401k Plan data: PULLMAN & COMLEY IMA RETIREMENT PLAN plan

PULLMAN & COMLEY IMA RETIREMENT PLAN 401k Plan overview

Plan Name	PULLMAN & COMLEY IMA RETIREMENT PLAN
Plan identification number	004

PULLMAN & COMLEY IMA RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

PULLMAN & COMLEY, LLC has sponsored the creation of one or more 401k plans.

Company Name: PULLMAN & COMLEY, LLC

Employer identification number (EIN): 060662400

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PULLMAN & COMLEY IMA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 NANCY LAPERA
004 2016-01-01 NANCY LAPERA
004 2015-01-01 NANCY LAPERA
004 2014-01-01 NANCY LAPERA
004 2013-01-01 NANCY LAPERA
004 2012-01-01 NANCY LAPERA
004 2011-01-01 NANCY LAPERA
004 2010-01-01 NANCY LAPERA
004 2009-01-01 NANCY LAPERA

Plan Statistics for PULLMAN & COMLEY IMA RETIREMENT PLAN

401k plan membership statisitcs for PULLMAN & COMLEY IMA RETIREMENT PLAN

Measure Date Value
2022: PULLMAN & COMLEY IMA RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 62
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 33
Total of all active and inactive participants 2022-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 97
Number of participants with account balances 2022-01-01 79
2021: PULLMAN & COMLEY IMA RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 58
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 33
Total of all active and inactive participants 2021-01-01 92
Total participants 2021-01-01 92
Number of participants with account balances 2021-01-01 76
2020: PULLMAN & COMLEY IMA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 58
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 37
Total of all active and inactive participants 2020-01-01 96
Total participants 2020-01-01 96
Number of participants with account balances 2020-01-01 85
2019: PULLMAN & COMLEY IMA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 61
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 35
Total of all active and inactive participants 2019-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 98
Number of participants with account balances 2019-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PULLMAN & COMLEY IMA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 59
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 37
Total of all active and inactive participants 2018-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 98
Number of participants with account balances 2018-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PULLMAN & COMLEY IMA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 95
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 60
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 35
Total of all active and inactive participants 2017-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 96
Number of participants with account balances 2017-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PULLMAN & COMLEY IMA RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 61
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 33
Total of all active and inactive participants 2016-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 95
Number of participants with account balances 2016-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PULLMAN & COMLEY IMA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 54
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 35
Total of all active and inactive participants 2015-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 90
Number of participants with account balances 2015-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PULLMAN & COMLEY IMA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 40
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 30
Total of all active and inactive participants 2014-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 72
Number of participants with account balances 2014-01-01 72
2013: PULLMAN & COMLEY IMA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 42
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 33
Total of all active and inactive participants 2013-01-01 77
Total participants 2013-01-01 77
Number of participants with account balances 2013-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PULLMAN & COMLEY IMA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 40
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 31
Total of all active and inactive participants 2012-01-01 73
Total participants 2012-01-01 73
Number of participants with account balances 2012-01-01 73
2011: PULLMAN & COMLEY IMA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 39
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 30
Total of all active and inactive participants 2011-01-01 70
Total participants 2011-01-01 70
Number of participants with account balances 2011-01-01 70
2010: PULLMAN & COMLEY IMA RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 37
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 34
Total of all active and inactive participants 2010-01-01 72
Total participants 2010-01-01 72
Number of participants with account balances 2010-01-01 72
2009: PULLMAN & COMLEY IMA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 39
Number of other retired or separated participants entitled to future benefits 2009-01-01 29
Total of all active and inactive participants 2009-01-01 68
Total participants 2009-01-01 68
Number of participants with account balances 2009-01-01 68

Measure	Date	Value
2022: PULLMAN & COMLEY IMA RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	62
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	33
Total of all active and inactive participants	2022-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	97
Number of participants with account balances	2022-01-01	79
2021: PULLMAN & COMLEY IMA RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	58
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	33
Total of all active and inactive participants	2021-01-01	92
Total participants	2021-01-01	92
Number of participants with account balances	2021-01-01	76
2020: PULLMAN & COMLEY IMA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	58
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	37
Total of all active and inactive participants	2020-01-01	96
Total participants	2020-01-01	96
Number of participants with account balances	2020-01-01	85
2019: PULLMAN & COMLEY IMA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	61
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	35
Total of all active and inactive participants	2019-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	98
Number of participants with account balances	2019-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PULLMAN & COMLEY IMA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	59
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	37
Total of all active and inactive participants	2018-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	98
Number of participants with account balances	2018-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PULLMAN & COMLEY IMA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	95
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	60
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	35
Total of all active and inactive participants	2017-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	96
Number of participants with account balances	2017-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PULLMAN & COMLEY IMA RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	61
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	33
Total of all active and inactive participants	2016-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	95
Number of participants with account balances	2016-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PULLMAN & COMLEY IMA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	54
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	35
Total of all active and inactive participants	2015-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	90
Number of participants with account balances	2015-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PULLMAN & COMLEY IMA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	40
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	30
Total of all active and inactive participants	2014-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	72
Number of participants with account balances	2014-01-01	72
2013: PULLMAN & COMLEY IMA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	42
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	33
Total of all active and inactive participants	2013-01-01	77
Total participants	2013-01-01	77
Number of participants with account balances	2013-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PULLMAN & COMLEY IMA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	40
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	31
Total of all active and inactive participants	2012-01-01	73
Total participants	2012-01-01	73
Number of participants with account balances	2012-01-01	73
2011: PULLMAN & COMLEY IMA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	39
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	30
Total of all active and inactive participants	2011-01-01	70
Total participants	2011-01-01	70
Number of participants with account balances	2011-01-01	70
2010: PULLMAN & COMLEY IMA RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	37
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	34
Total of all active and inactive participants	2010-01-01	72
Total participants	2010-01-01	72
Number of participants with account balances	2010-01-01	72
2009: PULLMAN & COMLEY IMA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	39
Number of other retired or separated participants entitled to future benefits	2009-01-01	29
Total of all active and inactive participants	2009-01-01	68
Total participants	2009-01-01	68
Number of participants with account balances	2009-01-01	68

Financial Data on PULLMAN & COMLEY IMA RETIREMENT PLAN

Measure	Date	Value
2022 : PULLMAN & COMLEY IMA RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$-230,159
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,858,906
Expenses. Total of all expenses incurred	2022-12-31	$682,989
Benefits paid (including direct rollovers)	2022-12-31	$665,317
Total plan assets at end of year	2022-12-31	$13,467,330
Total plan assets at beginning of year	2022-12-31	$16,239,384
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$756,741
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$102,872
Other income received	2022-12-31	$-2,748,490
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-2,541,895
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$13,467,330
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$16,239,384
Assets. Value of participant loans	2022-12-31	$6,637
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	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$29,971
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	$17,672
2021 : PULLMAN & COMLEY IMA RETIREMENT PLAN 2021 401k financial data
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	$3,271,172
Expenses. Total of all expenses incurred	2021-12-31	$3,381,626
Benefits paid (including direct rollovers)	2021-12-31	$3,370,805
Total plan assets at end of year	2021-12-31	$16,239,384
Total plan assets at beginning of year	2021-12-31	$16,349,838
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$773,709
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$105,445
Other income received	2021-12-31	$2,392,018
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-110,454
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$16,239,384
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$16,349,838
Assets. Value of participant loans	2021-12-31	$48,739
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
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	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$5,935
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$4,886
2020 : PULLMAN & COMLEY IMA RETIREMENT PLAN 2020 401k financial data
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	$3,059,306
Expenses. Total of all expenses incurred	2020-12-31	$116,553
Benefits paid (including direct rollovers)	2020-12-31	$117,020
Total plan assets at end of year	2020-12-31	$16,349,838
Total plan assets at beginning of year	2020-12-31	$13,407,085
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$753,892
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$3,248
Other income received	2020-12-31	$2,302,166
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$2,942,753
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$16,349,838
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$13,407,085
Assets. Value of participant loans	2020-12-31	$75,667
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
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	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$-467
2019 : PULLMAN & COMLEY IMA RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$-111,544
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	$3,308,573
Expenses. Total of all expenses incurred	2019-12-31	$720,272
Benefits paid (including direct rollovers)	2019-12-31	$720,581
Total plan assets at end of year	2019-12-31	$13,407,085
Total plan assets at beginning of year	2019-12-31	$10,930,328
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$693,954
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$74,239
Other income received	2019-12-31	$2,540,380
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$2,588,301
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$13,407,085
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$10,930,328
Assets. Value of participant loans	2019-12-31	$96,041
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	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$0
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	$-309
2018 : PULLMAN & COMLEY IMA RETIREMENT PLAN 2018 401k financial data
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	$151,489
Expenses. Total of all expenses incurred	2018-12-31	$287,879
Benefits paid (including direct rollovers)	2018-12-31	$286,958
Total plan assets at end of year	2018-12-31	$10,930,328
Total plan assets at beginning of year	2018-12-31	$11,066,718
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$752,319
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$110,093
Other income received	2018-12-31	$-710,923
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-136,390
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$10,930,328
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$11,066,718
Assets. Value of participant loans	2018-12-31	$35,212
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	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$921
2017 : PULLMAN & COMLEY IMA RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$2,430,959
Expenses. Total of all expenses incurred	2017-12-31	$295,153
Benefits paid (including direct rollovers)	2017-12-31	$297,064
Total plan assets at end of year	2017-12-31	$11,066,718
Total plan assets at beginning of year	2017-12-31	$8,930,912
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$669,204
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$9,376
Other income received	2017-12-31	$1,752,379
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$2,135,806
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$11,066,718
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$8,930,912
Assets. Value of participant loans	2017-12-31	$45,888
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$-1,911
2016 : PULLMAN & COMLEY IMA RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$-187,894
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,186,701
Expenses. Total of all expenses incurred	2016-12-31	$259,927
Benefits paid (including direct rollovers)	2016-12-31	$262,603
Total plan assets at end of year	2016-12-31	$8,930,912
Total plan assets at beginning of year	2016-12-31	$8,192,032
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$585,661
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$601,040
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$926,774
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$8,930,912
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$8,192,032
Assets. Value of participant loans	2016-12-31	$3,936
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$-2,676
2015 : PULLMAN & COMLEY IMA RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$721,284
Expenses. Total of all expenses incurred	2015-12-31	$82,196
Benefits paid (including direct rollovers)	2015-12-31	$84,234
Total plan assets at end of year	2015-12-31	$8,192,032
Total plan assets at beginning of year	2015-12-31	$7,552,944
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$594,765
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$86,181
Other income received	2015-12-31	$40,338
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$639,088
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,192,032
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$7,552,944
Assets. Value of participant loans	2015-12-31	$6,271
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$-2,038
2014 : PULLMAN & COMLEY IMA RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$-69,202
Total income from all sources	2014-12-31	$1,044,874
Expenses. Total of all expenses incurred	2014-12-31	$313,155
Benefits paid (including direct rollovers)	2014-12-31	$315,036
Total plan assets at end of year	2014-12-31	$7,552,944
Total plan assets at beginning of year	2014-12-31	$6,890,427
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$547,449
Other income received	2014-12-31	$497,425
Net income (gross income less expenses)	2014-12-31	$731,719
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$7,552,944
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$6,890,427
Assets. Value of participant loans	2014-12-31	$9,158
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$-1,881
2013 : PULLMAN & COMLEY IMA RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,795,204
Expenses. Total of all expenses incurred	2013-12-31	$116,153
Benefits paid (including direct rollovers)	2013-12-31	$117,492
Total plan assets at end of year	2013-12-31	$6,890,427
Total plan assets at beginning of year	2013-12-31	$5,211,376
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$509,673
Other income received	2013-12-31	$1,285,531
Net income (gross income less expenses)	2013-12-31	$1,679,051
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$6,890,427
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$5,211,376
Assets. Value of participant loans	2013-12-31	$23,903
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$-1,339
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : PULLMAN & COMLEY IMA RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$-150,593
Total income from all sources	2012-12-31	$1,119,639
Expenses. Total of all expenses incurred	2012-12-31	$161,643
Benefits paid (including direct rollovers)	2012-12-31	$161,618
Total plan assets at end of year	2012-12-31	$5,211,376
Total plan assets at beginning of year	2012-12-31	$4,403,975
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$520,616
Other income received	2012-12-31	$599,023
Net income (gross income less expenses)	2012-12-31	$957,996
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$5,211,376
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,403,975
Assets. Value of participant loans	2012-12-31	$9,035
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$25
2011 : PULLMAN & COMLEY IMA RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$-497,624
Total income from all sources	2011-12-31	$358,493
Expenses. Total of all expenses incurred	2011-12-31	$387,107
Benefits paid (including direct rollovers)	2011-12-31	$387,099
Total plan assets at end of year	2011-12-31	$4,403,975
Total plan assets at beginning of year	2011-12-31	$4,930,213
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$436,604
Other income received	2011-12-31	$-78,111
Net income (gross income less expenses)	2011-12-31	$-28,614
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,403,975
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,930,213
Assets. Value of participant loans	2011-12-31	$10,362
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$8
2010 : PULLMAN & COMLEY IMA RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$1,004,842
Expenses. Total of all expenses incurred	2010-12-31	$50,575
Benefits paid (including direct rollovers)	2010-12-31	$50,575
Total plan assets at end of year	2010-12-31	$4,930,213
Total plan assets at beginning of year	2010-12-31	$3,975,946
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$420,524
Other income received	2010-12-31	$584,318
Net income (gross income less expenses)	2010-12-31	$954,267
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,930,213
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,975,946
Assets. Value of participant loans	2010-12-31	$55,998
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for PULLMAN & COMLEY IMA RETIREMENT PLAN

2022: PULLMAN & COMLEY IMA RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PULLMAN & COMLEY IMA RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PULLMAN & COMLEY IMA RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PULLMAN & COMLEY IMA RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PULLMAN & COMLEY IMA RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PULLMAN & COMLEY IMA RETIREMENT PLAN 2017 form 5500 responses
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	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: PULLMAN & COMLEY IMA RETIREMENT PLAN 2016 form 5500 responses
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: PULLMAN & COMLEY IMA RETIREMENT PLAN 2015 form 5500 responses
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: PULLMAN & COMLEY IMA RETIREMENT PLAN 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: PULLMAN & COMLEY IMA RETIREMENT PLAN 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: PULLMAN & COMLEY IMA RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PULLMAN & COMLEY IMA RETIREMENT PLAN 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: PULLMAN & COMLEY IMA RETIREMENT PLAN 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: PULLMAN & COMLEY IMA RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PULLMAN & COMLEY, LLC
Employer identification number (EIN):	060662400
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers