401k Plan data: FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN plan

FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 401k Plan overview

Plan Name	FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN
Plan identification number	002

FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FORD, WALKER, HAGGERTY & BEHAR LLP has sponsored the creation of one or more 401k plans.

Company Name: FORD, WALKER, HAGGERTY & BEHAR LLP

Employer identification number (EIN): 330485182

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 JEFFREY S. BEHAR 2018-06-22
002 2016-01-01 JEFFREY S. BEHAR 2017-08-16
002 2015-01-01 JEFFREY S. BEHAR 2016-05-19
002 2014-01-01 JEFFREY S. BEHAR 2015-05-19
002 2013-01-01 JEFFREY S. BEHAR 2014-10-09
002 2012-01-01 JEFFREY BEHAR 2013-10-14
002 2011-01-01 JEFFREY BEHAR 2012-10-11
002 2010-01-01 JEFFREY BEHAR 2011-10-10
002 2009-01-01 JEFFREY BEHAR

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	JEFFREY S. BEHAR	2018-06-22
002	2016-01-01	JEFFREY S. BEHAR	2017-08-16
002	2015-01-01	JEFFREY S. BEHAR	2016-05-19
002	2014-01-01	JEFFREY S. BEHAR	2015-05-19
002	2013-01-01	JEFFREY S. BEHAR	2014-10-09
002	2012-01-01	JEFFREY BEHAR	2013-10-14
002	2011-01-01	JEFFREY BEHAR	2012-10-11
002	2010-01-01	JEFFREY BEHAR	2011-10-10
002	2009-01-01	JEFFREY BEHAR

Plan Statistics for FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN

401k plan membership statisitcs for FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN

Measure Date Value
2022: FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 127
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 45
Total of all active and inactive participants 2022-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 172
Number of participants with account balances 2022-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 127
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 39
Total of all active and inactive participants 2021-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 166
Number of participants with account balances 2021-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 142
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 36
Total of all active and inactive participants 2020-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 178
Number of participants with account balances 2020-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 126
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 47
Total of all active and inactive participants 2019-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 173
Number of participants with account balances 2019-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 112
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 2018-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 144
Number of participants with account balances 2018-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2009: FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 86
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 23
Total of all active and inactive participants 2009-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 109
Number of participants with account balances 2009-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	127
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	45
Total of all active and inactive participants	2022-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	172
Number of participants with account balances	2022-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	127
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	39
Total of all active and inactive participants	2021-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	166
Number of participants with account balances	2021-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	142
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	36
Total of all active and inactive participants	2020-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	178
Number of participants with account balances	2020-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	126
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	47
Total of all active and inactive participants	2019-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	173
Number of participants with account balances	2019-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	112
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	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	144
Number of participants with account balances	2018-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2009: FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	86
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	23
Total of all active and inactive participants	2009-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	109
Number of participants with account balances	2009-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN

Measure	Date	Value
2022 : FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$861
Total unrealized appreciation/depreciation of assets	2022-12-31	$861
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	$1,687
Total income from all sources (including contributions)	2022-12-31	$-3,404,905
Total loss/gain on sale of assets	2022-12-31	$8,811
Total of all expenses incurred	2022-12-31	$4,308,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,225,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,567,824
Value of total assets at end of year	2022-12-31	$27,781,220
Value of total assets at beginning of year	2022-12-31	$35,495,850
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$82,708
Total interest from all sources	2022-12-31	$19,328
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$940,499
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	$940,499
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
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
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	$991,941
Participant contributions at end of year	2022-12-31	$163,566
Participant contributions at beginning of year	2022-12-31	$200,218
Participant contributions at end of year	2022-12-31	$102,174
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	$35,632
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	$1,687
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
Value of net income/loss	2022-12-31	$-7,712,943
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$27,781,220
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$35,494,163
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	$16,568
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$22,981,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$30,729,978
Interest on participant loans	2022-12-31	$7,708
Income. Interest from US Government securities	2022-12-31	$7,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$135,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$189,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$189,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$3,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,505,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,234,296
Asset value of US Government securities at end of year	2022-12-31	$1,349,514
Asset value of US Government securities at beginning of year	2022-12-31	$638,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,942,228
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	$540,251
Employer contributions (assets) at end of year	2022-12-31	$540,251
Employer contributions (assets) at beginning of year	2022-12-31	$497,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,225,330
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	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$66,140
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$2,949
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$6,024
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	$6,920,445
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$6,911,634
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BPM LLP
Accountancy firm EIN	2022-12-31	814234542
2021 : FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$2,567
Total unrealized appreciation/depreciation of assets	2021-12-31	$2,567
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$10,510
Total income from all sources (including contributions)	2021-12-31	$5,469,463
Total loss/gain on sale of assets	2021-12-31	$-1,030
Total of all expenses incurred	2021-12-31	$1,699,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,604,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,449,387
Value of total assets at end of year	2021-12-31	$35,495,850
Value of total assets at beginning of year	2021-12-31	$31,734,458
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$95,193
Total interest from all sources	2021-12-31	$30,253
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,778,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,778,603
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$62,691
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$946,513
Participant contributions at end of year	2021-12-31	$200,218
Participant contributions at beginning of year	2021-12-31	$203,159
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$8,144
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$5,172
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$1,687
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$10,510
Other income not declared elsewhere	2021-12-31	$249
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$3,770,215
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$35,494,163
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$31,723,948
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
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$32,502
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$30,729,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$27,866,514
Interest on participant loans	2021-12-31	$10,561
Income. Interest from US Government securities	2021-12-31	$17,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$189,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$100,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$100,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$2,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,234,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,089,320
Asset value of US Government securities at end of year	2021-12-31	$638,582
Asset value of US Government securities at beginning of year	2021-12-31	$934,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,209,434
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	Yes
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	$497,702
Employer contributions (assets) at end of year	2021-12-31	$497,702
Employer contributions (assets) at beginning of year	2021-12-31	$526,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,604,055
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$6,024
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$5,407
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
Aggregate proceeds on sale of assets	2021-12-31	$6,894,612
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$6,895,642
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BPM LLP
Accountancy firm EIN	2021-12-31	814234542
2020 : FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$45,224
Total unrealized appreciation/depreciation of assets	2020-12-31	$45,224
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$10,510
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$28,207
Total income from all sources (including contributions)	2020-12-31	$4,971,354
Total loss/gain on sale of assets	2020-12-31	$2,814
Total of all expenses incurred	2020-12-31	$1,903,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,828,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,389,460
Value of total assets at end of year	2020-12-31	$31,734,458
Value of total assets at beginning of year	2020-12-31	$28,684,156
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$74,653
Total interest from all sources	2020-12-31	$39,653
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$731,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$731,959
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$40,511
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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	$869,121
Participant contributions at end of year	2020-12-31	$203,159
Participant contributions at beginning of year	2020-12-31	$209,636
Participant contributions at end of year	2020-12-31	$8,144
Participant contributions at beginning of year	2020-12-31	$39,308
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$10,510
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$28,207
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$3,067,999
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$31,723,948
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$28,655,949
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
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$27,866,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$25,630,289
Interest on participant loans	2020-12-31	$11,179
Interest earned on other investments	2020-12-31	$4,630
Income. Interest from US Government securities	2020-12-31	$23,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$100,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$2,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$2,391
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,089,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,095,507
Asset value of US Government securities at end of year	2020-12-31	$934,674
Asset value of US Government securities at beginning of year	2020-12-31	$1,191,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,762,244
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	Yes
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	$520,339
Employer contributions (assets) at end of year	2020-12-31	$526,840
Employer contributions (assets) at beginning of year	2020-12-31	$512,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,828,702
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$34,142
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$5,407
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$3,236
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
Aggregate proceeds on sale of assets	2020-12-31	$897,055
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$894,241
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BPM LLP
Accountancy firm EIN	2020-12-31	814234542
2019 : FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$34,376
Total unrealized appreciation/depreciation of assets	2019-12-31	$34,376
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$28,207
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,049,347
Total loss/gain on sale of assets	2019-12-31	$3,247
Total of all expenses incurred	2019-12-31	$982,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$938,515
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,285,852
Value of total assets at end of year	2019-12-31	$28,684,156
Value of total assets at beginning of year	2019-12-31	$23,588,868
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$43,751
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$37,097
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,344,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,344,973
Assets. Real estate other than employer real property at end of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$12,310
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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	$773,291
Participant contributions at end of year	2019-12-31	$209,636
Participant contributions at beginning of year	2019-12-31	$208,894
Participant contributions at end of year	2019-12-31	$39,308
Participant contributions at beginning of year	2019-12-31	$39,214
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$28,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$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	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$5,067,081
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$28,655,949
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$23,588,868
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
Assets. partnership/joint venture interests at end of year	2019-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$31,441
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$25,630,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$20,849,722
Interest on participant loans	2019-12-31	$12,049
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$24,324
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$2,391
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$41,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$41,176
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,095,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$838,398
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Asset value of US Government securities at end of year	2019-12-31	$1,191,228
Asset value of US Government securities at beginning of year	2019-12-31	$1,143,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,343,802
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	Yes
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	$512,561
Employer contributions (assets) at end of year	2019-12-31	$512,561
Employer contributions (assets) at beginning of year	2019-12-31	$465,206
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$938,515
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Contract administrator fees	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$3,236
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$2,677
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
Aggregate proceeds on sale of assets	2019-12-31	$282,420
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$279,173
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	ROSSI LLP
Accountancy firm EIN	2019-12-31	954091474
2018 : FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$6,230
Total unrealized appreciation/depreciation of assets	2018-12-31	$6,230
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,026
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$8,839
Total loss/gain on sale of assets	2018-12-31	$2,987
Total of all expenses incurred	2018-12-31	$769,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$731,417
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,608,584
Value of total assets at end of year	2018-12-31	$23,588,868
Value of total assets at beginning of year	2018-12-31	$24,350,420
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$37,948
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$15,428
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,084,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,083,989
Assets. Real estate other than employer real property at end of year	2018-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$11,972
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$704,769
Participant contributions at end of year	2018-12-31	$208,894
Participant contributions at beginning of year	2018-12-31	$279,650
Participant contributions at end of year	2018-12-31	$39,214
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$21,627
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$1,026
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$1,120
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$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	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-760,526
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$23,588,868
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$24,349,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at end of year	2018-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$24,856
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$20,849,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$23,137,195
Interest on participant loans	2018-12-31	$9,752
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$5,226
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$41,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$80,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$80,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$838,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$849,049
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Asset value of US Government securities at end of year	2018-12-31	$1,143,581
Asset value of US Government securities at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,708,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$882,188
Employer contributions (assets) at end of year	2018-12-31	$465,206
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$98
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$731,417
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$0
Contract administrator fees	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$2,677
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$3,612
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$272,919
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$269,932
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ROSSI LLP
Accountancy firm EIN	2018-12-31	954091474
2009 : FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 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

Form 5500 Responses for FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN

2022: FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2009: FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00050

Policy instance

Insurance contract or identification number	R00050
Number of Individuals Covered	80
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00050

Policy instance

Insurance contract or identification number	R00050
Number of Individuals Covered	81
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00050

Policy instance

Insurance contract or identification number	R00050
Number of Individuals Covered	71
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00050

Policy instance

Insurance contract or identification number	R00050
Number of Individuals Covered	66
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00050

Policy instance

Insurance contract or identification number	R00050
Number of Individuals Covered	64
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	FORD, WALKER, HAGGERTY & BEHAR LLP
Employer identification number (EIN):	330485182
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers