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| Plan Name | BORTON PETRINI LLP SAVINGS & RETIREMENT PLAN II |
| Plan identification number | 021 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | BORTON PETRINI, LLP |
| Employer identification number (EIN): | 952024819 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 021 | 2023-01-01 | STEPHANIE LOPEZ | 2024-07-23 | ||
| 021 | 2022-01-01 | STEPHANIE LOPEZ | 2023-07-25 | ||
| 021 | 2021-01-01 | STEPHANIE LOPEZ | 2022-07-15 | ||
| 021 | 2020-01-01 | STEPHANIE LOPEZ | 2021-07-23 | ||
| 021 | 2019-01-01 | BRADLEY POST | 2020-07-23 | ||
| 021 | 2018-01-01 | BRADLEY POST | 2019-07-22 | ||
| 021 | 2017-01-01 | STEPHANIE LOPEZ | 2018-09-27 | STEPHANIE LOPEZ | 2018-09-27 |
| 021 | 2016-01-01 | PATRICIA BLOUNT | 2017-10-10 | ||
| 021 | 2015-01-01 | PATRICIA BLOUNT |
| Measure | Date | Value |
|---|---|---|
| 2015: BORTON PETRINI LLP SAVINGS & RETIREMENT PLAN II 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 57 |
| 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 | 23 |
| Total of all active and inactive participants | 2015-01-01 | 56 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 56 |
| Number of participants with account balances | 2015-01-01 | 56 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2015 : BORTON PETRINI LLP SAVINGS & RETIREMENT PLAN II 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $4,232,127 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $4,232,127 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $21,382 |
| Other income received | 2015-12-31 | $4,209,990 |
| Net income (gross income less expenses) | 2015-12-31 | $4,232,127 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,232,127 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Assets. Value of participant loans | 2015-12-31 | $39,867 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $755 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2015: BORTON PETRINI LLP SAVINGS & RETIREMENT PLAN II 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 |
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