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SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 401k Plan overview

Plan NameSIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P
Plan identification number 001

SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

SIMPSON, GLICK, & BURFORD, PLLC has sponsored the creation of one or more 401k plans.

Company Name:SIMPSON, GLICK, & BURFORD, PLLC
Employer identification number (EIN):753236034
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HOWARD GLICK2024-07-23 HOWARD GLICK2024-07-23
0012022-01-01HOWARD GLICK2023-07-26 HOWARD GLICK2023-07-26
0012021-01-01HOWARD GLICK2022-07-13 HOWARD GLICK2022-07-13
0012020-01-01HOWARD GLICK2021-07-14 HOWARD GLICK2021-07-14
0012019-01-01HOWARD GLICK2020-07-21 HOWARD GLICK2020-07-21
0012018-01-01
0012017-01-01
0012016-01-01HOWARD GLICK
0012015-01-01HOWARD GLICK
0012014-01-01HOWARD GLICK
0012013-01-01HOWARD GLICK
0012012-01-01HOWARD GLICK
0012011-01-01HOWARD GLICK2012-06-05
0012010-01-01HOWARD GLICK2011-06-29

Financial Data on SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P

Measure Date Value
2025 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1599825
Net assets as of the end of the plan year2025-10-153516118
Total assets as of the beginning of the plan year2025-10-153165020
Value of plan covered by a fidelity bond2025-10-15319000
Participant contributions to plan in this plan year2025-10-15205675
Value of participant loans at end of plan year2025-10-1552494
Other contributions to plan in this plan year2025-10-1523656
Other income to plan in this plan year2025-10-15156909
Plan net income in this plan year2025-10-15351098
Net assets as of the end of the plan year2025-10-153516118
Net assets as of the beginning of the plan year2025-10-153165020
Employer contributions to plan in this plan year2025-10-1564683
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1513713
2023 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2023 401k financial data
Total income from all sources2023-12-31$638,842
Expenses. Total of all expenses incurred2023-12-31$199,155
Benefits paid (including direct rollovers)2023-12-31$182,736
Total plan assets at end of year2023-12-31$3,165,020
Total plan assets at beginning of year2023-12-31$2,725,333
Value of fidelity bond covering the plan2023-12-31$319,000
Total contributions received or receivable from participants2023-12-31$157,137
Expenses. Other expenses not covered elsewhere2023-12-31$2,533
Other income received2023-12-31$424,830
Net income (gross income less expenses)2023-12-31$439,687
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,165,020
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,725,333
Assets. Value of participant loans2023-12-31$21,361
Assets. Value of real-estate (other than employer real property)2023-12-31$548,366
Total contributions received or receivable from employer(s)2023-12-31$56,875
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$13,886
2022 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2022 401k financial data
Total income from all sources2022-12-31$-225,502
Expenses. Total of all expenses incurred2022-12-31$566,839
Benefits paid (including direct rollovers)2022-12-31$541,697
Total plan assets at end of year2022-12-31$2,725,333
Total plan assets at beginning of year2022-12-31$3,517,674
Value of fidelity bond covering the plan2022-12-31$319,000
Total contributions received or receivable from participants2022-12-31$159,850
Expenses. Other expenses not covered elsewhere2022-12-31$2,382
Other income received2022-12-31$-436,460
Net income (gross income less expenses)2022-12-31$-792,341
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,725,333
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,517,674
Assets. Value of participant loans2022-12-31$37,876
Assets. Value of real-estate (other than employer real property)2022-12-31$412,661
Total contributions received or receivable from employer(s)2022-12-31$51,108
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$22,760
2021 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2021 401k financial data
Total income from all sources2021-12-31$452,310
Expenses. Total of all expenses incurred2021-12-31$124,209
Benefits paid (including direct rollovers)2021-12-31$84,905
Total plan assets at end of year2021-12-31$3,517,674
Total plan assets at beginning of year2021-12-31$3,189,573
Value of fidelity bond covering the plan2021-12-31$319,000
Total contributions received or receivable from participants2021-12-31$125,874
Expenses. Other expenses not covered elsewhere2021-12-31$8,614
Other income received2021-12-31$271,139
Net income (gross income less expenses)2021-12-31$328,101
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,517,674
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,189,573
Assets. Value of participant loans2021-12-31$48,244
Assets. Value of real-estate (other than employer real property)2021-12-31$333,903
Total contributions received or receivable from employer(s)2021-12-31$55,297
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$30,690
2020 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2020 401k financial data
Total income from all sources2020-12-31$452,104
Expenses. Total of all expenses incurred2020-12-31$60,607
Benefits paid (including direct rollovers)2020-12-31$33,987
Total plan assets at end of year2020-12-31$3,189,573
Total plan assets at beginning of year2020-12-31$2,798,076
Value of fidelity bond covering the plan2020-12-31$280,000
Total contributions received or receivable from participants2020-12-31$117,511
Expenses. Other expenses not covered elsewhere2020-12-31$1,696
Contributions received from other sources (not participants or employers)2020-12-31$60,969
Other income received2020-12-31$273,624
Net income (gross income less expenses)2020-12-31$391,497
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,189,573
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,798,076
Assets. Value of participant loans2020-12-31$15,765
Assets. Value of real-estate (other than employer real property)2020-12-31$333,903
Total contributions received or receivable from employer(s)2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$24,924
2019 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2019 401k financial data
Total income from all sources2019-12-31$583,284
Expenses. Total of all expenses incurred2019-12-31$18,974
Benefits paid (including direct rollovers)2019-12-31$10,106
Total plan assets at end of year2019-12-31$2,798,076
Total plan assets at beginning of year2019-12-31$2,233,766
Value of fidelity bond covering the plan2019-12-31$230,000
Total contributions received or receivable from participants2019-12-31$90,849
Expenses. Other expenses not covered elsewhere2019-12-31$1,255
Other income received2019-12-31$395,623
Net income (gross income less expenses)2019-12-31$564,310
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,798,076
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,233,766
Total contributions received or receivable from employer(s)2019-12-31$96,812
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$7,613
2018 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2018 401k financial data
Total income from all sources2018-12-31$-49,836
Expenses. Total of all expenses incurred2018-12-31$10,589
Benefits paid (including direct rollovers)2018-12-31$4,330
Total plan assets at end of year2018-12-31$2,233,766
Total plan assets at beginning of year2018-12-31$2,294,191
Value of fidelity bond covering the plan2018-12-31$230,000
Total contributions received or receivable from participants2018-12-31$93,779
Expenses. Other expenses not covered elsewhere2018-12-31$2,121
Other income received2018-12-31$-143,615
Net income (gross income less expenses)2018-12-31$-60,425
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,233,766
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,294,191
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$4,138
2017 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2017 401k financial data
Total income from all sources2017-12-31$460,237
Expenses. Total of all expenses incurred2017-12-31$27,250
Benefits paid (including direct rollovers)2017-12-31$21,527
Total plan assets at end of year2017-12-31$2,294,191
Total plan assets at beginning of year2017-12-31$1,861,204
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$90,296
Expenses. Other expenses not covered elsewhere2017-12-31$2,145
Other income received2017-12-31$273,736
Net income (gross income less expenses)2017-12-31$432,987
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,294,191
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,861,204
Assets. Value of participant loans2017-12-31$42,247
Assets. Value of real-estate (other than employer real property)2017-12-31$263,767
Total contributions received or receivable from employer(s)2017-12-31$96,205
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,578
2016 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$230,169
Expenses. Total of all expenses incurred2016-12-31$23,112
Benefits paid (including direct rollovers)2016-12-31$20,120
Total plan assets at end of year2016-12-31$1,861,204
Total plan assets at beginning of year2016-12-31$1,654,147
Value of fidelity bond covering the plan2016-12-31$162,000
Total contributions received or receivable from participants2016-12-31$102,906
Other income received2016-12-31$80,392
Net income (gross income less expenses)2016-12-31$207,057
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,861,204
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,654,147
Assets. Value of participant loans2016-12-31$45,134
Assets. Value of real-estate (other than employer real property)2016-12-31$263,767
Total contributions received or receivable from employer(s)2016-12-31$46,871
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,992
2015 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2015 401k financial data
Total income from all sources2015-12-31$91,692
Expenses. Total of all expenses incurred2015-12-31$57,498
Benefits paid (including direct rollovers)2015-12-31$53,885
Total plan assets at end of year2015-12-31$1,654,147
Total plan assets at beginning of year2015-12-31$1,619,953
Value of fidelity bond covering the plan2015-12-31$162,000
Total contributions received or receivable from participants2015-12-31$65,970
Other income received2015-12-31$-21,151
Net income (gross income less expenses)2015-12-31$34,194
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,654,147
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,619,953
Assets. Value of participant loans2015-12-31$26,741
Assets. Value of real-estate (other than employer real property)2015-12-31$218,200
Total contributions received or receivable from employer(s)2015-12-31$46,873
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,613
2014 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2014 401k financial data
Total income from all sources2014-12-31$208,688
Expenses. Total of all expenses incurred2014-12-31$6,241
Benefits paid (including direct rollovers)2014-12-31$1,964
Total plan assets at end of year2014-12-31$1,619,953
Total plan assets at beginning of year2014-12-31$1,417,506
Value of fidelity bond covering the plan2014-12-31$142,000
Total contributions received or receivable from participants2014-12-31$64,905
Other income received2014-12-31$72,518
Net income (gross income less expenses)2014-12-31$202,447
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,619,953
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,417,506
Assets. Value of participant loans2014-12-31$17,982
Assets. Value of real-estate (other than employer real property)2014-12-31$149,500
Total contributions received or receivable from employer(s)2014-12-31$71,265
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,277
2013 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2013 401k financial data
Total income from all sources2013-12-31$386,080
Expenses. Total of all expenses incurred2013-12-31$72,313
Benefits paid (including direct rollovers)2013-12-31$68,468
Total plan assets at end of year2013-12-31$1,417,506
Total plan assets at beginning of year2013-12-31$1,103,739
Value of fidelity bond covering the plan2013-12-31$142,000
Total contributions received or receivable from participants2013-12-31$82,220
Contributions received from other sources (not participants or employers)2013-12-31$102,098
Other income received2013-12-31$189,142
Net income (gross income less expenses)2013-12-31$313,767
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,417,506
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,103,739
Assets. Value of participant loans2013-12-31$15,285
Total contributions received or receivable from employer(s)2013-12-31$12,620
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,845
2012 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2012 401k financial data
Total income from all sources2012-12-31$418,057
Expenses. Total of all expenses incurred2012-12-31$3,030
Benefits paid (including direct rollovers)2012-12-31$575
Total plan assets at end of year2012-12-31$1,103,739
Total plan assets at beginning of year2012-12-31$688,712
Value of fidelity bond covering the plan2012-12-31$69,000
Total contributions received or receivable from participants2012-12-31$86,739
Contributions received from other sources (not participants or employers)2012-12-31$212,312
Other income received2012-12-31$79,350
Net income (gross income less expenses)2012-12-31$415,027
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,103,739
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$688,712
Assets. Value of participant loans2012-12-31$19,439
Total contributions received or receivable from employer(s)2012-12-31$39,656
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,455
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P

2023: SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number807583
Policy instance 1
Insurance contract or identification number807583
Number of Individuals Covered22
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $1,535
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number807583
Policy instance 1
Insurance contract or identification number807583
Number of Individuals Covered28
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,761
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number807583
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number807583
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number807583
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number807583
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number807583
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number807583
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number807583
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number807583
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number807583
Policy instance 1

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