HARTNELL, LISTER & MOORE, APC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST
Measure | Date | Value |
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2017: HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-12-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-12-01 | 9 |
Number of retired or separated participants receiving benefits | 2017-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-12-01 | 0 |
Total of all active and inactive participants | 2017-12-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-12-01 | 0 |
Total participants | 2017-12-01 | 9 |
Number of participants with account balances | 2017-12-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-12-01 | 0 |
2016: HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-12-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-12-01 | 7 |
Number of retired or separated participants receiving benefits | 2016-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-12-01 | 0 |
Total of all active and inactive participants | 2016-12-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-12-01 | 0 |
Total participants | 2016-12-01 | 7 |
Number of participants with account balances | 2016-12-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-12-01 | 0 |
2015: HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-12-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-12-01 | 5 |
Number of retired or separated participants receiving benefits | 2015-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-12-01 | 2 |
Total of all active and inactive participants | 2015-12-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-12-01 | 0 |
Total participants | 2015-12-01 | 7 |
Number of participants with account balances | 2015-12-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-12-01 | 0 |
2014: HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-12-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-12-01 | 8 |
Number of retired or separated participants receiving benefits | 2014-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-12-01 | 0 |
Total of all active and inactive participants | 2014-12-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-12-01 | 0 |
Total participants | 2014-12-01 | 8 |
Number of participants with account balances | 2014-12-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-12-01 | 0 |
2013: HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-12-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 6 |
Number of retired or separated participants receiving benefits | 2013-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-12-01 | 2 |
Total of all active and inactive participants | 2013-12-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-12-01 | 0 |
Total participants | 2013-12-01 | 8 |
Number of participants with account balances | 2013-12-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-12-01 | 0 |
2012: HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-12-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 9 |
Number of retired or separated participants receiving benefits | 2012-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-12-01 | 2 |
Total of all active and inactive participants | 2012-12-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-12-01 | 0 |
Total participants | 2012-12-01 | 11 |
Number of participants with account balances | 2012-12-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-12-01 | 0 |
2011: HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-12-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 7 |
Number of retired or separated participants receiving benefits | 2011-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-12-01 | 2 |
Total of all active and inactive participants | 2011-12-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-12-01 | 0 |
Total participants | 2011-12-01 | 9 |
Number of participants with account balances | 2011-12-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-12-01 | 0 |
2010: HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-12-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-12-01 | 11 |
Number of retired or separated participants receiving benefits | 2010-12-01 | 3 |
Total of all active and inactive participants | 2010-12-01 | 14 |
Total participants | 2010-12-01 | 14 |
Number of participants with account balances | 2010-12-01 | 14 |
2009: HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-12-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-12-01 | 8 |
Number of retired or separated participants receiving benefits | 2009-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-12-01 | 0 |
Total of all active and inactive participants | 2009-12-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-12-01 | 0 |
Total participants | 2009-12-01 | 8 |
Number of participants with account balances | 2009-12-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-12-01 | 0 |
2008: HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2008 401k membership |
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Total participants, beginning-of-year | 2008-12-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-12-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2008-12-01 | 2 |
Total of all active and inactive participants | 2008-12-01 | 10 |
Total participants | 2008-12-01 | 10 |
Number of participants with account balances | 2008-12-01 | 10 |
Measure | Date | Value |
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2018 : HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-11-30 | $0 |
2017 : HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
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Total plan liabilities at end of year | 2017-11-30 | $0 |
Total plan liabilities at beginning of year | 2017-11-30 | $0 |
Total income from all sources | 2017-11-30 | $10,632 |
Expenses. Total of all expenses incurred | 2017-11-30 | $0 |
Total plan assets at end of year | 2017-11-30 | $547,266 |
Total plan assets at beginning of year | 2017-11-30 | $536,634 |
Other income received | 2017-11-30 | $10,632 |
Net income (gross income less expenses) | 2017-11-30 | $10,632 |
Net plan assets at end of year (total assets less liabilities) | 2017-11-30 | $547,266 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-11-30 | $536,634 |
Assets. Value of participant loans | 2017-11-30 | $25,981 |
Assets. Value of real-estate (other than employer real property) | 2017-11-30 | $390,000 |
2016 : HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
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Total plan liabilities at end of year | 2016-11-30 | $0 |
Total plan liabilities at beginning of year | 2016-11-30 | $0 |
Total income from all sources | 2016-11-30 | $-61,288 |
Expenses. Total of all expenses incurred | 2016-11-30 | $25 |
Total plan assets at end of year | 2016-11-30 | $536,634 |
Total plan assets at beginning of year | 2016-11-30 | $597,947 |
Expenses. Other expenses not covered elsewhere | 2016-11-30 | $25 |
Other income received | 2016-11-30 | $-61,288 |
Net income (gross income less expenses) | 2016-11-30 | $-61,313 |
Net plan assets at end of year (total assets less liabilities) | 2016-11-30 | $536,634 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-11-30 | $597,947 |
Assets. Value of participant loans | 2016-11-30 | $25,980 |
Assets. Value of real-estate (other than employer real property) | 2016-11-30 | $390,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-11-30 | $0 |
2015 : HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
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Total plan liabilities at end of year | 2015-11-30 | $0 |
Total plan liabilities at beginning of year | 2015-11-30 | $0 |
Total income from all sources | 2015-11-30 | $-1,716 |
Expenses. Total of all expenses incurred | 2015-11-30 | $6,616 |
Benefits paid (including direct rollovers) | 2015-11-30 | $6,562 |
Total plan assets at end of year | 2015-11-30 | $597,947 |
Total plan assets at beginning of year | 2015-11-30 | $606,279 |
Total contributions received or receivable from participants | 2015-11-30 | $0 |
Assets. Value of loans (other than to participants) | 2015-11-30 | $73,543 |
Expenses. Other expenses not covered elsewhere | 2015-11-30 | $54 |
Other income received | 2015-11-30 | $-1,716 |
Net income (gross income less expenses) | 2015-11-30 | $-8,332 |
Net plan assets at end of year (total assets less liabilities) | 2015-11-30 | $597,947 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-11-30 | $606,279 |
Assets. Value of participant loans | 2015-11-30 | $25,980 |
Assets. Value of real-estate (other than employer real property) | 2015-11-30 | $390,000 |
Total contributions received or receivable from employer(s) | 2015-11-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-11-30 | $0 |
2014 : HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
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Total plan liabilities at end of year | 2014-11-30 | $0 |
Total income from all sources | 2014-11-30 | $7,082 |
Expenses. Total of all expenses incurred | 2014-11-30 | $14,519 |
Benefits paid (including direct rollovers) | 2014-11-30 | $14,500 |
Total plan assets at end of year | 2014-11-30 | $606,279 |
Total plan assets at beginning of year | 2014-11-30 | $613,716 |
Total contributions received or receivable from participants | 2014-11-30 | $0 |
Assets. Value of loans (other than to participants) | 2014-11-30 | $73,543 |
Contributions received from other sources (not participants or employers) | 2014-11-30 | $0 |
Other income received | 2014-11-30 | $7,082 |
Noncash contributions received | 2014-11-30 | $0 |
Net income (gross income less expenses) | 2014-11-30 | $-7,437 |
Net plan assets at end of year (total assets less liabilities) | 2014-11-30 | $606,279 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-11-30 | $613,716 |
Assets. Value of participant loans | 2014-11-30 | $25,980 |
Assets. Value of real-estate (other than employer real property) | 2014-11-30 | $390,000 |
Total contributions received or receivable from employer(s) | 2014-11-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-11-30 | $19 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-11-30 | $0 |
2013 : HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
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Total plan liabilities at beginning of year | 2013-11-30 | $0 |
Total income from all sources | 2013-11-30 | $11,843 |
Expenses. Total of all expenses incurred | 2013-11-30 | $0 |
Total plan assets at end of year | 2013-11-30 | $613,716 |
Total plan assets at beginning of year | 2013-11-30 | $601,873 |
Assets. Value of loans (other than to participants) | 2013-11-30 | $52,289 |
Other income received | 2013-11-30 | $11,843 |
Net income (gross income less expenses) | 2013-11-30 | $11,843 |
Net plan assets at end of year (total assets less liabilities) | 2013-11-30 | $613,716 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-11-30 | $601,873 |
Assets. Value of participant loans | 2013-11-30 | $25,980 |
Assets. Value of real-estate (other than employer real property) | 2013-11-30 | $390,000 |
2012 : HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
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Total plan liabilities at end of year | 2012-11-30 | $0 |
Total plan liabilities at beginning of year | 2012-11-30 | $0 |
Total income from all sources | 2012-11-30 | $34,981 |
Expenses. Total of all expenses incurred | 2012-11-30 | $3,463 |
Benefits paid (including direct rollovers) | 2012-11-30 | $3,463 |
Total plan assets at end of year | 2012-11-30 | $601,873 |
Total plan assets at beginning of year | 2012-11-30 | $570,355 |
Assets. Value of loans (other than to participants) | 2012-11-30 | $74,588 |
Other income received | 2012-11-30 | $34,981 |
Net income (gross income less expenses) | 2012-11-30 | $31,518 |
Net plan assets at end of year (total assets less liabilities) | 2012-11-30 | $601,873 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-11-30 | $570,355 |
Assets. Value of participant loans | 2012-11-30 | $34,510 |
Assets. Value of real-estate (other than employer real property) | 2012-11-30 | $390,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-11-30 | $0 |
2011 : HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
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Total plan liabilities at end of year | 2011-11-30 | $0 |
Total plan liabilities at beginning of year | 2011-11-30 | $0 |
Total income from all sources | 2011-11-30 | $-169,635 |
Expenses. Total of all expenses incurred | 2011-11-30 | $29,218 |
Benefits paid (including direct rollovers) | 2011-11-30 | $29,218 |
Total plan assets at end of year | 2011-11-30 | $570,355 |
Total plan assets at beginning of year | 2011-11-30 | $769,208 |
Other income received | 2011-11-30 | $-169,635 |
Net income (gross income less expenses) | 2011-11-30 | $-198,853 |
Net plan assets at end of year (total assets less liabilities) | 2011-11-30 | $570,355 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-11-30 | $769,208 |
Assets. Value of participant loans | 2011-11-30 | $61,779 |
Assets. Value of real-estate (other than employer real property) | 2011-11-30 | $390,000 |
2017: HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses |
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2017-12-01 | Type of plan entity | Single employer plan |
2017-12-01 | Submission has been amended | No |
2017-12-01 | This submission is the final filing | No |
2017-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-12-01 | Plan is a collectively bargained plan | No |
2017-12-01 | Plan funding arrangement – Trust | Yes |
2017-12-01 | Plan benefit arrangement - Trust | Yes |
2016: HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses |
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2016-12-01 | Type of plan entity | Single employer plan |
2016-12-01 | Submission has been amended | No |
2016-12-01 | This submission is the final filing | No |
2016-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-12-01 | Plan is a collectively bargained plan | No |
2016-12-01 | Plan funding arrangement – Trust | Yes |
2016-12-01 | Plan benefit arrangement - Trust | Yes |
2015: HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses |
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2015-12-01 | Type of plan entity | Single employer plan |
2015-12-01 | Submission has been amended | No |
2015-12-01 | This submission is the final filing | No |
2015-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-12-01 | Plan is a collectively bargained plan | No |
2015-12-01 | Plan funding arrangement – Trust | Yes |
2015-12-01 | Plan benefit arrangement - Trust | Yes |
2014: HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses |
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2014-12-01 | Type of plan entity | Single employer plan |
2014-12-01 | Submission has been amended | No |
2014-12-01 | This submission is the final filing | No |
2014-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-12-01 | Plan is a collectively bargained plan | No |
2014-12-01 | Plan funding arrangement – Trust | Yes |
2014-12-01 | Plan benefit arrangement - Trust | Yes |
2013: HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses |
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2013-12-01 | Type of plan entity | Single employer plan |
2013-12-01 | Submission has been amended | No |
2013-12-01 | This submission is the final filing | No |
2013-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-12-01 | Plan is a collectively bargained plan | No |
2013-12-01 | Plan funding arrangement – Trust | Yes |
2013-12-01 | Plan benefit arrangement - Trust | Yes |
2012: HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses |
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2012-12-01 | Type of plan entity | Single employer plan |
2012-12-01 | Submission has been amended | No |
2012-12-01 | This submission is the final filing | No |
2012-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-12-01 | Plan is a collectively bargained plan | No |
2012-12-01 | Plan funding arrangement – Trust | Yes |
2012-12-01 | Plan benefit arrangement - Trust | Yes |
2011: HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses |
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2011-12-01 | Type of plan entity | Single employer plan |
2011-12-01 | Submission has been amended | No |
2011-12-01 | This submission is the final filing | No |
2011-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-12-01 | Plan is a collectively bargained plan | No |
2011-12-01 | Plan funding arrangement – Trust | Yes |
2011-12-01 | Plan benefit arrangement - Trust | Yes |
2010: HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses |
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2010-12-01 | Type of plan entity | Single employer plan |
2010-12-01 | Plan funding arrangement – Trust | Yes |
2010-12-01 | Plan benefit arrangement - Trust | Yes |
2009: HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses |
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2009-12-01 | Type of plan entity | Single employer plan |
2009-12-01 | Submission has been amended | No |
2009-12-01 | This submission is the final filing | No |
2009-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-12-01 | Plan is a collectively bargained plan | No |
2009-12-01 | Plan funding arrangement – Trust | Yes |
2009-12-01 | Plan benefit arrangement - Trust | Yes |
2008: HARTNELL, LISTER & MOORE, APC PROFIT SHARING PLAN AND TRUST 2008 form 5500 responses |
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2008-12-01 | Type of plan entity | Single employer plan |
2008-12-01 | Submission has been amended | No |
2008-12-01 | This submission is the final filing | No |
2008-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-12-01 | Plan is a collectively bargained plan | No |
2008-12-01 | Plan funding arrangement – Trust | Yes |
2008-12-01 | Plan benefit arrangement - Trust | Yes |