TURKEN HEATH & MCCAULEY LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2022: TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 8 |
Total of all active and inactive participants | 2022-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 29 |
Number of participants with account balances | 2022-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 9 |
Total of all active and inactive participants | 2021-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 28 |
Number of participants with account balances | 2021-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 7 |
Total of all active and inactive participants | 2020-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 26 |
Number of participants with account balances | 2020-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 6 |
Total of all active and inactive participants | 2019-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 22 |
Number of participants with account balances | 2019-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 4 |
Total of all active and inactive participants | 2018-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 18 |
Number of participants with account balances | 2018-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 4 |
Total of all active and inactive participants | 2017-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 16 |
Number of participants with account balances | 2017-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 13 |
Number of participants with account balances | 2016-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 11 |
Number of participants with account balances | 2015-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 9 |
Number of participants with account balances | 2014-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 7 |
Number of participants with account balances | 2013-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 4 |
Number of participants with account balances | 2012-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
Measure | Date | Value |
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2022 : TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-270,243 |
Expenses. Total of all expenses incurred | 2022-12-31 | $181,917 |
Benefits paid (including direct rollovers) | 2022-12-31 | $181,371 |
Total plan assets at end of year | 2022-12-31 | $3,429,322 |
Total plan assets at beginning of year | 2022-12-31 | $3,881,482 |
Value of fidelity bond covering the plan | 2022-12-31 | $388,148 |
Total contributions received or receivable from participants | 2022-12-31 | $183,537 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-732,862 |
Net income (gross income less expenses) | 2022-12-31 | $-452,160 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,429,322 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,881,482 |
Assets. Value of participant loans | 2022-12-31 | $4,368 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $279,082 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $546 |
2021 : TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,134,651 |
Expenses. Total of all expenses incurred | 2021-12-31 | $22,091 |
Benefits paid (including direct rollovers) | 2021-12-31 | $21,615 |
Total plan assets at end of year | 2021-12-31 | $3,881,482 |
Total plan assets at beginning of year | 2021-12-31 | $2,768,922 |
Value of fidelity bond covering the plan | 2021-12-31 | $276,892 |
Total contributions received or receivable from participants | 2021-12-31 | $150,076 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $281,879 |
Other income received | 2021-12-31 | $478,819 |
Net income (gross income less expenses) | 2021-12-31 | $1,112,560 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,881,482 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,768,922 |
Assets. Value of participant loans | 2021-12-31 | $1,633 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $223,877 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $476 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
2020 : TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $770,977 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,974 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,693 |
Total plan assets at end of year | 2020-12-31 | $2,768,922 |
Total plan assets at beginning of year | 2020-12-31 | $1,999,919 |
Value of fidelity bond covering the plan | 2020-12-31 | $199,992 |
Total contributions received or receivable from participants | 2020-12-31 | $149,449 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $415,519 |
Net income (gross income less expenses) | 2020-12-31 | $769,003 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,768,922 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,999,919 |
Assets. Value of participant loans | 2020-12-31 | $3,370 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $206,009 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $281 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
2019 : TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $659,909 |
Expenses. Total of all expenses incurred | 2019-12-31 | $23,050 |
Benefits paid (including direct rollovers) | 2019-12-31 | $22,800 |
Total plan assets at end of year | 2019-12-31 | $1,999,919 |
Total plan assets at beginning of year | 2019-12-31 | $1,363,060 |
Value of fidelity bond covering the plan | 2019-12-31 | $136,306 |
Total contributions received or receivable from participants | 2019-12-31 | $121,759 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $344,500 |
Net income (gross income less expenses) | 2019-12-31 | $636,859 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,999,919 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,363,060 |
Assets. Value of participant loans | 2019-12-31 | $4,508 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $193,650 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $250 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
2018 : TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $210,287 |
Expenses. Total of all expenses incurred | 2018-12-31 | $22 |
Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $1,363,060 |
Total plan assets at beginning of year | 2018-12-31 | $1,152,795 |
Value of fidelity bond covering the plan | 2018-12-31 | $125,000 |
Total contributions received or receivable from participants | 2018-12-31 | $114,893 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-69,122 |
Net income (gross income less expenses) | 2018-12-31 | $210,265 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,363,060 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,152,795 |
Assets. Value of participant loans | 2018-12-31 | $15,826 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $164,516 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $22 |
2017 : TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $339,276 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $1,152,795 |
Total plan assets at beginning of year | 2017-12-31 | $813,519 |
Value of fidelity bond covering the plan | 2017-12-31 | $81,352 |
Total contributions received or receivable from participants | 2017-12-31 | $84,013 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $150,590 |
Net income (gross income less expenses) | 2017-12-31 | $339,276 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,152,795 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $813,519 |
Assets. Value of participant loans | 2017-12-31 | $16,944 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $104,673 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
2016 : TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $254,396 |
Expenses. Total of all expenses incurred | 2016-12-31 | $11,670 |
Benefits paid (including direct rollovers) | 2016-12-31 | $11,652 |
Total plan assets at end of year | 2016-12-31 | $813,519 |
Total plan assets at beginning of year | 2016-12-31 | $570,793 |
Value of fidelity bond covering the plan | 2016-12-31 | $57,079 |
Total contributions received or receivable from participants | 2016-12-31 | $89,587 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $54,815 |
Net income (gross income less expenses) | 2016-12-31 | $242,726 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $813,519 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $570,793 |
Assets. Value of participant loans | 2016-12-31 | $22,375 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $109,994 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $18 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
2015 : TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $247,866 |
Expenses. Total of all expenses incurred | 2015-12-31 | $28,176 |
Benefits paid (including direct rollovers) | 2015-12-31 | $28,046 |
Total plan assets at end of year | 2015-12-31 | $570,793 |
Total plan assets at beginning of year | 2015-12-31 | $351,103 |
Value of fidelity bond covering the plan | 2015-12-31 | $35,110 |
Total contributions received or receivable from participants | 2015-12-31 | $97,831 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $47,418 |
Other income received | 2015-12-31 | $-8,180 |
Net income (gross income less expenses) | 2015-12-31 | $219,690 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $570,793 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $351,103 |
Assets. Value of participant loans | 2015-12-31 | $35,340 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $110,797 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $130 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
2014 : TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $146,137 |
Expenses. Total of all expenses incurred | 2014-12-31 | $29,428 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $351,103 |
Total plan assets at beginning of year | 2014-12-31 | $234,394 |
Value of fidelity bond covering the plan | 2014-12-31 | $23,439 |
Total contributions received or receivable from participants | 2014-12-31 | $85,021 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $21,426 |
Net income (gross income less expenses) | 2014-12-31 | $116,709 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $351,103 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $234,394 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $39,690 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $29,428 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
2013 : TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $183,055 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $234,394 |
Total plan assets at beginning of year | 2013-12-31 | $51,339 |
Value of fidelity bond covering the plan | 2013-12-31 | $20,000 |
Total contributions received or receivable from participants | 2013-12-31 | $70,896 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $89,316 |
Other income received | 2013-12-31 | $22,843 |
Net income (gross income less expenses) | 2013-12-31 | $183,055 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $234,394 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $51,339 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
2012 : TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $51,339 |
Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $51,339 |
Total plan assets at beginning of year | 2012-12-31 | $0 |
Value of fidelity bond covering the plan | 2012-12-31 | $20,000 |
Total contributions received or receivable from participants | 2012-12-31 | $35,183 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $15,363 |
Other income received | 2012-12-31 | $793 |
Net income (gross income less expenses) | 2012-12-31 | $51,339 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $51,339 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
2022: TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: TURKEN HEATH & MCCAULEY LLP 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | First time form 5500 has been submitted | Yes |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |