401k Plan data: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA plan

PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 401k Plan overview

Plan Name	PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA
Plan identification number	002

PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

DUNCAN, FARMER, MCILRATH, MARLOWE & COLE, PA has sponsored the creation of one or more 401k plans.

Company Name: DUNCAN, FARMER, MCILRATH, MARLOWE & COLE, PA

Employer identification number (EIN): 570767048

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JAMES MCILRATH 2024-02-15 JAMES MCILRATH 2024-02-15
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 EDWARD M. FARMER EDWARD M. FARMER 2019-07-25
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2015-01-01 JAMES W. MCILRATH 2016-10-17
002 2014-01-01 JAMES W. MCILRATH JAMES W. MCILRATH 2015-09-14
002 2013-01-01 JAMES W. MCILRATH JAMES W. MCILRATH 2014-07-22
002 2012-01-01 JAMES W. MCILRATH JAMES W. MCILRATH 2013-09-16
002 2011-01-01 JAMES W. MCILRATH JAMES W. MCILRATH 2012-10-16
002 2010-01-01 JAMES W. MCILRATH JAMES W. MCILRATH 2011-10-17
002 2009-01-01 JAMES W. MCILRATH JAMES W. MCILRATH 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JAMES MCILRATH	2024-02-15	JAMES MCILRATH	2024-02-15
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	EDWARD M. FARMER		EDWARD M. FARMER	2019-07-25
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2015-01-01	JAMES W. MCILRATH	2016-10-17
002	2014-01-01	JAMES W. MCILRATH		JAMES W. MCILRATH	2015-09-14
002	2013-01-01	JAMES W. MCILRATH		JAMES W. MCILRATH	2014-07-22
002	2012-01-01	JAMES W. MCILRATH		JAMES W. MCILRATH	2013-09-16
002	2011-01-01	JAMES W. MCILRATH		JAMES W. MCILRATH	2012-10-16
002	2010-01-01	JAMES W. MCILRATH		JAMES W. MCILRATH	2011-10-17
002	2009-01-01	JAMES W. MCILRATH		JAMES W. MCILRATH	2010-10-15

Plan Statistics for PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA

401k plan membership statisitcs for PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA

Measure Date Value
2022: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2022 401k membership
Total participants, beginning-of-year 2022-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 13
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 14
Number of participants with account balances 2022-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2021 401k membership
Total participants, beginning-of-year 2021-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 11
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 1
Total of all active and inactive participants 2021-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 12
Number of participants with account balances 2021-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2020 401k membership
Total participants, beginning-of-year 2020-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 12
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 1
Total of all active and inactive participants 2020-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 13
Number of participants with account balances 2020-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2019 401k membership
Total participants, beginning-of-year 2019-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 12
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 1
Total of all active and inactive participants 2019-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 13
Number of participants with account balances 2019-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2018 401k membership
Total participants, beginning-of-year 2018-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 13
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 1
Total of all active and inactive participants 2018-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 14
Number of participants with account balances 2018-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2017 401k membership
Total participants, beginning-of-year 2017-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 15
Number of participants with account balances 2017-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2016 401k membership
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 14
Number of participants with account balances 2016-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
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 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 15
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 13
Number of retired or separated participants receiving benefits 2012-01-01 1
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 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
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 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2010 401k membership
Total participants, beginning-of-year 2010-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 11
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 3
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
2009: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2009 401k membership
Total participants, beginning-of-year 2009-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
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 1
Total of all active and inactive participants 2009-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 15
Number of participants with account balances 2009-01-01 15

Measure	Date	Value
2022: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2022 401k membership
Total participants, beginning-of-year	2022-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	13
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	14
Number of participants with account balances	2022-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	11
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	1
Total of all active and inactive participants	2021-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	12
Number of participants with account balances	2021-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2020 401k membership
Total participants, beginning-of-year	2020-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	12
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	1
Total of all active and inactive participants	2020-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	13
Number of participants with account balances	2020-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2019 401k membership
Total participants, beginning-of-year	2019-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	12
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	1
Total of all active and inactive participants	2019-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	13
Number of participants with account balances	2019-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2018 401k membership
Total participants, beginning-of-year	2018-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	13
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	1
Total of all active and inactive participants	2018-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	14
Number of participants with account balances	2018-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2017 401k membership
Total participants, beginning-of-year	2017-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	15
Number of participants with account balances	2017-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2016 401k membership
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	14
Number of participants with account balances	2016-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
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	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	15
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	13
Number of retired or separated participants receiving benefits	2012-01-01	1
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	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
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	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2010 401k membership
Total participants, beginning-of-year	2010-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	11
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	3
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
2009: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2009 401k membership
Total participants, beginning-of-year	2009-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
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	1
Total of all active and inactive participants	2009-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	15
Number of participants with account balances	2009-01-01	15

Financial Data on PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA

Measure	Date	Value
2022 : PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2022 401k financial data
Total income from all sources	2022-12-31	$-306,954
Expenses. Total of all expenses incurred	2022-12-31	$423,797
Benefits paid (including direct rollovers)	2022-12-31	$407,327
Total plan assets at end of year	2022-12-31	$1,332,450
Total plan assets at beginning of year	2022-12-31	$2,063,201
Value of fidelity bond covering the plan	2022-12-31	$190,000
Total contributions received or receivable from participants	2022-12-31	$12,050
Other income received	2022-12-31	$-319,004
Net income (gross income less expenses)	2022-12-31	$-730,751
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,332,450
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,063,201
Assets. Value of participant loans	2022-12-31	$9,167
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$16,470
2021 : PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2021 401k financial data
Total income from all sources	2021-12-31	$327,018
Expenses. Total of all expenses incurred	2021-12-31	$38,085
Benefits paid (including direct rollovers)	2021-12-31	$18,000
Total plan assets at end of year	2021-12-31	$2,063,201
Total plan assets at beginning of year	2021-12-31	$1,774,268
Value of fidelity bond covering the plan	2021-12-31	$330,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$518
Other income received	2021-12-31	$287,018
Net income (gross income less expenses)	2021-12-31	$288,933
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,063,201
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,774,268
Assets. Value of participant loans	2021-12-31	$12,886
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$197,000
Total contributions received or receivable from employer(s)	2021-12-31	$40,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$19,567
2020 : PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2020 401k financial data
Total income from all sources	2020-12-31	$246,403
Expenses. Total of all expenses incurred	2020-12-31	$48,455
Benefits paid (including direct rollovers)	2020-12-31	$33,000
Total plan assets at end of year	2020-12-31	$1,774,268
Total plan assets at beginning of year	2020-12-31	$1,576,320
Value of fidelity bond covering the plan	2020-12-31	$320,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$50
Other income received	2020-12-31	$206,403
Net income (gross income less expenses)	2020-12-31	$197,948
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,774,268
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,576,320
Assets. Value of participant loans	2020-12-31	$16,622
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$186,750
Total contributions received or receivable from employer(s)	2020-12-31	$40,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$15,405
2019 : PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2019 401k financial data
Total income from all sources	2019-12-31	$342,669
Expenses. Total of all expenses incurred	2019-12-31	$96,546
Benefits paid (including direct rollovers)	2019-12-31	$81,532
Total plan assets at end of year	2019-12-31	$1,576,320
Total plan assets at beginning of year	2019-12-31	$1,330,197
Value of fidelity bond covering the plan	2019-12-31	$270,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$110
Other income received	2019-12-31	$317,669
Net income (gross income less expenses)	2019-12-31	$246,123
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,576,320
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,330,197
Assets. Value of participant loans	2019-12-31	$4,485
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$165,000
Total contributions received or receivable from employer(s)	2019-12-31	$25,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$14,904
2018 : PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2018 401k financial data
Total income from all sources	2018-12-31	$-58,878
Expenses. Total of all expenses incurred	2018-12-31	$160,911
Benefits paid (including direct rollovers)	2018-12-31	$145,851
Total plan assets at end of year	2018-12-31	$1,330,197
Total plan assets at beginning of year	2018-12-31	$1,549,986
Value of fidelity bond covering the plan	2018-12-31	$120,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$406
Other income received	2018-12-31	$-83,878
Net income (gross income less expenses)	2018-12-31	$-219,789
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,330,197
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,549,986
Assets. Value of participant loans	2018-12-31	$3,947
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$161,750
Total contributions received or receivable from employer(s)	2018-12-31	$25,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$14,654
2017 : PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2017 401k financial data
Total income from all sources	2017-12-31	$231,503
Expenses. Total of all expenses incurred	2017-12-31	$32,200
Benefits paid (including direct rollovers)	2017-12-31	$19,831
Total plan assets at end of year	2017-12-31	$1,549,986
Total plan assets at beginning of year	2017-12-31	$1,350,683
Value of fidelity bond covering the plan	2017-12-31	$250,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$38
Other income received	2017-12-31	$206,503
Net income (gross income less expenses)	2017-12-31	$199,303
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,549,986
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,350,683
Assets. Value of participant loans	2017-12-31	$9,366
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$131,800
Total contributions received or receivable from employer(s)	2017-12-31	$25,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$12,331
2016 : PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2016 401k financial data
Total income from all sources	2016-12-31	$88,576
Expenses. Total of all expenses incurred	2016-12-31	$20,379
Benefits paid (including direct rollovers)	2016-12-31	$12,000
Total plan assets at end of year	2016-12-31	$1,350,683
Total plan assets at beginning of year	2016-12-31	$1,282,486
Value of fidelity bond covering the plan	2016-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$35
Other income received	2016-12-31	$68,576
Net income (gross income less expenses)	2016-12-31	$68,197
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,350,683
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,282,486
Assets. Value of participant loans	2016-12-31	$44,143
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$92,500
Total contributions received or receivable from employer(s)	2016-12-31	$20,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$8,344
2015 : PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2015 401k financial data
Total income from all sources	2015-12-31	$69,009
Expenses. Total of all expenses incurred	2015-12-31	$1,749
Total plan assets at end of year	2015-12-31	$1,282,486
Total plan assets at beginning of year	2015-12-31	$1,215,226
Value of fidelity bond covering the plan	2015-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$1,358
Other income received	2015-12-31	$49,009
Net income (gross income less expenses)	2015-12-31	$67,260
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,282,486
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,215,226
Assets. Value of participant loans	2015-12-31	$66,006
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$70,771
Total contributions received or receivable from employer(s)	2015-12-31	$20,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$391
2014 : PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2014 401k financial data
Total income from all sources	2014-12-31	$130,722
Expenses. Total of all expenses incurred	2014-12-31	$18,851
Benefits paid (including direct rollovers)	2014-12-31	$3,500
Total plan assets at end of year	2014-12-31	$1,215,226
Total plan assets at beginning of year	2014-12-31	$1,103,355
Value of fidelity bond covering the plan	2014-12-31	$910,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$15,351
Other income received	2014-12-31	$110,722
Net income (gross income less expenses)	2014-12-31	$111,871
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,215,226
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,103,355
Assets. Value of participant loans	2014-12-31	$109,480
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$972,092
Total contributions received or receivable from employer(s)	2014-12-31	$20,000
2013 : PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2013 401k financial data
Total income from all sources	2013-12-31	$-505,062
Expenses. Total of all expenses incurred	2013-12-31	$31,315
Benefits paid (including direct rollovers)	2013-12-31	$15,000
Total plan assets at end of year	2013-12-31	$1,103,355
Total plan assets at beginning of year	2013-12-31	$1,639,732
Value of fidelity bond covering the plan	2013-12-31	$1,390,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$16,315
Other income received	2013-12-31	$-505,062
Net income (gross income less expenses)	2013-12-31	$-536,377
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,103,355
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,639,732
Assets. Value of participant loans	2013-12-31	$106,544
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$844,305
2012 : PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2012 401k financial data
Total income from all sources	2012-12-31	$-378,408
Expenses. Total of all expenses incurred	2012-12-31	$47,348
Benefits paid (including direct rollovers)	2012-12-31	$30,000
Total plan assets at end of year	2012-12-31	$1,639,732
Total plan assets at beginning of year	2012-12-31	$2,065,488
Value of fidelity bond covering the plan	2012-12-31	$1,390,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$17,348
Other income received	2012-12-31	$-378,408
Net income (gross income less expenses)	2012-12-31	$-425,756
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,639,732
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,065,488
Assets. Value of participant loans	2012-12-31	$53,277
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$1,350,464
2011 : PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2011 401k financial data
Total income from all sources	2011-12-31	$-16,448
Expenses. Total of all expenses incurred	2011-12-31	$52,692
Benefits paid (including direct rollovers)	2011-12-31	$28,270
Total plan assets at end of year	2011-12-31	$2,065,488
Total plan assets at beginning of year	2011-12-31	$2,134,628
Value of fidelity bond covering the plan	2011-12-31	$1,500,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$24,422
Other income received	2011-12-31	$-16,448
Net income (gross income less expenses)	2011-12-31	$-69,140
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,065,488
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,134,628
Assets. Value of participant loans	2011-12-31	$86,028
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$1,741,246
2010 : PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2010 401k financial data
Total income from all sources	2010-12-31	$311,405
Expenses. Total of all expenses incurred	2010-12-31	$71,045
Benefits paid (including direct rollovers)	2010-12-31	$13,697
Total plan assets at end of year	2010-12-31	$2,134,628
Total plan assets at beginning of year	2010-12-31	$1,894,268
Value of fidelity bond covering the plan	2010-12-31	$1,500,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$19,316
Other income received	2010-12-31	$311,405
Net income (gross income less expenses)	2010-12-31	$240,360
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,134,628
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,894,268
Assets. Value of participant loans	2010-12-31	$128,664
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$1,732,370
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$8,810
Value of certain deemed distributions of participant loans	2010-12-31	$38,032

Form 5500 Responses for PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA

2022: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PROFIT SHARING PLAN AND TRUST DUNCAN,FARMER,MCILRATH,MARLOWE & MCLAUGHLIN, PA 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	DUNCAN, FARMER, MCILRATH, MARLOWE & COLE, PA
Employer identification number (EIN):	570767048
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants