401k Plan data: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN plan

AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN
Plan identification number	001

AXINN, VELTROP & HARKRIDER LLP 401(K) 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.
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.
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

AXINN VELTROP & HARKRIDER LLP has sponsored the creation of one or more 401k plans.

Company Name: AXINN VELTROP & HARKRIDER LLP

Employer identification number (EIN): 133938205

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN

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 MELISSA MACKLIN
001 2016-01-01 MELISSA MACKLIN
001 2015-01-01 MELISSA MACKLIN
001 2014-01-01 MELISSA MACKLIN
001 2013-01-01 MELISSA MACKLIN
001 2012-01-01 MELISSA MACKLIN
001 2011-01-01 MELISSA MACKLIN

Plan Statistics for AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN

401k plan membership statisitcs for AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN

Measure Date Value
2022: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 60
Number of other retired or separated participants entitled to future benefits 2022-01-01 41
Total of all active and inactive participants 2022-01-01 101
Total participants 2022-01-01 101
Number of participants with account balances 2022-01-01 96
2021: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 55
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 32
Total of all active and inactive participants 2021-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 87
Number of participants with account balances 2021-01-01 83
2020: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 63
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 25
Total of all active and inactive participants 2020-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 88
Number of participants with account balances 2020-01-01 86
2019: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 46
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 31
Total of all active and inactive participants 2019-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 77
Number of participants with account balances 2019-01-01 76
2018: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 51
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 27
Total of all active and inactive participants 2018-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 78
Number of participants with account balances 2018-01-01 70
2017: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 47
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 21
Total of all active and inactive participants 2017-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 68
Number of participants with account balances 2017-01-01 63
2016: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 43
Number of other retired or separated participants entitled to future benefits 2016-01-01 20
Total of all active and inactive participants 2016-01-01 63
Total participants 2016-01-01 63
Number of participants with account balances 2016-01-01 59
2015: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 32
Number of other retired or separated participants entitled to future benefits 2015-01-01 18
Total of all active and inactive participants 2015-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 51
Number of participants with account balances 2015-01-01 47
2014: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 36
Number of other retired or separated participants entitled to future benefits 2014-01-01 14
Total of all active and inactive participants 2014-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 51
Number of participants with account balances 2014-01-01 47
2013: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 36
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 12
Total of all active and inactive participants 2013-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 49
Number of participants with account balances 2013-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 26
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 12
Total of all active and inactive participants 2012-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 39
Number of participants with account balances 2012-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 26
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 16
Total of all active and inactive participants 2011-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 43
Number of participants with account balances 2011-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	60
Number of other retired or separated participants entitled to future benefits	2022-01-01	41
Total of all active and inactive participants	2022-01-01	101
Total participants	2022-01-01	101
Number of participants with account balances	2022-01-01	96
2021: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	55
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	32
Total of all active and inactive participants	2021-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	87
Number of participants with account balances	2021-01-01	83
2020: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	63
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	25
Total of all active and inactive participants	2020-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	88
Number of participants with account balances	2020-01-01	86
2019: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	46
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	31
Total of all active and inactive participants	2019-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	77
Number of participants with account balances	2019-01-01	76
2018: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	51
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	27
Total of all active and inactive participants	2018-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	78
Number of participants with account balances	2018-01-01	70
2017: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	47
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	21
Total of all active and inactive participants	2017-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	68
Number of participants with account balances	2017-01-01	63
2016: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	43
Number of other retired or separated participants entitled to future benefits	2016-01-01	20
Total of all active and inactive participants	2016-01-01	63
Total participants	2016-01-01	63
Number of participants with account balances	2016-01-01	59
2015: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	32
Number of other retired or separated participants entitled to future benefits	2015-01-01	18
Total of all active and inactive participants	2015-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	51
Number of participants with account balances	2015-01-01	47
2014: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	36
Number of other retired or separated participants entitled to future benefits	2014-01-01	14
Total of all active and inactive participants	2014-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	51
Number of participants with account balances	2014-01-01	47
2013: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	36
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	12
Total of all active and inactive participants	2013-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	49
Number of participants with account balances	2013-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	26
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	12
Total of all active and inactive participants	2012-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	39
Number of participants with account balances	2012-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	26
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	16
Total of all active and inactive participants	2011-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	43
Number of participants with account balances	2011-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$-398,762
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	$-897,581
Expenses. Total of all expenses incurred	2022-12-31	$445,236
Benefits paid (including direct rollovers)	2022-12-31	$451,009
Total plan assets at end of year	2022-12-31	$8,525,220
Total plan assets at beginning of year	2022-12-31	$10,266,799
Value of fidelity bond covering the plan	2022-12-31	$1,100,000
Total contributions received or receivable from participants	2022-12-31	$1,034,240
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$289,540
Other income received	2022-12-31	$-2,221,361
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,342,817
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$8,525,220
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$10,266,799
Assets. Value of participant loans	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$0
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	$-5,773
2021 : AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$-522,700
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	$2,534,193
Expenses. Total of all expenses incurred	2021-12-31	$921,318
Benefits paid (including direct rollovers)	2021-12-31	$926,974
Total plan assets at end of year	2021-12-31	$10,266,799
Total plan assets at beginning of year	2021-12-31	$9,176,624
Value of fidelity bond covering the plan	2021-12-31	$1,100,000
Total contributions received or receivable from participants	2021-12-31	$989,994
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$19,942
Other income received	2021-12-31	$1,524,257
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,612,875
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$10,266,799
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$9,176,624
Assets. Value of participant loans	2021-12-31	$3,462
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	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$-5,656
2020 : AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$-47,535
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	$2,688,505
Expenses. Total of all expenses incurred	2020-12-31	$908,203
Benefits paid (including direct rollovers)	2020-12-31	$912,714
Total plan assets at end of year	2020-12-31	$9,176,624
Total plan assets at beginning of year	2020-12-31	$7,443,857
Value of fidelity bond covering the plan	2020-12-31	$1,100,000
Total contributions received or receivable from participants	2020-12-31	$968,715
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$59,992
Other income received	2020-12-31	$1,659,798
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,780,302
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$9,176,624
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$7,443,857
Assets. Value of participant loans	2020-12-31	$16,029
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	$-4,511
2019 : AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$-65,734
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	$2,337,604
Expenses. Total of all expenses incurred	2019-12-31	$135,987
Benefits paid (including direct rollovers)	2019-12-31	$135,737
Total plan assets at end of year	2019-12-31	$7,443,857
Total plan assets at beginning of year	2019-12-31	$5,307,974
Value of fidelity bond covering the plan	2019-12-31	$1,100,000
Total contributions received or receivable from participants	2019-12-31	$858,288
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$16,413
Other income received	2019-12-31	$1,461,828
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$2,201,617
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$7,443,857
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,307,974
Assets. Value of participant loans	2019-12-31	$33,023
Total contributions received or receivable from employer(s)	2019-12-31	$1,075
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	$250
2018 : AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$-259,565
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	$823,128
Expenses. Total of all expenses incurred	2018-12-31	$133,658
Benefits paid (including direct rollovers)	2018-12-31	$130,159
Total plan assets at end of year	2018-12-31	$5,307,974
Total plan assets at beginning of year	2018-12-31	$4,878,069
Value of fidelity bond covering the plan	2018-12-31	$1,100,000
Total contributions received or receivable from participants	2018-12-31	$769,346
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$521,789
Other income received	2018-12-31	$-468,327
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$689,470
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,307,974
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,878,069
Assets. Value of participant loans	2018-12-31	$49,271
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	$320
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$3,305
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$194
2017 : AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$-275,112
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	$1,558,408
Expenses. Total of all expenses incurred	2017-12-31	$170,781
Benefits paid (including direct rollovers)	2017-12-31	$170,312
Total plan assets at end of year	2017-12-31	$4,878,069
Total plan assets at beginning of year	2017-12-31	$3,765,554
Value of fidelity bond covering the plan	2017-12-31	$400,000
Total contributions received or receivable from participants	2017-12-31	$623,485
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$82,379
Other income received	2017-12-31	$849,266
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,387,627
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,878,069
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,765,554
Assets. Value of participant loans	2017-12-31	$78,902
Total contributions received or receivable from employer(s)	2017-12-31	$3,278
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	$469
2016 : AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
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	$900,930
Expenses. Total of all expenses incurred	2016-12-31	$141,848
Benefits paid (including direct rollovers)	2016-12-31	$141,479
Total plan assets at end of year	2016-12-31	$3,765,554
Total plan assets at beginning of year	2016-12-31	$3,006,472
Value of fidelity bond covering the plan	2016-12-31	$400,000
Total contributions received or receivable from participants	2016-12-31	$601,357
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$51,573
Other income received	2016-12-31	$247,899
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$759,082
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,765,554
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,006,472
Assets. Value of participant loans	2016-12-31	$48,629
Total contributions received or receivable from employer(s)	2016-12-31	$101
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	$369
2015 : AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$-164,035
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	$499,948
Expenses. Total of all expenses incurred	2015-12-31	$143,301
Benefits paid (including direct rollovers)	2015-12-31	$143,013
Total plan assets at end of year	2015-12-31	$3,006,472
Total plan assets at beginning of year	2015-12-31	$2,813,860
Value of fidelity bond covering the plan	2015-12-31	$400,000
Total contributions received or receivable from participants	2015-12-31	$503,637
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-3,689
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$356,647
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,006,472
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,813,860
Assets. Value of participant loans	2015-12-31	$11,459
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	$288
2014 : AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$-396,561
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$78
Total income from all sources	2014-12-31	$648,176
Expenses. Total of all expenses incurred	2014-12-31	$24,325
Benefits paid (including direct rollovers)	2014-12-31	$24,075
Total plan assets at end of year	2014-12-31	$2,813,860
Total plan assets at beginning of year	2014-12-31	$2,586,648
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$481,355
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$159,484
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$623,851
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,813,860
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,586,570
Total contributions received or receivable from employer(s)	2014-12-31	$7,337
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$250
2013 : AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$-136,461
Total plan liabilities at end of year	2013-12-31	$78
Total plan liabilities at beginning of year	2013-12-31	$78
Total income from all sources	2013-12-31	$990,354
Expenses. Total of all expenses incurred	2013-12-31	$138,326
Benefits paid (including direct rollovers)	2013-12-31	$138,151
Total plan assets at end of year	2013-12-31	$2,586,648
Total plan assets at beginning of year	2013-12-31	$1,871,081
Value of fidelity bond covering the plan	2013-12-31	$400,000
Total contributions received or receivable from participants	2013-12-31	$480,042
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$50,465
Other income received	2013-12-31	$430,680
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$852,028
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,586,570
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,871,003
Total contributions received or receivable from employer(s)	2013-12-31	$29,167
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$175
2012 : AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$78
Total plan liabilities at beginning of year	2012-12-31	$78
Total income from all sources	2012-12-31	$663,463
Expenses. Total of all expenses incurred	2012-12-31	$796,789
Benefits paid (including direct rollovers)	2012-12-31	$796,739
Total plan assets at end of year	2012-12-31	$1,871,081
Total plan assets at beginning of year	2012-12-31	$2,004,407
Value of fidelity bond covering the plan	2012-12-31	$400,000
Total contributions received or receivable from participants	2012-12-31	$424,719
Contributions received from other sources (not participants or employers)	2012-12-31	$7,719
Other income received	2012-12-31	$229,110
Net income (gross income less expenses)	2012-12-31	$-133,326
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,871,003
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,004,329
Total contributions received or receivable from employer(s)	2012-12-31	$1,915
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$78
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$345,673
Expenses. Total of all expenses incurred	2011-12-31	$192,931
Benefits paid (including direct rollovers)	2011-12-31	$192,898
Total plan assets at end of year	2011-12-31	$2,004,407
Total plan assets at beginning of year	2011-12-31	$1,851,587
Value of fidelity bond covering the plan	2011-12-31	$400,000
Total contributions received or receivable from participants	2011-12-31	$394,810
Contributions received from other sources (not participants or employers)	2011-12-31	$74,665
Other income received	2011-12-31	$-131,202
Net income (gross income less expenses)	2011-12-31	$152,742
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,004,329
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,851,587
Total contributions received or receivable from employer(s)	2011-12-31	$7,400
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$33
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$486,439
Total income from all sources	2010-12-31	$643,991
Expenses. Total of all expenses incurred	2010-12-31	$123,326
Benefits paid (including direct rollovers)	2010-12-31	$122,727
Total plan assets at end of year	2010-12-31	$1,851,587
Total plan assets at beginning of year	2010-12-31	$844,483
Value of fidelity bond covering the plan	2010-12-31	$400,000
Total contributions received or receivable from participants	2010-12-31	$379,440
Other income received	2010-12-31	$264,551
Net income (gross income less expenses)	2010-12-31	$520,665
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,851,587
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$844,483
Assets. Value of participant loans	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$599
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN

2022: AXINN, VELTROP & HARKRIDER LLP 401(K) 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AXINN, VELTROP & HARKRIDER LLP 401(K) 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AXINN, VELTROP & HARKRIDER LLP 401(K) 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: AXINN, VELTROP & HARKRIDER LLP 401(K) 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: AXINN, VELTROP & HARKRIDER LLP 401(K) 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: AXINN, VELTROP & HARKRIDER LLP 401(K) 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: AXINN, VELTROP & HARKRIDER LLP 401(K) 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: AXINN, VELTROP & HARKRIDER LLP 401(K) 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: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT 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: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT 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: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AXINN, VELTROP & HARKRIDER LLP 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA85176

Policy instance

Insurance contract or identification number	GA85176
Number of Individuals Covered	4
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA85176

Policy instance

Insurance contract or identification number	GA85176
Number of Individuals Covered	3
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	AXINN VELTROP & HARKRIDER LLP
Employer identification number (EIN):	133938205
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers