MARSHALL & HARP LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MARSHALL & HARP LLP RETIREMENT PLAN
Measure | Date | Value |
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2017: MARSHALL & HARP LLP RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Number of participants with account balances | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MARSHALL & HARP LLP RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
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 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 6 |
Number of participants with account balances | 2016-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MARSHALL & HARP LLP RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
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 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 6 |
Number of participants with account balances | 2015-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MARSHALL & HARP LLP RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 7 |
Number of participants with account balances | 2014-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MARSHALL & HARP LLP RETIREMENT PLAN 2013 401k membership |
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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 | 7 |
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 | 1 |
Total of all active and inactive participants | 2013-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 8 |
Number of participants with account balances | 2013-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: MARSHALL & HARP LLP RETIREMENT PLAN 2012 401k membership |
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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 | 8 |
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 | 4 |
Total of all active and inactive participants | 2012-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 12 |
Number of participants with account balances | 2012-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: MARSHALL & HARP LLP RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10 |
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 | 3 |
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: MARSHALL & HARP LLP RETIREMENT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 13 |
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 | 0 |
Total of all active and inactive participants | 2010-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 13 |
Number of participants with account balances | 2010-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: MARSHALL & HARP LLP RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 12 |
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 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 13 |
Number of participants with account balances | 2009-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2017 : MARSHALL & HARP LLP RETIREMENT PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-10-23 | $0 |
Total plan liabilities at beginning of year | 2017-10-23 | $0 |
Total income from all sources | 2017-10-23 | $17,505 |
Expenses. Total of all expenses incurred | 2017-10-23 | $588,596 |
Benefits paid (including direct rollovers) | 2017-10-23 | $588,446 |
Total plan assets at end of year | 2017-10-23 | $0 |
Total plan assets at beginning of year | 2017-10-23 | $571,091 |
Value of fidelity bond covering the plan | 2017-10-23 | $350,000 |
Total contributions received or receivable from participants | 2017-10-23 | $298 |
Assets. Value of loans (other than to participants) | 2017-10-23 | $0 |
Other income received | 2017-10-23 | $17,009 |
Net income (gross income less expenses) | 2017-10-23 | $-571,091 |
Net plan assets at end of year (total assets less liabilities) | 2017-10-23 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-10-23 | $571,091 |
Total contributions received or receivable from employer(s) | 2017-10-23 | $198 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-10-23 | $150 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-10-23 | $0 |
2016 : MARSHALL & HARP LLP RETIREMENT PLAN 2016 401k financial data |
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Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $71,426 |
Expenses. Total of all expenses incurred | 2016-12-31 | $199,671 |
Benefits paid (including direct rollovers) | 2016-12-31 | $199,659 |
Total plan assets at end of year | 2016-12-31 | $571,091 |
Total plan assets at beginning of year | 2016-12-31 | $699,336 |
Value of fidelity bond covering the plan | 2016-12-31 | $350,000 |
Total contributions received or receivable from participants | 2016-12-31 | $4,600 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $104,564 |
Other income received | 2016-12-31 | $48,124 |
Net income (gross income less expenses) | 2016-12-31 | $-128,245 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $571,091 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $699,336 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $18,702 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $12 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : MARSHALL & HARP LLP RETIREMENT PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $336 |
Total income from all sources | 2015-12-31 | $8,280 |
Expenses. Total of all expenses incurred | 2015-12-31 | $328,883 |
Benefits paid (including direct rollovers) | 2015-12-31 | $328,871 |
Total plan assets at end of year | 2015-12-31 | $699,336 |
Total plan assets at beginning of year | 2015-12-31 | $1,020,275 |
Value of fidelity bond covering the plan | 2015-12-31 | $350,000 |
Total contributions received or receivable from participants | 2015-12-31 | $13,175 |
Assets. Value of loans (other than to participants) | 2015-12-31 | $115,444 |
Other income received | 2015-12-31 | $-22,235 |
Net income (gross income less expenses) | 2015-12-31 | $-320,603 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $699,336 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,019,939 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $17,340 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $12 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : MARSHALL & HARP LLP RETIREMENT PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $336 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $60,473 |
Expenses. Total of all expenses incurred | 2014-12-31 | $154,199 |
Benefits paid (including direct rollovers) | 2014-12-31 | $154,177 |
Total plan assets at end of year | 2014-12-31 | $1,020,275 |
Total plan assets at beginning of year | 2014-12-31 | $1,113,665 |
Value of fidelity bond covering the plan | 2014-12-31 | $350,000 |
Total contributions received or receivable from participants | 2014-12-31 | $12,300 |
Assets. Value of loans (other than to participants) | 2014-12-31 | $126,759 |
Other income received | 2014-12-31 | $24,496 |
Net income (gross income less expenses) | 2014-12-31 | $-93,726 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,019,939 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,113,665 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $115,638 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $23,677 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $22 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : MARSHALL & HARP LLP RETIREMENT PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $210,496 |
Expenses. Total of all expenses incurred | 2013-12-31 | $651,668 |
Benefits paid (including direct rollovers) | 2013-12-31 | $651,556 |
Total plan assets at end of year | 2013-12-31 | $1,113,665 |
Total plan assets at beginning of year | 2013-12-31 | $1,554,837 |
Value of fidelity bond covering the plan | 2013-12-31 | $350,000 |
Total contributions received or receivable from participants | 2013-12-31 | $20,800 |
Assets. Value of loans (other than to participants) | 2013-12-31 | $107,677 |
Other income received | 2013-12-31 | $174,955 |
Net income (gross income less expenses) | 2013-12-31 | $-441,172 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,113,665 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,554,837 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $115,638 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $14,741 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $112 |
2012 : MARSHALL & HARP LLP RETIREMENT PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $162,482 |
Expenses. Total of all expenses incurred | 2012-12-31 | $138,971 |
Benefits paid (including direct rollovers) | 2012-12-31 | $138,787 |
Total plan assets at end of year | 2012-12-31 | $1,554,837 |
Total plan assets at beginning of year | 2012-12-31 | $1,531,326 |
Value of fidelity bond covering the plan | 2012-12-31 | $350,000 |
Total contributions received or receivable from participants | 2012-12-31 | $9,749 |
Assets. Value of loans (other than to participants) | 2012-12-31 | $238,723 |
Other income received | 2012-12-31 | $116,836 |
Net income (gross income less expenses) | 2012-12-31 | $23,511 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,554,837 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,531,326 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $35,897 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $184 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : MARSHALL & HARP LLP RETIREMENT PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $39,411 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $1,531,326 |
Total plan assets at beginning of year | 2011-12-31 | $1,491,915 |
Value of fidelity bond covering the plan | 2011-12-31 | $350,000 |
Total contributions received or receivable from participants | 2011-12-31 | $9,900 |
Assets. Value of loans (other than to participants) | 2011-12-31 | $253,490 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $33,272 |
Other income received | 2011-12-31 | $-46,874 |
Net income (gross income less expenses) | 2011-12-31 | $39,411 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,531,326 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,491,915 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $43,113 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : MARSHALL & HARP LLP RETIREMENT PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $44,570 |
Expenses. Total of all expenses incurred | 2010-12-31 | $562 |
Benefits paid (including direct rollovers) | 2010-12-31 | $562 |
Total plan assets at end of year | 2010-12-31 | $1,491,915 |
Total plan assets at beginning of year | 2010-12-31 | $1,447,907 |
Value of fidelity bond covering the plan | 2010-12-31 | $350,000 |
Total contributions received or receivable from participants | 2010-12-31 | $29,200 |
Assets. Value of loans (other than to participants) | 2010-12-31 | $243,117 |
Other income received | 2010-12-31 | $-26,169 |
Net income (gross income less expenses) | 2010-12-31 | $44,008 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,491,915 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,447,907 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $41,539 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : MARSHALL & HARP LLP RETIREMENT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2017: MARSHALL & HARP LLP RETIREMENT PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | Yes |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MARSHALL & HARP LLP RETIREMENT PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MARSHALL & HARP LLP RETIREMENT PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MARSHALL & HARP LLP RETIREMENT PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MARSHALL & HARP LLP RETIREMENT PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
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: MARSHALL & HARP LLP RETIREMENT PLAN 2012 form 5500 responses |
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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: MARSHALL & HARP LLP RETIREMENT PLAN 2011 form 5500 responses |
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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: MARSHALL & HARP LLP RETIREMENT PLAN 2010 form 5500 responses |
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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: MARSHALL & HARP LLP RETIREMENT PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |