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Plan Name | HOWE & RUSLING 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | HOWE AND RUSLING, INC. |
Employer identification number (EIN): | 160487955 |
NAIC Classification: | 523900 |
Additional information about HOWE AND RUSLING, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1940-12-02 |
Company Identification Number: | 52818 |
Legal Registered Office Address: |
120 East Ave Monroe Rochester United States of America (USA) 14604 |
More information about HOWE AND RUSLING, INC.
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 | CRAIG CAIRNS | |||
001 | 2016-01-01 | CRAIG CAIRNS | |||
001 | 2015-01-01 | CRAIG CAIRNS | |||
001 | 2014-01-01 | CRAIG CAIRNS | |||
001 | 2013-01-01 | CRAIG CAIRNS | |||
001 | 2012-01-01 | CRAIG CAIRNS | |||
001 | 2011-01-01 | CRAIG CAIRNS | |||
001 | 2010-01-01 | CRAIG CAIRNS | |||
001 | 2009-01-01 | CRAIG CAIRNS |
Measure | Date | Value |
---|---|---|
2022: HOWE & RUSLING 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 4 |
Total of all active and inactive participants | 2022-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 27 |
Number of participants with account balances | 2022-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: HOWE & RUSLING 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 3 |
Total of all active and inactive participants | 2021-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 23 |
Number of participants with account balances | 2021-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: HOWE & RUSLING 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 3 |
Total of all active and inactive participants | 2020-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 21 |
Number of participants with account balances | 2020-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: HOWE & RUSLING 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 3 |
Total of all active and inactive participants | 2019-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 23 |
Number of participants with account balances | 2019-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: HOWE & RUSLING 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 22 |
Number of participants with account balances | 2018-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: HOWE & RUSLING 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 21 |
Number of participants with account balances | 2017-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: HOWE & RUSLING 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 5 |
Total of all active and inactive participants | 2016-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 23 |
Number of participants with account balances | 2016-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: HOWE & RUSLING 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 15 |
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 | 2 |
Total of all active and inactive participants | 2015-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 17 |
Number of participants with account balances | 2015-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: HOWE & RUSLING 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 16 |
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 | 1 |
Total of all active and inactive participants | 2014-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 17 |
Number of participants with account balances | 2014-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: HOWE & RUSLING 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 19 |
Number of participants with account balances | 2013-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: HOWE & RUSLING 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 16 |
Number of participants with account balances | 2012-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: HOWE & RUSLING 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 16 |
Number of participants with account balances | 2011-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: HOWE & RUSLING 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 14 |
Number of participants with account balances | 2010-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: HOWE & RUSLING 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 17 |
Number of participants with account balances | 2009-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : HOWE & RUSLING 401(K) PLAN 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $678,105 |
Expenses. Total of all expenses incurred | 2022-12-31 | $9,243 |
Benefits paid (including direct rollovers) | 2022-12-31 | $8,753 |
Total plan assets at end of year | 2022-12-31 | $8,518,637 |
Total plan assets at beginning of year | 2022-12-31 | $7,849,775 |
Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2022-12-31 | $325,377 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $25,909 |
Other income received | 2022-12-31 | $224,316 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $668,862 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $8,518,637 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,849,775 |
Assets. Value of participant loans | 2022-12-31 | $27,779 |
Assets. Value of employer securities | 2022-12-31 | $3,577,749 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $102,503 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $490 |
2021 : HOWE & RUSLING 401(K) PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $2,390,312 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,065,354 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,065,098 |
Total plan assets at end of year | 2021-12-31 | $7,849,775 |
Total plan assets at beginning of year | 2021-12-31 | $6,524,817 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $261,856 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $1,056,760 |
Other income received | 2021-12-31 | $943,266 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $1,324,958 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $7,849,775 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,524,817 |
Assets. Value of participant loans | 2021-12-31 | $42,267 |
Assets. Value of employer securities | 2021-12-31 | $2,781,927 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $128,430 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $256 |
2020 : HOWE & RUSLING 401(K) PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $769,618 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,520 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,226 |
Total plan assets at end of year | 2020-12-31 | $6,524,817 |
Total plan assets at beginning of year | 2020-12-31 | $5,756,719 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $254,457 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $3,627 |
Other income received | 2020-12-31 | $429,615 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $768,098 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,524,817 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,756,719 |
Assets. Value of participant loans | 2020-12-31 | $3,088 |
Assets. Value of employer securities | 2020-12-31 | $2,781,927 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $81,919 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $294 |
2019 : HOWE & RUSLING 401(K) PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,153,456 |
Expenses. Total of all expenses incurred | 2019-12-31 | $4,725,546 |
Benefits paid (including direct rollovers) | 2019-12-31 | $4,725,500 |
Total plan assets at end of year | 2019-12-31 | $5,756,719 |
Total plan assets at beginning of year | 2019-12-31 | $9,328,809 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $234,534 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $57,683 |
Other income received | 2019-12-31 | $778,421 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $-3,572,090 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,756,719 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,328,809 |
Assets. Value of participant loans | 2019-12-31 | $9,984 |
Assets. Value of employer securities | 2019-12-31 | $2,952,953 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $82,818 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $46 |
2018 : HOWE & RUSLING 401(K) PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $1,053,205 |
Expenses. Total of all expenses incurred | 2018-12-31 | $130,221 |
Benefits paid (including direct rollovers) | 2018-12-31 | $130,210 |
Total plan assets at end of year | 2018-12-31 | $9,328,809 |
Total plan assets at beginning of year | 2018-12-31 | $8,405,825 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $236,890 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $737,167 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $922,984 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $9,328,809 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,405,825 |
Assets. Value of participant loans | 2018-12-31 | $18,970 |
Assets. Value of employer securities | 2018-12-31 | $6,833,005 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $79,148 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $11 |
2017 : HOWE & RUSLING 401(K) PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $1,648,307 |
Expenses. Total of all expenses incurred | 2017-12-31 | $432,660 |
Benefits paid (including direct rollovers) | 2017-12-31 | $432,544 |
Total plan assets at end of year | 2017-12-31 | $8,405,825 |
Total plan assets at beginning of year | 2017-12-31 | $7,190,178 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $212,931 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $1,363,982 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $1,215,647 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $8,405,825 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,190,178 |
Assets. Value of participant loans | 2017-12-31 | $39,915 |
Assets. Value of employer securities | 2017-12-31 | $5,900,366 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $71,394 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $116 |
2016 : HOWE & RUSLING 401(K) PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $1,270,555 |
Expenses. Total of all expenses incurred | 2016-12-31 | $23,015 |
Benefits paid (including direct rollovers) | 2016-12-31 | $22,904 |
Total plan assets at end of year | 2016-12-31 | $7,190,178 |
Total plan assets at beginning of year | 2016-12-31 | $5,942,638 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $216,469 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $986,702 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $1,247,540 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $7,190,178 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,942,638 |
Assets. Value of participant loans | 2016-12-31 | $59,989 |
Assets. Value of employer securities | 2016-12-31 | $4,929,661 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $67,384 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $111 |
2015 : HOWE & RUSLING 401(K) PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $625,508 |
Expenses. Total of all expenses incurred | 2015-12-31 | $268,765 |
Benefits paid (including direct rollovers) | 2015-12-31 | $268,765 |
Total plan assets at end of year | 2015-12-31 | $5,942,638 |
Total plan assets at beginning of year | 2015-12-31 | $5,585,895 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $188,590 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $377,980 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $356,743 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,942,638 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,585,895 |
Assets. Value of participant loans | 2015-12-31 | $80,514 |
Assets. Value of employer securities | 2015-12-31 | $4,028,745 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $58,938 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
2014 : HOWE & RUSLING 401(K) PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $1,828,487 |
Expenses. Total of all expenses incurred | 2014-12-31 | $235,142 |
Benefits paid (including direct rollovers) | 2014-12-31 | $235,142 |
Total plan assets at end of year | 2014-12-31 | $5,585,895 |
Total plan assets at beginning of year | 2014-12-31 | $3,992,550 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $178,235 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $1,594,047 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $1,593,345 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,585,895 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,992,550 |
Assets. Value of participant loans | 2014-12-31 | $47,242 |
Assets. Value of employer securities | 2014-12-31 | $3,603,665 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $56,205 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
2013 : HOWE & RUSLING 401(K) PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $442,183 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $3,992,550 |
Total plan assets at beginning of year | 2013-12-31 | $3,550,367 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $171,813 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $216,856 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $442,183 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,992,550 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,550,367 |
Assets. Value of participant loans | 2013-12-31 | $6,033 |
Assets. Value of employer securities | 2013-12-31 | $2,182,501 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $53,514 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
2012 : HOWE & RUSLING 401(K) PLAN 2012 401k financial data | ||
Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $725,518 |
Expenses. Total of all expenses incurred | 2012-12-31 | $181,414 |
Benefits paid (including direct rollovers) | 2012-12-31 | $180,850 |
Total plan assets at end of year | 2012-12-31 | $3,550,367 |
Total plan assets at beginning of year | 2012-12-31 | $3,006,263 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $147,643 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $532,073 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $544,104 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,550,367 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,006,263 |
Assets. Value of participant loans | 2012-12-31 | $17,165 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $40,817 |
Assets. Value of employer securities | 2012-12-31 | $2,182,501 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $45,802 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $564 |
2011 : HOWE & RUSLING 401(K) PLAN 2011 401k financial data | ||
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $1,078,248 |
Expenses. Total of all expenses incurred | 2011-12-31 | $49,617 |
Benefits paid (including direct rollovers) | 2011-12-31 | $48,967 |
Total plan assets at end of year | 2011-12-31 | $3,006,263 |
Total plan assets at beginning of year | 2011-12-31 | $1,977,632 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $154,606 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $876,823 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $1,028,631 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,006,263 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,977,632 |
Assets. Value of participant loans | 2011-12-31 | $32,612 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $24,172 |
Assets. Value of employer securities | 2011-12-31 | $1,747,904 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $46,819 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $650 |
2010 : HOWE & RUSLING 401(K) PLAN 2010 401k financial data | ||
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $102 |
Total income from all sources | 2010-12-31 | $261,597 |
Expenses. Total of all expenses incurred | 2010-12-31 | $10,818 |
Benefits paid (including direct rollovers) | 2010-12-31 | $10,725 |
Total plan assets at end of year | 2010-12-31 | $1,977,632 |
Total plan assets at beginning of year | 2010-12-31 | $1,726,955 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $150,700 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $93 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $69,379 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $250,779 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,977,632 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,726,853 |
Assets. Value of participant loans | 2010-12-31 | $45,387 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $5,549 |
Assets. Value of employer securities | 2010-12-31 | $885,055 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $41,518 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
2022: HOWE & RUSLING 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: HOWE & RUSLING 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: HOWE & RUSLING 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: HOWE & RUSLING 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HOWE & RUSLING 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: HOWE & RUSLING 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: HOWE & RUSLING 401(K) 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: HOWE & RUSLING 401(K) 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: HOWE & RUSLING 401(K) 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: HOWE & RUSLING 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: HOWE & RUSLING 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HOWE & RUSLING 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: HOWE & RUSLING 401(K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HOWE & RUSLING 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |