HUGHES PITTMAN & GUPTON LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HUGHES PITTMAN & GUPTON LLP RETIREMENT SAVINGS PLAN
401k plan membership statisitcs for HUGHES PITTMAN & GUPTON LLP RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2022 : HUGHES PITTMAN & GUPTON LLP RETIREMENT SAVINGS PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $-2,480,304 |
| Total of all expenses incurred | 2022-12-31 | $332,914 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $301,154 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,156,510 |
| Value of total assets at end of year | 2022-12-31 | $18,539,968 |
| Value of total assets at beginning of year | 2022-12-31 | $21,353,186 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $31,760 |
| Total interest from all sources | 2022-12-31 | $2,349 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $6,775 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $806,648 |
| Participant contributions at end of year | 2022-12-31 | $47,295 |
| Participant contributions at beginning of year | 2022-12-31 | $60,029 |
| Participant contributions at end of year | 2022-12-31 | $19,710 |
| Participant contributions at beginning of year | 2022-12-31 | $44,645 |
| Other income not declared elsewhere | 2022-12-31 | $5,024 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-2,813,218 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $18,539,968 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $21,353,186 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $17,861,473 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $20,655,943 |
| Interest on participant loans | 2022-12-31 | $2,349 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $261,628 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $250,635 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,644,187 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $349,862 |
| Employer contributions (assets) at end of year | 2022-12-31 | $349,862 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $341,934 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $301,154 |
| Contract administrator fees | 2022-12-31 | $24,985 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | ELLIOTT GROUP CPAS, PLLC |
| Accountancy firm EIN | 2022-12-31 | 454771754 |
| 2021 : HUGHES PITTMAN & GUPTON LLP RETIREMENT SAVINGS PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $4,063,466 |
| Total of all expenses incurred | 2021-12-31 | $1,722,576 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,689,879 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,166,317 |
| Value of total assets at end of year | 2021-12-31 | $21,353,186 |
| Value of total assets at beginning of year | 2021-12-31 | $19,012,296 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $32,697 |
| Total interest from all sources | 2021-12-31 | $1,701 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $6,076 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $822,564 |
| Participant contributions at end of year | 2021-12-31 | $60,029 |
| Participant contributions at beginning of year | 2021-12-31 | $25,893 |
| Participant contributions at end of year | 2021-12-31 | $44,645 |
| Participant contributions at beginning of year | 2021-12-31 | $34,959 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,819 |
| Other income not declared elsewhere | 2021-12-31 | $3,660 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $2,340,890 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $21,353,186 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $19,012,296 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $20,655,943 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $18,346,164 |
| Interest on participant loans | 2021-12-31 | $1,701 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $250,635 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $268,359 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,891,788 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $341,934 |
| Employer contributions (assets) at end of year | 2021-12-31 | $341,934 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $336,921 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,689,879 |
| Contract administrator fees | 2021-12-31 | $26,621 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | ELLIOTT GROUP CPAS, PLLC |
| Accountancy firm EIN | 2021-12-31 | 454771754 |
| 2020 : HUGHES PITTMAN & GUPTON LLP RETIREMENT SAVINGS PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $4,292,039 |
| Total of all expenses incurred | 2020-12-31 | $300,069 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $268,427 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,560,223 |
| Value of total assets at end of year | 2020-12-31 | $19,012,296 |
| Value of total assets at beginning of year | 2020-12-31 | $15,020,326 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $31,642 |
| Total interest from all sources | 2020-12-31 | $2,179 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $6,326 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $815,122 |
| Participant contributions at end of year | 2020-12-31 | $25,893 |
| Participant contributions at beginning of year | 2020-12-31 | $44,043 |
| Participant contributions at end of year | 2020-12-31 | $34,959 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $97,894 |
| Other income not declared elsewhere | 2020-12-31 | $7,197 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $3,991,970 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $19,012,296 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $15,020,326 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $18,346,164 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $14,724,952 |
| Interest on participant loans | 2020-12-31 | $2,179 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $268,359 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $251,331 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,722,440 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $647,207 |
| Employer contributions (assets) at end of year | 2020-12-31 | $336,921 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $268,427 |
| Contract administrator fees | 2020-12-31 | $25,316 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | ELLIOTT GROUP CPAS, PLLC |
| Accountancy firm EIN | 2020-12-31 | 454771754 |
