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BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan NameBRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN
Plan identification number 001

BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

RITTER HALLIDAY LLP has sponsored the creation of one or more 401k plans.

Company Name:RITTER HALLIDAY LLP
Employer identification number (EIN):475216609
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BRIAN J. HALLIDAY
0012021-01-01
0012021-01-01BRIAN J. HALLIDAY
0012020-01-01
0012019-01-01
0012019-01-01
0012019-01-01BRIAN J. HALLIDAY
0012018-01-01
0012018-01-01
0012018-01-01BRIAN J. HALLIDAY
0012017-01-01BRIAN J. HALLIDAY BRIAN J. HALLIDAY2018-10-16
0012017-01-01BRIAN J. HALLIDAY BRIAN J. HALLIDAY
0012016-01-01BRIAN J. HALLIDAY BRIAN J. HALLIDAY2017-10-13
0012015-01-01BRIAN J. HALLIDAY BRIAN J. HALLIDAY2017-10-11

Financial Data on BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN

Measure Date Value
2021 : BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$-215,197
Total income from all sources2021-12-31$24,182
Expenses. Total of all expenses incurred2021-12-31$2,572
Total plan assets at end of year2021-12-31$80,475
Total plan assets at beginning of year2021-12-31$274,062
Value of fidelity bond covering the plan2021-12-31$35,000
Other income received2021-12-31$24,182
Net income (gross income less expenses)2021-12-31$21,610
Net plan assets at end of year (total assets less liabilities)2021-12-31$80,475
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$274,062
Assets. Value of participant loans2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,572
2020 : BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$42,645
Expenses. Total of all expenses incurred2020-12-31$2,017
Total plan assets at end of year2020-12-31$274,062
Total plan assets at beginning of year2020-12-31$233,434
Value of fidelity bond covering the plan2020-12-31$35,000
Other income received2020-12-31$42,645
Net income (gross income less expenses)2020-12-31$40,628
Net plan assets at end of year (total assets less liabilities)2020-12-31$274,062
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$233,434
Assets. Value of participant loans2020-12-31$26,587
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,017
2019 : BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$38,734
Expenses. Total of all expenses incurred2019-12-31$2,113
Total plan assets at end of year2019-12-31$233,433
Total plan assets at beginning of year2019-12-31$196,812
Value of fidelity bond covering the plan2019-12-31$35,000
Total contributions received or receivable from participants2019-12-31$4,001
Other income received2019-12-31$32,652
Net income (gross income less expenses)2019-12-31$36,621
Net plan assets at end of year (total assets less liabilities)2019-12-31$233,433
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$196,812
Assets. Value of participant loans2019-12-31$36,673
Total contributions received or receivable from employer(s)2019-12-31$2,081
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,113
2018 : BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$901
Expenses. Total of all expenses incurred2018-12-31$2,169
Total plan assets at end of year2018-12-31$196,812
Total plan assets at beginning of year2018-12-31$198,080
Value of fidelity bond covering the plan2018-12-31$35,000
Total contributions received or receivable from participants2018-12-31$6,167
Other income received2018-12-31$-8,483
Net income (gross income less expenses)2018-12-31$-1,268
Net plan assets at end of year (total assets less liabilities)2018-12-31$196,812
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$198,080
Assets. Value of participant loans2018-12-31$48,357
Total contributions received or receivable from employer(s)2018-12-31$3,217
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,169
2017 : BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$32,539
Total plan assets at end of year2017-12-31$198,079
Total plan assets at beginning of year2017-12-31$165,540
Total contributions received or receivable from participants2017-12-31$5,129
Other income received2017-12-31$24,680
Net income (gross income less expenses)2017-12-31$32,539
Net plan assets at end of year (total assets less liabilities)2017-12-31$198,079
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$165,540
Assets. Value of participant loans2017-12-31$4,485
Total contributions received or receivable from employer(s)2017-12-31$2,730
2016 : BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$21,422
Expenses. Total of all expenses incurred2016-12-31$1,896
Total plan assets at end of year2016-12-31$165,540
Total plan assets at beginning of year2016-12-31$146,014
Value of fidelity bond covering the plan2016-12-31$10,000
Total contributions received or receivable from participants2016-12-31$6,816
Other income received2016-12-31$11,044
Net income (gross income less expenses)2016-12-31$19,526
Net plan assets at end of year (total assets less liabilities)2016-12-31$165,540
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$146,014
Assets. Value of participant loans2016-12-31$6,727
Total contributions received or receivable from employer(s)2016-12-31$3,562
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,896
2015 : BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$19,995
Expenses. Total of all expenses incurred2015-12-31$1,708
Total plan assets at end of year2015-12-31$146,014
Total plan assets at beginning of year2015-12-31$127,727
Value of fidelity bond covering the plan2015-12-31$10,000
Total contributions received or receivable from participants2015-12-31$14,798
Other income received2015-12-31$-1,911
Net income (gross income less expenses)2015-12-31$18,287
Net plan assets at end of year (total assets less liabilities)2015-12-31$146,014
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$127,727
Total contributions received or receivable from employer(s)2015-12-31$7,108
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,708

Form 5500 Responses for BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN

2021: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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