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| Plan Name | HEIDMAN LAW FIRM MONEY PURCHASE PENSION PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | HEIDMAN LAW FIRM LLP |
| Employer identification number (EIN): | 420651444 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | JOEL VOS | 2023-05-20 | ||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | LANCE D EHMECKE | 2015-06-09 | ||
| 001 | 2013-01-01 | PEGGY MILLER | 2014-09-30 | ||
| 001 | 2012-01-01 | PEGGY MILLER | 2014-09-30 | ||
| 001 | 2011-01-01 | RUBY MARTIN | 2013-07-16 | ||
| 001 | 2009-01-01 | RUBY BOLLIN |
| Measure | Date | Value |
|---|---|---|
| 2009: HEIDMAN LAW FIRM MONEY PURCHASE PENSION PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 21 |
| Total of all active and inactive participants | 2009-01-01 | 51 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 51 |
| Number of participants with account balances | 2009-01-01 | 51 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2010 : HEIDMAN LAW FIRM MONEY PURCHASE PENSION PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $1,434,283 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $306,592 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $305,666 |
| Total plan assets at end of year | 2010-12-31 | $12,460,920 |
| Total plan assets at beginning of year | 2010-12-31 | $11,333,229 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $926 |
| Other income received | 2010-12-31 | $1,153,493 |
| Net income (gross income less expenses) | 2010-12-31 | $1,127,691 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $12,460,920 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $11,333,229 |
| Assets. Value of participant loans | 2010-12-31 | $453,819 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $280,790 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $280,790 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $280,790 |
| 2009 : HEIDMAN LAW FIRM MONEY PURCHASE PENSION PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $297,301 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $297,301 |
| 2009: HEIDMAN LAW FIRM MONEY PURCHASE PENSION PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) | |||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | VARIOUS | ||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||
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