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RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN 401k Plan overview

Plan NameRIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN
Plan identification number 001

RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS has sponsored the creation of one or more 401k plans.

Company Name:RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS
Employer identification number (EIN):730966815
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAMES C. ORBISON
0012016-01-01JAMES C. ORBISON
0012015-01-01JAMES C. ORBISON
0012014-01-01LISA RIGGS
0012013-01-01LISA RIGGS
0012012-01-01JOSEPH P. LENNART
0012011-01-01JOSEPH P. LENNART
0012009-01-01JOSEPH LENNART

Plan Statistics for RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN

401k plan membership statisitcs for RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN

Measure Date Value
2022: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01188
Total number of active participants reported on line 7a of the Form 55002022-01-01163
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01212
Number of participants with account balances2022-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01190
Total number of active participants reported on line 7a of the Form 55002021-01-01149
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01188
Number of participants with account balances2021-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01196
Total number of active participants reported on line 7a of the Form 55002020-01-01163
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01190
Number of participants with account balances2020-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01198
Total number of active participants reported on line 7a of the Form 55002019-01-01153
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0143
Total of all active and inactive participants2019-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01196
Number of participants with account balances2019-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01207
Total number of active participants reported on line 7a of the Form 55002018-01-01144
Number of retired or separated participants receiving benefits2018-01-0154
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01198
Number of participants with account balances2018-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01212
Total number of active participants reported on line 7a of the Form 55002017-01-01163
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01207
Number of participants with account balances2017-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01178
Total number of active participants reported on line 7a of the Form 55002016-01-01196
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01212
Number of participants with account balances2016-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01202
Total number of active participants reported on line 7a of the Form 55002015-01-01157
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01178
Number of participants with account balances2015-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01189
Total number of active participants reported on line 7a of the Form 55002014-01-01173
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01202
Number of participants with account balances2014-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01211
Total number of active participants reported on line 7a of the Form 55002013-01-01156
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01189
Number of participants with account balances2013-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01212
Total number of active participants reported on line 7a of the Form 55002012-01-01177
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01211
Number of participants with account balances2012-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01212
Total number of active participants reported on line 7a of the Form 55002011-01-01181
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01212
Number of participants with account balances2011-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01248
Total number of active participants reported on line 7a of the Form 55002009-01-01174
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0147
Total of all active and inactive participants2009-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01221
Number of participants with account balances2009-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN

Measure Date Value
2022 : RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,397,799
Total loss/gain on sale of assets2022-12-31$515,784
Total of all expenses incurred2022-12-31$1,133,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,131,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$525,177
Value of total assets at end of year2022-12-31$11,473,421
Value of total assets at beginning of year2022-12-31$15,004,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,508
Total interest from all sources2022-12-31$12,474
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$121,202
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$121,202
Administrative expenses professional fees incurred2022-12-31$1,508
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$525,119
Participant contributions at end of year2022-12-31$103,068
Participant contributions at beginning of year2022-12-31$97,541
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,060
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$18,338
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,530,948
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,473,421
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,004,369
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,343,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,185,662
Interest on participant loans2022-12-31$3,369
Value of interest in common/collective trusts at end of year2022-12-31$3,156,736
Value of interest in common/collective trusts at beginning of year2022-12-31$4,097,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$847,118
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$620,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$620,932
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$9,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,702,655
Net investment gain or loss from common/collective trusts2022-12-31$-869,781
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$58
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,131,641
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$2,014,704
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,498,920
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOGANTAYLOR LLP
Accountancy firm EIN2022-12-31731413977
2021 : RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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$19,822
Total income from all sources (including contributions)2021-12-31$2,674,120
Total loss/gain on sale of assets2021-12-31$522,364
Total of all expenses incurred2021-12-31$515,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$513,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$469,283
Value of total assets at end of year2021-12-31$15,004,369
Value of total assets at beginning of year2021-12-31$12,865,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,794
Total interest from all sources2021-12-31$5,862
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$99,027
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$99,027
Administrative expenses professional fees incurred2021-12-31$1,794
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$467,672
Participant contributions at end of year2021-12-31$97,541
Participant contributions at beginning of year2021-12-31$142,546
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,611
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,060
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$635
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$19,634
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$20,685
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$2,158,893
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,004,369
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,845,476
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,185,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,438,923
Interest on participant loans2021-12-31$5,796
Value of interest in common/collective trusts at end of year2021-12-31$4,097,174
Value of interest in common/collective trusts at beginning of year2021-12-31$3,534,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$620,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$728,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$728,073
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$66
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,202,551
Net investment gain or loss from common/collective trusts2021-12-31$375,033
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$513,433
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$188
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
Aggregate proceeds on sale of assets2021-12-31$1,052,130
Aggregate carrying amount (costs) on sale of assets2021-12-31$529,766
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31HOGANTAYLOR LLP
Accountancy firm EIN2021-12-31731413977
2020 : RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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$19,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$10,689
Total income from all sources (including contributions)2020-12-31$2,305,700
Total loss/gain on sale of assets2020-12-31$939,837
Total of all expenses incurred2020-12-31$506,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$505,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$470,347
Value of total assets at end of year2020-12-31$12,865,298
Value of total assets at beginning of year2020-12-31$11,056,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,014
Total interest from all sources2020-12-31$10,966
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$82,946
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$82,946
Administrative expenses professional fees incurred2020-12-31$1,014
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$469,418
Participant contributions at end of year2020-12-31$142,546
Participant contributions at beginning of year2020-12-31$179,877
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$929
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$635
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$19,634
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$10,689
Total non interest bearing cash at end of year2020-12-31$20,685
Total non interest bearing cash at beginning of year2020-12-31$9,636
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$1,799,192
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,845,476
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,046,284
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,438,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,243,742
Interest on participant loans2020-12-31$7,584
Value of interest in common/collective trusts at end of year2020-12-31$3,534,436
Value of interest in common/collective trusts at beginning of year2020-12-31$2,864,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$728,073
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$757,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$757,726
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$411,017
Net investment gain or loss from common/collective trusts2020-12-31$390,587
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$505,494
Liabilities. Value of benefit claims payable at end of year2020-12-31$188
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$3,648,767
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,708,930
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOGANTAYLOR LLP
Accountancy firm EIN2020-12-31731413977
2019 : RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN 2019 401k financial data
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$10,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,047
Total income from all sources (including contributions)2019-12-31$2,481,653
Total loss/gain on sale of assets2019-12-31$241,849
Total of all expenses incurred2019-12-31$512,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$507,778
Value of total corrective distributions2019-12-31$1,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$308,076
Value of total assets at end of year2019-12-31$11,056,973
Value of total assets at beginning of year2019-12-31$9,085,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,276
Total interest from all sources2019-12-31$23,561
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$106,427
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$106,427
Administrative expenses professional fees incurred2019-12-31$3,276
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$306,451
Participant contributions at end of year2019-12-31$179,877
Participant contributions at beginning of year2019-12-31$173,790
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$10,689
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$8,047
Total non interest bearing cash at end of year2019-12-31$9,636
Total non interest bearing cash at beginning of year2019-12-31$8,424
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$1,969,039
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,046,284
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,077,245
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 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$7,243,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,843,757
Interest on participant loans2019-12-31$8,360
Value of interest in common/collective trusts at end of year2019-12-31$2,864,185
Value of interest in common/collective trusts at beginning of year2019-12-31$2,295,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$757,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$761,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$761,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$15,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,801,740
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$507,778
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,274,269
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,032,420
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
Accountancy firm name2019-12-31HOGANTAYLOR LLP
Accountancy firm EIN2019-12-31731413977
2018 : RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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$8,047
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-230,815
Total loss/gain on sale of assets2018-12-31$367,740
Total of all expenses incurred2018-12-31$551,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$525,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$285,136
Value of total assets at end of year2018-12-31$9,085,292
Value of total assets at beginning of year2018-12-31$9,859,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$26,650
Total interest from all sources2018-12-31$17,560
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$95,046
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$95,046
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$282,162
Participant contributions at end of year2018-12-31$173,790
Participant contributions at beginning of year2018-12-31$181,032
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,284
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,332
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$8,047
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$8,424
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
Income. Non cash contributions2018-12-31$2,197
Value of net income/loss2018-12-31$-782,510
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,077,245
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,859,755
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,843,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,301,856
Interest on participant loans2018-12-31$6,053
Value of interest in common/collective trusts at end of year2018-12-31$2,295,702
Value of interest in common/collective trusts at beginning of year2018-12-31$2,574,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$761,335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$801,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$801,376
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$11,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-996,297
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$777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$525,045
Contract administrator fees2018-12-31$26,650
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$1,442,169
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,074,429
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 name2018-12-31HOGANTAYLOR LLP
Accountancy firm EIN2018-12-31731413977
2017 : RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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$5,078
Total income from all sources (including contributions)2017-12-31$1,989,543
Total loss/gain on sale of assets2017-12-31$388,309
Total of all expenses incurred2017-12-31$148,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$145,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$436,776
Value of total assets at end of year2017-12-31$9,859,755
Value of total assets at beginning of year2017-12-31$8,023,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,713
Total interest from all sources2017-12-31$8,657
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$82,610
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$82,610
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-interest2017-12-31Yes
Amount of non-exempt transactions with any party-in-interest2017-12-31$127
Contributions received from participants2017-12-31$435,701
Participant contributions at end of year2017-12-31$181,032
Participant contributions at beginning of year2017-12-31$208,705
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,075
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,332
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,601
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$5,078
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$8,206
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$1,841,417
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,859,755
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,018,338
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,301,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,923,252
Interest on participant loans2017-12-31$5,226
Value of interest in common/collective trusts at end of year2017-12-31$2,574,159
Value of interest in common/collective trusts at beginning of year2017-12-31$2,197,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$801,376
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$680,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$680,207
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,073,191
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$145,413
Contract administrator fees2017-12-31$2,713
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$1,895,146
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,506,837
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 name2017-12-31HOGANTAYLOR LLP
Accountancy firm EIN2017-12-31731413977
2016 : RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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$5,078
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$766,599
Total loss/gain on sale of assets2016-12-31$420,324
Total of all expenses incurred2016-12-31$181,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$179,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$227,683
Value of total assets at end of year2016-12-31$8,023,416
Value of total assets at beginning of year2016-12-31$7,432,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,867
Total interest from all sources2016-12-31$6,850
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$63,584
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$63,584
Administrative expenses professional fees incurred2016-12-31$1,867
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$227,683
Participant contributions at end of year2016-12-31$208,705
Participant contributions at beginning of year2016-12-31$198,757
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$8,174
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$5,601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$5,078
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$8,206
Total non interest bearing cash at beginning of year2016-12-31$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$585,583
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,018,338
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,432,755
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,923,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,551,472
Interest on participant loans2016-12-31$6,545
Value of interest in common/collective trusts at end of year2016-12-31$2,197,445
Value of interest in common/collective trusts at beginning of year2016-12-31$2,673,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$680,207
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$42,340
Net investment gain or loss from common/collective trusts2016-12-31$5,818
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$179,149
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$6,645,397
Aggregate carrying amount (costs) on sale of assets2016-12-31$6,225,073
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 name2016-12-31HOGANTAYLOR LLP
Accountancy firm EIN2016-12-31731413977
2015 : RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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$4,329
Total income from all sources (including contributions)2015-12-31$229,539
Total loss/gain on sale of assets2015-12-31$528,661
Total of all expenses incurred2015-12-31$1,183,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,182,091
Value of total corrective distributions2015-12-31$253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$243,867
Value of total assets at end of year2015-12-31$7,432,755
Value of total assets at beginning of year2015-12-31$8,390,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$842
Total interest from all sources2015-12-31$6,390
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$50,129
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$50,129
Administrative expenses professional fees incurred2015-12-31$842
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$243,364
Participant contributions at end of year2015-12-31$198,757
Participant contributions at beginning of year2015-12-31$210,528
Participant contributions at end of year2015-12-31$8,174
Participant contributions at beginning of year2015-12-31$3,424
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,010
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$772
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4,329
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$4,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-953,647
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,432,755
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,386,402
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,551,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,242,632
Interest on participant loans2015-12-31$6,390
Value of interest in common/collective trusts at end of year2015-12-31$2,673,342
Value of interest in common/collective trusts at beginning of year2015-12-31$2,927,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,124
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-604,806
Net investment gain or loss from common/collective trusts2015-12-31$5,298
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,182,091
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$2,452,374
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,923,713
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 name2015-12-31HOGANTAYLOR LLP
Accountancy firm EIN2015-12-31731413977
2014 : RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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$4,329
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$762,356
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$497,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$490,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$223,653
Value of total assets at end of year2014-12-31$8,390,731
Value of total assets at beginning of year2014-12-31$8,121,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,286
Total interest from all sources2014-12-31$6,976
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$58,885
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$58,885
Administrative expenses professional fees incurred2014-12-31$7,286
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$219,705
Participant contributions at end of year2014-12-31$210,528
Participant contributions at beginning of year2014-12-31$178,811
Participant contributions at end of year2014-12-31$3,424
Participant contributions at beginning of year2014-12-31$38,352
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,007
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$4,329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$4,329
Total non interest bearing cash at beginning of year2014-12-31$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$264,952
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,386,402
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,121,450
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,242,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,035,113
Interest on participant loans2014-12-31$6,976
Value of interest in common/collective trusts at end of year2014-12-31$2,927,922
Value of interest in common/collective trusts at beginning of year2014-12-31$2,868,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$466,767
Net investment gain or loss from common/collective trusts2014-12-31$6,075
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$490,118
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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 name2014-12-31HOGANTAYLOR LLP
Accountancy firm EIN2014-12-31731413977
2013 : RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,354,185
Total unrealized appreciation/depreciation of assets2013-12-31$1,354,185
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$1,895
Total income from all sources (including contributions)2013-12-31$1,646,994
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$541,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$537,717
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$1,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$225,037
Value of total assets at end of year2013-12-31$8,121,450
Value of total assets at beginning of year2013-12-31$7,017,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,643
Total interest from all sources2013-12-31$4,173
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$53,977
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$53,977
Administrative expenses professional fees incurred2013-12-31$1,643
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$216,778
Participant contributions at end of year2013-12-31$178,811
Participant contributions at beginning of year2013-12-31$160,653
Participant contributions at end of year2013-12-31$38,352
Participant contributions at beginning of year2013-12-31$6,526
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,259
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,007
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,617
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$1,105,739
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,121,450
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,015,711
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,035,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,058,776
Interest on participant loans2013-12-31$4,173
Value of interest in common/collective trusts at end of year2013-12-31$2,868,167
Value of interest in common/collective trusts at beginning of year2013-12-31$2,790,034
Net investment gain or loss from common/collective trusts2013-12-31$9,622
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$537,717
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,895
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 name2013-12-31HOGANTAYLOR LLP
Accountancy firm EIN2013-12-31731413977
2012 : RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$657,162
Total unrealized appreciation/depreciation of assets2012-12-31$657,162
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,895
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$1,094,325
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$350,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$347,760
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$366,935
Value of total assets at end of year2012-12-31$7,017,606
Value of total assets at beginning of year2012-12-31$6,271,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,279
Total interest from all sources2012-12-31$6,078
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$51,301
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$51,301
Administrative expenses professional fees incurred2012-12-31$2,279
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$244,657
Participant contributions at end of year2012-12-31$160,653
Participant contributions at beginning of year2012-12-31$224,216
Participant contributions at end of year2012-12-31$6,526
Participant contributions at beginning of year2012-12-31$5,966
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$122,278
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,326
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$744,286
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,015,711
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,271,425
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,058,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,616,574
Interest on participant loans2012-12-31$6,078
Value of interest in common/collective trusts at end of year2012-12-31$2,790,034
Value of interest in common/collective trusts at beginning of year2012-12-31$2,422,343
Net investment gain or loss from common/collective trusts2012-12-31$12,849
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$347,760
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,895
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOGANTAYLOR LLP
Accountancy firm EIN2012-12-31731413977
2011 : RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-127,930
Total unrealized appreciation/depreciation of assets2011-12-31$-127,930
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$11,771
Total income from all sources (including contributions)2011-12-31$340,457
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$441,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$428,252
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$11,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$404,391
Value of total assets at end of year2011-12-31$6,271,425
Value of total assets at beginning of year2011-12-31$6,384,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,837
Total interest from all sources2011-12-31$7,666
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$39,320
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$39,320
Administrative expenses professional fees incurred2011-12-31$1,837
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$220,866
Participant contributions at end of year2011-12-31$224,216
Participant contributions at beginning of year2011-12-31$186,447
Participant contributions at end of year2011-12-31$5,966
Participant contributions at beginning of year2011-12-31$5,670
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$183,525
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,326
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-101,403
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,271,425
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,372,828
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,616,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,919,102
Interest on participant loans2011-12-31$7,666
Value of interest in common/collective trusts at end of year2011-12-31$2,422,343
Value of interest in common/collective trusts at beginning of year2011-12-31$2,270,151
Net investment gain or loss from common/collective trusts2011-12-31$17,010
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$428,252
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$11,771
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 name2011-12-31HOGANTAYLOR LLP
Accountancy firm EIN2011-12-31731413977
2010 : RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$681,270
Total unrealized appreciation/depreciation of assets2010-12-31$681,270
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,771
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$25,526
Total income from all sources (including contributions)2010-12-31$1,042,434
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$164,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$117,263
Value of total corrective distributions2010-12-31$30,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$289,310
Value of total assets at end of year2010-12-31$6,384,599
Value of total assets at beginning of year2010-12-31$5,520,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,901
Total interest from all sources2010-12-31$7,036
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$38,467
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$38,467
Administrative expenses professional fees incurred2010-12-31$16,901
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$227,637
Participant contributions at end of year2010-12-31$186,447
Participant contributions at beginning of year2010-12-31$152,890
Participant contributions at end of year2010-12-31$5,670
Participant contributions at beginning of year2010-12-31$6,667
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$61,673
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,229
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,972
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$877,515
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,372,828
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,495,313
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,919,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,470,120
Interest on participant loans2010-12-31$7,036
Value of interest in common/collective trusts at end of year2010-12-31$2,270,151
Value of interest in common/collective trusts at beginning of year2010-12-31$1,887,190
Net investment gain or loss from common/collective trusts2010-12-31$26,351
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$117,263
Liabilities. Value of benefit claims payable at end of year2010-12-31$11,771
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$25,526
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 name2010-12-31HOGANTAYLOR LLP
Accountancy firm EIN2010-12-31731413977
2009 : RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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 RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS PLAN

2022: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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
2009: RIGGS, ABNEY, NEAL, TURPEN, ORBISON & LEWIS 401(K) SAVINGS 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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