401k Plan data: R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN plan

R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 401k Plan overview

Plan Name	R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN
Plan identification number	001

R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

R.R. BRADLEY AND ASSOCIATES P.A. has sponsored the creation of one or more 401k plans.

Company Name: R.R. BRADLEY AND ASSOCIATES P.A.

Employer identification number (EIN): 820386784

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-12-01 RAYMOND R BRADLEY
001 2014-12-01 RAYMOND R BRADLEY
001 2013-12-01 RAYMOND R BRADLEY
001 2012-12-01 RAYMOND R BRADLEY
001 2011-12-01 RAYMOND R BRADLEY
001 2010-12-01 RAYMOND R BRADLEY
001 2009-12-01 RAYMOND R BRADLEY

Plan id#	Filing Submission Date	Name of Administrator
001	2015-12-01	RAYMOND R BRADLEY
001	2014-12-01	RAYMOND R BRADLEY
001	2013-12-01	RAYMOND R BRADLEY
001	2012-12-01	RAYMOND R BRADLEY
001	2011-12-01	RAYMOND R BRADLEY
001	2010-12-01	RAYMOND R BRADLEY
001	2009-12-01	RAYMOND R BRADLEY

Plan Statistics for R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN

401k plan membership statisitcs for R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN

Measure Date Value
2015: R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2015 401k membership
Total participants, beginning-of-year 2015-12-01 4
Total of all active and inactive participants 2015-12-01 0
Total participants 2015-12-01 0
2014: R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2014 401k membership
Total participants, beginning-of-year 2014-12-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-12-01 1
Number of other retired or separated participants entitled to future benefits 2014-12-01 3
Total of all active and inactive participants 2014-12-01 4
Total participants 2014-12-01 4
Number of participants with account balances 2014-12-01 4
2013: R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2013 401k membership
Total participants, beginning-of-year 2013-12-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-12-01 3
Total of all active and inactive participants 2013-12-01 3
Total participants 2013-12-01 3
Number of participants with account balances 2013-12-01 3
2012: R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2012 401k membership
Total participants, beginning-of-year 2012-12-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-12-01 3
Total of all active and inactive participants 2012-12-01 3
Total participants 2012-12-01 3
Number of participants with account balances 2012-12-01 3
2011: R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2011 401k membership
Total participants, beginning-of-year 2011-12-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 3
Number of other retired or separated participants entitled to future benefits 2011-12-01 1
Total of all active and inactive participants 2011-12-01 4
Total participants 2011-12-01 4
Number of participants with account balances 2011-12-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-12-01 1
2010: R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2010 401k membership
Total participants, beginning-of-year 2010-12-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-12-01 4
Total of all active and inactive participants 2010-12-01 4
Total participants 2010-12-01 4
Number of participants with account balances 2010-12-01 4
2009: R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2009 401k membership
Total participants, beginning-of-year 2009-12-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 4
Total of all active and inactive participants 2009-12-01 4
Total participants 2009-12-01 4
Number of participants with account balances 2009-12-01 4

Measure	Date	Value
2015: R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2015 401k membership
Total participants, beginning-of-year	2015-12-01	4
Total of all active and inactive participants	2015-12-01	0
Total participants	2015-12-01	0
2014: R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2014 401k membership
Total participants, beginning-of-year	2014-12-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-12-01	1
Number of other retired or separated participants entitled to future benefits	2014-12-01	3
Total of all active and inactive participants	2014-12-01	4
Total participants	2014-12-01	4
Number of participants with account balances	2014-12-01	4
2013: R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2013 401k membership
Total participants, beginning-of-year	2013-12-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-12-01	3
Total of all active and inactive participants	2013-12-01	3
Total participants	2013-12-01	3
Number of participants with account balances	2013-12-01	3
2012: R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2012 401k membership
Total participants, beginning-of-year	2012-12-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-12-01	3
Total of all active and inactive participants	2012-12-01	3
Total participants	2012-12-01	3
Number of participants with account balances	2012-12-01	3
2011: R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2011 401k membership
Total participants, beginning-of-year	2011-12-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	3
Number of other retired or separated participants entitled to future benefits	2011-12-01	1
Total of all active and inactive participants	2011-12-01	4
Total participants	2011-12-01	4
Number of participants with account balances	2011-12-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-12-01	1
2010: R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2010 401k membership
Total participants, beginning-of-year	2010-12-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-12-01	4
Total of all active and inactive participants	2010-12-01	4
Total participants	2010-12-01	4
Number of participants with account balances	2010-12-01	4
2009: R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2009 401k membership
Total participants, beginning-of-year	2009-12-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	4
Total of all active and inactive participants	2009-12-01	4
Total participants	2009-12-01	4
Number of participants with account balances	2009-12-01	4

Financial Data on R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN

Measure	Date	Value
2016 : R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2016 401k financial data
Total income from all sources	2016-11-30	$-37,830
Expenses. Total of all expenses incurred	2016-11-30	$1,139,052
Benefits paid (including direct rollovers)	2016-11-30	$1,138,085
Total plan assets at end of year	2016-11-30	$0
Total plan assets at beginning of year	2016-11-30	$1,176,882
Value of fidelity bond covering the plan	2016-11-30	$200,000
Expenses. Other expenses not covered elsewhere	2016-11-30	$967
Other income received	2016-11-30	$-37,830
Net income (gross income less expenses)	2016-11-30	$-1,176,882
Net plan assets at end of year (total assets less liabilities)	2016-11-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-11-30	$1,176,882
2015 : R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2015 401k financial data
Total income from all sources	2015-11-30	$45,804
Expenses. Total of all expenses incurred	2015-11-30	$4,482
Total plan assets at end of year	2015-11-30	$1,176,882
Total plan assets at beginning of year	2015-11-30	$1,135,560
Value of fidelity bond covering the plan	2015-11-30	$200,000
Total contributions received or receivable from participants	2015-11-30	$24,000
Expenses. Other expenses not covered elsewhere	2015-11-30	$4,482
Other income received	2015-11-30	$-10,147
Net income (gross income less expenses)	2015-11-30	$41,322
Net plan assets at end of year (total assets less liabilities)	2015-11-30	$1,176,882
Net plan assets at beginning of year (total assets less liabilities)	2015-11-30	$1,135,560
Total contributions received or receivable from employer(s)	2015-11-30	$31,951
2014 : R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2014 401k financial data
Total income from all sources	2014-11-30	$220,936
Expenses. Total of all expenses incurred	2014-11-30	$4,051
Total plan assets at end of year	2014-11-30	$1,135,560
Total plan assets at beginning of year	2014-11-30	$918,675
Value of fidelity bond covering the plan	2014-11-30	$200,000
Total contributions received or receivable from participants	2014-11-30	$2,000
Expenses. Other expenses not covered elsewhere	2014-11-30	$4,051
Other income received	2014-11-30	$213,026
Net income (gross income less expenses)	2014-11-30	$216,885
Net plan assets at end of year (total assets less liabilities)	2014-11-30	$1,135,560
Net plan assets at beginning of year (total assets less liabilities)	2014-11-30	$918,675
Total contributions received or receivable from employer(s)	2014-11-30	$5,910
2013 : R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2013 401k financial data
Total income from all sources	2013-11-30	$272,426
Expenses. Total of all expenses incurred	2013-11-30	$13,069
Benefits paid (including direct rollovers)	2013-11-30	$9,702
Total plan assets at end of year	2013-11-30	$918,675
Total plan assets at beginning of year	2013-11-30	$659,318
Value of fidelity bond covering the plan	2013-11-30	$100,000
Total contributions received or receivable from participants	2013-11-30	$25,000
Expenses. Other expenses not covered elsewhere	2013-11-30	$3,367
Other income received	2013-11-30	$239,178
Net income (gross income less expenses)	2013-11-30	$259,357
Net plan assets at end of year (total assets less liabilities)	2013-11-30	$918,675
Net plan assets at beginning of year (total assets less liabilities)	2013-11-30	$659,318
Total contributions received or receivable from employer(s)	2013-11-30	$8,248
2012 : R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2012 401k financial data
Total income from all sources	2012-11-30	$98,955
Expenses. Total of all expenses incurred	2012-11-30	$2,933
Total plan assets at end of year	2012-11-30	$659,318
Total plan assets at beginning of year	2012-11-30	$563,296
Value of fidelity bond covering the plan	2012-11-30	$100,000
Expenses. Other expenses not covered elsewhere	2012-11-30	$2,933
Other income received	2012-11-30	$92,809
Net income (gross income less expenses)	2012-11-30	$96,022
Net plan assets at end of year (total assets less liabilities)	2012-11-30	$659,318
Net plan assets at beginning of year (total assets less liabilities)	2012-11-30	$563,296
Total contributions received or receivable from employer(s)	2012-11-30	$6,146
2011 : R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2011 401k financial data
Total income from all sources	2011-11-30	$14,049
Expenses. Total of all expenses incurred	2011-11-30	$3,080
Total plan assets at end of year	2011-11-30	$563,296
Total plan assets at beginning of year	2011-11-30	$552,327
Value of fidelity bond covering the plan	2011-11-30	$100,000
Expenses. Other expenses not covered elsewhere	2011-11-30	$3,080
Other income received	2011-11-30	$-10,367
Net income (gross income less expenses)	2011-11-30	$10,969
Net plan assets at end of year (total assets less liabilities)	2011-11-30	$563,296
Net plan assets at beginning of year (total assets less liabilities)	2011-11-30	$552,327
Total contributions received or receivable from employer(s)	2011-11-30	$24,416

Form 5500 Responses for R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN

2015: R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2015 form 5500 responses
2015-12-01	Type of plan entity	Single employer plan
2015-12-01	This submission is the final filing	Yes
2015-12-01	Plan funding arrangement – Trust	Yes
2015-12-01	Plan benefit arrangement - Trust	Yes
2014: R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2014 form 5500 responses
2014-12-01	Type of plan entity	Single employer plan
2014-12-01	Plan funding arrangement – Trust	Yes
2014-12-01	Plan benefit arrangement - Trust	Yes
2013: R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2013 form 5500 responses
2013-12-01	Type of plan entity	Single employer plan
2013-12-01	Plan funding arrangement – Trust	Yes
2013-12-01	Plan benefit arrangement - Trust	Yes
2012: R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2012 form 5500 responses
2012-12-01	Type of plan entity	Single employer plan
2012-12-01	Plan funding arrangement – Trust	Yes
2012-12-01	Plan benefit arrangement - Trust	Yes
2011: R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	Plan funding arrangement – Trust	Yes
2011-12-01	Plan benefit arrangement - Trust	Yes
2010: R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2010 form 5500 responses
2010-12-01	Type of plan entity	Single employer plan
2010-12-01	Plan funding arrangement – Trust	Yes
2010-12-01	Plan benefit arrangement - Trust	Yes
2009: R.R.BRADLEY AND ASSOC PA 401(K) PROFIT SHARING PLN 2009 form 5500 responses
2009-12-01	Type of plan entity	Single employer plan
2009-12-01	Plan funding arrangement – Trust	Yes
2009-12-01	Plan benefit arrangement - Trust	Yes

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Company Name:	R.R. BRADLEY AND ASSOCIATES P.A.
Employer identification number (EIN):	820386784
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants