THE HOFFINGER FIRM, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE HOFFINGER FIRM, PLLC 401K PLAN
| Measure | Date | Value |
|---|
| 2023: THE HOFFINGER FIRM, PLLC 401K PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 5 |
| Number of participants with account balances | 2023-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: THE HOFFINGER FIRM, PLLC 401K PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3 |
| Total of all active and inactive participants | 2022-01-01 | 5 |
| Total participants | 2022-01-01 | 5 |
| Number of participants with account balances | 2022-01-01 | 5 |
| 2021: THE HOFFINGER FIRM, PLLC 401K PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
| 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 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 5 |
| Number of participants with account balances | 2021-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: THE HOFFINGER FIRM, PLLC 401K PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
| 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 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 5 |
| Number of participants with account balances | 2020-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: THE HOFFINGER FIRM, PLLC 401K PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
| 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 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 5 |
| Number of participants with account balances | 2019-01-01 | 5 |
| 2018: THE HOFFINGER FIRM, PLLC 401K PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| 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 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 5 |
| Number of participants with account balances | 2018-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: THE HOFFINGER FIRM, PLLC 401K PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| 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 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 5 |
| Number of participants with account balances | 2017-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: THE HOFFINGER FIRM, PLLC 401K PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| 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 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 4 |
| Number of participants with account balances | 2016-01-01 | 4 |
| 2015: THE HOFFINGER FIRM, PLLC 401K PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| 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 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 4 |
| Number of participants with account balances | 2015-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : THE HOFFINGER FIRM, PLLC 401K PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $200,903 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $940,269 |
| Total plan assets at beginning of year | 2023-12-31 | $739,366 |
| Total contributions received or receivable from participants | 2023-12-31 | $31,200 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $164,072 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $200,903 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $940,269 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $739,366 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $5,631 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $0 |
| 2022 : THE HOFFINGER FIRM, PLLC 401K PLAN 2022 401k financial data |
|---|
| 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 | $-258,646 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $877,112 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $877,112 |
| Total plan assets at end of year | 2022-12-31 | $739,366 |
| Total plan assets at beginning of year | 2022-12-31 | $1,875,124 |
| Total contributions received or receivable from participants | 2022-12-31 | $28,900 |
| Other income received | 2022-12-31 | $-293,806 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,135,758 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $739,366 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,875,124 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $6,260 |
| 2021 : THE HOFFINGER FIRM, PLLC 401K 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 | $383,100 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $1,875,124 |
| Total plan assets at beginning of year | 2021-12-31 | $1,492,024 |
| Total contributions received or receivable from participants | 2021-12-31 | $52,000 |
| Other income received | 2021-12-31 | $321,500 |
| Net income (gross income less expenses) | 2021-12-31 | $383,100 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,875,124 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,492,024 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $9,600 |
| 2020 : THE HOFFINGER FIRM, PLLC 401K PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $279,902 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $1,492,024 |
| Total plan assets at beginning of year | 2020-12-31 | $1,212,122 |
| Total contributions received or receivable from participants | 2020-12-31 | $52,000 |
| Other income received | 2020-12-31 | $218,302 |
| Net income (gross income less expenses) | 2020-12-31 | $279,902 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,492,024 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,212,122 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $9,600 |
| 2019 : THE HOFFINGER FIRM, PLLC 401K 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 | $307,644 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $40,897 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $40,897 |
| Total plan assets at end of year | 2019-12-31 | $1,212,122 |
| Total plan assets at beginning of year | 2019-12-31 | $945,375 |
| Total contributions received or receivable from participants | 2019-12-31 | $50,831 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $246,382 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $266,747 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,212,122 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $945,375 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $10,431 |
| 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 | $0 |
| 2018 : THE HOFFINGER FIRM, PLLC 401K PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-49,959 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $945,375 |
| Total plan assets at beginning of year | 2018-12-31 | $995,334 |
| Total contributions received or receivable from participants | 2018-12-31 | $49,770 |
| 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 | $-110,100 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-49,959 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $945,375 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $995,334 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $10,371 |
| 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 | $0 |
| 2017 : THE HOFFINGER FIRM, PLLC 401K PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $220,678 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $153,842 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $153,842 |
| Total plan assets at end of year | 2017-12-31 | $995,334 |
| Total plan assets at beginning of year | 2017-12-31 | $928,498 |
| Total contributions received or receivable from participants | 2017-12-31 | $48,332 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $162,414 |
| Net income (gross income less expenses) | 2017-12-31 | $66,836 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $995,334 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $928,498 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $9,932 |
| 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 | $0 |
| 2016 : THE HOFFINGER FIRM, PLLC 401K PLAN 2016 401k financial data |
|---|
| 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 | $134,763 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $928,498 |
| Total plan assets at beginning of year | 2016-12-31 | $793,735 |
| Total contributions received or receivable from participants | 2016-12-31 | $51,561 |
| 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 | $71,024 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $134,763 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $928,498 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $793,735 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $12,178 |
| 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 | $0 |
| 2015 : THE HOFFINGER FIRM, PLLC 401K 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 | $30,555 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $6,153 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $6,153 |
| Total plan assets at end of year | 2015-12-31 | $792,735 |
| Total plan assets at beginning of year | 2015-12-31 | $768,333 |
| Total contributions received or receivable from participants | 2015-12-31 | $50,730 |
| 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 | $-31,522 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $24,402 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $792,735 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $768,333 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $11,347 |
| 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 |
| 2023: THE HOFFINGER FIRM, PLLC 401K PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: THE HOFFINGER FIRM, PLLC 401K 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: THE HOFFINGER FIRM, PLLC 401K 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: THE HOFFINGER FIRM, PLLC 401K 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: THE HOFFINGER FIRM, PLLC 401K 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: THE HOFFINGER FIRM, PLLC 401K 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: THE HOFFINGER FIRM, PLLC 401K 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: THE HOFFINGER FIRM, PLLC 401K 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: THE HOFFINGER FIRM, PLLC 401K 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 |
