ROHAN & HARPER, P.C. has sponsored the creation of one or more 401k plans.
Additional information about ROHAN & HARPER, P.C.
Submission information for form 5500 for 401k plan ROHAN & HARPER, P.C. 401(K) PLAN
401k plan membership statisitcs for ROHAN & HARPER, P.C. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022 : ROHAN & HARPER, P.C. 401(K) PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $59,994 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $59,994 |
| 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 |
| Total income from all sources (including contributions) | 2022-12-31 | $675,380 |
| Total loss/gain on sale of assets | 2022-12-31 | $-3,268 |
| Total of all expenses incurred | 2022-12-31 | $265,194 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $262,185 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $175,586 |
| Value of total assets at end of year | 2022-12-31 | $6,663,304 |
| Value of total assets at beginning of year | 2022-12-31 | $6,253,118 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,009 |
| Total interest from all sources | 2022-12-31 | $311,503 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $9,537 |
| 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 | $8,890 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $122,239 |
| Participant contributions at end of year | 2022-12-31 | $67,409 |
| Participant contributions at beginning of year | 2022-12-31 | $71,380 |
| Participant contributions at end of year | 2022-12-31 | $21,840 |
| Participant contributions at beginning of year | 2022-12-31 | $5,292 |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $3,820,216 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $3,755,709 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $410,186 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,663,304 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,253,118 |
| 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 |
| Investment advisory and management fees | 2022-12-31 | $1,546 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,089,032 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,858,644 |
| Interest on participant loans | 2022-12-31 | $883 |
| Interest earned on other investments | 2022-12-31 | $310,507 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $96,458 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $60,997 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $60,997 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $113 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $22,386 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $22,130 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $122,028 |
| 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 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $53,347 |
| Employer contributions (assets) at end of year | 2022-12-31 | $7,520 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $2,298 |
| Income. Dividends from common stock | 2022-12-31 | $647 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $262,185 |
| Contract administrator fees | 2022-12-31 | $1,463 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $538,443 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $476,668 |
| 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 | $70,960 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $74,228 |
