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AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 401k Plan overview

Plan NameAXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF
Plan identification number 002

AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MELISSA MACKLIN
0022016-01-01MELISSA MACKLIN
0022015-01-01MELISSA MACKLIN
0022014-01-01MELISSA MACKLIN
0022013-01-01MELISSA MACKLIN
0022012-01-01MELISSA MACKLIN
0022011-01-01MELISSA MACKLIN

Plan Statistics for AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF

401k plan membership statisitcs for AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF

Measure Date Value
2022: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2022 401k membership
Total participants, beginning-of-year2022-01-01127
Total number of active participants reported on line 7a of the Form 55002022-01-0183
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01133
Total participants2022-01-01133
Number of participants with account balances2022-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2021 401k membership
Total participants, beginning-of-year2021-01-01117
Total number of active participants reported on line 7a of the Form 55002021-01-0185
Number of other retired or separated participants entitled to future benefits2021-01-0142
Total of all active and inactive participants2021-01-01127
Total participants2021-01-01127
Number of participants with account balances2021-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2020 401k membership
Total participants, beginning-of-year2020-01-01109
Total number of active participants reported on line 7a of the Form 55002020-01-0185
Number of other retired or separated participants entitled to future benefits2020-01-0132
Total of all active and inactive participants2020-01-01117
Total participants2020-01-01117
Number of participants with account balances2020-01-01115
2019: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2019 401k membership
Total participants, beginning-of-year2019-01-01100
Total number of active participants reported on line 7a of the Form 55002019-01-0175
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0134
Total of all active and inactive participants2019-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01109
Number of participants with account balances2019-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2018 401k membership
Total participants, beginning-of-year2018-01-01102
Total number of active participants reported on line 7a of the Form 55002018-01-0168
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0132
Total of all active and inactive participants2018-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01100
Number of participants with account balances2018-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2017 401k membership
Total participants, beginning-of-year2017-01-0187
Total number of active participants reported on line 7a of the Form 55002017-01-0173
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01102
Number of participants with account balances2017-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2016 401k membership
Total participants, beginning-of-year2016-01-0179
Total number of active participants reported on line 7a of the Form 55002016-01-0162
Number of other retired or separated participants entitled to future benefits2016-01-0125
Total of all active and inactive participants2016-01-0187
Total participants2016-01-0187
Number of participants with account balances2016-01-0187
2015: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2015 401k membership
Total participants, beginning-of-year2015-01-0181
Total number of active participants reported on line 7a of the Form 55002015-01-0152
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-0179
Total participants2015-01-0179
Number of participants with account balances2015-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2014 401k membership
Total participants, beginning-of-year2014-01-0178
Total number of active participants reported on line 7a of the Form 55002014-01-0152
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-0181
Total participants2014-01-0181
Number of participants with account balances2014-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2013 401k membership
Total participants, beginning-of-year2013-01-0191
Total number of active participants reported on line 7a of the Form 55002013-01-0164
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-0178
Total participants2013-01-0178
Number of participants with account balances2013-01-0178
2012: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2012 401k membership
Total participants, beginning-of-year2012-01-0163
Total number of active participants reported on line 7a of the Form 55002012-01-0183
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0191
Number of participants with account balances2012-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2011 401k membership
Total participants, beginning-of-year2011-01-0155
Total number of active participants reported on line 7a of the Form 55002011-01-0151
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0163
Number of participants with account balances2011-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011

Financial Data on AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF

Measure Date Value
2022 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,262,743
Total unrealized appreciation/depreciation of assets2022-12-31$-1,262,743
Total transfer of assets to this plan2022-12-31$398,762
Total transfer of assets from this plan2022-12-31$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$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,416,835
Total loss/gain on sale of assets2022-12-31$-53,355
Total of all expenses incurred2022-12-31$2,851,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,803,345
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,493,357
Value of total assets at end of year2022-12-31$31,431,565
Value of total assets at beginning of year2022-12-31$35,301,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$48,509
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$134,450
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,946,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,868,224
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$46,800
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$55,700
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,245,624
Participant contributions at end of year2022-12-31$67,801
Participant contributions at beginning of year2022-12-31$105,979
Participant contributions at end of year2022-12-31$27,100
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$686,752
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$64,898
Administrative expenses (other) incurred2022-12-31$48,509
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-4,268,689
Value of net assets at end of year (total assets less liabilities)2022-12-31$31,431,565
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$35,301,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,707,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,973,801
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$5,157
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$8,407
Income. Interest from US Government securities2022-12-31$5,719
Income. Interest from corporate debt instruments2022-12-31$102,508
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$709,963
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,298,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,298,614
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$12,659
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$915,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$220,145
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$344,867
Asset value of US Government securities at beginning of year2022-12-31$259,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,739,651
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$2,560,981
Employer contributions (assets) at end of year2022-12-31$1,195,197
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$2,812
Income. Dividends from common stock2022-12-31$75,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,803,345
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$2,007,072
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$1,803,349
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$4,409,739
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$4,584,806
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$644,766
Aggregate carrying amount (costs) on sale of assets2022-12-31$698,121
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EISNERAMPER LLP
Accountancy firm EIN2022-12-31871363769
2021 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2021 401k financial data
Transfers to/from the plan2021-12-31$522,700
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$6,040,542
Expenses. Total of all expenses incurred2021-12-31$304,364
Benefits paid (including direct rollovers)2021-12-31$321,047
Total plan assets at end of year2021-12-31$35,301,492
Total plan assets at beginning of year2021-12-31$29,042,614
Value of fidelity bond covering the plan2021-12-31$1,100,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$1,148,876
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$7,514
Other income received2021-12-31$3,800,804
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$5,736,178
Net plan assets at end of year (total assets less liabilities)2021-12-31$35,301,492
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$29,042,614
Assets. Value of participant loans2021-12-31$105,979
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$1,083,348
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$-16,683
2020 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2020 401k financial data
Transfers to/from the plan2020-12-31$47,535
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$11,266,653
Expenses. Total of all expenses incurred2020-12-31$496,417
Benefits paid (including direct rollovers)2020-12-31$506,535
Total plan assets at end of year2020-12-31$29,042,614
Total plan assets at beginning of year2020-12-31$18,224,843
Value of fidelity bond covering the plan2020-12-31$1,100,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$1,093,105
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$6,141,944
Other income received2020-12-31$3,088,398
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$10,770,236
Net plan assets at end of year (total assets less liabilities)2020-12-31$29,042,614
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$18,224,843
Assets. Value of participant loans2020-12-31$136,368
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$943,206
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$-10,118
2019 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2019 401k financial data
Transfers to/from the plan2019-12-31$65,734
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$5,146,573
Expenses. Total of all expenses incurred2019-12-31$1,262,520
Benefits paid (including direct rollovers)2019-12-31$1,260,607
Total plan assets at end of year2019-12-31$18,224,843
Total plan assets at beginning of year2019-12-31$14,275,056
Value of fidelity bond covering the plan2019-12-31$1,100,000
Total contributions received or receivable from participants2019-12-31$877,044
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$3,243,254
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$3,884,053
Net plan assets at end of year (total assets less liabilities)2019-12-31$18,224,843
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$14,275,056
Assets. Value of participant loans2019-12-31$102,773
Total contributions received or receivable from employer(s)2019-12-31$1,026,275
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,913
2018 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2018 401k financial data
Transfers to/from the plan2018-12-31$259,565
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$320,310
Expenses. Total of all expenses incurred2018-12-31$2,659,339
Benefits paid (including direct rollovers)2018-12-31$2,657,001
Total plan assets at end of year2018-12-31$14,275,056
Total plan assets at beginning of year2018-12-31$16,354,520
Value of fidelity bond covering the plan2018-12-31$1,100,000
Total contributions received or receivable from participants2018-12-31$550,312
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-1,044,770
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-2,339,029
Net plan assets at end of year (total assets less liabilities)2018-12-31$14,275,056
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$16,354,520
Assets. Value of participant loans2018-12-31$164,958
Total contributions received or receivable from employer(s)2018-12-31$814,768
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,338
2017 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2017 401k financial data
Transfers to/from the plan2017-12-31$275,112
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$3,461,955
Expenses. Total of all expenses incurred2017-12-31$479,387
Benefits paid (including direct rollovers)2017-12-31$476,256
Total plan assets at end of year2017-12-31$16,354,520
Total plan assets at beginning of year2017-12-31$13,096,840
Value of fidelity bond covering the plan2017-12-31$1,100,000
Total contributions received or receivable from participants2017-12-31$574,444
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$2,032,172
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$2,982,568
Net plan assets at end of year (total assets less liabilities)2017-12-31$16,354,520
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$13,096,840
Assets. Value of participant loans2017-12-31$134,977
Total contributions received or receivable from employer(s)2017-12-31$855,339
Value of certain deemed distributions of participant loans2017-12-31$675
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,456
2016 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$2,252,837
Expenses. Total of all expenses incurred2016-12-31$292,094
Benefits paid (including direct rollovers)2016-12-31$290,250
Total plan assets at end of year2016-12-31$13,096,840
Total plan assets at beginning of year2016-12-31$11,136,097
Value of fidelity bond covering the plan2016-12-31$1,100,000
Total contributions received or receivable from participants2016-12-31$629,028
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$3,954
Other income received2016-12-31$828,386
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$1,960,743
Net plan assets at end of year (total assets less liabilities)2016-12-31$13,096,840
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$11,136,097
Assets. Value of participant loans2016-12-31$93,115
Total contributions received or receivable from employer(s)2016-12-31$791,469
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,844
2015 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2015 401k financial data
Transfers to/from the plan2015-12-31$164,035
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$1,204,228
Expenses. Total of all expenses incurred2015-12-31$179,146
Benefits paid (including direct rollovers)2015-12-31$177,383
Total plan assets at end of year2015-12-31$11,136,097
Total plan assets at beginning of year2015-12-31$9,946,980
Value of fidelity bond covering the plan2015-12-31$1,100,000
Total contributions received or receivable from participants2015-12-31$520,203
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$129,832
Other income received2015-12-31$-56,687
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$1,025,082
Net plan assets at end of year (total assets less liabilities)2015-12-31$11,136,097
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$9,946,980
Assets. Value of participant loans2015-12-31$98,225
Total contributions received or receivable from employer(s)2015-12-31$610,880
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,763
2014 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2014 401k financial data
Transfers to/from the plan2014-12-31$396,561
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,588,021
Expenses. Total of all expenses incurred2014-12-31$963,046
Benefits paid (including direct rollovers)2014-12-31$962,121
Total plan assets at end of year2014-12-31$9,946,980
Total plan assets at beginning of year2014-12-31$8,925,444
Value of fidelity bond covering the plan2014-12-31$1,100,000
Total contributions received or receivable from participants2014-12-31$457,900
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$488,459
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$624,975
Net plan assets at end of year (total assets less liabilities)2014-12-31$9,946,980
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$8,925,444
Assets. Value of participant loans2014-12-31$147,698
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$641,662
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$925
2013 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2013 401k financial data
Transfers to/from the plan2013-12-31$136,461
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$2,305,596
Expenses. Total of all expenses incurred2013-12-31$1,301,526
Benefits paid (including direct rollovers)2013-12-31$1,300,616
Total plan assets at end of year2013-12-31$8,925,444
Total plan assets at beginning of year2013-12-31$7,784,913
Value of fidelity bond covering the plan2013-12-31$1,100,000
Total contributions received or receivable from participants2013-12-31$596,132
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,011,347
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,004,070
Net plan assets at end of year (total assets less liabilities)2013-12-31$8,925,444
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$7,784,913
Assets. Value of participant loans2013-12-31$142,474
Total contributions received or receivable from employer(s)2013-12-31$698,117
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$910
2012 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2012 401k financial data
Total income from all sources2012-12-31$1,773,236
Expenses. Total of all expenses incurred2012-12-31$684,715
Benefits paid (including direct rollovers)2012-12-31$682,436
Total plan assets at end of year2012-12-31$7,784,913
Total plan assets at beginning of year2012-12-31$6,696,392
Value of fidelity bond covering the plan2012-12-31$1,100,000
Total contributions received or receivable from participants2012-12-31$522,149
Other income received2012-12-31$633,667
Net income (gross income less expenses)2012-12-31$1,088,521
Net plan assets at end of year (total assets less liabilities)2012-12-31$7,784,913
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,696,392
Assets. Value of participant loans2012-12-31$121,076
Total contributions received or receivable from employer(s)2012-12-31$617,420
Value of certain deemed distributions of participant loans2012-12-31$1,323
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$956
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2011 401k financial data
Transfers to/from the plan2011-12-31$101,838
Total income from all sources2011-12-31$911,734
Expenses. Total of all expenses incurred2011-12-31$61,075
Benefits paid (including direct rollovers)2011-12-31$60,650
Total plan assets at end of year2011-12-31$6,696,392
Total plan assets at beginning of year2011-12-31$5,743,895
Value of fidelity bond covering the plan2011-12-31$1,100,000
Total contributions received or receivable from participants2011-12-31$436,438
Contributions received from other sources (not participants or employers)2011-12-31$10,827
Other income received2011-12-31$-130,990
Net income (gross income less expenses)2011-12-31$850,659
Net plan assets at end of year (total assets less liabilities)2011-12-31$6,696,392
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,743,895
Assets. Value of participant loans2011-12-31$96,978
Total contributions received or receivable from employer(s)2011-12-31$595,459
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$425
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2010 401k financial data
Transfers to/from the plan2010-12-31$-486,439
Total income from all sources2010-12-31$1,004,097
Expenses. Total of all expenses incurred2010-12-31$51,936
Benefits paid (including direct rollovers)2010-12-31$50,254
Total plan assets at end of year2010-12-31$5,743,895
Total plan assets at beginning of year2010-12-31$5,278,173
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$476,025
Contributions received from other sources (not participants or employers)2010-12-31$27,235
Other income received2010-12-31$500,837
Net income (gross income less expenses)2010-12-31$952,161
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,743,895
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,278,173
Assets. Value of participant loans2010-12-31$26,014
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,682
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF

2022: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA85177
Policy instance 1
Insurance contract or identification numberGA85177
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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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