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Plan Name | BENDETT & MCHUGH, P.C. 401K PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | BENDETT & MCHUGH, P.C. |
Employer identification number (EIN): | 061392870 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about BENDETT & MCHUGH, P.C.
Jurisdiction of Incorporation: | Vermont Secretary of State Corporations Division |
Incorporation Date: | 2009-12-24 |
Company Identification Number: | 88943 |
Legal Registered Office Address: |
100 NORTH MAIN STREET SUITE 2 BARRE United States of America (USA) 05641 |
More information about BENDETT & MCHUGH, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | SUZIE BOICE | |||
001 | 2016-01-01 | SUZIE M. BOICE | |||
001 | 2015-01-01 | SUZIE M. BOICE | |||
001 | 2014-01-01 | SUZIE BOICE | |||
001 | 2014-01-01 | SUZIE BOICE | |||
001 | 2013-01-01 | SUZIE BOICE | |||
001 | 2012-01-01 | SUZIE M. BOICE | |||
001 | 2011-01-01 | SUZIE M. BOICE | |||
001 | 2010-01-01 | SUZIE BOICE | 2011-07-27 | ||
001 | 2009-01-01 | SUZIE M. BOICE | SUZIE M. BOICE | 2010-07-30 | |
001 | 2009-01-01 | SUZIE M. BOICE | SUZIE M. BOICE | 2010-07-30 | |
001 | 2009-01-01 | SUZIE M. BOICE | |||
001 | 2009-01-01 | SUZIE M. BOICE |
Measure | Date | Value |
---|---|---|
2022: BENDETT & MCHUGH, P.C. 401K PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 214 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 175 |
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 | 48 |
Total of all active and inactive participants | 2022-01-01 | 224 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 224 |
Number of participants with account balances | 2022-01-01 | 157 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
2021: BENDETT & MCHUGH, P.C. 401K PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 229 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 172 |
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 | 42 |
Total of all active and inactive participants | 2021-01-01 | 215 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 215 |
Number of participants with account balances | 2021-01-01 | 158 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 12 |
2020: BENDETT & MCHUGH, P.C. 401K PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 257 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 213 |
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 | 29 |
Total of all active and inactive participants | 2020-01-01 | 243 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 243 |
Number of participants with account balances | 2020-01-01 | 168 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 13 |
2019: BENDETT & MCHUGH, P.C. 401K PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 247 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 233 |
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 | 22 |
Total of all active and inactive participants | 2019-01-01 | 256 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 256 |
Number of participants with account balances | 2019-01-01 | 165 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 8 |
2018: BENDETT & MCHUGH, P.C. 401K PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 255 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 207 |
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 | 35 |
Total of all active and inactive participants | 2018-01-01 | 243 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 243 |
Number of participants with account balances | 2018-01-01 | 170 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 14 |
2017: BENDETT & MCHUGH, P.C. 401K PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 252 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 226 |
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 | 26 |
Total of all active and inactive participants | 2017-01-01 | 252 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 252 |
Number of participants with account balances | 2017-01-01 | 166 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 6 |
2016: BENDETT & MCHUGH, P.C. 401K PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 234 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 221 |
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 | 23 |
Total of all active and inactive participants | 2016-01-01 | 244 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 244 |
Number of participants with account balances | 2016-01-01 | 146 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 8 |
2015: BENDETT & MCHUGH, P.C. 401K PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 224 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 209 |
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 | 23 |
Total of all active and inactive participants | 2015-01-01 | 232 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 232 |
Number of participants with account balances | 2015-01-01 | 127 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 8 |
2014: BENDETT & MCHUGH, P.C. 401K PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 195 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 200 |
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 | 17 |
Total of all active and inactive participants | 2014-01-01 | 217 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 217 |
Number of participants with account balances | 2014-01-01 | 109 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 6 |
2013: BENDETT & MCHUGH, P.C. 401K PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 155 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 125 |
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 | 21 |
Total of all active and inactive participants | 2013-01-01 | 146 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 146 |
Number of participants with account balances | 2013-01-01 | 97 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
2012: BENDETT & MCHUGH, P.C. 401K PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 145 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 130 |
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 | 25 |
Total of all active and inactive participants | 2012-01-01 | 155 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 155 |
Number of participants with account balances | 2012-01-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 5 |
2011: BENDETT & MCHUGH, P.C. 401K PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 124 |
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 | 21 |
Total of all active and inactive participants | 2011-01-01 | 145 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 145 |
Number of participants with account balances | 2011-01-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2009: BENDETT & MCHUGH, P.C. 401K PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 107 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 92 |
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 | 19 |
Total of all active and inactive participants | 2009-01-01 | 111 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 111 |
Number of participants with account balances | 2009-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2022 : BENDETT & MCHUGH, P.C. 401K PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $5,200 |
Total income from all sources (including contributions) | 2022-12-31 | $-643,704 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $772,485 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $729,810 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $15,505 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $657,727 |
Value of total assets at end of year | 2022-12-31 | $8,170,721 |
Value of total assets at beginning of year | 2022-12-31 | $9,592,110 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $27,170 |
Total interest from all sources | 2022-12-31 | $11,182 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $327,453 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $327,453 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $580,974 |
Participant contributions at end of year | 2022-12-31 | $125,835 |
Participant contributions at beginning of year | 2022-12-31 | $148,085 |
Participant contributions at end of year | 2022-12-31 | $20,017 |
Participant contributions at beginning of year | 2022-12-31 | $20,152 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $76,753 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $5,200 |
Other income not declared elsewhere | 2022-12-31 | $5,272 |
Administrative expenses (other) incurred | 2022-12-31 | $27,170 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,416,189 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,170,721 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,586,910 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,478,492 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,926,109 |
Interest on participant loans | 2022-12-31 | $5,059 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $546,377 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $497,764 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $497,764 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $6,123 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,645,338 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $729,810 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HARVEY & HOROWITZ, P.C. |
Accountancy firm EIN | 2022-12-31 | 061187390 |
2021 : BENDETT & MCHUGH, P.C. 401K PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $5,200 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,535,639 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $866,679 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $837,894 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $701 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $480,776 |
Value of total assets at end of year | 2021-12-31 | $9,592,110 |
Value of total assets at beginning of year | 2021-12-31 | $8,917,950 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $28,084 |
Total interest from all sources | 2021-12-31 | $6,319 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $534,009 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $534,009 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $480,001 |
Participant contributions at end of year | 2021-12-31 | $148,085 |
Participant contributions at beginning of year | 2021-12-31 | $164,742 |
Participant contributions at end of year | 2021-12-31 | $20,152 |
Participant contributions at beginning of year | 2021-12-31 | $11,814 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $775 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $5,200 |
Administrative expenses (other) incurred | 2021-12-31 | $28,084 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $668,960 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $9,586,910 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,917,950 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,926,109 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $8,286,870 |
Interest on participant loans | 2021-12-31 | $6,307 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $497,764 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $454,524 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $454,524 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $12 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $514,535 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $837,894 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HARVEY & HOROWITZ, P.C. |
Accountancy firm EIN | 2021-12-31 | 061187390 |
2020 : BENDETT & MCHUGH, P.C. 401K PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,706,699 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $529,473 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $496,323 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $8,078 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $639,928 |
Value of total assets at end of year | 2020-12-31 | $8,917,950 |
Value of total assets at beginning of year | 2020-12-31 | $7,740,724 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $25,072 |
Total interest from all sources | 2020-12-31 | $8,449 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $318,604 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $318,604 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $542,286 |
Participant contributions at end of year | 2020-12-31 | $164,742 |
Participant contributions at beginning of year | 2020-12-31 | $165,926 |
Participant contributions at end of year | 2020-12-31 | $11,814 |
Participant contributions at beginning of year | 2020-12-31 | $24,722 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $38,324 |
Administrative expenses (other) incurred | 2020-12-31 | $25,072 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,177,226 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,917,950 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,740,724 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $8,286,870 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,268,850 |
Interest on participant loans | 2020-12-31 | $8,014 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $454,524 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $281,226 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $281,226 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $435 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $739,718 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $59,318 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $496,323 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | HARVEY & HOROWITZ, P.C. |
Accountancy firm EIN | 2020-12-31 | 061187390 |
2019 : BENDETT & MCHUGH, P.C. 401K PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,063,114 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $295,017 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $271,739 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $87 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $860,186 |
Value of total assets at end of year | 2019-12-31 | $7,740,724 |
Value of total assets at beginning of year | 2019-12-31 | $5,972,627 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $23,191 |
Total interest from all sources | 2019-12-31 | $12,960 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $294,065 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $294,065 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $612,574 |
Participant contributions at end of year | 2019-12-31 | $165,926 |
Participant contributions at beginning of year | 2019-12-31 | $133,738 |
Participant contributions at end of year | 2019-12-31 | $24,722 |
Participant contributions at beginning of year | 2019-12-31 | $28,403 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $181,066 |
Administrative expenses (other) incurred | 2019-12-31 | $23,191 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,768,097 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,740,724 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,972,627 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,268,850 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,576,252 |
Interest on participant loans | 2019-12-31 | $9,304 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $281,226 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $234,113 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $234,113 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $3,656 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $895,903 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $66,546 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $121 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $271,739 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HARVEY & HOROWITZ, P.C. |
Accountancy firm EIN | 2019-12-31 | 061187390 |
2018 : BENDETT & MCHUGH, P.C. 401K PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $442,649 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $835,213 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $810,681 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $603 |
Value of total corrective distributions | 2018-12-31 | $2,156 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $652,896 |
Value of total assets at end of year | 2018-12-31 | $5,972,627 |
Value of total assets at beginning of year | 2018-12-31 | $6,365,191 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $21,773 |
Total interest from all sources | 2018-12-31 | $10,638 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $334,466 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $334,466 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $569,536 |
Participant contributions at end of year | 2018-12-31 | $133,738 |
Participant contributions at beginning of year | 2018-12-31 | $144,671 |
Participant contributions at end of year | 2018-12-31 | $28,403 |
Participant contributions at beginning of year | 2018-12-31 | $12,935 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $16,849 |
Other income not declared elsewhere | 2018-12-31 | $18,498 |
Administrative expenses (other) incurred | 2018-12-31 | $21,773 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-392,564 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,972,627 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,365,191 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,576,252 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $5,988,501 |
Interest on participant loans | 2018-12-31 | $8,097 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $234,113 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $218,856 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $218,856 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $2,541 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-573,849 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $66,511 |
Employer contributions (assets) at end of year | 2018-12-31 | $121 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $228 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $810,681 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | HARVEY & HOROWITZ, P.C. |
Accountancy firm EIN | 2018-12-31 | 061187390 |
2017 : BENDETT & MCHUGH, P.C. 401K PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $4,357 |
Total income from all sources (including contributions) | 2017-12-31 | $1,435,054 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $208,760 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $188,656 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $611,777 |
Value of total assets at end of year | 2017-12-31 | $6,365,191 |
Value of total assets at beginning of year | 2017-12-31 | $5,143,254 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $20,104 |
Total interest from all sources | 2017-12-31 | $7,249 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $206,342 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $206,342 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $525,881 |
Participant contributions at end of year | 2017-12-31 | $144,671 |
Participant contributions at beginning of year | 2017-12-31 | $115,249 |
Participant contributions at end of year | 2017-12-31 | $12,935 |
Participant contributions at beginning of year | 2017-12-31 | $16,806 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $19,054 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $4,357 |
Other income not declared elsewhere | 2017-12-31 | $15,949 |
Administrative expenses (other) incurred | 2017-12-31 | $20,104 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,226,294 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,365,191 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,138,897 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $5,988,501 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,834,766 |
Interest on participant loans | 2017-12-31 | $6,831 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $218,856 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $176,349 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $176,349 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $418 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $593,737 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $66,842 |
Employer contributions (assets) at end of year | 2017-12-31 | $228 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $84 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $188,656 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | HARVEY & HOROWITZ, P.C. |
Accountancy firm EIN | 2017-12-31 | 061187390 |
2016 : BENDETT & MCHUGH, P.C. 401K PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $4,357 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $31,412 |
Total income from all sources (including contributions) | 2016-12-31 | $957,085 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $117,669 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $102,721 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $542,906 |
Value of total assets at end of year | 2016-12-31 | $5,143,254 |
Value of total assets at beginning of year | 2016-12-31 | $4,330,893 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $14,948 |
Total interest from all sources | 2016-12-31 | $7,146 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $155,060 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $155,060 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $430,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $457,502 |
Participant contributions at end of year | 2016-12-31 | $115,249 |
Participant contributions at beginning of year | 2016-12-31 | $161,577 |
Participant contributions at end of year | 2016-12-31 | $16,806 |
Participant contributions at beginning of year | 2016-12-31 | $5,653 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $29,240 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $4,357 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $31,412 |
Other income not declared elsewhere | 2016-12-31 | $13,098 |
Administrative expenses (other) incurred | 2016-12-31 | $14,948 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $839,416 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,138,897 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,299,481 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $4,834,766 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,998,051 |
Interest on participant loans | 2016-12-31 | $7,146 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $176,349 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $165,584 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $165,584 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $238,875 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $56,164 |
Employer contributions (assets) at end of year | 2016-12-31 | $84 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $28 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $102,721 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HARVEY & HOROWITZ, P.C. |
Accountancy firm EIN | 2016-12-31 | 061187390 |
2015 : BENDETT & MCHUGH, P.C. 401K PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $31,412 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $511,920 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $205,590 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $134,582 |
Value of total corrective distributions | 2015-12-31 | $57,199 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $532,303 |
Value of total assets at end of year | 2015-12-31 | $4,330,893 |
Value of total assets at beginning of year | 2015-12-31 | $3,993,151 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $13,809 |
Total interest from all sources | 2015-12-31 | $7,286 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $174,943 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $174,943 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $412,980 |
Participant contributions at end of year | 2015-12-31 | $161,577 |
Participant contributions at beginning of year | 2015-12-31 | $147,142 |
Participant contributions at end of year | 2015-12-31 | $5,653 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $72,844 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $31,412 |
Other income not declared elsewhere | 2015-12-31 | $15,323 |
Administrative expenses (other) incurred | 2015-12-31 | $13,809 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $306,330 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,299,481 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,993,151 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,998,051 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,419,182 |
Interest on participant loans | 2015-12-31 | $7,286 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $250,231 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $165,584 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $176,596 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $176,596 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-226,649 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $8,714 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $46,479 |
Employer contributions (assets) at end of year | 2015-12-31 | $28 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $134,582 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | DEL CONTE HYDE ANNELLO & SCHUCH |
Accountancy firm EIN | 2015-12-31 | 061369673 |
2014 : BENDETT & MCHUGH, P.C. 401K PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $592,861 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $275,347 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $271,225 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $35 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $353,180 |
Value of total assets at end of year | 2014-12-31 | $3,993,151 |
Value of total assets at beginning of year | 2014-12-31 | $3,675,637 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,087 |
Total interest from all sources | 2014-12-31 | $6,824 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $211,784 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $211,784 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $368,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $307,220 |
Participant contributions at end of year | 2014-12-31 | $147,142 |
Participant contributions at beginning of year | 2014-12-31 | $122,484 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $11,341 |
Other income not declared elsewhere | 2014-12-31 | $2,150 |
Administrative expenses (other) incurred | 2014-12-31 | $4,087 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $317,514 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,993,151 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,675,637 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $3,419,182 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,146,131 |
Interest on participant loans | 2014-12-31 | $6,824 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $250,231 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $231,271 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $176,596 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $175,751 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $175,751 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,084 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $17,839 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $34,619 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $271,225 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | DEL CONTE HYDE ANNELLO & SCHUCH |
Accountancy firm EIN | 2014-12-31 | 061369673 |
2013 : BENDETT & MCHUGH, P.C. 401K PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $887,422 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $230,391 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $226,268 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $42 |
Value of total corrective distributions | 2013-12-31 | $2,831 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $376,339 |
Value of total assets at end of year | 2013-12-31 | $3,675,637 |
Value of total assets at beginning of year | 2013-12-31 | $3,018,606 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,250 |
Total interest from all sources | 2013-12-31 | $7,669 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $125,243 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $125,243 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $302,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $285,618 |
Participant contributions at end of year | 2013-12-31 | $122,484 |
Participant contributions at beginning of year | 2013-12-31 | $111,452 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $62,701 |
Other income not declared elsewhere | 2013-12-31 | $14 |
Administrative expenses (other) incurred | 2013-12-31 | $1,250 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $657,031 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,675,637 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,018,606 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $3,146,131 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,465,363 |
Interest on participant loans | 2013-12-31 | $7,669 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $231,271 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $226,507 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $175,751 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $215,284 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $215,284 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $344,442 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $33,715 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $28,020 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $226,268 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | DEL CONTE HYDE ANNELLO & SCHUCH |
Accountancy firm EIN | 2013-12-31 | 061369673 |
2012 : BENDETT & MCHUGH, P.C. 401K PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $619,940 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $184,283 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $181,185 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $2,043 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $319,513 |
Value of total assets at end of year | 2012-12-31 | $3,018,606 |
Value of total assets at beginning of year | 2012-12-31 | $2,582,949 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,055 |
Total interest from all sources | 2012-12-31 | $7,905 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $76,984 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $76,984 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $259,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $289,081 |
Participant contributions at end of year | 2012-12-31 | $111,452 |
Participant contributions at beginning of year | 2012-12-31 | $110,120 |
Administrative expenses (other) incurred | 2012-12-31 | $1,055 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $435,657 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,018,606 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,582,949 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,465,363 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,008,356 |
Interest on participant loans | 2012-12-31 | $7,905 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $226,507 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $220,441 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $215,284 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $244,032 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $244,032 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $186,190 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $29,348 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $30,432 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $181,185 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | DEL CONTE HYDE ANNELLO & SCHUCH |
Accountancy firm EIN | 2012-12-31 | 061369673 |
2011 : BENDETT & MCHUGH, P.C. 401K PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $435,602 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $168,158 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $139,088 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $21,776 |
Value of total corrective distributions | 2011-12-31 | $6,319 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $444,288 |
Value of total assets at end of year | 2011-12-31 | $2,582,949 |
Value of total assets at beginning of year | 2011-12-31 | $2,315,505 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $975 |
Total interest from all sources | 2011-12-31 | $8,884 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $51,721 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $51,721 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $232,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $289,404 |
Participant contributions at end of year | 2011-12-31 | $110,120 |
Participant contributions at beginning of year | 2011-12-31 | $101,294 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $125,292 |
Administrative expenses (other) incurred | 2011-12-31 | $975 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $267,444 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,582,949 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,315,505 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,008,356 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,756,572 |
Interest on participant loans | 2011-12-31 | $8,884 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $220,441 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $206,924 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $244,032 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $250,715 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $250,715 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-70,335 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $1,044 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $29,592 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $139,088 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | DEL CONTE HYDE ANNELLO & SCHUCH |
Accountancy firm EIN | 2011-12-31 | 061369673 |
2008 : BENDETT & MCHUGH, P.C. 401K PLAN 2008 401k financial data | ||
Total income from all sources | 2008-12-31 | $-447,183 |
Expenses. Total of all expenses incurred | 2008-12-31 | $11,593 |
Benefits paid (including direct rollovers) | 2008-12-31 | $6,868 |
Total plan assets at end of year | 2008-12-31 | $1,443,705 |
Total plan assets at beginning of year | 2008-12-31 | $1,902,481 |
Value of fidelity bond covering the plan | 2008-12-31 | $520,000 |
Total contributions received or receivable from participants | 2008-12-31 | $160,903 |
Expenses. Other expenses not covered elsewhere | 2008-12-31 | $4,725 |
Other income received | 2008-12-31 | $-622,576 |
Net income (gross income less expenses) | 2008-12-31 | $-458,776 |
Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $1,443,705 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $1,902,481 |
Assets. Value of participant loans | 2008-12-31 | $71,376 |
Total contributions received or receivable from employer(s) | 2008-12-31 | $14,490 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2008-12-31 | $0 |
2022: BENDETT & MCHUGH, P.C. 401K 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: BENDETT & MCHUGH, P.C. 401K 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: BENDETT & MCHUGH, P.C. 401K 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: BENDETT & MCHUGH, P.C. 401K 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: BENDETT & MCHUGH, P.C. 401K 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: BENDETT & MCHUGH, P.C. 401K 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: BENDETT & MCHUGH, P.C. 401K 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: BENDETT & MCHUGH, P.C. 401K 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: BENDETT & MCHUGH, P.C. 401K PLAN 2014 form 5500 responses | ||
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: BENDETT & MCHUGH, P.C. 401K PLAN 2013 form 5500 responses | ||
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: BENDETT & MCHUGH, P.C. 401K 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: BENDETT & MCHUGH, P.C. 401K PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
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 |
2009: BENDETT & MCHUGH, P.C. 401K PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
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 |