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PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

PHILLIPS MURRAH, P.C. has sponsored the creation of one or more 401k plans.

Company Name:PHILLIPS MURRAH, P.C.
Employer identification number (EIN):731288529
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about PHILLIPS MURRAH, P.C.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2018-04-02
Company Identification Number: 0802975134
Legal Registered Office Address: 101 N ROBINSON AVE FL 13

OKLAHOMA CITY
United States of America (USA)
73102

More information about PHILLIPS MURRAH, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING 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
0012017-01-01MICHELLE A. MUNDA
0012016-01-01MICHELLE A. MUNDA
0012015-01-01MICHELLE A. MUNDA
0012014-01-01MICHELLE A. MUNDA
0012013-01-01MICHELLE A. MUNDA
0012012-01-01MICHELLE A. MUNDA
0012011-01-01MICHELLE A. MUNDA
0012009-01-01MICHELLE A MUNDA MICHELLE A MUNDA2010-10-14

Plan Statistics for PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01133
Total number of active participants reported on line 7a of the Form 55002022-01-0195
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0135
Total of all active and inactive participants2022-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01130
Number of participants with account balances2022-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01127
Total number of active participants reported on line 7a of the Form 55002021-01-0193
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01128
Number of participants with account balances2021-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01118
Total number of active participants reported on line 7a of the Form 55002020-01-0199
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01127
Number of participants with account balances2020-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01116
Total number of active participants reported on line 7a of the Form 55002019-01-0195
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01118
Number of participants with account balances2019-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01119
Total number of active participants reported on line 7a of the Form 55002018-01-0187
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01116
Number of participants with account balances2018-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01123
Total number of active participants reported on line 7a of the Form 55002017-01-0190
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01119
Number of participants with account balances2017-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01119
Total number of active participants reported on line 7a of the Form 55002016-01-0193
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01123
Number of participants with account balances2016-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01116
Total number of active participants reported on line 7a of the Form 55002015-01-0197
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 participants2015-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01118
Number of participants with account balances2015-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01129
Total number of active participants reported on line 7a of the Form 55002014-01-0181
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01114
Number of participants with account balances2014-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01132
Total number of active participants reported on line 7a of the Form 55002013-01-01115
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01128
Number of participants with account balances2013-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01124
Total number of active participants reported on line 7a of the Form 55002012-01-01101
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01131
Number of participants with account balances2012-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01120
Total number of active participants reported on line 7a of the Form 55002011-01-0182
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0142
Total of all active and inactive participants2011-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01124
Number of participants with account balances2011-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01121
Total number of active participants reported on line 7a of the Form 55002009-01-01121
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01121
Number of participants with account balances2009-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-4,265,022
Total loss/gain on sale of assets2022-12-31$739,723
Total of all expenses incurred2022-12-31$1,684,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,629,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,947,303
Value of total assets at end of year2022-12-31$30,743,739
Value of total assets at beginning of year2022-12-31$36,693,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$55,803
Total interest from all sources2022-12-31$7,069
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$468,681
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$468,681
Administrative expenses professional fees incurred2022-12-31$46,813
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$1,016,389
Participant contributions at end of year2022-12-31$193,748
Participant contributions at beginning of year2022-12-31$197,241
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,046,002
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$46,184
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$29,458
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$8,920
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
Administrative expenses (other) incurred2022-12-31$17
Total non interest bearing cash at end of year2022-12-31$54,486
Total non interest bearing cash at beginning of year2022-12-31$59
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,950,007
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,743,739
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$36,693,746
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$8,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,038,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$31,172,376
Interest on participant loans2022-12-31$7,069
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,046,552
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,173,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,173,948
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,427,798
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$884,730
Employer contributions (assets) at end of year2022-12-31$90,000
Employer contributions (assets) at beginning of year2022-12-31$95,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,629,182
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$291,165
Assets. Corporate common stocks other than exployer securities 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$5,957,320
Aggregate carrying amount (costs) on sale of assets2022-12-31$5,217,597
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2021-12-31$6,781,884
Total loss/gain on sale of assets2021-12-31$1,129,281
Total of all expenses incurred2021-12-31$936,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$837,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,787,907
Value of total assets at end of year2021-12-31$36,693,746
Value of total assets at beginning of year2021-12-31$30,848,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$99,122
Total interest from all sources2021-12-31$9,587
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$385,500
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$385,500
Administrative expenses professional fees incurred2021-12-31$88,082
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$983,890
Participant contributions at end of year2021-12-31$197,241
Participant contributions at beginning of year2021-12-31$294,471
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,046,002
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,849,813
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$13,716
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$8,920
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$11,772
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$0
Total non interest bearing cash at end of year2021-12-31$59
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,845,357
Value of net assets at end of year (total assets less liabilities)2021-12-31$36,693,746
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,848,389
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$11,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$31,172,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,293,223
Interest on participant loans2021-12-31$9,587
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,173,948
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,275,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,275,628
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,469,609
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
Contributions received in cash from employer2021-12-31$790,301
Employer contributions (assets) at end of year2021-12-31$95,200
Employer contributions (assets) at beginning of year2021-12-31$123,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$837,405
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
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$4,068,848
Aggregate carrying amount (costs) on sale of assets2021-12-31$2,939,567
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,457,771
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,054,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$979,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,636,825
Value of total assets at end of year2020-12-31$30,848,389
Value of total assets at beginning of year2020-12-31$26,444,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$75,174
Total interest from all sources2020-12-31$14,639
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$359,134
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$359,134
Administrative expenses professional fees incurred2020-12-31$69,392
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$905,582
Participant contributions at end of year2020-12-31$294,471
Participant contributions at beginning of year2020-12-31$363,436
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,849,813
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,711,782
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$615
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$11,772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$11,857
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$171
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,403,454
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,848,389
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,444,935
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$5,611
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,293,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,039,821
Interest on participant loans2020-12-31$14,639
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,275,628
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,126,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,126,039
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,447,173
Net investment gain or loss from common/collective trusts2020-12-31$0
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
Contributions received in cash from employer2020-12-31$730,628
Employer contributions (assets) at end of year2020-12-31$123,482
Employer contributions (assets) at beginning of year2020-12-31$192,000
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$979,143
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities 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$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,332,458
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,146,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,080,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,779,557
Value of total assets at end of year2019-12-31$26,444,935
Value of total assets at beginning of year2019-12-31$23,259,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$66,548
Total interest from all sources2019-12-31$16,069
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$443,641
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$443,641
Administrative expenses professional fees incurred2019-12-31$66,548
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$851,199
Participant contributions at end of year2019-12-31$363,436
Participant contributions at beginning of year2019-12-31$337,310
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,711,782
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,588,895
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,435
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$11,857
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$13,556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$5,859
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$3,185,902
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,444,935
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,259,033
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
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,039,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,001,782
Interest on participant loans2019-12-31$16,069
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,126,039
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,208,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,208,131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,093,191
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$917,923
Employer contributions (assets) at end of year2019-12-31$192,000
Employer contributions (assets) at beginning of year2019-12-31$103,500
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,080,008
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities 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$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
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 name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-52,526
Total loss/gain on sale of assets2018-12-31$806,324
Total of all expenses incurred2018-12-31$1,078,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,011,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,372,870
Value of total assets at end of year2018-12-31$23,259,033
Value of total assets at beginning of year2018-12-31$24,390,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$67,830
Total interest from all sources2018-12-31$13,423
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$430,032
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$414,059
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$67,830
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
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$738,142
Participant contributions at end of year2018-12-31$337,310
Participant contributions at beginning of year2018-12-31$462,189
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,588,895
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,987,542
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,245
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$13,556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$8,822
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
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$5,859
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,131,369
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,259,033
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,390,402
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
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,001,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,652,698
Interest on participant loans2018-12-31$13,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,208,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,179,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,179,251
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,675,175
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$633,483
Employer contributions (assets) at end of year2018-12-31$103,500
Employer contributions (assets) at beginning of year2018-12-31$99,900
Income. Dividends from preferred stock2018-12-31$470
Income. Dividends from common stock2018-12-31$15,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,011,013
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities 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$6,260,296
Aggregate carrying amount (costs) on sale of assets2018-12-31$5,453,972
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 name2018-12-31RSM
Accountancy firm EIN2018-12-31420714325
2017 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2017-12-31$4,823,448
Total loss/gain on sale of assets2017-12-31$725,971
Total of all expenses incurred2017-12-31$361,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$300,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,307,292
Value of total assets at end of year2017-12-31$24,390,402
Value of total assets at beginning of year2017-12-31$19,928,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$60,572
Total interest from all sources2017-12-31$20,383
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$323,352
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$308,814
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$59,872
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
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$636
Contributions received from participants2017-12-31$687,703
Participant contributions at end of year2017-12-31$462,189
Participant contributions at beginning of year2017-12-31$443,045
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,987,542
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$4,148,497
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$8,822
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$7,454
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,462,022
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,390,402
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,928,380
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$700
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,652,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,310,633
Interest on participant loans2017-12-31$13,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,179,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$932,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$932,751
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,671
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,446,450
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
Contributions received in cash from employer2017-12-31$619,589
Employer contributions (assets) at end of year2017-12-31$99,900
Employer contributions (assets) at beginning of year2017-12-31$86,000
Income. Dividends from preferred stock2017-12-31$466
Income. Dividends from common stock2017-12-31$14,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$300,854
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities 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$3,265,515
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,539,544
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 name2017-12-31RSM
Accountancy firm EIN2017-12-31420714325
2016 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING 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$0
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$2,733,519
Total loss/gain on sale of assets2016-12-31$28,862
Total of all expenses incurred2016-12-31$924,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$857,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,291,761
Value of total assets at end of year2016-12-31$19,928,380
Value of total assets at beginning of year2016-12-31$18,119,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$67,304
Total interest from all sources2016-12-31$13,207
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$289,890
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$273,312
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$67,304
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31No
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$703,460
Participant contributions at end of year2016-12-31$443,045
Participant contributions at beginning of year2016-12-31$461,167
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,148,497
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,282,364
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,454
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$7,787
Total non interest bearing cash at end of year2016-12-31$0
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$1,808,604
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,928,380
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,119,776
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,310,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,373,942
Interest on participant loans2016-12-31$12,925
Interest earned on other investments2016-12-31$282
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$932,751
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$913,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$913,516
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,109,799
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
Contributions received in cash from employer2016-12-31$588,301
Employer contributions (assets) at end of year2016-12-31$86,000
Employer contributions (assets) at beginning of year2016-12-31$81,000
Income. Dividends from preferred stock2016-12-31$468
Income. Dividends from common stock2016-12-31$16,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$857,611
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities 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$6,326,914
Aggregate carrying amount (costs) on sale of assets2016-12-31$6,298,052
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 name2016-12-31RSM
Accountancy firm EIN2016-12-31420714325
2015 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2015-12-31$1,471,078
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$479,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$414,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,675,225
Value of total assets at end of year2015-12-31$18,119,776
Value of total assets at beginning of year2015-12-31$17,128,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$65,088
Total interest from all sources2015-12-31$20,173
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$272,193
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$250,526
Administrative expenses professional fees incurred2015-12-31$65,088
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
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$673,521
Participant contributions at end of year2015-12-31$461,167
Participant contributions at beginning of year2015-12-31$498,581
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,282,364
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,328,611
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$431,793
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$7,787
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$6,822
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$991,495
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,119,776
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,128,281
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,373,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,453,550
Interest on participant loans2015-12-31$13,408
Income. Interest from corporate debt instruments2015-12-31$6,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$913,516
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$777,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$777,821
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$94
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-496,513
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$569,911
Employer contributions (assets) at end of year2015-12-31$81,000
Employer contributions (assets) at beginning of year2015-12-31$62,896
Income. Dividends from preferred stock2015-12-31$1,186
Income. Dividends from common stock2015-12-31$20,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$414,495
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities 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
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 name2015-12-31RSM
Accountancy firm EIN2015-12-31420714325
2014 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$199,377
Total unrealized appreciation/depreciation of assets2014-12-31$199,377
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
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$2,177,640
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,092,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,029,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,120,130
Value of total assets at end of year2014-12-31$17,128,281
Value of total assets at beginning of year2014-12-31$16,043,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$63,762
Total interest from all sources2014-12-31$16,918
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$247,812
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$227,640
Administrative expenses professional fees incurred2014-12-31$62,121
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$18,619
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$602,272
Participant contributions at end of year2014-12-31$498,581
Participant contributions at beginning of year2014-12-31$418,654
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,328,611
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,053
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6,822
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$5,960
Administrative expenses (other) incurred2014-12-31$1,641
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$1,084,807
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,128,281
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,043,474
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$45,793
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,453,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,531,243
Interest on participant loans2014-12-31$13,121
Income. Interest from corporate debt instruments2014-12-31$3,710
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$101,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$777,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$787,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$787,647
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$87
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$235,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$593,403
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$514,805
Employer contributions (assets) at end of year2014-12-31$62,896
Employer contributions (assets) at beginning of year2014-12-31$82,694
Income. Dividends from preferred stock2014-12-31$1,184
Income. Dividends from common stock2014-12-31$18,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,029,071
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$815,908
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 name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$0
Total income from all sources (including contributions)2013-12-31$3,772,958
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$157,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$120,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,089,521
Value of total assets at end of year2013-12-31$16,043,474
Value of total assets at beginning of year2013-12-31$12,427,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$37,237
Total interest from all sources2013-12-31$14,780
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$188,722
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$169,398
Administrative expenses professional fees incurred2013-12-31$37,237
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$18,619
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$590,572
Participant contributions at end of year2013-12-31$418,654
Participant contributions at beginning of year2013-12-31$379,268
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,215,656
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,353
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$5,960
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$4,167
Other income not declared elsewhere2013-12-31$11,408
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$3,615,543
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,043,474
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,427,931
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
Assets. partnership/joint venture interests at end of year2013-12-31$45,793
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,531,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,678,490
Interest on participant loans2013-12-31$12,295
Income. Interest from corporate debt instruments2013-12-31$2,408
Value of interest in common/collective trusts at end of year2013-12-31$101,049
Value of interest in common/collective trusts at beginning of year2013-12-31$84,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$787,647
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,007,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,007,477
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$77
Asset value of US Government securities at end of year2013-12-31$235,907
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,467,870
Net investment gain or loss from common/collective trusts2013-12-31$657
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$496,596
Employer contributions (assets) at end of year2013-12-31$82,694
Employer contributions (assets) at beginning of year2013-12-31$58,871
Income. Dividends from preferred stock2013-12-31$1,070
Income. Dividends from common stock2013-12-31$18,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$120,178
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$815,908
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
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 name2013-12-31COLE AND REED PC
Accountancy firm EIN2013-12-31731312422
2012 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
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$2,412,562
Total loss/gain on sale of assets2012-12-31$690,113
Total of all expenses incurred2012-12-31$783,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$751,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,029,072
Value of total assets at end of year2012-12-31$12,427,931
Value of total assets at beginning of year2012-12-31$10,798,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,237
Total interest from all sources2012-12-31$12,183
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$194,565
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$179,644
Administrative expenses professional fees incurred2012-12-31$32,237
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$569,809
Participant contributions at end of year2012-12-31$379,268
Participant contributions at beginning of year2012-12-31$312,226
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,215,656
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,295,568
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,924
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4,167
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$5,232
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$1,629,026
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,427,931
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,798,905
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
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,678,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,695,087
Interest on participant loans2012-12-31$11,657
Income. Interest from corporate debt instruments2012-12-31$474
Value of interest in common/collective trusts at end of year2012-12-31$84,002
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,007,477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$440,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$440,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$52
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$486,115
Net investment gain or loss from common/collective trusts2012-12-31$514
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
Contributions received in cash from employer2012-12-31$457,339
Employer contributions (assets) at end of year2012-12-31$58,871
Employer contributions (assets) at beginning of year2012-12-31$50,500
Income. Dividends from preferred stock2012-12-31$720
Income. Dividends from common stock2012-12-31$14,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$751,299
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities 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
Aggregate proceeds on sale of assets2012-12-31$5,696,664
Aggregate carrying amount (costs) on sale of assets2012-12-31$5,006,551
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 name2012-12-31COLE AND REED PC
Accountancy firm EIN2012-12-31731312422
2011 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$0
Total income from all sources (including contributions)2011-12-31$839,484
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$113,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$86,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$961,901
Value of total assets at end of year2011-12-31$10,798,905
Value of total assets at beginning of year2011-12-31$10,072,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$27,448
Total interest from all sources2011-12-31$12,698
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$178,334
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$168,057
Administrative expenses professional fees incurred2011-12-31$27,448
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$553,870
Participant contributions at end of year2011-12-31$312,226
Participant contributions at beginning of year2011-12-31$301,945
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,295,568
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$53,395
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$5,232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$5,065
Other income not declared elsewhere2011-12-31$-27,579
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$725,919
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,798,905
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,072,986
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$8,695,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,804,742
Interest on participant loans2011-12-31$12,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$440,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$423,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$423,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-285,870
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$408,031
Employer contributions (assets) at end of year2011-12-31$50,500
Employer contributions (assets) at beginning of year2011-12-31$79,205
Income. Dividends from preferred stock2011-12-31$180
Income. Dividends from common stock2011-12-31$10,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$86,117
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$404,640
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 name2011-12-31COLE AND REED PC
Accountancy firm EIN2011-12-31731312422
2010 : PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,111,353
Total unrealized appreciation/depreciation of assets2010-12-31$1,111,353
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,283,236
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,203,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,180,056
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$975,997
Value of total assets at end of year2010-12-31$10,072,986
Value of total assets at beginning of year2010-12-31$8,992,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,163
Total interest from all sources2010-12-31$15,835
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$173,298
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$171,345
Administrative expenses professional fees incurred2010-12-31$23,163
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
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$539,518
Participant contributions at end of year2010-12-31$301,945
Participant contributions at beginning of year2010-12-31$286,199
Participant contributions at beginning of year2010-12-31$7,964
Assets. Other investments not covered elsewhere at end of year2010-12-31$53,395
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$336,205
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,575
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$5,065
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,147
Other income not declared elsewhere2010-12-31$6,753
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$1,080,017
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,072,986
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,992,969
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$8,804,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$820,779
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,432,394
Interest on participant loans2010-12-31$14,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$423,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$970
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$431,904
Employer contributions (assets) at end of year2010-12-31$79,205
Employer contributions (assets) at beginning of year2010-12-31$107,281
Income. Dividends from common stock2010-12-31$1,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,180,056
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$404,640
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 name2010-12-31COLE AND REED PC
Accountancy firm EIN2010-12-31731312422

Form 5500 Responses for PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN

2022: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING 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: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING 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: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING 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: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING 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: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING 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: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING 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: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING 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: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING 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: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING 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: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING 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: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING 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: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING 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: PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM81823-1
Policy instance 1
Insurance contract or identification numberRM81823-1
Number of Individuals Covered120
Insurance policy start date2010-01-01
Insurance policy end date2010-07-02
Total amount of commissions paid to insurance brokerUSD $10,883
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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