401k Plan data: MEHAFFY & WEBER, P. C. 401(K) PLAN plan

MEHAFFY & WEBER, P. C. 401(K) PLAN 401k Plan overview

Plan Name	MEHAFFY & WEBER, P. C. 401(K) PLAN
Plan identification number	002

MEHAFFY & WEBER, P. C. 401(K) PLAN Benefits

401k Plan Type

Defined 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

MEHAFFY & WEBER, P.C. has sponsored the creation of one or more 401k plans.

Company Name: MEHAFFY & WEBER, P.C.

Employer identification number (EIN): 741727620

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEHAFFY & WEBER, P. C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-10-01 LISA BUSSELL 2024-10-12
002 2022-10-01
002 2022-10-01 LISA BUSSELL
002 2021-10-01
002 2021-10-01 LISA BUSSELL
002 2020-10-01
002 2019-10-01
002 2018-10-01
002 2017-10-01
002 2016-10-01 RUSSELL CHIMENO
002 2015-10-01 RUSSELL CHIMENO
002 2014-10-01 RUSSELL CHIMENO
002 2013-10-01 RUSSELL J CHIMENO RUSSELL J CHIMENO 2015-06-25
002 2012-10-01 RUSSELL J CHIMENO RUSSELL J CHIMENO 2014-07-03
002 2011-10-01 RUSSELL J CHIMENO
002 2010-10-01 RUSSELL J CHIMENO RUSSELL J CHIMENO 2012-07-06
002 2009-10-01 RUSSELL J CHIMENO
002 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-10-01	LISA BUSSELL	2024-10-12
002	2022-10-01
002	2022-10-01	LISA BUSSELL
002	2021-10-01
002	2021-10-01	LISA BUSSELL
002	2020-10-01
002	2019-10-01
002	2018-10-01
002	2017-10-01
002	2016-10-01	RUSSELL CHIMENO
002	2015-10-01	RUSSELL CHIMENO
002	2014-10-01	RUSSELL CHIMENO
002	2013-10-01	RUSSELL J CHIMENO		RUSSELL J CHIMENO	2015-06-25
002	2012-10-01	RUSSELL J CHIMENO		RUSSELL J CHIMENO	2014-07-03
002	2011-10-01	RUSSELL J CHIMENO
002	2010-10-01	RUSSELL J CHIMENO		RUSSELL J CHIMENO	2012-07-06
002	2009-10-01	RUSSELL J CHIMENO
002	2008-10-01

Plan Statistics for MEHAFFY & WEBER, P. C. 401(K) PLAN

401k plan membership statisitcs for MEHAFFY & WEBER, P. C. 401(K) PLAN

Measure Date Value
2025: MEHAFFY & WEBER, P. C. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-31 85
Total number of particpants at end of year 2025-07-31 139
Number of Participants With Account Balances 2025-07-31 132
2024: MEHAFFY & WEBER, P. C. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-15 98
Total number of particpants at end of year 2024-10-15 98
Number of Participants With Account Balances 2024-10-15 97
2022: MEHAFFY & WEBER, P. C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-10-01 100
Total number of active participants reported on line 7a of the Form 5500 2022-10-01 62
Number of retired or separated participants receiving benefits 2022-10-01 2
Number of other retired or separated participants entitled to future benefits 2022-10-01 34
Total of all active and inactive participants 2022-10-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-10-01 0
Total participants 2022-10-01 98
Number of participants with account balances 2022-10-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-10-01 0
2021: MEHAFFY & WEBER, P. C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 102
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 62
Number of retired or separated participants receiving benefits 2021-10-01 2
Number of other retired or separated participants entitled to future benefits 2021-10-01 36
Total of all active and inactive participants 2021-10-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 100
Number of participants with account balances 2021-10-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 2
2020: MEHAFFY & WEBER, P. C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 102
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 65
Number of retired or separated participants receiving benefits 2020-10-01 1
Number of other retired or separated participants entitled to future benefits 2020-10-01 36
Total of all active and inactive participants 2020-10-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 102
Number of participants with account balances 2020-10-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 4
2019: MEHAFFY & WEBER, P. C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 94
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 65
Number of retired or separated participants receiving benefits 2019-10-01 1
Number of other retired or separated participants entitled to future benefits 2019-10-01 36
Total of all active and inactive participants 2019-10-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 102
Number of participants with account balances 2019-10-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 1
2018: MEHAFFY & WEBER, P. C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 96
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 57
Number of retired or separated participants receiving benefits 2018-10-01 1
Number of other retired or separated participants entitled to future benefits 2018-10-01 36
Total of all active and inactive participants 2018-10-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 94
Number of participants with account balances 2018-10-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 2
2017: MEHAFFY & WEBER, P. C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 92
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 62
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 34
Total of all active and inactive participants 2017-10-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 96
Number of participants with account balances 2017-10-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 1
2016: MEHAFFY & WEBER, P. C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 91
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 58
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 34
Total of all active and inactive participants 2016-10-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 92
Number of participants with account balances 2016-10-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: MEHAFFY & WEBER, P. C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 98
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 60
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 31
Total of all active and inactive participants 2015-10-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 91
Number of participants with account balances 2015-10-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: MEHAFFY & WEBER, P. C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 99
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 60
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 35
Total of all active and inactive participants 2014-10-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 95
Number of participants with account balances 2014-10-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: MEHAFFY & WEBER, P. C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 107
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 64
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 35
Total of all active and inactive participants 2013-10-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 99
Number of participants with account balances 2013-10-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 4
2012: MEHAFFY & WEBER, P. C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 111
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 75
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 32
Total of all active and inactive participants 2012-10-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 107
Number of participants with account balances 2012-10-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 3
2011: MEHAFFY & WEBER, P. C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 116
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 82
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 29
Total of all active and inactive participants 2011-10-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 111
Number of participants with account balances 2011-10-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 6
2010: MEHAFFY & WEBER, P. C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 116
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 115
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 1
Total of all active and inactive participants 2010-10-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 116
Number of participants with account balances 2010-10-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 0
2009: MEHAFFY & WEBER, P. C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 143
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 83
Number of retired or separated participants receiving benefits 2009-10-01 1
Number of other retired or separated participants entitled to future benefits 2009-10-01 32
Total of all active and inactive participants 2009-10-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 116
Number of participants with account balances 2009-10-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2025: MEHAFFY & WEBER, P. C. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-31	85
Total number of particpants at end of year	2025-07-31	139
Number of Participants With Account Balances	2025-07-31	132
2024: MEHAFFY & WEBER, P. C. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-15	98
Total number of particpants at end of year	2024-10-15	98
Number of Participants With Account Balances	2024-10-15	97
2022: MEHAFFY & WEBER, P. C. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-10-01	100
Total number of active participants reported on line 7a of the Form 5500	2022-10-01	62
Number of retired or separated participants receiving benefits	2022-10-01	2
Number of other retired or separated participants entitled to future benefits	2022-10-01	34
Total of all active and inactive participants	2022-10-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-10-01	0
Total participants	2022-10-01	98
Number of participants with account balances	2022-10-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-10-01	0
2021: MEHAFFY & WEBER, P. C. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	102
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	62
Number of retired or separated participants receiving benefits	2021-10-01	2
Number of other retired or separated participants entitled to future benefits	2021-10-01	36
Total of all active and inactive participants	2021-10-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	100
Number of participants with account balances	2021-10-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	2
2020: MEHAFFY & WEBER, P. C. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	102
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	65
Number of retired or separated participants receiving benefits	2020-10-01	1
Number of other retired or separated participants entitled to future benefits	2020-10-01	36
Total of all active and inactive participants	2020-10-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	102
Number of participants with account balances	2020-10-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	4
2019: MEHAFFY & WEBER, P. C. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	94
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	65
Number of retired or separated participants receiving benefits	2019-10-01	1
Number of other retired or separated participants entitled to future benefits	2019-10-01	36
Total of all active and inactive participants	2019-10-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	102
Number of participants with account balances	2019-10-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	1
2018: MEHAFFY & WEBER, P. C. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	96
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	57
Number of retired or separated participants receiving benefits	2018-10-01	1
Number of other retired or separated participants entitled to future benefits	2018-10-01	36
Total of all active and inactive participants	2018-10-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	94
Number of participants with account balances	2018-10-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	2
2017: MEHAFFY & WEBER, P. C. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	92
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	62
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	34
Total of all active and inactive participants	2017-10-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	96
Number of participants with account balances	2017-10-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	1
2016: MEHAFFY & WEBER, P. C. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	91
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	58
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	34
Total of all active and inactive participants	2016-10-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	92
Number of participants with account balances	2016-10-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: MEHAFFY & WEBER, P. C. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	98
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	60
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	31
Total of all active and inactive participants	2015-10-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	91
Number of participants with account balances	2015-10-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: MEHAFFY & WEBER, P. C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	99
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	60
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	35
Total of all active and inactive participants	2014-10-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	95
Number of participants with account balances	2014-10-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: MEHAFFY & WEBER, P. C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	107
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	64
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	35
Total of all active and inactive participants	2013-10-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	99
Number of participants with account balances	2013-10-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	4
2012: MEHAFFY & WEBER, P. C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	111
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	75
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	32
Total of all active and inactive participants	2012-10-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	107
Number of participants with account balances	2012-10-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	3
2011: MEHAFFY & WEBER, P. C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	116
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	82
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	29
Total of all active and inactive participants	2011-10-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	111
Number of participants with account balances	2011-10-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	6
2010: MEHAFFY & WEBER, P. C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	116
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	115
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	1
Total of all active and inactive participants	2010-10-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	116
Number of participants with account balances	2010-10-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	0
2009: MEHAFFY & WEBER, P. C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	143
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	83
Number of retired or separated participants receiving benefits	2009-10-01	1
Number of other retired or separated participants entitled to future benefits	2009-10-01	32
Total of all active and inactive participants	2009-10-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	116
Number of participants with account balances	2009-10-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on MEHAFFY & WEBER, P. C. 401(K) PLAN

Measure	Date	Value
2025 : MEHAFFY & WEBER, P. C. 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-31	13805091
Total expenses incurred by plan in this plan year	2025-07-31	11247421
Net assets as of the end of the plan year	2025-07-31	39428995
Total assets as of the beginning of the plan year	2025-07-31	32210985
Value of plan covered by a fidelity bond	2025-07-31	1000000
Participant contributions to plan in this plan year	2025-07-31	866425
Value of participant loans at end of plan year	2025-07-31	395975
Other income to plan in this plan year	2025-07-31	3498595
Plan net income in this plan year	2025-07-31	-6587081
Net assets as of the end of the plan year	2025-07-31	39428995
Net assets as of the beginning of the plan year	2025-07-31	32210985
Employer contributions to plan in this plan year	2025-07-31	295320
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-31	18452
2024 : MEHAFFY & WEBER, P. C. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-15	90572
Net assets as of the end of the plan year	2024-10-15	32210985
Total assets as of the beginning of the plan year	2024-10-15	29255529
Value of plan covered by a fidelity bond	2024-10-15	1000000
Participant contributions to plan in this plan year	2024-10-15	293756
Value of participant loans at end of plan year	2024-10-15	298320
Other contributions to plan in this plan year	2024-10-15	0
Other income to plan in this plan year	2024-10-15	2638353
Plan net income in this plan year	2024-10-15	2955456
Net assets as of the end of the plan year	2024-10-15	32210985
Net assets as of the beginning of the plan year	2024-10-15	29255529
Employer contributions to plan in this plan year	2024-10-15	113919
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-15	4658
2023 : MEHAFFY & WEBER, P. C. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-09-30	$0
Total income from all sources (including contributions)	2023-09-30	$4,235,739
Total loss/gain on sale of assets	2023-09-30	$0
Total of all expenses incurred	2023-09-30	$1,648,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-09-30	$1,623,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-09-30	$905,884
Value of total assets at end of year	2023-09-30	$29,336,617
Value of total assets at beginning of year	2023-09-30	$26,749,694
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-09-30	$25,004
Total interest from all sources	2023-09-30	$12,954
Total dividends received (eg from common stock, registered investment company shares)	2023-09-30	$887,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-09-30	$887,883
Was this plan covered by a fidelity bond	2023-09-30	Yes
Value of fidelity bond cover	2023-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2023-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-09-30	No
Contributions received from participants	2023-09-30	$693,774
Participant contributions at end of year	2023-09-30	$316,127
Participant contributions at beginning of year	2023-09-30	$300,526
Participant contributions at end of year	2023-09-30	$21,564
Other income not declared elsewhere	2023-09-30	$5,991
Administrative expenses (other) incurred	2023-09-30	$25,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-09-30	No
Value of net income/loss	2023-09-30	$2,586,923
Value of net assets at end of year (total assets less liabilities)	2023-09-30	$29,336,617
Value of net assets at beginning of year (total assets less liabilities)	2023-09-30	$26,749,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-09-30	No
Were any leases to which the plan was party in default or uncollectible	2023-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-09-30	$28,939,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-09-30	$26,395,692
Interest on participant loans	2023-09-30	$12,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-09-30	$2,423,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-09-30	No
Was there a failure to transmit to the plan any participant contributions	2023-09-30	No
Has the plan failed to provide any benefit when due under the plan	2023-09-30	No
Contributions received in cash from employer	2023-09-30	$212,110
Employer contributions (assets) at end of year	2023-09-30	$59,524
Employer contributions (assets) at beginning of year	2023-09-30	$53,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-09-30	$1,623,812
Did the plan have assets held for investment	2023-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-09-30	No
Opinion of an independent qualified public accountant for this plan	2023-09-30	Unqualified
Accountancy firm name	2023-09-30	THEOBALD, DEMAHY & CO. P.C.
Accountancy firm EIN	2023-09-30	741873382
2022 : MEHAFFY & WEBER, P. C. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-10-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-10-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-10-01	$0
Total income from all sources (including contributions)	2022-10-01	$4,235,739
Total loss/gain on sale of assets	2022-10-01	$0
Total of all expenses incurred	2022-10-01	$1,648,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-10-01	$1,623,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-10-01	$905,884
Value of total assets at end of year	2022-10-01	$29,336,617
Value of total assets at beginning of year	2022-10-01	$26,749,694
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-10-01	$25,004
Total interest from all sources	2022-10-01	$12,954
Total dividends received (eg from common stock, registered investment company shares)	2022-10-01	$887,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-10-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-10-01	$887,883
Was this plan covered by a fidelity bond	2022-10-01	Yes
Value of fidelity bond cover	2022-10-01	$1,000,000
If this is an individual account plan, was there a blackout period	2022-10-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-10-01	No
Contributions received from participants	2022-10-01	$693,774
Participant contributions at end of year	2022-10-01	$316,127
Participant contributions at beginning of year	2022-10-01	$300,526
Participant contributions at end of year	2022-10-01	$21,564
Other income not declared elsewhere	2022-10-01	$5,991
Administrative expenses (other) incurred	2022-10-01	$25,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-10-01	No
Value of net income/loss	2022-10-01	$2,586,923
Value of net assets at end of year (total assets less liabilities)	2022-10-01	$29,336,617
Value of net assets at beginning of year (total assets less liabilities)	2022-10-01	$26,749,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-10-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-10-01	No
Were any leases to which the plan was party in default or uncollectible	2022-10-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-10-01	$28,939,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-10-01	$26,395,692
Interest on participant loans	2022-10-01	$12,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-10-01	$2,423,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-10-01	No
Was there a failure to transmit to the plan any participant contributions	2022-10-01	No
Has the plan failed to provide any benefit when due under the plan	2022-10-01	No
Contributions received in cash from employer	2022-10-01	$212,110
Employer contributions (assets) at end of year	2022-10-01	$59,524
Employer contributions (assets) at beginning of year	2022-10-01	$53,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-10-01	$1,623,812
Did the plan have assets held for investment	2022-10-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-10-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-10-01	No
Opinion of an independent qualified public accountant for this plan	2022-10-01	1
Accountancy firm name	2022-10-01	THEOBALD, DEMAHY & CO. P.C.
Accountancy firm EIN	2022-10-01	741873382
Total unrealized appreciation/depreciation of assets	2022-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$0
Total income from all sources (including contributions)	2022-09-30	$-3,723,450
Total loss/gain on sale of assets	2022-09-30	$0
Total of all expenses incurred	2022-09-30	$1,264,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-09-30	$1,221,384
Value of total corrective distributions	2022-09-30	$1,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-09-30	$926,582
Value of total assets at end of year	2022-09-30	$26,749,694
Value of total assets at beginning of year	2022-09-30	$31,737,513
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-09-30	$41,593
Total interest from all sources	2022-09-30	$14,042
Total dividends received (eg from common stock, registered investment company shares)	2022-09-30	$1,551,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-09-30	$1,551,403
Was this plan covered by a fidelity bond	2022-09-30	Yes
Value of fidelity bond cover	2022-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-09-30	No
Contributions received from participants	2022-09-30	$688,544
Participant contributions at end of year	2022-09-30	$300,526
Participant contributions at beginning of year	2022-09-30	$335,618
Income. Received or receivable in cash from other sources (including rollovers)	2022-09-30	$30,439
Other income not declared elsewhere	2022-09-30	$2,212
Administrative expenses (other) incurred	2022-09-30	$41,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-30	No
Value of net income/loss	2022-09-30	$-4,987,819
Value of net assets at end of year (total assets less liabilities)	2022-09-30	$26,749,694
Value of net assets at beginning of year (total assets less liabilities)	2022-09-30	$31,737,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-09-30	No
Were any leases to which the plan was party in default or uncollectible	2022-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-09-30	$26,395,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-09-30	$31,351,190
Interest on participant loans	2022-09-30	$14,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-09-30	$-6,217,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-09-30	No
Was there a failure to transmit to the plan any participant contributions	2022-09-30	No
Has the plan failed to provide any benefit when due under the plan	2022-09-30	No
Contributions received in cash from employer	2022-09-30	$207,599
Employer contributions (assets) at end of year	2022-09-30	$53,476
Employer contributions (assets) at beginning of year	2022-09-30	$50,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-09-30	$1,221,384
Did the plan have assets held for investment	2022-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-09-30	No
Opinion of an independent qualified public accountant for this plan	2022-09-30	Unqualified
Accountancy firm name	2022-09-30	THEOBALD, DEMAHY & CO. P.C.
Accountancy firm EIN	2022-09-30	741873382
2021 : MEHAFFY & WEBER, P. C. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total income from all sources (including contributions)	2021-09-30	$5,696,399
Total loss/gain on sale of assets	2021-09-30	$0
Total of all expenses incurred	2021-09-30	$1,367,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-09-30	$1,332,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-09-30	$849,267
Value of total assets at end of year	2021-09-30	$31,737,513
Value of total assets at beginning of year	2021-09-30	$27,408,364
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-09-30	$35,105
Total interest from all sources	2021-09-30	$12,576
Total dividends received (eg from common stock, registered investment company shares)	2021-09-30	$727,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-09-30	$727,436
Was this plan covered by a fidelity bond	2021-09-30	Yes
Value of fidelity bond cover	2021-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-09-30	No
Contributions received from participants	2021-09-30	$660,296
Participant contributions at end of year	2021-09-30	$335,618
Participant contributions at beginning of year	2021-09-30	$237,435
Other income not declared elsewhere	2021-09-30	$1,143
Administrative expenses (other) incurred	2021-09-30	$35,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Value of net income/loss	2021-09-30	$4,329,149
Value of net assets at end of year (total assets less liabilities)	2021-09-30	$31,737,513
Value of net assets at beginning of year (total assets less liabilities)	2021-09-30	$27,408,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-09-30	No
Were any leases to which the plan was party in default or uncollectible	2021-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-09-30	$31,351,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-09-30	$27,128,249
Interest on participant loans	2021-09-30	$12,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-09-30	$4,105,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-09-30	No
Was there a failure to transmit to the plan any participant contributions	2021-09-30	No
Has the plan failed to provide any benefit when due under the plan	2021-09-30	No
Contributions received in cash from employer	2021-09-30	$188,971
Employer contributions (assets) at end of year	2021-09-30	$50,705
Employer contributions (assets) at beginning of year	2021-09-30	$42,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-09-30	$1,332,145
Did the plan have assets held for investment	2021-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-09-30	No
Opinion of an independent qualified public accountant for this plan	2021-09-30	Disclaimer
Accountancy firm name	2021-09-30	THEOBALD, DEMAHY & CO. P.C.
Accountancy firm EIN	2021-09-30	741873382
2020 : MEHAFFY & WEBER, P. C. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total income from all sources (including contributions)	2020-09-30	$3,989,981
Total loss/gain on sale of assets	2020-09-30	$0
Total of all expenses incurred	2020-09-30	$574,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-09-30	$537,171
Value of total corrective distributions	2020-09-30	$3,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-09-30	$1,597,009
Value of total assets at end of year	2020-09-30	$27,408,364
Value of total assets at beginning of year	2020-09-30	$23,993,018
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-09-30	$33,507
Total interest from all sources	2020-09-30	$11,370
Total dividends received (eg from common stock, registered investment company shares)	2020-09-30	$715,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-09-30	$715,665
Was this plan covered by a fidelity bond	2020-09-30	Yes
Value of fidelity bond cover	2020-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-09-30	No
Contributions received from participants	2020-09-30	$589,255
Participant contributions at end of year	2020-09-30	$237,435
Participant contributions at beginning of year	2020-09-30	$185,352
Income. Received or receivable in cash from other sources (including rollovers)	2020-09-30	$842,361
Administrative expenses (other) incurred	2020-09-30	$33,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Value of net income/loss	2020-09-30	$3,415,346
Value of net assets at end of year (total assets less liabilities)	2020-09-30	$27,408,364
Value of net assets at beginning of year (total assets less liabilities)	2020-09-30	$23,993,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-09-30	No
Were any leases to which the plan was party in default or uncollectible	2020-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-09-30	$27,128,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-09-30	$23,788,889
Interest on participant loans	2020-09-30	$11,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-09-30	$1,665,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-09-30	No
Was there a failure to transmit to the plan any participant contributions	2020-09-30	No
Has the plan failed to provide any benefit when due under the plan	2020-09-30	No
Contributions received in cash from employer	2020-09-30	$165,393
Employer contributions (assets) at end of year	2020-09-30	$42,680
Employer contributions (assets) at beginning of year	2020-09-30	$18,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-09-30	$537,171
Did the plan have assets held for investment	2020-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-09-30	Disclaimer
Accountancy firm name	2020-09-30	THEOBALD, DEHAMY & CO. P.C.
Accountancy firm EIN	2020-09-30	741873382
2019 : MEHAFFY & WEBER, P. C. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$0
Total income from all sources (including contributions)	2019-09-30	$1,837,802
Total loss/gain on sale of assets	2019-09-30	$0
Total of all expenses incurred	2019-09-30	$614,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-09-30	$583,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-09-30	$706,072
Value of total assets at end of year	2019-09-30	$23,993,018
Value of total assets at beginning of year	2019-09-30	$22,769,258
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-09-30	$30,227
Total interest from all sources	2019-09-30	$9,741
Total dividends received (eg from common stock, registered investment company shares)	2019-09-30	$713,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-09-30	$713,386
Was this plan covered by a fidelity bond	2019-09-30	Yes
Value of fidelity bond cover	2019-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-09-30	No
Contributions received from participants	2019-09-30	$554,606
Participant contributions at end of year	2019-09-30	$185,352
Participant contributions at beginning of year	2019-09-30	$174,097
Income. Received or receivable in cash from other sources (including rollovers)	2019-09-30	$18,777
Administrative expenses (other) incurred	2019-09-30	$30,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-30	No
Value of net income/loss	2019-09-30	$1,223,760
Value of net assets at end of year (total assets less liabilities)	2019-09-30	$23,993,018
Value of net assets at beginning of year (total assets less liabilities)	2019-09-30	$22,769,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-09-30	No
Were any leases to which the plan was party in default or uncollectible	2019-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-09-30	$23,788,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-09-30	$22,545,143
Interest on participant loans	2019-09-30	$9,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-09-30	$408,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-09-30	No
Was there a failure to transmit to the plan any participant contributions	2019-09-30	No
Has the plan failed to provide any benefit when due under the plan	2019-09-30	No
Contributions received in cash from employer	2019-09-30	$132,689
Employer contributions (assets) at end of year	2019-09-30	$18,777
Employer contributions (assets) at beginning of year	2019-09-30	$50,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-09-30	$583,815
Did the plan have assets held for investment	2019-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-09-30	Disclaimer
Accountancy firm name	2019-09-30	THEOBALD, DEHAMY & CO. P.C.
Accountancy firm EIN	2019-09-30	741873382
2018 : MEHAFFY & WEBER, P. C. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total income from all sources (including contributions)	2018-09-30	$2,708,840
Total loss/gain on sale of assets	2018-09-30	$0
Total of all expenses incurred	2018-09-30	$437,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-09-30	$405,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-09-30	$885,398
Value of total assets at end of year	2018-09-30	$22,769,258
Value of total assets at beginning of year	2018-09-30	$20,497,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-09-30	$31,835
Total interest from all sources	2018-09-30	$7,395
Total dividends received (eg from common stock, registered investment company shares)	2018-09-30	$569,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-09-30	$569,229
Was this plan covered by a fidelity bond	2018-09-30	Yes
Value of fidelity bond cover	2018-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-09-30	No
Contributions received from participants	2018-09-30	$457,551
Participant contributions at end of year	2018-09-30	$174,097
Participant contributions at beginning of year	2018-09-30	$153,159
Income. Received or receivable in cash from other sources (including rollovers)	2018-09-30	$273,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-09-30	$0
Administrative expenses (other) incurred	2018-09-30	$31,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Value of net income/loss	2018-09-30	$2,271,376
Value of net assets at end of year (total assets less liabilities)	2018-09-30	$22,769,258
Value of net assets at beginning of year (total assets less liabilities)	2018-09-30	$20,497,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-09-30	No
Were any leases to which the plan was party in default or uncollectible	2018-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-09-30	$22,545,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-09-30	$20,298,571
Interest on participant loans	2018-09-30	$7,395
Value of interest in common/collective trusts at beginning of year	2018-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-09-30	$1,246,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-09-30	No
Was there a failure to transmit to the plan any participant contributions	2018-09-30	No
Has the plan failed to provide any benefit when due under the plan	2018-09-30	No
Contributions received in cash from employer	2018-09-30	$154,778
Employer contributions (assets) at end of year	2018-09-30	$50,018
Employer contributions (assets) at beginning of year	2018-09-30	$46,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-09-30	$405,629
Did the plan have assets held for investment	2018-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-09-30	Disclaimer
Accountancy firm name	2018-09-30	THEOBALD, DEHAMY & CO. P.C.
Accountancy firm EIN	2018-09-30	741873382
2017 : MEHAFFY & WEBER, P. C. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$8,331
Total income from all sources (including contributions)	2017-09-30	$2,630,052
Total loss/gain on sale of assets	2017-09-30	$0
Total of all expenses incurred	2017-09-30	$281,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-09-30	$251,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-09-30	$668,558
Value of total assets at end of year	2017-09-30	$20,497,882
Value of total assets at beginning of year	2017-09-30	$18,157,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-09-30	$29,776
Total interest from all sources	2017-09-30	$7,611
Total dividends received (eg from common stock, registered investment company shares)	2017-09-30	$502,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-09-30	$502,865
Was this plan covered by a fidelity bond	2017-09-30	Yes
Value of fidelity bond cover	2017-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-09-30	No
Contributions received from participants	2017-09-30	$492,160
Participant contributions at end of year	2017-09-30	$153,159
Participant contributions at beginning of year	2017-09-30	$199,116
Income. Received or receivable in cash from other sources (including rollovers)	2017-09-30	$20,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-09-30	$8,331
Administrative expenses (other) incurred	2017-09-30	$29,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Value of net income/loss	2017-09-30	$2,348,717
Value of net assets at end of year (total assets less liabilities)	2017-09-30	$20,497,882
Value of net assets at beginning of year (total assets less liabilities)	2017-09-30	$18,149,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-09-30	No
Were any leases to which the plan was party in default or uncollectible	2017-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-09-30	$20,298,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-09-30	$17,957,281
Interest on participant loans	2017-09-30	$7,611
Value of interest in common/collective trusts at end of year	2017-09-30	$0
Value of interest in common/collective trusts at beginning of year	2017-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-09-30	$1,451,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-09-30	No
Was there a failure to transmit to the plan any participant contributions	2017-09-30	No
Has the plan failed to provide any benefit when due under the plan	2017-09-30	No
Contributions received in cash from employer	2017-09-30	$156,321
Employer contributions (assets) at end of year	2017-09-30	$46,152
Employer contributions (assets) at beginning of year	2017-09-30	$1,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-09-30	$251,559
Did the plan have assets held for investment	2017-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-09-30	Disclaimer
Accountancy firm name	2017-09-30	THEOBALD, DEHAMY & CO. P.C.
Accountancy firm EIN	2017-09-30	741873382
2016 : MEHAFFY & WEBER, P. C. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-30	$8,331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-30	$0
Total income from all sources (including contributions)	2016-09-30	$2,351,878
Total loss/gain on sale of assets	2016-09-30	$0
Total of all expenses incurred	2016-09-30	$629,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-09-30	$576,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-09-30	$635,367
Value of total assets at end of year	2016-09-30	$18,157,496
Value of total assets at beginning of year	2016-09-30	$16,426,445
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-09-30	$52,800
Total interest from all sources	2016-09-30	$7,345
Total dividends received (eg from common stock, registered investment company shares)	2016-09-30	$519,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-09-30	$519,110
Was this plan covered by a fidelity bond	2016-09-30	Yes
Value of fidelity bond cover	2016-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-09-30	No
Contributions received from participants	2016-09-30	$479,062
Participant contributions at end of year	2016-09-30	$199,116
Participant contributions at beginning of year	2016-09-30	$203,115
Participant contributions at end of year	2016-09-30	$0
Participant contributions at beginning of year	2016-09-30	$8,150
Income. Received or receivable in cash from other sources (including rollovers)	2016-09-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-09-30	$8,331
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-09-30	$0
Other income not declared elsewhere	2016-09-30	$26,593
Administrative expenses (other) incurred	2016-09-30	$52,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-09-30	No
Value of net income/loss	2016-09-30	$1,722,720
Value of net assets at end of year (total assets less liabilities)	2016-09-30	$18,149,165
Value of net assets at beginning of year (total assets less liabilities)	2016-09-30	$16,426,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-09-30	No
Were any leases to which the plan was party in default or uncollectible	2016-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-09-30	$17,957,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-09-30	$16,170,047
Interest on participant loans	2016-09-30	$7,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-09-30	$1,163,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-09-30	No
Was there a failure to transmit to the plan any participant contributions	2016-09-30	No
Has the plan failed to provide any benefit when due under the plan	2016-09-30	No
Contributions received in cash from employer	2016-09-30	$156,305
Employer contributions (assets) at end of year	2016-09-30	$1,099
Employer contributions (assets) at beginning of year	2016-09-30	$45,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-09-30	$576,358
Did the plan have assets held for investment	2016-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-09-30	Disclaimer
Accountancy firm name	2016-09-30	THEOBALD, DEMAHY, AND CO. P.C.
Accountancy firm EIN	2016-09-30	741873382
2015 : MEHAFFY & WEBER, P. C. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-30	$0
Total income from all sources (including contributions)	2015-09-30	$411,383
Total loss/gain on sale of assets	2015-09-30	$0
Total of all expenses incurred	2015-09-30	$985,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-09-30	$925,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-09-30	$632,061
Value of total assets at end of year	2015-09-30	$16,426,445
Value of total assets at beginning of year	2015-09-30	$17,000,992
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-09-30	$60,012
Total interest from all sources	2015-09-30	$10,226
Total dividends received (eg from common stock, registered investment company shares)	2015-09-30	$486,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-09-30	$486,883
Was this plan covered by a fidelity bond	2015-09-30	Yes
Value of fidelity bond cover	2015-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-09-30	No
Contributions received from participants	2015-09-30	$438,777
Participant contributions at end of year	2015-09-30	$203,115
Participant contributions at beginning of year	2015-09-30	$281,589
Participant contributions at end of year	2015-09-30	$8,150
Participant contributions at beginning of year	2015-09-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-09-30	$38,581
Other income not declared elsewhere	2015-09-30	$10,513
Administrative expenses (other) incurred	2015-09-30	$60,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-09-30	No
Value of net income/loss	2015-09-30	$-574,547
Value of net assets at end of year (total assets less liabilities)	2015-09-30	$16,426,445
Value of net assets at beginning of year (total assets less liabilities)	2015-09-30	$17,000,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-09-30	No
Were any leases to which the plan was party in default or uncollectible	2015-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-09-30	$16,170,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-09-30	$16,677,034
Interest on participant loans	2015-09-30	$10,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-09-30	$-728,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-09-30	No
Was there a failure to transmit to the plan any participant contributions	2015-09-30	No
Has the plan failed to provide any benefit when due under the plan	2015-09-30	No
Contributions received in cash from employer	2015-09-30	$154,703
Employer contributions (assets) at end of year	2015-09-30	$45,133
Employer contributions (assets) at beginning of year	2015-09-30	$42,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-09-30	$925,918
Did the plan have assets held for investment	2015-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-09-30	Disclaimer
Accountancy firm name	2015-09-30	THEOBALD, DEMAHY, AND CO. P.C.
Accountancy firm EIN	2015-09-30	741873382
2014 : MEHAFFY & WEBER, P. C. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total income from all sources (including contributions)	2014-09-30	$2,316,412
Total loss/gain on sale of assets	2014-09-30	$0
Total of all expenses incurred	2014-09-30	$952,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-09-30	$913,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-09-30	$650,698
Value of total assets at end of year	2014-09-30	$17,000,992
Value of total assets at beginning of year	2014-09-30	$15,637,018
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-09-30	$38,604
Total interest from all sources	2014-09-30	$12,730
Total dividends received (eg from common stock, registered investment company shares)	2014-09-30	$360,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-09-30	$360,051
Was this plan covered by a fidelity bond	2014-09-30	Yes
Value of fidelity bond cover	2014-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-09-30	No
Contributions received from participants	2014-09-30	$501,554
Participant contributions at end of year	2014-09-30	$281,589
Participant contributions at beginning of year	2014-09-30	$306,597
Other income not declared elsewhere	2014-09-30	$121
Administrative expenses (other) incurred	2014-09-30	$38,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Value of net income/loss	2014-09-30	$1,363,974
Value of net assets at end of year (total assets less liabilities)	2014-09-30	$17,000,992
Value of net assets at beginning of year (total assets less liabilities)	2014-09-30	$15,637,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-09-30	No
Were any leases to which the plan was party in default or uncollectible	2014-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-09-30	$16,677,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-09-30	$15,280,582
Interest on participant loans	2014-09-30	$12,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-09-30	$1,292,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-09-30	No
Was there a failure to transmit to the plan any participant contributions	2014-09-30	No
Has the plan failed to provide any benefit when due under the plan	2014-09-30	No
Contributions received in cash from employer	2014-09-30	$149,144
Employer contributions (assets) at end of year	2014-09-30	$42,369
Employer contributions (assets) at beginning of year	2014-09-30	$49,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-09-30	$913,834
Did the plan have assets held for investment	2014-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-09-30	Disclaimer
Accountancy firm name	2014-09-30	THEOBALD, DEMAHY, AND CO. P.C.
Accountancy firm EIN	2014-09-30	741873382
2013 : MEHAFFY & WEBER, P. C. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total income from all sources (including contributions)	2013-09-30	$2,241,565
Total loss/gain on sale of assets	2013-09-30	$0
Total of all expenses incurred	2013-09-30	$436,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-09-30	$406,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-09-30	$740,247
Value of total assets at end of year	2013-09-30	$15,637,018
Value of total assets at beginning of year	2013-09-30	$13,832,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-09-30	$30,555
Total interest from all sources	2013-09-30	$12,981
Total dividends received (eg from common stock, registered investment company shares)	2013-09-30	$310,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-09-30	$310,568
Was this plan covered by a fidelity bond	2013-09-30	Yes
Value of fidelity bond cover	2013-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-09-30	No
Contributions received from participants	2013-09-30	$552,583
Participant contributions at end of year	2013-09-30	$306,597
Participant contributions at beginning of year	2013-09-30	$349,573
Other income not declared elsewhere	2013-09-30	$500
Administrative expenses (other) incurred	2013-09-30	$30,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Value of net income/loss	2013-09-30	$1,804,976
Value of net assets at end of year (total assets less liabilities)	2013-09-30	$15,637,018
Value of net assets at beginning of year (total assets less liabilities)	2013-09-30	$13,832,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-09-30	No
Were any leases to which the plan was party in default or uncollectible	2013-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-09-30	$15,280,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-09-30	$13,430,074
Interest on participant loans	2013-09-30	$12,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-09-30	$1,177,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-09-30	No
Was there a failure to transmit to the plan any participant contributions	2013-09-30	No
Has the plan failed to provide any benefit when due under the plan	2013-09-30	No
Contributions received in cash from employer	2013-09-30	$187,664
Employer contributions (assets) at end of year	2013-09-30	$49,839
Employer contributions (assets) at beginning of year	2013-09-30	$52,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-09-30	$406,034
Did the plan have assets held for investment	2013-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-09-30	Disclaimer
Accountancy firm name	2013-09-30	THEOBALD, DEMAHY, AND CO., P.C.
Accountancy firm EIN	2013-09-30	741873382
2012 : MEHAFFY & WEBER, P. C. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total income from all sources (including contributions)	2012-09-30	$2,733,806
Total loss/gain on sale of assets	2012-09-30	$0
Total of all expenses incurred	2012-09-30	$322,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-09-30	$292,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-09-30	$726,950
Value of total assets at end of year	2012-09-30	$13,832,042
Value of total assets at beginning of year	2012-09-30	$11,420,265
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-09-30	$29,292
Total interest from all sources	2012-09-30	$15,364
Total dividends received (eg from common stock, registered investment company shares)	2012-09-30	$293,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-09-30	$293,616
Was this plan covered by a fidelity bond	2012-09-30	Yes
Value of fidelity bond cover	2012-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-09-30	No
Contributions received from participants	2012-09-30	$553,782
Participant contributions at end of year	2012-09-30	$349,573
Participant contributions at beginning of year	2012-09-30	$276,438
Participant contributions at end of year	2012-09-30	$0
Participant contributions at beginning of year	2012-09-30	$29,140
Other income not declared elsewhere	2012-09-30	$1,627
Administrative expenses (other) incurred	2012-09-30	$29,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Value of net income/loss	2012-09-30	$2,411,777
Value of net assets at end of year (total assets less liabilities)	2012-09-30	$13,832,042
Value of net assets at beginning of year (total assets less liabilities)	2012-09-30	$11,420,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-09-30	No
Were any leases to which the plan was party in default or uncollectible	2012-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-09-30	$13,430,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-09-30	$11,098,375
Interest on participant loans	2012-09-30	$15,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-09-30	$1,696,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-09-30	No
Was there a failure to transmit to the plan any participant contributions	2012-09-30	No
Has the plan failed to provide any benefit when due under the plan	2012-09-30	No
Contributions received in cash from employer	2012-09-30	$173,168
Employer contributions (assets) at end of year	2012-09-30	$52,395
Employer contributions (assets) at beginning of year	2012-09-30	$16,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-09-30	$292,737
Did the plan have assets held for investment	2012-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-09-30	Disclaimer
Accountancy firm name	2012-09-30	THEOBALD, DEMAHY, AND CO., P.C.
Accountancy firm EIN	2012-09-30	741873382
2011 : MEHAFFY & WEBER, P. C. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total income from all sources (including contributions)	2011-09-30	$873,149
Total loss/gain on sale of assets	2011-09-30	$0
Total of all expenses incurred	2011-09-30	$524,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-09-30	$486,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-09-30	$756,559
Value of total assets at end of year	2011-09-30	$11,420,265
Value of total assets at beginning of year	2011-09-30	$11,071,602
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-09-30	$37,680
Total interest from all sources	2011-09-30	$14,068
Total dividends received (eg from common stock, registered investment company shares)	2011-09-30	$270,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-09-30	$270,613
Was this plan covered by a fidelity bond	2011-09-30	Yes
Value of fidelity bond cover	2011-09-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-09-30	No
Contributions received from participants	2011-09-30	$559,898
Participant contributions at end of year	2011-09-30	$276,438
Participant contributions at beginning of year	2011-09-30	$296,436
Participant contributions at end of year	2011-09-30	$29,140
Participant contributions at beginning of year	2011-09-30	$15,664
Other income not declared elsewhere	2011-09-30	$6,703
Administrative expenses (other) incurred	2011-09-30	$37,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Value of net income/loss	2011-09-30	$348,663
Value of net assets at end of year (total assets less liabilities)	2011-09-30	$11,420,265
Value of net assets at beginning of year (total assets less liabilities)	2011-09-30	$11,071,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-09-30	No
Were any leases to which the plan was party in default or uncollectible	2011-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-09-30	$11,098,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-09-30	$10,713,595
Interest on participant loans	2011-09-30	$14,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-09-30	$-174,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2011-09-30	Yes
Has the plan failed to provide any benefit when due under the plan	2011-09-30	No
Contributions received in cash from employer	2011-09-30	$196,661
Employer contributions (assets) at end of year	2011-09-30	$16,312
Employer contributions (assets) at beginning of year	2011-09-30	$45,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-09-30	$486,806
Did the plan have assets held for investment	2011-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-09-30	Disclaimer
Accountancy firm name	2011-09-30	THEOBALD, DEMAHY, AND CO., P.C.
Accountancy firm EIN	2011-09-30	741873382

Form 5500 Responses for MEHAFFY & WEBER, P. C. 401(K) PLAN

2022: MEHAFFY & WEBER, P. C. 401(K) PLAN 2022 form 5500 responses
2022-10-01	Type of plan entity	Single employer plan
2022-10-01	Submission has been amended	No
2022-10-01	This submission is the final filing	No
2022-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-10-01	Plan is a collectively bargained plan	No
2022-10-01	Plan funding arrangement – Trust	Yes
2022-10-01	Plan benefit arrangement - Trust	Yes
2021: MEHAFFY & WEBER, P. C. 401(K) PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: MEHAFFY & WEBER, P. C. 401(K) PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: MEHAFFY & WEBER, P. C. 401(K) PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: MEHAFFY & WEBER, P. C. 401(K) PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: MEHAFFY & WEBER, P. C. 401(K) PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: MEHAFFY & WEBER, P. C. 401(K) PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: MEHAFFY & WEBER, P. C. 401(K) PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: MEHAFFY & WEBER, P. C. 401(K) PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: MEHAFFY & WEBER, P. C. 401(K) PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: MEHAFFY & WEBER, P. C. 401(K) PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: MEHAFFY & WEBER, P. C. 401(K) PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: MEHAFFY & WEBER, P. C. 401(K) PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: MEHAFFY & WEBER, P. C. 401(K) PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: MEHAFFY & WEBER, P. C. 401(K) PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

Potentially related plans

MEHAFFY & THOMCO PROFIT SHARING PLAN [EIN = 710356057]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MEHAFFY & WEBER, P.C.
Employer identification number (EIN):	741727620
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers