401k Plan data: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN plan

BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan Name	BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN
Plan identification number	001

BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

BOONE KARLBERG EMPLOYEE P/S PLAN has sponsored the creation of one or more 401k plans.

Company Name: BOONE KARLBERG EMPLOYEE P/S PLAN

Employer identification number (EIN): 810522567

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 JAMES BOWDITCH
001 2013-01-01 THOMAS BOONE
001 2012-01-01 THOMAS BOONE
001 2011-01-01 THOMAS BOONE
001 2010-01-01 THOMAS BOONE
001 2009-01-01 THOMAS BOONE

Plan Statistics for BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2016: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 34
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 39
Number of participants with account balances 2016-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 33
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 13
Total of all active and inactive participants 2015-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 46
Number of participants with account balances 2015-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 43
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 3
Total of all active and inactive participants 2014-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 46
Number of participants with account balances 2014-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 31
Number of other retired or separated participants entitled to future benefits 2013-01-01 14
Total of all active and inactive participants 2013-01-01 45
Total participants 2013-01-01 45
Number of participants with account balances 2013-01-01 45
2012: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 31
Number of other retired or separated participants entitled to future benefits 2012-01-01 11
Total of all active and inactive participants 2012-01-01 42
Total participants 2012-01-01 42
Number of participants with account balances 2012-01-01 42
2011: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 28
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 37
Total participants 2011-01-01 37
Number of participants with account balances 2011-01-01 37
2010: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 29
Number of other retired or separated participants entitled to future benefits 2010-01-01 10
Total of all active and inactive participants 2010-01-01 39
Total participants 2010-01-01 39
Number of participants with account balances 2010-01-01 39
2009: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 27
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 39
Total participants 2009-01-01 39
Number of participants with account balances 2009-01-01 39

Measure	Date	Value
2016: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	34
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	39
Number of participants with account balances	2016-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	33
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	13
Total of all active and inactive participants	2015-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	46
Number of participants with account balances	2015-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	43
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	3
Total of all active and inactive participants	2014-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	46
Number of participants with account balances	2014-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	31
Number of other retired or separated participants entitled to future benefits	2013-01-01	14
Total of all active and inactive participants	2013-01-01	45
Total participants	2013-01-01	45
Number of participants with account balances	2013-01-01	45
2012: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	31
Number of other retired or separated participants entitled to future benefits	2012-01-01	11
Total of all active and inactive participants	2012-01-01	42
Total participants	2012-01-01	42
Number of participants with account balances	2012-01-01	42
2011: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	28
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	37
Total participants	2011-01-01	37
Number of participants with account balances	2011-01-01	37
2010: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	29
Number of other retired or separated participants entitled to future benefits	2010-01-01	10
Total of all active and inactive participants	2010-01-01	39
Total participants	2010-01-01	39
Number of participants with account balances	2010-01-01	39
2009: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	27
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	39
Total participants	2009-01-01	39
Number of participants with account balances	2009-01-01	39

Financial Data on BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN

Measure	Date	Value
2016 : BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$30,194
Total plan liabilities at beginning of year	2016-12-31	$222,701
Total income from all sources	2016-12-31	$4,401,570
Expenses. Total of all expenses incurred	2016-12-31	$8,043,979
Benefits paid (including direct rollovers)	2016-12-31	$7,902,248
Total plan assets at end of year	2016-12-31	$8,465,230
Total plan assets at beginning of year	2016-12-31	$12,300,146
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$233,419
Assets. Value of loans (other than to participants)	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$18,845
Other income received	2016-12-31	$3,738,356
Net income (gross income less expenses)	2016-12-31	$-3,642,409
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$8,435,036
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$12,077,445
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$0
Assets. Value of real-estate (other than employer real property)	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$410,950
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$141,731
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$4,133,050
2015 : BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$222,701
Total plan liabilities at beginning of year	2015-12-31	$861
Total income from all sources	2015-12-31	$590,322
Expenses. Total of all expenses incurred	2015-12-31	$343,544
Benefits paid (including direct rollovers)	2015-12-31	$162,418
Total plan assets at end of year	2015-12-31	$12,300,146
Total plan assets at beginning of year	2015-12-31	$11,831,528
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$224,696
Assets. Value of loans (other than to participants)	2015-12-31	$828,414
Contributions received from other sources (not participants or employers)	2015-12-31	$3,644
Other income received	2015-12-31	$-47,221
Net income (gross income less expenses)	2015-12-31	$246,778
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$12,077,445
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$11,830,667
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$977,923
Assets. Value of real-estate (other than employer real property)	2015-12-31	$2,029,925
Total contributions received or receivable from employer(s)	2015-12-31	$409,203
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$181,126
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$861
Total plan liabilities at beginning of year	2014-12-31	$1,825
Total income from all sources	2014-12-31	$336,362
Expenses. Total of all expenses incurred	2014-12-31	$319,120
Benefits paid (including direct rollovers)	2014-12-31	$217,221
Total plan assets at end of year	2014-12-31	$11,831,528
Total plan assets at beginning of year	2014-12-31	$11,815,250
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Total contributions received or receivable from participants	2014-12-31	$170,403
Assets. Value of loans (other than to participants)	2014-12-31	$856,204
Expenses. Other expenses not covered elsewhere	2014-12-31	$10,100
Contributions received from other sources (not participants or employers)	2014-12-31	$124,643
Other income received	2014-12-31	$-326,839
Net income (gross income less expenses)	2014-12-31	$17,242
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$11,830,667
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$11,813,425
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2014-12-31	$25,000
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$1,046,570
Assets. Value of real-estate (other than employer real property)	2014-12-31	$2,246,404
Total contributions received or receivable from employer(s)	2014-12-31	$368,155
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$91,799
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$1,825
Total plan liabilities at beginning of year	2013-12-31	$3,329
Total income from all sources	2013-12-31	$-29,107
Expenses. Total of all expenses incurred	2013-12-31	$295,322
Benefits paid (including direct rollovers)	2013-12-31	$197,920
Total plan assets at end of year	2013-12-31	$11,815,250
Total plan assets at beginning of year	2013-12-31	$12,141,183
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Assets. Value of loans (other than to participants)	2013-12-31	$1,312,606
Other income received	2013-12-31	$-355,315
Net income (gross income less expenses)	2013-12-31	$-324,429
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$11,813,425
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$12,137,854
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2013-12-31	$1,326,566
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$1,220,660
Assets. Value of real-estate (other than employer real property)	2013-12-31	$2,522,524
Total contributions received or receivable from employer(s)	2013-12-31	$326,208
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$97,402
2012 : BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$3,329
Total plan liabilities at beginning of year	2012-12-31	$2,904
Total income from all sources	2012-12-31	$739,527
Expenses. Total of all expenses incurred	2012-12-31	$1,383,625
Benefits paid (including direct rollovers)	2012-12-31	$1,280,680
Total plan assets at end of year	2012-12-31	$12,141,183
Total plan assets at beginning of year	2012-12-31	$12,784,856
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Assets. Value of loans (other than to participants)	2012-12-31	$1,680,111
Other income received	2012-12-31	$449,739
Net income (gross income less expenses)	2012-12-31	$-644,098
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$12,137,854
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$12,781,952
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2012-12-31	$1,691,216
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$1,198,597
Assets. Value of real-estate (other than employer real property)	2012-12-31	$3,032,443
Total contributions received or receivable from employer(s)	2012-12-31	$289,788
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$102,945
2011 : BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$2,904
Total plan liabilities at beginning of year	2011-12-31	$2,341
Total income from all sources	2011-12-31	$479,386
Expenses. Total of all expenses incurred	2011-12-31	$1,246,465
Benefits paid (including direct rollovers)	2011-12-31	$1,135,546
Total plan assets at end of year	2011-12-31	$12,784,856
Total plan assets at beginning of year	2011-12-31	$13,551,372
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Assets. Value of loans (other than to participants)	2011-12-31	$2,051,901
Other income received	2011-12-31	$223,075
Net income (gross income less expenses)	2011-12-31	$-767,079
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$12,781,952
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$13,549,031
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2011-12-31	$1,566,734
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$1,172,500
Assets. Value of real-estate (other than employer real property)	2011-12-31	$3,205,200
Total contributions received or receivable from employer(s)	2011-12-31	$256,311
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$110,919
2010 : BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$2,341
Total plan liabilities at beginning of year	2010-12-31	$5,108
Total income from all sources	2010-12-31	$787,032
Expenses. Total of all expenses incurred	2010-12-31	$162,243
Benefits paid (including direct rollovers)	2010-12-31	$58,709
Total plan assets at end of year	2010-12-31	$13,551,372
Total plan assets at beginning of year	2010-12-31	$12,929,350
Value of fidelity bond covering the plan	2010-12-31	$500,000
Assets. Value of loans (other than to participants)	2010-12-31	$2,256,488
Other income received	2010-12-31	$521,859
Net income (gross income less expenses)	2010-12-31	$624,789
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$13,549,031
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$12,924,242
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2010-12-31	$143,938
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$1,180,000
Assets. Value of real-estate (other than employer real property)	2010-12-31	$3,030,623
Total contributions received or receivable from employer(s)	2010-12-31	$265,173
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$103,534

Form 5500 Responses for BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN

2016: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT 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: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT 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: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 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: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 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: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 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
2010: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BOONE KARLBERG EMPLOYEE PROFIT SHARING RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

601568-000

Policy instance

Insurance contract or identification number	601568-000
Number of Individuals Covered	34
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $4,244
Total amount of fees paid to insurance company	USD $509
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,122
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	PRODUCER- DANIEL KIELY
Insurance broker organization code?	3
Insurance broker name	RANDALL & HURLEY, INC.

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

601568-000

Policy instance

Insurance contract or identification number	601568-000
Number of Individuals Covered	35
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $3,849
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,880
Insurance broker organization code?	3
Insurance broker name	RANDALL & HURLEY, INC.

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Company Name:	BOONE KARLBERG EMPLOYEE P/S PLAN
Employer identification number (EIN):	810522567
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	JAMES BOWDITCH
001	2013-01-01	THOMAS BOONE
001	2012-01-01	THOMAS BOONE
001	2011-01-01	THOMAS BOONE
001	2010-01-01	THOMAS BOONE
001	2009-01-01	THOMAS BOONE