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BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 401k Plan overview

Plan NameBARNHISEL, WILLIS BARLOW & STEPHENS, P.C.
Plan identification number 001

BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 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.
  • 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.
  • 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

BARNHISEL WILLIS BARLOW ET AL has sponsored the creation of one or more 401k plans.

Company Name:BARNHISEL WILLIS BARLOW ET AL
Employer identification number (EIN):931130568
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARNHISEL, WILLIS BARLOW & STEPHENS, P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BARNHISEL2024-06-13 PETER LEAVITT BARNHISEL2024-06-13
0012022-01-01PETER L. BARNHISEL2023-06-15 PETER L. BARNHISEL2023-06-15
0012021-01-01PETER L. BARNHISEL2022-06-14 PETER L. BARNHISEL2022-06-14
0012020-01-01PETER BARNHISEL2021-06-18
0012019-01-01PETER BARNHISEL2020-06-16
0012018-01-01PETER L. BARNHISEL2019-06-12 PETER L. BARNHISEL2019-06-12
0012017-01-01PETER L BARNHISEL2018-06-13 PETER L BARNHISEL2018-06-13
0012016-01-01PETER BARNHISEL2017-06-16 PETER BARNHISEL2017-06-16
0012015-01-01PETER BARNHISEL
0012014-01-01PETER L. BARNHISEL
0012013-01-01PETER BARNHISEL
0012012-01-01R. TIM WILLIS R. TIM WILLIS2013-06-24
0012011-01-01R. TIM WILLIS R. TIM WILLIS2012-08-22
0012010-01-01R. TIM WILLIS R. TIM WILLIS2011-11-07
0012009-01-01R. TIM WILLIS

Plan Statistics for BARNHISEL, WILLIS BARLOW & STEPHENS, P.C.

401k plan membership statisitcs for BARNHISEL, WILLIS BARLOW & STEPHENS, P.C.

Measure Date Value
2015: BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017
Number of participants with account balances2010-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BARNHISEL, WILLIS BARLOW & STEPHENS, P.C.

Measure Date Value
2015 : BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 2015 401k financial data
Total income from all sources2015-12-31$89,198
Expenses. Total of all expenses incurred2015-12-31$39,668
Benefits paid (including direct rollovers)2015-12-31$39,668
Total plan assets at end of year2015-12-31$1,991,980
Total plan assets at beginning of year2015-12-31$1,942,450
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$55,341
Other income received2015-12-31$16,990
Net income (gross income less expenses)2015-12-31$49,530
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,991,980
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,942,450
Assets. Value of participant loans2015-12-31$5,523
Total contributions received or receivable from employer(s)2015-12-31$16,867
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 2014 401k financial data
Total income from all sources2014-12-31$179,195
Expenses. Total of all expenses incurred2014-12-31$73,190
Benefits paid (including direct rollovers)2014-12-31$73,190
Total plan assets at end of year2014-12-31$1,924,855
Total plan assets at beginning of year2014-12-31$1,818,850
Total contributions received or receivable from participants2014-12-31$54,535
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$107,706
Net income (gross income less expenses)2014-12-31$106,005
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,924,855
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,818,850
Assets. Value of participant loans2014-12-31$8,775
Total contributions received or receivable from employer(s)2014-12-31$16,954
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 2013 401k financial data
Total income from all sources2013-12-31$307,437
Expenses. Total of all expenses incurred2013-12-31$671,936
Benefits paid (including direct rollovers)2013-12-31$671,936
Total plan assets at end of year2013-12-31$1,804,420
Total plan assets at beginning of year2013-12-31$2,168,919
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$53,489
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$237,527
Net income (gross income less expenses)2013-12-31$-364,499
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,804,420
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,168,919
Assets. Value of participant loans2013-12-31$7,362
Total contributions received or receivable from employer(s)2013-12-31$16,421
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 2012 401k financial data
Total income from all sources2012-12-31$262,046
Expenses. Total of all expenses incurred2012-12-31$29,118
Benefits paid (including direct rollovers)2012-12-31$29,118
Total plan assets at end of year2012-12-31$2,168,919
Total plan assets at beginning of year2012-12-31$1,935,991
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$62,760
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$164,619
Net income (gross income less expenses)2012-12-31$232,928
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,168,919
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,935,991
Assets. Value of participant loans2012-12-31$10,771
Total contributions received or receivable from employer(s)2012-12-31$34,667
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 2011 401k financial data
Total income from all sources2011-12-31$117,150
Expenses. Total of all expenses incurred2011-12-31$31,588
Benefits paid (including direct rollovers)2011-12-31$31,588
Total plan assets at end of year2011-12-31$1,935,991
Total plan assets at beginning of year2011-12-31$1,850,429
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$64,417
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$18,007
Net income (gross income less expenses)2011-12-31$85,562
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,935,991
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,850,429
Assets. Value of participant loans2011-12-31$14,671
Total contributions received or receivable from employer(s)2011-12-31$34,726
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 2010 401k financial data
Total income from all sources2010-12-31$243,283
Expenses. Total of all expenses incurred2010-12-31$38,573
Benefits paid (including direct rollovers)2010-12-31$38,573
Total plan assets at end of year2010-12-31$1,850,429
Total plan assets at beginning of year2010-12-31$1,645,719
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$68,980
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$143,022
Net income (gross income less expenses)2010-12-31$204,710
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,850,429
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,645,719
Assets. Value of participant loans2010-12-31$5,625
Total contributions received or receivable from employer(s)2010-12-31$31,281
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for BARNHISEL, WILLIS BARLOW & STEPHENS, P.C.

2015: BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BARNHISEL, WILLIS BARLOW & STEPHENS, P.C. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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