ERICKSON & WHITAKER PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ERICKSON & WHITAKER PC EMPLOYEE RETIREMENT PLAN
401k plan membership statisitcs for ERICKSON & WHITAKER PC EMPLOYEE RETIREMENT PLAN
Measure | Date | Value |
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2022: ERICKSON & WHITAKER PC EMPLOYEE RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 2 |
Total of all active and inactive participants | 2022-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 12 |
Number of participants with account balances | 2022-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ERICKSON & WHITAKER PC EMPLOYEE RETIREMENT PLAN 2021 401k membership |
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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 | 0 |
Total of all active and inactive participants | 2021-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 12 |
Number of participants with account balances | 2021-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ERICKSON & WHITAKER PC EMPLOYEE RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 11 |
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 | 0 |
Total of all active and inactive participants | 2020-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 12 |
Number of participants with account balances | 2020-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ERICKSON & WHITAKER PC EMPLOYEE RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
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 | 0 |
Total of all active and inactive participants | 2019-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 10 |
Number of participants with account balances | 2019-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ERICKSON & WHITAKER PC EMPLOYEE RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 9 |
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 | 12 |
Total of all active and inactive participants | 2018-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 22 |
Number of participants with account balances | 2018-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
Measure | Date | Value |
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2022 : ERICKSON & WHITAKER PC EMPLOYEE RETIREMENT PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $446 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-208,888 |
Expenses. Total of all expenses incurred | 2022-12-31 | $33,987 |
Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $5,887,659 |
Total plan assets at beginning of year | 2022-12-31 | $6,130,088 |
Value of fidelity bond covering the plan | 2022-12-31 | $350,000 |
Total contributions received or receivable from participants | 2022-12-31 | $59,324 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $177 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-296,576 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-242,875 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,887,213 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,130,088 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $45,030 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $28,364 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $33,810 |
2021 : ERICKSON & WHITAKER PC EMPLOYEE RETIREMENT PLAN 2021 401k financial data |
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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 | $1,499,347 |
Expenses. Total of all expenses incurred | 2021-12-31 | $25,464 |
Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $6,130,088 |
Total plan assets at beginning of year | 2021-12-31 | $4,656,205 |
Value of fidelity bond covering the plan | 2021-12-31 | $350,000 |
Total contributions received or receivable from participants | 2021-12-31 | $85,872 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $23 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $1,373,955 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $1,473,883 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,130,088 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,656,205 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $45,030 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $39,520 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $25,441 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : ERICKSON & WHITAKER PC EMPLOYEE RETIREMENT PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $502,492 |
Expenses. Total of all expenses incurred | 2020-12-31 | $23,791 |
Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $4,656,205 |
Total plan assets at beginning of year | 2020-12-31 | $4,177,504 |
Value of fidelity bond covering the plan | 2020-12-31 | $350,000 |
Total contributions received or receivable from participants | 2020-12-31 | $88,782 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $2,947 |
Other income received | 2020-12-31 | $375,475 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $478,701 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,656,205 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,177,504 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $45,030 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $35,288 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $3,891 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $19,900 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : ERICKSON & WHITAKER PC EMPLOYEE RETIREMENT PLAN 2019 401k financial data |
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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 | $998,377 |
Expenses. Total of all expenses incurred | 2019-12-31 | $876,757 |
Benefits paid (including direct rollovers) | 2019-12-31 | $858,718 |
Total plan assets at end of year | 2019-12-31 | $4,177,504 |
Total plan assets at beginning of year | 2019-12-31 | $4,055,884 |
Value of fidelity bond covering the plan | 2019-12-31 | $350,000 |
Total contributions received or receivable from participants | 2019-12-31 | $80,437 |
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 | $912,631 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $121,620 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,177,504 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,055,884 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $45,030 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $5,309 |
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 | $18,039 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : ERICKSON & WHITAKER PC EMPLOYEE RETIREMENT PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-41,152 |
Expenses. Total of all expenses incurred | 2018-12-31 | $98,308 |
Benefits paid (including direct rollovers) | 2018-12-31 | $7,442 |
Total plan assets at end of year | 2018-12-31 | $4,055,884 |
Total plan assets at beginning of year | 2018-12-31 | $4,195,344 |
Value of fidelity bond covering the plan | 2018-12-31 | $350,000 |
Total contributions received or receivable from participants | 2018-12-31 | $70,574 |
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 | $-131,935 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-139,460 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,055,884 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,195,344 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $45,030 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $20,209 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $49,633 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $41,233 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |