses)2016-12-31$440,808
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,521,650
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,080,842
Assets. Value of assets in partnership/joint-venture interests2016-12-31$22,785
Total contributions received or receivable from employer(s)2016-12-31$125,927
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$298
2015 : BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-36,346
Expenses. Total of all expenses incurred2015-12-31$546
Total plan assets at end of year2015-12-31$3,080,842
Total plan assets at beginning of year2015-12-31$3,117,734
Value of fidelity bond covering the plan2015-12-31$300,000
Other income received2015-12-31$-155,145
Net income (gross income less expenses)2015-12-31$-36,892
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,080,842
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,117,734
Assets. Value of assets in partnership/joint-venture interests2015-12-31$18,790
Total contributions received or receivable from employer(s)2015-12-31$118,799
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$546
2014 : BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$302,222
Expenses. Total of all expenses incurred2014-12-31$59,785
Benefits paid (including direct rollovers)2014-12-31$59,130
Total plan assets at end of year2014-12-31$3,117,734
Total plan assets at beginning of year2014-12-31$2,875,297
Value of fidelity bond covering the plan2014-12-31$250,000
Other income received2014-12-31$179,946
Net income (gross income less expenses)2014-12-31$242,437
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,117,734
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,875,297
Assets. Value of assets in partnership/joint-venture interests2014-12-31$33,367
Total contributions received or receivable from employer(s)2014-12-31$122,276
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$655
2013 : BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$649,088
Expenses. Total of all expenses incurred2013-12-31$228
Total plan assets at end of year2013-12-31$2,875,297
Total plan assets at beginning of year2013-12-31$2,226,437
Value of fidelity bond covering the plan2013-12-31$250,000
Other income received2013-12-31$518,575
Net income (gross income less expenses)2013-12-31$648,860
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,875,297
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,226,437
Assets. Value of assets in partnership/joint-venture interests2013-12-31$27,565
Total contributions received or receivable from employer(s)2013-12-31$130,513
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$228
2012 : BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$317,864
Expenses. Total of all expenses incurred2012-12-31$26,434
Benefits paid (including direct rollovers)2012-12-31$26,434
Total plan assets at end of year2012-12-31$2,226,437
Total plan assets at beginning of year2012-12-31$1,935,007
Value of fidelity bond covering the plan2012-12-31$250,000
Other income received2012-12-31$190,732
Net income (gross income less expenses)2012-12-31$291,430
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,226,437
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,935,007
Assets. Value of assets in partnership/joint-venture interests2012-12-31$19,266
Total contributions received or receivable from employer(s)2012-12-31$127,132
2011 : BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$243,962
Total plan assets at end of year2011-12-31$1,935,007
Total plan assets at beginning of year2011-12-31$1,691,045
Value of fidelity bond covering the plan2011-12-31$250,000
Other income received2011-12-31$130,722
Net income (gross income less expenses)2011-12-31$243,962
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,935,007
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,691,045
Total contributions received or receivable from employer(s)2011-12-31$113,240
2010 : BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$191,422
Expenses. Total of all expenses incurred2010-12-31$898,814
Benefits paid (including direct rollovers)2010-12-31$898,584
Total plan assets at end of year2010-12-31$1,691,045
Total plan assets at beginning of year2010-12-31$2,398,437
Value of fidelity bond covering the plan2010-12-31$250,000
Expenses. Other expenses not covered elsewhere2010-12-31$230
Other income received2010-12-31$107,886
Net income (gross income less expenses)2010-12-31$-707,392
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,691,045
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,398,437
Total contributions received or receivable from employer(s)2010-12-31$83,536

Form 5500 Responses for BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN

2017: BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BOLTON,SULLIVAN,TAYLOR & WEBER,LLP PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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