BESHENICH MUIR & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BESHENICH MUIR & ASSOCIATES 401(K) PLAN
| Measure | Date | Value |
|---|
| 2022 : BESHENICH MUIR & ASSOCIATES 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 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 |
| Total income from all sources (including contributions) | 2022-12-31 | $1,211,447 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $2,158,409 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,124,126 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,810,557 |
| Value of total assets at end of year | 2022-12-31 | $8,678,746 |
| Value of total assets at beginning of year | 2022-12-31 | $9,625,708 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $34,283 |
| Total interest from all sources | 2022-12-31 | $13,725 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| 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 | $1,234,178 |
| Participant contributions at end of year | 2022-12-31 | $109,218 |
| Participant contributions at beginning of year | 2022-12-31 | $60,049 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $142,065 |
| 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 | $-946,962 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,678,746 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,625,708 |
| 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 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $7,558,107 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $8,828,662 |
| Interest on participant loans | 2022-12-31 | $2,316 |
| Interest earned on other investments | 2022-12-31 | $11,409 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,011,421 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $736,997 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,612,835 |
| 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 |
| Contributions received in cash from employer | 2022-12-31 | $1,434,314 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,124,126 |
| Contract administrator fees | 2022-12-31 | $34,283 |
| 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 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BMSS, LLC |
| Accountancy firm EIN | 2022-12-31 | 461498870 |
| 2021 : BESHENICH MUIR & ASSOCIATES 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $4,124,092 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $1,057,785 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,035,651 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,020,165 |
| Value of total assets at end of year | 2021-12-31 | $9,625,708 |
| Value of total assets at beginning of year | 2021-12-31 | $6,559,401 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $22,134 |
| Total interest from all sources | 2021-12-31 | $10,677 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $66,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $1,338,326 |
| Participant contributions at end of year | 2021-12-31 | $60,049 |
| Participant contributions at beginning of year | 2021-12-31 | $56,992 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $379,933 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $3,066,307 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $9,625,708 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,559,401 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $8,828,662 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $5,950,755 |
| Interest on participant loans | 2021-12-31 | $2,307 |
| Interest earned on other investments | 2021-12-31 | $8,370 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $736,997 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $551,654 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,093,250 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $1,301,906 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,035,651 |
| Contract administrator fees | 2021-12-31 | $22,134 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | BMSS, LLC |
| Accountancy firm EIN | 2021-12-31 | 461498870 |
| 2020 : BESHENICH MUIR & ASSOCIATES 401(K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $2,636,129 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $797,769 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $785,049 |
| Value of total corrective distributions | 2020-12-31 | $197 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,877,939 |
| Value of total assets at end of year | 2020-12-31 | $6,559,401 |
| Value of total assets at beginning of year | 2020-12-31 | $4,721,041 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $12,523 |
| Total interest from all sources | 2020-12-31 | $7,970 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $60,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $1,009,585 |
| Participant contributions at end of year | 2020-12-31 | $56,992 |
| Participant contributions at beginning of year | 2020-12-31 | $20,507 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $10,574 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,838,360 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,559,401 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,721,041 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $5,950,755 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $4,303,820 |
| Interest on participant loans | 2020-12-31 | $1,353 |
| Interest earned on other investments | 2020-12-31 | $6,617 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $551,654 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $396,714 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $750,220 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $857,780 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $785,049 |
| Contract administrator fees | 2020-12-31 | $12,523 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | BMSS, LLC |
| Accountancy firm EIN | 2020-12-31 | 461498870 |
| 2019 : BESHENICH MUIR & ASSOCIATES 401(K) PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $2,098,153 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $341,388 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $332,130 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,359,425 |
| Value of total assets at end of year | 2019-12-31 | $4,721,041 |
| Value of total assets at beginning of year | 2019-12-31 | $2,964,276 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $9,258 |
| Total interest from all sources | 2019-12-31 | $5,872 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $60,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $788,124 |
| Participant contributions at end of year | 2019-12-31 | $20,507 |
| Participant contributions at beginning of year | 2019-12-31 | $18,278 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $147,916 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $1,756,765 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,721,041 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,964,276 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $4,303,820 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $2,766,592 |
| Interest on participant loans | 2019-12-31 | $1,224 |
| Interest earned on other investments | 2019-12-31 | $4,648 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $396,714 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $179,406 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $732,856 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $423,385 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $332,130 |
| Contract administrator fees | 2019-12-31 | $9,258 |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | BMSS, LLC |
| Accountancy firm EIN | 2019-12-31 | 461498870 |
| 2010 : BESHENICH MUIR & ASSOCIATES 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $25,888 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $25,888 |
| Total contributions received or receivable from participants | 2010-12-31 | $10,258 |
| Other income received | 2010-12-31 | $1,527 |
| Net income (gross income less expenses) | 2010-12-31 | $25,888 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $25,888 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $14,103 |
