AXINN VELTROP & HARKRIDER LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2022: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 127 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 83 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 50 |
Total of all active and inactive participants | 2022-01-01 | 133 |
Total participants | 2022-01-01 | 133 |
Number of participants with account balances | 2022-01-01 | 131 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
2021: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 117 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 85 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 42 |
Total of all active and inactive participants | 2021-01-01 | 127 |
Total participants | 2021-01-01 | 127 |
Number of participants with account balances | 2021-01-01 | 124 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 4 |
2020: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 85 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 32 |
Total of all active and inactive participants | 2020-01-01 | 117 |
Total participants | 2020-01-01 | 117 |
Number of participants with account balances | 2020-01-01 | 115 |
2019: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 75 |
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 | 34 |
Total of all active and inactive participants | 2019-01-01 | 109 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 109 |
Number of participants with account balances | 2019-01-01 | 109 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 6 |
2018: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 102 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 68 |
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 | 32 |
Total of all active and inactive participants | 2018-01-01 | 100 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 100 |
Number of participants with account balances | 2018-01-01 | 98 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 87 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 73 |
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 | 29 |
Total of all active and inactive participants | 2017-01-01 | 102 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 102 |
Number of participants with account balances | 2017-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 62 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 25 |
Total of all active and inactive participants | 2016-01-01 | 87 |
Total participants | 2016-01-01 | 87 |
Number of participants with account balances | 2016-01-01 | 87 |
2015: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 81 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 52 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 27 |
Total of all active and inactive participants | 2015-01-01 | 79 |
Total participants | 2015-01-01 | 79 |
Number of participants with account balances | 2015-01-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 4 |
2014: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 78 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 52 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 29 |
Total of all active and inactive participants | 2014-01-01 | 81 |
Total participants | 2014-01-01 | 81 |
Number of participants with account balances | 2014-01-01 | 81 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 64 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 14 |
Total of all active and inactive participants | 2013-01-01 | 78 |
Total participants | 2013-01-01 | 78 |
Number of participants with account balances | 2013-01-01 | 78 |
2012: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 63 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 83 |
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 | 8 |
Total of all active and inactive participants | 2012-01-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 91 |
Number of participants with account balances | 2012-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 51 |
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 | 12 |
Total of all active and inactive participants | 2011-01-01 | 63 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 63 |
Number of participants with account balances | 2011-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
Measure | Date | Value |
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2022 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2022 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-1,262,743 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-1,262,743 |
Total transfer of assets to this plan | 2022-12-31 | $398,762 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,416,835 |
Total loss/gain on sale of assets | 2022-12-31 | $-53,355 |
Total of all expenses incurred | 2022-12-31 | $2,851,854 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,803,345 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of total corrective distributions | 2022-12-31 | $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 year | 2022-12-31 | $31,431,565 |
Value of total assets at beginning of year | 2022-12-31 | $35,301,492 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $48,509 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
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 year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $46,800 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $55,700 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,245,624 |
Participant contributions at end of year | 2022-12-31 | $67,801 |
Participant contributions at beginning of year | 2022-12-31 | $105,979 |
Participant contributions at end of year | 2022-12-31 | $27,100 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $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 year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $64,898 |
Administrative expenses (other) incurred | 2022-12-31 | $48,509 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $21,707,261 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $24,973,801 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
Interest on participant loans | 2022-12-31 | $5,157 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $8,407 |
Income. Interest from US Government securities | 2022-12-31 | $5,719 |
Income. Interest from corporate debt instruments | 2022-12-31 | $102,508 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $709,963 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $3,298,614 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $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 year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $915,765 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $220,145 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $344,867 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $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 accounts | 2022-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $2,560,981 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,195,197 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Income. Dividends from preferred stock | 2022-12-31 | $2,812 |
Income. Dividends from common stock | 2022-12-31 | $75,173 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,803,345 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $2,007,072 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $1,803,349 |
Contract administrator fees | 2022-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $4,409,739 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $4,584,806 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $644,766 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $698,121 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | EISNERAMPER LLP |
Accountancy firm EIN | 2022-12-31 | 871363769 |
2021 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2021 401k financial data |
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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 | $6,040,542 |
Expenses. Total of all expenses incurred | 2021-12-31 | $304,364 |
Benefits paid (including direct rollovers) | 2021-12-31 | $321,047 |
Total plan assets at end of year | 2021-12-31 | $35,301,492 |
Total plan assets at beginning of year | 2021-12-31 | $29,042,614 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,100,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $1,148,876 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $7,514 |
Other income received | 2021-12-31 | $3,800,804 |
Noncash contributions received | 2021-12-31 | $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 loans | 2021-12-31 | $105,979 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $1,083,348 |
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 | $-16,683 |
2020 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2020 401k financial data |
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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 | $11,266,653 |
Expenses. Total of all expenses incurred | 2020-12-31 | $496,417 |
Benefits paid (including direct rollovers) | 2020-12-31 | $506,535 |
Total plan assets at end of year | 2020-12-31 | $29,042,614 |
Total plan assets at beginning of year | 2020-12-31 | $18,224,843 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,100,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $1,093,105 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $6,141,944 |
Other income received | 2020-12-31 | $3,088,398 |
Noncash contributions received | 2020-12-31 | $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 loans | 2020-12-31 | $136,368 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $943,206 |
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 | $-10,118 |
2019 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2019 401k financial data |
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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 | $5,146,573 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,262,520 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,260,607 |
Total plan assets at end of year | 2019-12-31 | $18,224,843 |
Total plan assets at beginning of year | 2019-12-31 | $14,275,056 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,100,000 |
Total contributions received or receivable from participants | 2019-12-31 | $877,044 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $3,243,254 |
Noncash contributions received | 2019-12-31 | $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 loans | 2019-12-31 | $102,773 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $1,026,275 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $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 |
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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 | $320,310 |
Expenses. Total of all expenses incurred | 2018-12-31 | $2,659,339 |
Benefits paid (including direct rollovers) | 2018-12-31 | $2,657,001 |
Total plan assets at end of year | 2018-12-31 | $14,275,056 |
Total plan assets at beginning of year | 2018-12-31 | $16,354,520 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,100,000 |
Total contributions received or receivable from participants | 2018-12-31 | $550,312 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-1,044,770 |
Noncash contributions received | 2018-12-31 | $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 loans | 2018-12-31 | $164,958 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $814,768 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,338 |
2017 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2017 401k financial data |
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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 | $3,461,955 |
Expenses. Total of all expenses incurred | 2017-12-31 | $479,387 |
Benefits paid (including direct rollovers) | 2017-12-31 | $476,256 |
Total plan assets at end of year | 2017-12-31 | $16,354,520 |
Total plan assets at beginning of year | 2017-12-31 | $13,096,840 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,100,000 |
Total contributions received or receivable from participants | 2017-12-31 | $574,444 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $2,032,172 |
Noncash contributions received | 2017-12-31 | $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 loans | 2017-12-31 | $134,977 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $855,339 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $675 |
Value of corrective distributions | 2017-12-31 | $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 |
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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 | $2,252,837 |
Expenses. Total of all expenses incurred | 2016-12-31 | $292,094 |
Benefits paid (including direct rollovers) | 2016-12-31 | $290,250 |
Total plan assets at end of year | 2016-12-31 | $13,096,840 |
Total plan assets at beginning of year | 2016-12-31 | $11,136,097 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,100,000 |
Total contributions received or receivable from participants | 2016-12-31 | $629,028 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $3,954 |
Other income received | 2016-12-31 | $828,386 |
Noncash contributions received | 2016-12-31 | $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 loans | 2016-12-31 | $93,115 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $791,469 |
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 | $1,844 |
2015 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2015 401k financial data |
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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 | $1,204,228 |
Expenses. Total of all expenses incurred | 2015-12-31 | $179,146 |
Benefits paid (including direct rollovers) | 2015-12-31 | $177,383 |
Total plan assets at end of year | 2015-12-31 | $11,136,097 |
Total plan assets at beginning of year | 2015-12-31 | $9,946,980 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,100,000 |
Total contributions received or receivable from participants | 2015-12-31 | $520,203 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $129,832 |
Other income received | 2015-12-31 | $-56,687 |
Noncash contributions received | 2015-12-31 | $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 loans | 2015-12-31 | $98,225 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $610,880 |
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 | $1,763 |
2014 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2014 401k financial data |
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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 | $0 |
Total income from all sources | 2014-12-31 | $1,588,021 |
Expenses. Total of all expenses incurred | 2014-12-31 | $963,046 |
Benefits paid (including direct rollovers) | 2014-12-31 | $962,121 |
Total plan assets at end of year | 2014-12-31 | $9,946,980 |
Total plan assets at beginning of year | 2014-12-31 | $8,925,444 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,100,000 |
Total contributions received or receivable from participants | 2014-12-31 | $457,900 |
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 | $488,459 |
Noncash contributions received | 2014-12-31 | $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 loans | 2014-12-31 | $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 2510.3-102 | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $641,662 |
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 | $925 |
2013 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $136,461 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $2,305,596 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,301,526 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,300,616 |
Total plan assets at end of year | 2013-12-31 | $8,925,444 |
Total plan assets at beginning of year | 2013-12-31 | $7,784,913 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,100,000 |
Total contributions received or receivable from participants | 2013-12-31 | $596,132 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $1,011,347 |
Noncash contributions received | 2013-12-31 | $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 loans | 2013-12-31 | $142,474 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $698,117 |
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 | $910 |
2012 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,773,236 |
Expenses. Total of all expenses incurred | 2012-12-31 | $684,715 |
Benefits paid (including direct rollovers) | 2012-12-31 | $682,436 |
Total plan assets at end of year | 2012-12-31 | $7,784,913 |
Total plan assets at beginning of year | 2012-12-31 | $6,696,392 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $522,149 |
Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $121,076 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $617,420 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2011 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $101,838 |
Total income from all sources | 2011-12-31 | $911,734 |
Expenses. Total of all expenses incurred | 2011-12-31 | $61,075 |
Benefits paid (including direct rollovers) | 2011-12-31 | $60,650 |
Total plan assets at end of year | 2011-12-31 | $6,696,392 |
Total plan assets at beginning of year | 2011-12-31 | $5,743,895 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $436,438 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $10,827 |
Other income received | 2011-12-31 | $-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 loans | 2011-12-31 | $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 securities | 2011-12-31 | $0 |
2010 : AXINN, VELTROP, & HARKRIDER, LLP 401K PROFIT SHARING PLAN FOR PARTNERS AND STAFF 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $-486,439 |
Total income from all sources | 2010-12-31 | $1,004,097 |
Expenses. Total of all expenses incurred | 2010-12-31 | $51,936 |
Benefits paid (including direct rollovers) | 2010-12-31 | $50,254 |
Total plan assets at end of year | 2010-12-31 | $5,743,895 |
Total plan assets at beginning of year | 2010-12-31 | $5,278,173 |
Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
Total contributions received or receivable from participants | 2010-12-31 | $476,025 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $27,235 |
Other income received | 2010-12-31 | $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 loans | 2010-12-31 | $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 securities | 2010-12-31 | $0 |