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ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 401k Plan overview

Plan NameROBERT A. UNDERHILL P.C. 401(K) P/S PLAN
Plan identification number 001

ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

ROBERT A. UNDERHILL P.C. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT A. UNDERHILL P.C.
Employer identification number (EIN):753053479
NAIC Classification:541219
NAIC Description:Other Accounting Services

Additional information about ROBERT A. UNDERHILL P.C.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2002-05-14
Company Identification Number: 602232485
Legal Registered Office Address: 601 UNION SUITE 3300

SEATTLE
United States of America (USA)
981010000

More information about ROBERT A. UNDERHILL P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01AMY BOCKELMAN2023-05-05
0012021-01-01AMY BOCKELMAN2022-07-06
0012020-01-01AMY BOCKELMAN2021-03-10
0012019-01-01AMY BOCKELMAN2020-04-27
0012018-01-01AMY BOCKELMAN2019-04-26
0012017-01-01AMY BOCKELMAN2018-06-06
0012016-01-01AMY BOCKELMAN2017-08-02
0012015-01-01AMY BOCKELMAN2016-05-11
0012014-01-01AMY BOCKELMAN2015-10-09
0012013-01-01AMY BOCKELMAN
0012012-01-01AMY BOCKELMAN AMY BOCKELMAN2013-06-20
0012011-01-01ROBERT UNDERHILL ROBERT UNDERHILL2012-07-19
0012010-01-01ROBERT UNDERHILL ROBERT UNDERHILL2011-07-22
0012009-02-01ROBERT UNDERHILL ROBERT UNDERHILL2010-07-28

Plan Statistics for ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN

401k plan membership statisitcs for ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN

Measure Date Value
2013: ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0111
Number of participants with account balances2013-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-019
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-019
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0110
Number of participants with account balances2010-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-018
Total number of active participants reported on line 7a of the Form 55002009-02-018
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-010
Total of all active and inactive participants2009-02-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-018
Number of participants with account balances2009-02-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-010

Financial Data on ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN

Measure Date Value
2013 : ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2013 401k financial data
Total income from all sources2013-12-31$242,050
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$710,723
Total plan assets at beginning of year2013-12-31$468,673
Total contributions received or receivable from participants2013-12-31$90,317
Other income received2013-12-31$120,815
Net income (gross income less expenses)2013-12-31$242,050
Net plan assets at end of year (total assets less liabilities)2013-12-31$710,723
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$468,673
Total contributions received or receivable from employer(s)2013-12-31$30,918
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2012 401k financial data
Total income from all sources2012-12-31$153,206
Expenses. Total of all expenses incurred2012-12-31$39,966
Benefits paid (including direct rollovers)2012-12-31$39,806
Total plan assets at end of year2012-12-31$468,673
Total plan assets at beginning of year2012-12-31$355,433
Total contributions received or receivable from participants2012-12-31$85,297
Other income received2012-12-31$40,899
Net income (gross income less expenses)2012-12-31$113,240
Net plan assets at end of year (total assets less liabilities)2012-12-31$468,673
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$355,433
Total contributions received or receivable from employer(s)2012-12-31$27,010
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$160
2011 : ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2011 401k financial data
Total income from all sources2011-12-31$119,452
Expenses. Total of all expenses incurred2011-12-31$20
Total plan assets at end of year2011-12-31$355,433
Total plan assets at beginning of year2011-12-31$236,001
Total contributions received or receivable from participants2011-12-31$95,319
Other income received2011-12-31$-3,663
Net income (gross income less expenses)2011-12-31$119,432
Net plan assets at end of year (total assets less liabilities)2011-12-31$355,433
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$236,001
Total contributions received or receivable from employer(s)2011-12-31$27,796
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$20
2010 : ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2010 401k financial data
Total income from all sources2010-12-31$123,745
Expenses. Total of all expenses incurred2010-12-31$348
Total plan assets at end of year2010-12-31$236,001
Total plan assets at beginning of year2010-12-31$112,604
Total contributions received or receivable from participants2010-12-31$80,798
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$20,317
Net income (gross income less expenses)2010-12-31$123,397
Net plan assets at end of year (total assets less liabilities)2010-12-31$236,001
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$112,604
Total contributions received or receivable from employer(s)2010-12-31$22,630
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$348

Form 5500 Responses for ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN

2013: ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01First time form 5500 has been submittedYes
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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