HOWARD CUNNINGHAM HOUCHIN & TURNER LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN
401k plan membership statisitcs for HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 21 |
| Number of participants with account balances | 2022-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 15 |
| Number of participants with account balances | 2021-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 15 |
| Number of participants with account balances | 2020-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 15 |
| Number of participants with account balances | 2019-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 16 |
| Number of participants with account balances | 2018-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 15 |
| Number of participants with account balances | 2017-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 15 |
| Number of participants with account balances | 2016-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
| Total of all active and inactive participants | 2015-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 15 |
| Number of participants with account balances | 2015-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 13 |
| Number of participants with account balances | 2014-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 13 |
| Number of participants with account balances | 2013-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 11 |
| Number of participants with account balances | 2012-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 8 |
| Number of participants with account balances | 2011-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 9 |
| Number of participants with account balances | 2009-01-01 | 9 |
| Measure | Date | Value |
|---|
| 2022 : HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $288 |
| Total income from all sources | 2022-12-31 | $-494,004 |
| Total plan assets at end of year | 2022-12-31 | $4,826,362 |
| Total plan assets at beginning of year | 2022-12-31 | $5,320,078 |
| Value of fidelity bond covering the plan | 2022-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $111,356 |
| Other income received | 2022-12-31 | $-727,823 |
| Net income (gross income less expenses) | 2022-12-31 | $-494,004 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,826,074 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,320,078 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $653,137 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $122,463 |
| 2021 : HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2021-12-31 | $319 |
| Total income from all sources | 2021-12-31 | $813,578 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $17,745 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $17,745 |
| Total plan assets at end of year | 2021-12-31 | $5,320,078 |
| Total plan assets at beginning of year | 2021-12-31 | $4,524,564 |
| Value of fidelity bond covering the plan | 2021-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $99,765 |
| Other income received | 2021-12-31 | $592,856 |
| Net income (gross income less expenses) | 2021-12-31 | $795,833 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,320,078 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,524,245 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $645,528 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $120,957 |
| 2020 : HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $319 |
| Total income from all sources | 2020-12-31 | $859,517 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,423,985 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,423,985 |
| Total plan assets at end of year | 2020-12-31 | $4,524,564 |
| Total plan assets at beginning of year | 2020-12-31 | $5,088,713 |
| Value of fidelity bond covering the plan | 2020-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $98,323 |
| Other income received | 2020-12-31 | $648,607 |
| Net income (gross income less expenses) | 2020-12-31 | $-564,468 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,524,245 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,088,713 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $588,293 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $112,587 |
| 2019 : HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $858,758 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $64,730 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $64,379 |
| Total plan assets at end of year | 2019-12-31 | $5,088,713 |
| Total plan assets at beginning of year | 2019-12-31 | $4,294,685 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $113,880 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $3,327 |
| Other income received | 2019-12-31 | $622,453 |
| Net income (gross income less expenses) | 2019-12-31 | $794,028 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,088,713 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,294,685 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $452,728 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $119,098 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $351 |
| 2018 : HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $44,139 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $30,123 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $30,000 |
| Total plan assets at end of year | 2018-12-31 | $4,294,685 |
| Total plan assets at beginning of year | 2018-12-31 | $4,280,669 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $72,632 |
| Other income received | 2018-12-31 | $-137,341 |
| Net income (gross income less expenses) | 2018-12-31 | $14,016 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,294,685 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,280,669 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $468,424 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $108,848 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $123 |
| 2017 : HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $631,339 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $116,821 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $116,643 |
| Total plan assets at end of year | 2017-12-31 | $4,280,669 |
| Total plan assets at beginning of year | 2017-12-31 | $3,766,151 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $112,531 |
| Other income received | 2017-12-31 | $402,452 |
| Net income (gross income less expenses) | 2017-12-31 | $514,518 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,280,669 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,766,151 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $420,254 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $116,356 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $178 |
| 2016 : HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2016-12-31 | $1,992 |
| Total income from all sources | 2016-12-31 | $488,363 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $39,356 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $37,222 |
| Total plan assets at end of year | 2016-12-31 | $3,766,151 |
| Total plan assets at beginning of year | 2016-12-31 | $3,319,136 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $100,764 |
| Other income received | 2016-12-31 | $278,261 |
| Net income (gross income less expenses) | 2016-12-31 | $449,007 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,766,151 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,317,144 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $328,104 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $109,338 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,134 |
| 2015 : HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $1,992 |
| Total plan liabilities at beginning of year | 2015-12-31 | $947 |
| Total income from all sources | 2015-12-31 | $142,686 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $30,942 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $30,000 |
| Total plan assets at end of year | 2015-12-31 | $3,319,136 |
| Total plan assets at beginning of year | 2015-12-31 | $3,206,347 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $86,450 |
| Other income received | 2015-12-31 | $-51,590 |
| Net income (gross income less expenses) | 2015-12-31 | $111,744 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,317,144 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,205,400 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $319,019 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $107,826 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $942 |
| 2014 : HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $947 |
| Total income from all sources | 2014-12-31 | $428,817 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $33,638 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $32,773 |
| Total plan assets at end of year | 2014-12-31 | $3,206,347 |
| Total plan assets at beginning of year | 2014-12-31 | $2,810,221 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $62,752 |
| Other income received | 2014-12-31 | $267,607 |
| Net income (gross income less expenses) | 2014-12-31 | $395,179 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,205,400 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,810,221 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $329,325 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $98,458 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $865 |
| 2013 : HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $389,062 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $872 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $246 |
| Total plan assets at end of year | 2013-12-31 | $2,810,221 |
| Total plan assets at beginning of year | 2013-12-31 | $2,422,031 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $60,680 |
| Other income received | 2013-12-31 | $231,184 |
| Net income (gross income less expenses) | 2013-12-31 | $388,190 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,810,221 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,422,031 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $234,881 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $97,198 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $626 |
| 2012 : HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $296,625 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $669 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $121 |
| Total plan assets at end of year | 2012-12-31 | $2,422,031 |
| Total plan assets at beginning of year | 2012-12-31 | $2,126,075 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $70,113 |
| Other income received | 2012-12-31 | $137,131 |
| Net income (gross income less expenses) | 2012-12-31 | $295,956 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,422,031 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,126,075 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $229,899 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $89,381 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $548 |
| 2011 : HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $101,489 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $66,333 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $61,158 |
| Total plan assets at end of year | 2011-12-31 | $2,126,075 |
| Total plan assets at beginning of year | 2011-12-31 | $2,090,919 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $62,533 |
| Other income received | 2011-12-31 | $-61,757 |
| Net income (gross income less expenses) | 2011-12-31 | $35,156 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,126,075 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,090,919 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $248,301 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $100,713 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $5,175 |
| 2010 : HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $326,256 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $9,241 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $5,000 |
| Total plan assets at end of year | 2010-12-31 | $2,090,919 |
| Total plan assets at beginning of year | 2010-12-31 | $1,773,904 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $65,497 |
| Other income received | 2010-12-31 | $162,725 |
| Net income (gross income less expenses) | 2010-12-31 | $317,015 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,090,919 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,773,904 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $284,001 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $98,034 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $4,241 |
| 2022: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: HOWARD CUNNINGHAM HOUCHIN & TURNER LLP PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0547582 |
| Policy instance | 1 |
| Insurance contract or identification number | E0547582 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-10-01 | | Insurance policy end date | 2022-09-30 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | SALES / FIXED EXPENSE | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0547582 |
| Policy instance | 1 |
| Insurance contract or identification number | E0547582 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-10-01 | | Insurance policy end date | 2021-09-30 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | SALES / FIXED EXPENSE | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0547582 |
| Policy instance | 1 |
| Insurance contract or identification number | E0547582 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-09-30 | | Total amount of fees paid to insurance company | USD $33 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 33 | | Additional information about fees paid to insurance broker | SALES / FIXED EXPENSE | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0547582 |
| Policy instance | 1 |
| Insurance contract or identification number | E0547582 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0547582 |
| Policy instance | 1 |
| Insurance contract or identification number | E0547582 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0547582 |
| Policy instance | 1 |
| Insurance contract or identification number | E0547582 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2016-10-01 | | Insurance policy end date | 2017-09-30 | | Total amount of commissions paid to insurance broker | USD $64 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $64 | | Insurance broker organization code? | 3 | | Insurance broker name | PATRICK JOSEPH BAILEY |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0547582 |
| Policy instance | 1 |
| Insurance contract or identification number | E0547582 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-10-01 | | Insurance policy end date | 2015-09-30 | | Total amount of commissions paid to insurance broker | USD $114 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $113 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES RUSSELL DONAWAY |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0547582 |
| Policy instance | 1 |
| Insurance contract or identification number | E0547582 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Total amount of commissions paid to insurance broker | USD $140 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $139 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES RUSSELL DONAWAY |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0547582 |
| Policy instance | 1 |
| Insurance contract or identification number | E0547582 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-10-01 | | Insurance policy end date | 2013-09-30 | | Total amount of commissions paid to insurance broker | USD $176 | | Total amount of fees paid to insurance company | USD $45 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $174 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 45 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker name | ALLSTATE FINANCIAL SERVICES LLC |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0547582 |
| Policy instance | 1 |
| Insurance contract or identification number | E0547582 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-10-01 | | Insurance policy end date | 2012-09-30 | | Total amount of commissions paid to insurance broker | USD $211 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $209 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES RUSSELL DONAWAY |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0547582 |
| Policy instance | 1 |
| Insurance contract or identification number | E0547582 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-10-01 | | Insurance policy end date | 2011-09-30 | | Total amount of commissions paid to insurance broker | USD $169 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | E0547582 |
| Policy instance | 1 |
| Insurance contract or identification number | E0547582 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2009-10-01 | | Insurance policy end date | 2010-09-30 | | Total amount of commissions paid to insurance broker | USD $159 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $157 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES RUSSELL DONAWAY |
|
