?>
Plan Name | COLANTUONO, HIGHSMITH & WHATLEY P.C. SAFE HARBOR 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | COLANTUONO, HIGHSMITH & WHATLEY |
Employer identification number (EIN): | 753031545 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | BILL K. WEECH | 2023-10-03 | ||
001 | 2021-01-01 | BILL WEECH | 2022-10-03 | ||
001 | 2020-01-01 | WILLIAM WEECH | 2021-10-04 | WILLIAM WEECH | 2021-10-04 |
001 | 2019-01-01 | WILLIAM WEECH | 2020-07-13 | ||
001 | 2018-01-01 | WILLIAM WEECH | 2019-07-18 | WILLIAM WEECH | 2019-07-18 |
001 | 2017-01-01 | CATHERINE HENDERSON | 2018-06-18 | CATHERINE HENDERSON | 2018-06-18 |
001 | 2016-01-01 | CATHERINE HENDERSON | 2017-06-22 | CATHERINE HENDERSON | 2017-06-22 |
001 | 2015-01-01 | CATHERINE HENDERSON | CATHERINE HENDERSON | 2016-06-20 | |
001 | 2014-01-01 | DAVID HEAD | 2015-09-16 | ||
001 | 2014-01-01 | DAVID HEAD | 2015-07-29 | ||
001 | 2013-01-01 | MICHAEL COLANTUONO | 2014-10-02 | ||
001 | 2012-01-01 | MICHAEL COLANTUONO | 2013-10-05 | ||
001 | 2011-01-01 | MICHAEL COLANTUONO | 2012-09-29 | ||
001 | 2010-01-01 | MICHAEL COLANTUONO | 2011-06-19 |
Measure | Date | Value |
---|---|---|
2015: COLANTUONO, HIGHSMITH & WHATLEY P.C. SAFE HARBOR 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 25 |
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 | 7 |
Total of all active and inactive participants | 2015-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 32 |
Number of participants with account balances | 2015-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : COLANTUONO, HIGHSMITH & WHATLEY P.C. SAFE HARBOR 401(K) PLAN 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $2,287,908 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,123,902 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,123,902 |
Total plan assets at end of year | 2015-12-31 | $2,943,442 |
Total plan assets at beginning of year | 2015-12-31 | $1,779,436 |
Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
Total contributions received or receivable from participants | 2015-12-31 | $279,818 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $992,716 |
Other income received | 2015-12-31 | $850,321 |
Net income (gross income less expenses) | 2015-12-31 | $1,164,006 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,943,442 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,779,436 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $165,053 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2015: COLANTUONO, HIGHSMITH & WHATLEY P.C. SAFE HARBOR 401(K) PLAN 2015 form 5500 responses | ||
---|---|---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |