MILLIKIN & FITTON LAW FIRM LPA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MILLIKIN & FITTON LAW FIRM 401K PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : MILLIKIN & FITTON LAW FIRM 401K PLAN & TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-03 | 56130 |
| Net assets as of the end of the plan year | 2025-09-03 | 11528167 |
| Total assets as of the beginning of the plan year | 2025-09-03 | 9959840 |
| Value of plan covered by a fidelity bond | 2025-09-03 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-03 | 262291 |
| Other income to plan in this plan year | 2025-09-03 | 1202943 |
| Plan net income in this plan year | 2025-09-03 | 1568327 |
| Net assets as of the end of the plan year | 2025-09-03 | 11528167 |
| Net assets as of the beginning of the plan year | 2025-09-03 | 9959840 |
| Employer contributions to plan in this plan year | 2025-09-03 | 159223 |
| Fees paid to broker by Benefit Provider | 2025-09-03 | 38083 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-03 | 250 |
| 2024 : MILLIKIN & FITTON LAW FIRM 401K PLAN & TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-17 | 1332437 |
| Net assets as of the end of the plan year | 2024-07-17 | 9959840 |
| Total assets as of the beginning of the plan year | 2024-07-17 | 9570608 |
| Value of plan covered by a fidelity bond | 2024-07-17 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-17 | 231613 |
| Other contributions to plan in this plan year | 2024-07-17 | 26645 |
| Other income to plan in this plan year | 2024-07-17 | 1357824 |
| Plan net income in this plan year | 2024-07-17 | 389232 |
| Net assets as of the end of the plan year | 2024-07-17 | 9959840 |
| Net assets as of the beginning of the plan year | 2024-07-17 | 9570608 |
| Employer contributions to plan in this plan year | 2024-07-17 | 105587 |
| Fees paid to broker by Benefit Provider | 2024-07-17 | 33746 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-17 | 350 |
| 2015 : MILLIKIN & FITTON LAW FIRM 401K PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $301,359 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $80,851 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $80,701 |
| Total plan assets at end of year | 2015-12-31 | $8,495,985 |
| Total plan assets at beginning of year | 2015-12-31 | $8,275,477 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $187,023 |
| Other income received | 2015-12-31 | $-3,617 |
| Net income (gross income less expenses) | 2015-12-31 | $220,508 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $8,495,985 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,275,477 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $117,953 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $150 |
| 2014 : MILLIKIN & FITTON LAW FIRM 401K PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $634,326 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $317,395 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $316,995 |
| Total plan assets at end of year | 2014-12-31 | $8,275,477 |
| Total plan assets at beginning of year | 2014-12-31 | $7,958,546 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $172,494 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $457 |
| Other income received | 2014-12-31 | $354,836 |
| Net income (gross income less expenses) | 2014-12-31 | $316,931 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $8,275,477 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,958,546 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $106,539 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $400 |
| 2013 : MILLIKIN & FITTON LAW FIRM 401K PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,264,775 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $103,591 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $103,541 |
| Total plan assets at end of year | 2013-12-31 | $7,958,546 |
| Total plan assets at beginning of year | 2013-12-31 | $6,797,362 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $207,011 |
| Other income received | 2013-12-31 | $900,985 |
| Net income (gross income less expenses) | 2013-12-31 | $1,161,184 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,958,546 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,797,362 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $156,779 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $50 |
| 2012 : MILLIKIN & FITTON LAW FIRM 401K PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,032,592 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $44,598 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $44,573 |
| Total plan assets at end of year | 2012-12-31 | $6,797,362 |
| Total plan assets at beginning of year | 2012-12-31 | $5,809,368 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $201,287 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $12,825 |
| Other income received | 2012-12-31 | $676,611 |
| Net income (gross income less expenses) | 2012-12-31 | $987,994 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $6,797,362 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,809,368 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $141,869 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $25 |
| 2011 : MILLIKIN & FITTON LAW FIRM 401K PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $109,698 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $270,872 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $270,747 |
| Total plan assets at end of year | 2011-12-31 | $5,809,368 |
| Total plan assets at beginning of year | 2011-12-31 | $5,970,542 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $157,892 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $730 |
| Other income received | 2011-12-31 | $-157,580 |
| Net income (gross income less expenses) | 2011-12-31 | $-161,174 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,809,368 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,970,542 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $108,656 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $125 |
| 2010 : MILLIKIN & FITTON LAW FIRM 401K PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $859,013 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $297,689 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $297,489 |
| Total plan assets at end of year | 2010-12-31 | $5,970,542 |
| Total plan assets at beginning of year | 2010-12-31 | $5,409,218 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $199,603 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $200 |
| Other income received | 2010-12-31 | $510,238 |
| Net income (gross income less expenses) | 2010-12-31 | $561,324 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,970,542 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,409,218 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $149,172 |
| 2009 : MILLIKIN & FITTON LAW FIRM 401K PLAN & TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2015: MILLIKIN & FITTON LAW FIRM 401K PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MILLIKIN & FITTON LAW FIRM 401K PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MILLIKIN & FITTON LAW FIRM 401K PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MILLIKIN & FITTON LAW FIRM 401K PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MILLIKIN & FITTON LAW FIRM 401K PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MILLIKIN & FITTON LAW FIRM 401K PLAN & TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MILLIKIN & FITTON LAW FIRM 401K PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
