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HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN
Plan identification number 002

HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HALL, RENDER, KILLIAN, HEATH & LYMAN, PC has sponsored the creation of one or more 401k plans.

Company Name:HALL, RENDER, KILLIAN, HEATH & LYMAN, PC
Employer identification number (EIN):351427161
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SHERRI L. UMBAUGH
0022016-01-01SHERRI L. UMBAUGH
0022015-01-01SHERRI L. UMBAUGH
0022014-01-01SHERRI L. UMBAUGH
0022013-01-01SHERRI L. UMBAUGH
0022012-01-01JOHN DISMANG
0022011-01-01JOHN DISMANG
0022010-01-01ALBERT GLOVER ALBERT GLOVER2011-10-07
0022009-01-01ALBERT GLOVER ALBERT GLOVER2010-07-22

Plan Statistics for HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01383
Total number of active participants reported on line 7a of the Form 55002022-01-01296
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01110
Total of all active and inactive participants2022-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01410
Number of participants with account balances2022-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01387
Total number of active participants reported on line 7a of the Form 55002021-01-01275
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01105
Total of all active and inactive participants2021-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01384
Number of participants with account balances2021-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01396
Total number of active participants reported on line 7a of the Form 55002020-01-01273
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01108
Total of all active and inactive participants2020-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01382
Number of participants with account balances2020-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01375
Total number of active participants reported on line 7a of the Form 55002019-01-01269
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01122
Total of all active and inactive participants2019-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01394
Number of participants with account balances2019-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01412
Total number of active participants reported on line 7a of the Form 55002018-01-01262
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01111
Total of all active and inactive participants2018-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01373
Number of participants with account balances2018-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0124
2017: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01442
Total number of active participants reported on line 7a of the Form 55002017-01-01278
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01134
Total of all active and inactive participants2017-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01412
Number of participants with account balances2017-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0152
2016: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01430
Total number of active participants reported on line 7a of the Form 55002016-01-01376
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01432
Number of participants with account balances2016-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0147
2015: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01401
Total number of active participants reported on line 7a of the Form 55002015-01-01378
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0152
Total of all active and inactive participants2015-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01430
Number of participants with account balances2015-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01390
Total number of active participants reported on line 7a of the Form 55002014-01-01343
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0156
Total of all active and inactive participants2014-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01399
Number of participants with account balances2014-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0124
2013: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01388
Total number of active participants reported on line 7a of the Form 55002013-01-01338
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0148
Total of all active and inactive participants2013-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01386
Number of participants with account balances2013-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0123
2012: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01380
Total number of active participants reported on line 7a of the Form 55002012-01-01340
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0146
Total of all active and inactive participants2012-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01386
Number of participants with account balances2012-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01356
Total number of active participants reported on line 7a of the Form 55002011-01-01344
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01379
Number of participants with account balances2011-01-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01332
Total number of active participants reported on line 7a of the Form 55002010-01-01318
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0136
Total of all active and inactive participants2010-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01354
Number of participants with account balances2010-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0115
2009: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01301
Total number of active participants reported on line 7a of the Form 55002009-01-01291
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0139
Total of all active and inactive participants2009-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01330
Number of participants with account balances2009-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120

Financial Data on HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$54,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-13,749,258
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,729,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,522,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,901,397
Value of total assets at end of year2022-12-31$118,209,464
Value of total assets at beginning of year2022-12-31$134,633,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$206,262
Total interest from all sources2022-12-31$26,969
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,143,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,143,659
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,090,325
Participant contributions at end of year2022-12-31$496,539
Participant contributions at beginning of year2022-12-31$453,552
Participant contributions at end of year2022-12-31$57,740
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$213,604
Liabilities. Value of operating payables at end of year2022-12-31$54,574
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,478,497
Value of net assets at end of year (total assets less liabilities)2022-12-31$118,154,890
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$134,633,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$75,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$100,961,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$117,223,613
Interest on participant loans2022-12-31$26,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$10,436,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$10,584,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$10,584,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,821,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,597,468
Employer contributions (assets) at end of year2022-12-31$3,590,044
Employer contributions (assets) at beginning of year2022-12-31$3,155,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,522,977
Contract administrator fees2022-12-31$131,262
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$2,666,960
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$3,216,066
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BLUE & CO., LLC
Accountancy firm EIN2022-12-31351178661
2021 : HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$23,606,336
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,573,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,333,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,305,857
Value of total assets at end of year2021-12-31$134,633,387
Value of total assets at beginning of year2021-12-31$114,600,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$240,589
Total interest from all sources2021-12-31$25,618
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,679,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,679,989
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,843,790
Participant contributions at end of year2021-12-31$453,552
Participant contributions at beginning of year2021-12-31$445,303
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$306,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$20,032,422
Value of net assets at end of year (total assets less liabilities)2021-12-31$134,633,387
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$114,600,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$78,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$117,223,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$98,430,541
Interest on participant loans2021-12-31$25,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$10,584,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$10,173,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$10,173,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,594,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,155,315
Employer contributions (assets) at end of year2021-12-31$3,155,315
Employer contributions (assets) at beginning of year2021-12-31$3,053,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,333,325
Contract administrator fees2021-12-31$161,839
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$3,216,066
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$2,498,246
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BLUE & CO., LLC
Accountancy firm EIN2021-12-31351178661
2020 : HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$18,576,475
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,143,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,029,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,383,160
Value of total assets at end of year2020-12-31$114,600,965
Value of total assets at beginning of year2020-12-31$102,168,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$114,192
Total interest from all sources2020-12-31$29,044
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,527,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,527,685
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,759,855
Participant contributions at end of year2020-12-31$445,303
Participant contributions at beginning of year2020-12-31$504,613
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$569,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$12,432,871
Value of net assets at end of year (total assets less liabilities)2020-12-31$114,600,965
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$102,168,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$44,193
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$98,430,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$90,743,545
Interest on participant loans2020-12-31$29,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$10,173,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,488,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,488,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,636,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,053,669
Employer contributions (assets) at end of year2020-12-31$3,053,669
Employer contributions (assets) at beginning of year2020-12-31$2,966,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,029,412
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$113,104
Contract administrator fees2020-12-31$69,999
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$2,498,246
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$2,351,601
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BLUE & CO., LLC
Accountancy firm EIN2020-12-31351178661
2019 : HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$24,126,912
Total income from all sources (including contributions)2019-12-31$24,126,912
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,442,262
Total of all expenses incurred2019-12-31$6,442,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,288,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,288,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,732,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,732,006
Value of total assets at end of year2019-12-31$102,168,094
Value of total assets at end of year2019-12-31$102,168,094
Value of total assets at beginning of year2019-12-31$84,483,444
Value of total assets at beginning of year2019-12-31$84,483,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$153,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$153,542
Total interest from all sources2019-12-31$36,400
Total interest from all sources2019-12-31$36,400
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,596,602
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,596,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,596,602
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,596,602
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,672,492
Contributions received from participants2019-12-31$2,672,492
Participant contributions at end of year2019-12-31$504,613
Participant contributions at end of year2019-12-31$504,613
Participant contributions at beginning of year2019-12-31$657,122
Participant contributions at beginning of year2019-12-31$657,122
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$92,785
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$92,785
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$454,081
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$454,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$17,684,650
Value of net income/loss2019-12-31$17,684,650
Value of net assets at end of year (total assets less liabilities)2019-12-31$102,168,094
Value of net assets at end of year (total assets less liabilities)2019-12-31$102,168,094
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$84,483,444
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$84,483,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$90,743,545
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$90,743,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$69,328,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$69,328,555
Interest on participant loans2019-12-31$36,400
Interest on participant loans2019-12-31$36,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,488,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,488,502
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,264,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,264,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,264,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,264,694
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$17,784
Asset value of US Government securities at beginning of year2019-12-31$17,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,761,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,761,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,966,729
Contributions received in cash from employer2019-12-31$2,966,729
Employer contributions (assets) at end of year2019-12-31$2,966,729
Employer contributions (assets) at end of year2019-12-31$2,966,729
Employer contributions (assets) at beginning of year2019-12-31$2,861,063
Employer contributions (assets) at beginning of year2019-12-31$2,861,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,288,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,288,720
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$113,104
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$113,104
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$87,278
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$87,278
Contract administrator fees2019-12-31$153,542
Contract administrator fees2019-12-31$153,542
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,351,601
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,351,601
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,812,867
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,812,867
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLUE & CO., LLC
Accountancy firm name2019-12-31BLUE & CO., LLC
Accountancy firm EIN2019-12-31351178661
Accountancy firm EIN2019-12-31351178661
2018 : HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$0
Total income from all sources (including contributions)2018-12-31$2,085,103
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$13,038,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,814,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,848,437
Value of total assets at end of year2018-12-31$84,483,444
Value of total assets at beginning of year2018-12-31$95,437,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$223,864
Total interest from all sources2018-12-31$234,434
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,354,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,354,542
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,646,236
Participant contributions at end of year2018-12-31$657,122
Participant contributions at beginning of year2018-12-31$674,094
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$340,883
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$454,081
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-10,953,718
Value of net assets at end of year (total assets less liabilities)2018-12-31$84,483,444
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$95,437,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$140,559
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$69,328,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$76,828,364
Interest on participant loans2018-12-31$35,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$9,264,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$9,499,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$9,499,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$198,734
Asset value of US Government securities at end of year2018-12-31$17,784
Asset value of US Government securities at beginning of year2018-12-31$107,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,352,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,861,318
Employer contributions (assets) at end of year2018-12-31$2,861,063
Employer contributions (assets) at beginning of year2018-12-31$3,470,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,814,957
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$87,278
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$455,575
Contract administrator fees2018-12-31$83,305
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,812,867
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$4,401,536
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BLUE & CO., LLC
Accountancy firm EIN2018-12-31351178661
2017 : HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$20,431,849
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,077,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,928,994
Value of total corrective distributions2017-12-31$535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,965,707
Value of total assets at end of year2017-12-31$95,437,162
Value of total assets at beginning of year2017-12-31$83,082,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$148,067
Total interest from all sources2017-12-31$205,517
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,209,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,209,770
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,267,416
Participant contributions at end of year2017-12-31$674,094
Participant contributions at beginning of year2017-12-31$622,426
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$227,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,354,253
Value of net assets at end of year (total assets less liabilities)2017-12-31$95,437,162
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$83,082,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$119,983
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$76,828,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$64,463,200
Interest on participant loans2017-12-31$33,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$9,499,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$8,595,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$8,595,182
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$172,297
Asset value of US Government securities at end of year2017-12-31$107,254
Asset value of US Government securities at beginning of year2017-12-31$22,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,050,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,470,766
Employer contributions (assets) at end of year2017-12-31$3,470,766
Employer contributions (assets) at beginning of year2017-12-31$3,509,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,928,994
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$455,575
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$872,809
Contract administrator fees2017-12-31$28,084
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$4,401,536
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$4,996,384
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BLUE & CO., LLC
Accountancy firm EIN2017-12-31351178661
2016 : HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$15,525,517
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,998,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,844,032
Value of total corrective distributions2016-12-31$1,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,755,723
Value of total assets at end of year2016-12-31$83,082,909
Value of total assets at beginning of year2016-12-31$71,555,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$153,290
Total interest from all sources2016-12-31$32,621
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,208,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,208,678
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,311,226
Participant contributions at end of year2016-12-31$622,426
Participant contributions at beginning of year2016-12-31$597,388
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,934,565
Other income not declared elsewhere2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$11,527,015
Value of net assets at end of year (total assets less liabilities)2016-12-31$83,082,909
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$71,555,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$109,926
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$64,463,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$54,140,184
Interest on participant loans2016-12-31$32,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$8,595,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,790,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,790,643
Asset value of US Government securities at end of year2016-12-31$22,976
Asset value of US Government securities at beginning of year2016-12-31$63,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,528,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,509,932
Employer contributions (assets) at end of year2016-12-31$3,509,932
Employer contributions (assets) at beginning of year2016-12-31$3,318,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,844,032
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$872,809
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$867,225
Contract administrator fees2016-12-31$43,364
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$4,996,384
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$4,778,974
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BLUE & CO., LLC
Accountancy firm EIN2016-12-31351178661
2015 : HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,964,588
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,392,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,286,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,759,927
Value of total assets at end of year2015-12-31$71,555,894
Value of total assets at beginning of year2015-12-31$70,984,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$106,045
Total interest from all sources2015-12-31$29,049
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,555,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,555,148
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,061,867
Participant contributions at end of year2015-12-31$597,388
Participant contributions at beginning of year2015-12-31$571,404
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$379,867
Other income not declared elsewhere2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$571,890
Value of net assets at end of year (total assets less liabilities)2015-12-31$71,555,894
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$70,984,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$78,810
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$54,140,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$52,149,200
Interest on participant loans2015-12-31$28,688
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$297,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,790,643
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$6,820,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$6,820,006
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$361
Asset value of US Government securities at end of year2015-12-31$63,287
Asset value of US Government securities at beginning of year2015-12-31$69,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,379,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,318,193
Employer contributions (assets) at end of year2015-12-31$3,318,193
Employer contributions (assets) at beginning of year2015-12-31$3,070,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,286,653
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$867,225
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,295,501
Contract administrator fees2015-12-31$27,235
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$4,778,974
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$6,710,729
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BLUE & CO., LLC
Accountancy firm EIN2015-12-31351178661
2014 : HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$11,772,483
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,709,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,566,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,961,972
Value of total assets at end of year2014-12-31$70,984,004
Value of total assets at beginning of year2014-12-31$63,920,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$142,085
Total interest from all sources2014-12-31$77,334
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,522,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,374,721
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,810,844
Participant contributions at end of year2014-12-31$571,404
Participant contributions at beginning of year2014-12-31$498,452
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,080,723
Other income not declared elsewhere2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,063,459
Value of net assets at end of year (total assets less liabilities)2014-12-31$70,984,004
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$63,920,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$103,851
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$52,149,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$47,364,014
Interest on participant loans2014-12-31$20,892
Income. Interest from US Government securities2014-12-31$858
Income. Interest from corporate debt instruments2014-12-31$55,281
Value of interest in common/collective trusts at end of year2014-12-31$297,143
Value of interest in common/collective trusts at beginning of year2014-12-31$790,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$6,820,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$7,965,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$7,965,721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$303
Asset value of US Government securities at end of year2014-12-31$69,616
Asset value of US Government securities at beginning of year2014-12-31$75,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,207,288
Net investment gain or loss from common/collective trusts2014-12-31$2,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,070,405
Employer contributions (assets) at end of year2014-12-31$3,070,405
Employer contributions (assets) at beginning of year2014-12-31$3,055,494
Income. Dividends from common stock2014-12-31$148,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,566,939
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,295,501
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$1,455,434
Contract administrator fees2014-12-31$38,234
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$6,710,729
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$2,715,719
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BLUE & CO., LLC
Accountancy firm EIN2014-12-31351178661
2013 : HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$15,916,221
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,648,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,546,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,706,525
Value of total assets at end of year2013-12-31$63,920,545
Value of total assets at beginning of year2013-12-31$49,652,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$101,615
Total interest from all sources2013-12-31$50,326
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,871,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,792,709
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,671,539
Participant contributions at end of year2013-12-31$498,452
Participant contributions at beginning of year2013-12-31$435,767
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$979,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$14,267,750
Value of net assets at end of year (total assets less liabilities)2013-12-31$63,920,545
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$49,652,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$90,339
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$47,364,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$36,610,896
Interest on participant loans2013-12-31$20,343
Income. Interest from US Government securities2013-12-31$456
Income. Interest from corporate debt instruments2013-12-31$29,366
Value of interest in common/collective trusts at end of year2013-12-31$790,327
Value of interest in common/collective trusts at beginning of year2013-12-31$622,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$7,965,721
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,410,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,410,011
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$161
Asset value of US Government securities at end of year2013-12-31$75,384
Asset value of US Government securities at beginning of year2013-12-31$16,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,275,770
Net investment gain or loss from common/collective trusts2013-12-31$12,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,055,494
Employer contributions (assets) at end of year2013-12-31$3,055,494
Employer contributions (assets) at beginning of year2013-12-31$3,190,969
Income. Dividends from common stock2013-12-31$78,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,546,856
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$1,455,434
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,101,052
Contract administrator fees2013-12-31$11,276
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$2,715,719
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,265,266
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BLUE & CO., LLC
Accountancy firm EIN2013-12-31351178661
2012 : HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$10,649,340
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,059,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$973,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,978,251
Value of total assets at end of year2012-12-31$49,652,795
Value of total assets at beginning of year2012-12-31$40,062,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$85,256
Total interest from all sources2012-12-31$177,718
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,213,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,124,695
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$143,238
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,677,981
Participant contributions at end of year2012-12-31$435,767
Participant contributions at beginning of year2012-12-31$516,436
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$109,301
Other income not declared elsewhere2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,590,105
Value of net assets at end of year (total assets less liabilities)2012-12-31$49,652,795
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$40,062,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$79,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$36,610,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$28,553,640
Interest on participant loans2012-12-31$26,353
Income. Interest from US Government securities2012-12-31$1,184
Income. Interest from corporate debt instruments2012-12-31$35,887
Value of interest in common/collective trusts at end of year2012-12-31$622,361
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,410,011
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,753,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,753,768
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$114,294
Asset value of US Government securities at end of year2012-12-31$16,473
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,293,650
Net investment gain or loss from common/collective trusts2012-12-31$-13,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,190,969
Employer contributions (assets) at end of year2012-12-31$3,190,969
Employer contributions (assets) at beginning of year2012-12-31$2,816,367
Income. Dividends from preferred stock2012-12-31$4,411
Income. Dividends from common stock2012-12-31$84,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$973,979
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,101,052
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$941,256
Contract administrator fees2012-12-31$5,725
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,265,266
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,337,985
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BLUE & CO., LLC
Accountancy firm EIN2012-12-31351178661
2011 : HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,021,522
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$725,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$720,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,675,683
Value of total assets at end of year2011-12-31$40,062,690
Value of total assets at beginning of year2011-12-31$35,767,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,649
Total interest from all sources2011-12-31$155,933
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$774,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$774,347
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$143,238
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,493,212
Participant contributions at end of year2011-12-31$516,436
Participant contributions at beginning of year2011-12-31$414,708
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$434,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$4,295,534
Value of net assets at end of year (total assets less liabilities)2011-12-31$40,062,690
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$35,767,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$3,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$28,553,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$26,364,816
Interest on participant loans2011-12-31$19,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,753,768
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,768,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,768,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$136,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,584,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,748,458
Employer contributions (assets) at end of year2011-12-31$2,816,367
Employer contributions (assets) at beginning of year2011-12-31$2,548,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$720,339
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$941,256
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,181,201
Contract administrator fees2011-12-31$2,149
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,337,985
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,489,126
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BLUE & CO., LLC
Accountancy firm EIN2011-12-31351178661
2010 : HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,073,489
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,247,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,236,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,881,378
Value of total assets at end of year2010-12-31$35,767,156
Value of total assets at beginning of year2010-12-31$28,941,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,964
Total interest from all sources2010-12-31$23,179
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$653,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$653,773
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,082,147
Participant contributions at end of year2010-12-31$414,708
Participant contributions at beginning of year2010-12-31$284,483
Participant contributions at beginning of year2010-12-31$76,119
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$250,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,825,907
Value of net assets at end of year (total assets less liabilities)2010-12-31$35,767,156
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,941,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$6,285
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$26,364,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,850,935
Interest on participant loans2010-12-31$18,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,768,533
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,008,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,008,186
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,515,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,548,761
Employer contributions (assets) at end of year2010-12-31$2,548,772
Employer contributions (assets) at beginning of year2010-12-31$2,402,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,236,618
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,181,201
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,277,382
Contract administrator fees2010-12-31$4,679
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,489,126
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,041,390
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BLUE & CO., LLC
Accountancy firm EIN2010-12-31351178661
2009 : HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN

2022: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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