L. PATRICK MULLIGAN & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2021: L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 9 |
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 | 1 |
Total of all active and inactive participants | 2021-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 10 |
Number of participants with account balances | 2021-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 8 |
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 | 0 |
Total of all active and inactive participants | 2020-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 8 |
Number of participants with account balances | 2020-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
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 | 0 |
Total of all active and inactive participants | 2019-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 9 |
Number of participants with account balances | 2019-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 9 |
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 | 0 |
Total of all active and inactive participants | 2018-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 9 |
Number of participants with account balances | 2018-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
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 | 1 |
Total of all active and inactive participants | 2017-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 7 |
Number of participants with account balances | 2017-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
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 | 4 |
Total of all active and inactive participants | 2016-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 9 |
Number of participants with account balances | 2016-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
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 | 3 |
Total of all active and inactive participants | 2015-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 8 |
Number of participants with account balances | 2015-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 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 | 6 |
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 | 2 |
Total of all active and inactive participants | 2014-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 8 |
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 |
Measure | Date | Value |
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2021 : L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $281,216 |
Expenses. Total of all expenses incurred | 2021-12-31 | $5,864 |
Total plan assets at end of year | 2021-12-31 | $1,676,390 |
Total plan assets at beginning of year | 2021-12-31 | $1,401,038 |
Value of fidelity bond covering the plan | 2021-12-31 | $250,000 |
Total contributions received or receivable from participants | 2021-12-31 | $28,330 |
Other income received | 2021-12-31 | $156,831 |
Net income (gross income less expenses) | 2021-12-31 | $275,352 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,676,390 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,401,038 |
Assets. Value of participant loans | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $96,055 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $5,864 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $378,620 |
Expenses. Total of all expenses incurred | 2020-12-31 | $53,830 |
Benefits paid (including direct rollovers) | 2020-12-31 | $47,424 |
Total plan assets at end of year | 2020-12-31 | $1,401,038 |
Total plan assets at beginning of year | 2020-12-31 | $1,076,248 |
Value of fidelity bond covering the plan | 2020-12-31 | $250,000 |
Total contributions received or receivable from participants | 2020-12-31 | $26,400 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $872 |
Other income received | 2020-12-31 | $272,448 |
Net income (gross income less expenses) | 2020-12-31 | $324,790 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,401,038 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,076,248 |
Assets. Value of participant loans | 2020-12-31 | $5,510 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $78,900 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $6,406 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $297,038 |
Expenses. Total of all expenses incurred | 2019-12-31 | $5,925 |
Total plan assets at end of year | 2019-12-31 | $1,076,248 |
Total plan assets at beginning of year | 2019-12-31 | $785,135 |
Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
Total contributions received or receivable from participants | 2019-12-31 | $25,830 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $24,228 |
Other income received | 2019-12-31 | $176,150 |
Net income (gross income less expenses) | 2019-12-31 | $291,113 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,076,248 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $785,135 |
Assets. Value of participant loans | 2019-12-31 | $12,376 |
Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $200,000 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $70,830 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $5,925 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $38,682 |
Expenses. Total of all expenses incurred | 2018-12-31 | $23,564 |
Benefits paid (including direct rollovers) | 2018-12-31 | $15,798 |
Total plan assets at end of year | 2018-12-31 | $785,135 |
Total plan assets at beginning of year | 2018-12-31 | $770,017 |
Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
Total contributions received or receivable from participants | 2018-12-31 | $24,155 |
Other income received | 2018-12-31 | $-47,628 |
Net income (gross income less expenses) | 2018-12-31 | $15,118 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $785,135 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $770,017 |
Assets. Value of participant loans | 2018-12-31 | $21,642 |
Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $178,160 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $62,155 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $7,766 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $169,634 |
Expenses. Total of all expenses incurred | 2017-12-31 | $2,679 |
Benefits paid (including direct rollovers) | 2017-12-31 | $2,679 |
Total plan assets at end of year | 2017-12-31 | $770,017 |
Total plan assets at beginning of year | 2017-12-31 | $603,062 |
Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
Total contributions received or receivable from participants | 2017-12-31 | $21,530 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $27,952 |
Other income received | 2017-12-31 | $63,622 |
Net income (gross income less expenses) | 2017-12-31 | $166,955 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $770,017 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $603,062 |
Assets. Value of participant loans | 2017-12-31 | $30,500 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $178,160 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $56,530 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $105,400 |
Expenses. Total of all expenses incurred | 2016-12-31 | $8 |
Total plan assets at end of year | 2016-12-31 | $603,062 |
Total plan assets at beginning of year | 2016-12-31 | $497,670 |
Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
Total contributions received or receivable from participants | 2016-12-31 | $20,205 |
Other income received | 2016-12-31 | $34,990 |
Net income (gross income less expenses) | 2016-12-31 | $105,392 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $603,062 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $497,670 |
Assets. Value of participant loans | 2016-12-31 | $38,970 |
Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $178,160 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $50,205 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $8 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $54,703 |
Expenses. Total of all expenses incurred | 2015-12-31 | $28 |
Total plan assets at end of year | 2015-12-31 | $497,670 |
Total plan assets at beginning of year | 2015-12-31 | $442,995 |
Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
Total contributions received or receivable from participants | 2015-12-31 | $21,735 |
Other income received | 2015-12-31 | $-18,767 |
Net income (gross income less expenses) | 2015-12-31 | $54,675 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $497,670 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $442,995 |
Assets. Value of participant loans | 2015-12-31 | $1,863 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $157,250 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $51,735 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $28 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $67,863 |
Expenses. Total of all expenses incurred | 2014-12-31 | $8 |
Total plan assets at end of year | 2014-12-31 | $442,995 |
Total plan assets at beginning of year | 2014-12-31 | $375,140 |
Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
Total contributions received or receivable from participants | 2014-12-31 | $20,280 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $200 |
Other income received | 2014-12-31 | $-2,897 |
Net income (gross income less expenses) | 2014-12-31 | $67,855 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $442,995 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $375,140 |
Assets. Value of participant loans | 2014-12-31 | $6,297 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $157,250 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $50,280 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $8 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2021: L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
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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: L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
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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: L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
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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: L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
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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: L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
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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: L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
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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: L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
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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: L. PATRICK MULLIGAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
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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 |