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Plan Name | ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | AMY BOCKELMAN | 2023-05-05 | ||
001 | 2021-01-01 | AMY BOCKELMAN | 2022-07-06 | ||
001 | 2020-01-01 | AMY BOCKELMAN | 2021-03-10 | ||
001 | 2019-01-01 | AMY BOCKELMAN | 2020-04-27 | ||
001 | 2018-01-01 | AMY BOCKELMAN | 2019-04-26 | ||
001 | 2017-01-01 | AMY BOCKELMAN | 2018-06-06 | ||
001 | 2016-01-01 | AMY BOCKELMAN | 2017-08-02 | ||
001 | 2015-01-01 | AMY BOCKELMAN | 2016-05-11 | ||
001 | 2014-01-01 | AMY BOCKELMAN | 2015-10-09 | ||
001 | 2013-01-01 | AMY BOCKELMAN | |||
001 | 2012-01-01 | AMY BOCKELMAN | AMY BOCKELMAN | 2013-06-20 | |
001 | 2011-01-01 | ROBERT UNDERHILL | ROBERT UNDERHILL | 2012-07-19 | |
001 | 2010-01-01 | ROBERT UNDERHILL | ROBERT UNDERHILL | 2011-07-22 | |
001 | 2009-02-01 | ROBERT UNDERHILL | ROBERT UNDERHILL | 2010-07-28 |
Measure | Date | Value |
---|---|---|
2013: ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
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 | 3 |
Total of all active and inactive participants | 2013-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 11 |
Number of participants with account balances | 2013-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
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 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 10 |
Number of participants with account balances | 2012-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
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 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 10 |
Number of participants with account balances | 2011-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 9 |
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 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 10 |
Number of participants with account balances | 2010-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-02-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-02-01 | 8 |
Number of retired or separated participants receiving benefits | 2009-02-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-02-01 | 0 |
Total of all active and inactive participants | 2009-02-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-02-01 | 0 |
Total participants | 2009-02-01 | 8 |
Number of participants with account balances | 2009-02-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-02-01 | 0 |
Measure | Date | Value |
---|---|---|
2013 : ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $242,050 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $710,723 |
Total plan assets at beginning of year | 2013-12-31 | $468,673 |
Total contributions received or receivable from participants | 2013-12-31 | $90,317 |
Other income received | 2013-12-31 | $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 securities | 2013-12-31 | $0 |
2012 : ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $153,206 |
Expenses. Total of all expenses incurred | 2012-12-31 | $39,966 |
Benefits paid (including direct rollovers) | 2012-12-31 | $39,806 |
Total plan assets at end of year | 2012-12-31 | $468,673 |
Total plan assets at beginning of year | 2012-12-31 | $355,433 |
Total contributions received or receivable from participants | 2012-12-31 | $85,297 |
Other income received | 2012-12-31 | $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 sources | 2011-12-31 | $119,452 |
Expenses. Total of all expenses incurred | 2011-12-31 | $20 |
Total plan assets at end of year | 2011-12-31 | $355,433 |
Total plan assets at beginning of year | 2011-12-31 | $236,001 |
Total contributions received or receivable from participants | 2011-12-31 | $95,319 |
Other income received | 2011-12-31 | $-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 sources | 2010-12-31 | $123,745 |
Expenses. Total of all expenses incurred | 2010-12-31 | $348 |
Total plan assets at end of year | 2010-12-31 | $236,001 |
Total plan assets at beginning of year | 2010-12-31 | $112,604 |
Total contributions received or receivable from participants | 2010-12-31 | $80,798 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $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 |
2013: ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2013 form 5500 responses | ||
---|---|---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
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: ROBERT A. UNDERHILL P.C. 401(K) P/S 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: ROBERT A. UNDERHILL P.C. 401(K) P/S 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: ROBERT A. UNDERHILL P.C. 401(K) P/S 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: ROBERT A. UNDERHILL P.C. 401(K) P/S PLAN 2009 form 5500 responses | ||
2009-02-01 | Type of plan entity | Single employer plan |
2009-02-01 | First time form 5500 has been submitted | Yes |
2009-02-01 | Submission has been amended | No |
2009-02-01 | This submission is the final filing | No |
2009-02-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2009-02-01 | Plan is a collectively bargained plan | No |
2009-02-01 | Plan funding arrangement – Trust | Yes |
2009-02-01 | Plan benefit arrangement - Trust | Yes |