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Plan Name | MOSTYN LAW FIRM, P.C. 401K PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | MOSTYN LAW FIRM, P.C. |
Employer identification number (EIN): | 760590236 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about MOSTYN LAW FIRM, P.C.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1998-12-17 |
Company Identification Number: | 0092487502 |
Legal Registered Office Address: |
3810 W ALABAMA ST HOUSTON United States of America (USA) 77027 |
More information about MOSTYN LAW FIRM, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | EMMA GUTIERREZ | 2023-08-01 | ||
001 | 2021-01-01 | EMMA GUTIERREZ | 2022-07-28 | ||
001 | 2020-01-01 | EMMA GUTIERREZ | 2021-07-13 | ||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | VIVIAN ANDERSON | |||
001 | 2016-01-01 | VIVIAN ANDERSON | |||
001 | 2015-01-01 | VIVIAN ANDERSON | |||
001 | 2015-01-01 | VIVIAN ANDERSON | |||
001 | 2014-01-01 | VIVIAN ANDERSON | |||
001 | 2013-01-01 | VIVIAN ANDERSON | |||
001 | 2012-01-01 | VIVIAN ANDERSON | |||
001 | 2011-01-01 | VIVIAN ANDERSON | VIVIAN ANDERSON | 2012-10-15 |
Measure | Date | Value |
---|---|---|
2020: MOSTYN LAW FIRM, P.C. 401K PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 55 |
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 | 38 |
Total of all active and inactive participants | 2020-01-01 | 93 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 93 |
Number of participants with account balances | 2020-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: MOSTYN LAW FIRM, P.C. 401K PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 59 |
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 | 37 |
Total of all active and inactive participants | 2019-01-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 96 |
Number of participants with account balances | 2019-01-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MOSTYN LAW FIRM, P.C. 401K PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 208 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 64 |
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 | 40 |
Total of all active and inactive participants | 2018-01-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 104 |
Number of participants with account balances | 2018-01-01 | 99 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: MOSTYN LAW FIRM, P.C. 401K PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 232 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 97 |
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 | 110 |
Total of all active and inactive participants | 2017-01-01 | 207 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 207 |
Number of participants with account balances | 2017-01-01 | 196 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MOSTYN LAW FIRM, P.C. 401K PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 220 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 137 |
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 | 88 |
Total of all active and inactive participants | 2016-01-01 | 225 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 225 |
Number of participants with account balances | 2016-01-01 | 208 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MOSTYN LAW FIRM, P.C. 401K PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 193 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 138 |
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 | 82 |
Total of all active and inactive participants | 2015-01-01 | 220 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 220 |
Number of participants with account balances | 2015-01-01 | 199 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MOSTYN LAW FIRM, P.C. 401K PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 164 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 124 |
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 | 63 |
Total of all active and inactive participants | 2014-01-01 | 187 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 187 |
Number of participants with account balances | 2014-01-01 | 164 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MOSTYN LAW FIRM, P.C. 401K PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 148 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 114 |
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 | 53 |
Total of all active and inactive participants | 2013-01-01 | 167 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 167 |
Number of participants with account balances | 2013-01-01 | 138 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: MOSTYN LAW FIRM, P.C. 401K PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 152 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 105 |
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 | 43 |
Total of all active and inactive participants | 2012-01-01 | 148 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 148 |
Number of participants with account balances | 2012-01-01 | 122 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: MOSTYN LAW FIRM, P.C. 401K PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 150 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 150 |
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 | 2 |
Total of all active and inactive participants | 2011-01-01 | 152 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 152 |
Number of participants with account balances | 2011-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2020 : MOSTYN LAW FIRM, P.C. 401K PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $502,640 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $107,822 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $95,370 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $849 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $154,600 |
Value of total assets at end of year | 2020-12-31 | $2,384,243 |
Value of total assets at beginning of year | 2020-12-31 | $1,989,425 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $11,603 |
Total interest from all sources | 2020-12-31 | $3,296 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $99,604 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $99,604 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $199,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $154,600 |
Participant contributions at end of year | 2020-12-31 | $49,461 |
Participant contributions at beginning of year | 2020-12-31 | $56,150 |
Other income not declared elsewhere | 2020-12-31 | $9,607 |
Administrative expenses (other) incurred | 2020-12-31 | $11,603 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $394,818 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,384,243 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,989,425 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,195,533 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,822,214 |
Interest on participant loans | 2020-12-31 | $3,273 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $118,861 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $108,544 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $20,388 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $2,517 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $2,517 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $23 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $218,593 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $16,940 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $95,370 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CALVIN MARTIN & COMPANY, PLLC |
Accountancy firm EIN | 2020-12-31 | 760591623 |
2019 : MOSTYN LAW FIRM, P.C. 401K PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $554,541 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $254,785 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $243,981 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $156,729 |
Value of total assets at end of year | 2019-12-31 | $1,989,425 |
Value of total assets at beginning of year | 2019-12-31 | $1,689,669 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $10,804 |
Total interest from all sources | 2019-12-31 | $2,933 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $91,151 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $91,151 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $169,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $156,729 |
Participant contributions at end of year | 2019-12-31 | $56,150 |
Participant contributions at beginning of year | 2019-12-31 | $42,245 |
Other income not declared elsewhere | 2019-12-31 | $14,569 |
Administrative expenses (other) incurred | 2019-12-31 | $10,804 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $299,756 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,989,425 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,689,669 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,822,214 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,558,072 |
Interest on participant loans | 2019-12-31 | $2,863 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $108,544 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $88,085 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,517 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,267 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,267 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $70 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $264,467 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $24,692 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $243,981 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CALVIN MARTIN & COMPANY, PLLC |
Accountancy firm EIN | 2019-12-31 | 760591623 |
2018 : MOSTYN LAW FIRM, P.C. 401K PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $38,057 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $233,503 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $223,890 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $94 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $160,467 |
Value of total assets at end of year | 2018-12-31 | $1,689,669 |
Value of total assets at beginning of year | 2018-12-31 | $1,885,115 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $9,519 |
Total interest from all sources | 2018-12-31 | $2,376 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $124,001 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $124,001 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $189,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $160,466 |
Participant contributions at end of year | 2018-12-31 | $42,245 |
Participant contributions at beginning of year | 2018-12-31 | $41,207 |
Other income not declared elsewhere | 2018-12-31 | $15,143 |
Administrative expenses (other) incurred | 2018-12-31 | $9,519 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-195,446 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,689,669 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,885,115 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,558,072 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,793,358 |
Interest on participant loans | 2018-12-31 | $2,308 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $88,085 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $39,161 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,267 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $11,389 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $11,389 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $68 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-254,912 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-9,018 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $223,890 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CALVIN MARTIN & COMPANY, PLLC |
Accountancy firm EIN | 2018-12-31 | 760591623 |
2017 : MOSTYN LAW FIRM, P.C. 401K PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $813,984 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $545,597 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $533,602 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $3,335 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $467,116 |
Value of total assets at end of year | 2017-12-31 | $1,885,115 |
Value of total assets at beginning of year | 2017-12-31 | $1,616,728 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $8,660 |
Total interest from all sources | 2017-12-31 | $1,719 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $70,593 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $70,593 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $162,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $301,475 |
Participant contributions at end of year | 2017-12-31 | $41,207 |
Participant contributions at beginning of year | 2017-12-31 | $31,854 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $165,641 |
Other income not declared elsewhere | 2017-12-31 | $5,685 |
Administrative expenses (other) incurred | 2017-12-31 | $8,660 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $268,387 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,885,115 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,616,728 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,793,358 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,504,343 |
Interest on participant loans | 2017-12-31 | $1,701 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $39,161 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $78,227 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $11,389 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $2,304 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $2,304 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $18 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $255,270 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $13,601 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $533,602 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CALVIN MARTIN & COMPANY, PLLC |
Accountancy firm EIN | 2017-12-31 | 760591623 |
2016 : MOSTYN LAW FIRM, P.C. 401K PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $502,291 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $183,086 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $179,281 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $394,454 |
Value of total assets at end of year | 2016-12-31 | $1,616,728 |
Value of total assets at beginning of year | 2016-12-31 | $1,297,523 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,805 |
Total interest from all sources | 2016-12-31 | $1,316 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $49,597 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $49,597 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $130,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $387,728 |
Participant contributions at end of year | 2016-12-31 | $31,854 |
Participant contributions at beginning of year | 2016-12-31 | $17,948 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $6,726 |
Other income not declared elsewhere | 2016-12-31 | $854 |
Administrative expenses (other) incurred | 2016-12-31 | $3,805 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $319,205 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,616,728 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,297,523 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,504,343 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,213,608 |
Interest on participant loans | 2016-12-31 | $1,316 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $78,227 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $64,619 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $2,304 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,348 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,348 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $43,610 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $12,460 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $179,281 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CALVIN MARTIN & COMPANY, PLLC |
Accountancy firm EIN | 2016-12-31 | 760591623 |
2015 : MOSTYN LAW FIRM, P.C. 401K PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $346,949 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $41,418 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $38,663 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $368,602 |
Value of total assets at end of year | 2015-12-31 | $1,297,523 |
Value of total assets at beginning of year | 2015-12-31 | $991,992 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,755 |
Total interest from all sources | 2015-12-31 | $725 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $61,112 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $61,112 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $368,602 |
Participant contributions at end of year | 2015-12-31 | $17,948 |
Participant contributions at beginning of year | 2015-12-31 | $15,858 |
Administrative expenses (other) incurred | 2015-12-31 | $2,755 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $305,531 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,297,523 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $991,992 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,213,608 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $929,782 |
Interest on participant loans | 2015-12-31 | $725 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $64,619 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $45,733 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,348 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $619 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $619 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-82,741 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-749 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $38,663 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CALVIN MARTIN & COMPANY, PLLC |
Accountancy firm EIN | 2015-12-31 | 760591623 |
2014 : MOSTYN LAW FIRM, P.C. 401K PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $335,467 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $76,055 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $73,138 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $289,559 |
Value of total assets at end of year | 2014-12-31 | $991,992 |
Value of total assets at beginning of year | 2014-12-31 | $732,580 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,917 |
Total interest from all sources | 2014-12-31 | $288 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $42,383 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $42,383 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $74,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $270,301 |
Participant contributions at end of year | 2014-12-31 | $15,858 |
Participant contributions at beginning of year | 2014-12-31 | $9,670 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $19,258 |
Administrative expenses (other) incurred | 2014-12-31 | $2,917 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $259,412 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $991,992 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $732,580 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $929,782 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $690,764 |
Interest on participant loans | 2014-12-31 | $288 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $45,733 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $28,124 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $619 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $4,022 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $4,022 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-175 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $3,412 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $73,138 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CALVIN MARTIN & COMPANY, PLLC |
Accountancy firm EIN | 2014-12-31 | 760591623 |
2013 : MOSTYN LAW FIRM, P.C. 401K PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $370,255 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $9,840 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $8,078 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $260,379 |
Value of total assets at end of year | 2013-12-31 | $732,580 |
Value of total assets at beginning of year | 2013-12-31 | $372,165 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,762 |
Total interest from all sources | 2013-12-31 | $188 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $21,754 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $21,754 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $38,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $248,720 |
Participant contributions at end of year | 2013-12-31 | $9,670 |
Participant contributions at beginning of year | 2013-12-31 | $3,358 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $11,659 |
Administrative expenses (other) incurred | 2013-12-31 | $1,762 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $360,415 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $732,580 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $372,165 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $690,764 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $359,639 |
Interest on participant loans | 2013-12-31 | $188 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $28,124 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $7,357 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $4,022 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,811 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,811 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $84,298 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $3,636 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $8,078 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CALVIN MARTIN & COMPANY, PLLC |
Accountancy firm EIN | 2013-12-31 | 760591623 |
2012 : MOSTYN LAW FIRM, P.C. 401K PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $296,061 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $29,253 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $20,216 |
Value of total corrective distributions | 2012-12-31 | $8,056 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $265,850 |
Value of total assets at end of year | 2012-12-31 | $372,165 |
Value of total assets at beginning of year | 2012-12-31 | $105,357 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $981 |
Total interest from all sources | 2012-12-31 | $16 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $7,173 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $7,173 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $11,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $265,222 |
Participant contributions at end of year | 2012-12-31 | $3,358 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $628 |
Administrative expenses (other) incurred | 2012-12-31 | $981 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $266,808 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $372,165 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $105,357 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $359,639 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $102,817 |
Interest on participant loans | 2012-12-31 | $16 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $7,357 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,003 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,811 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $537 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $537 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $22,452 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $570 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $20,216 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CALVIN MARTIN & COMPANY, PLLC |
Accountancy firm EIN | 2012-12-31 | 760591623 |
2011 : MOSTYN LAW FIRM, P.C. 401K PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $105,357 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $103,560 |
Value of total assets at end of year | 2011-12-31 | $105,357 |
Value of total assets at beginning of year | 2011-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,365 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,365 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $103,560 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $105,357 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $105,357 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $102,817 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,003 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $537 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $351 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $81 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CALVIN MARTIN & COMPANY |
Accountancy firm EIN | 2011-12-31 | 760591623 |
2020: MOSTYN LAW FIRM, P.C. 401K PLAN 2020 form 5500 responses | ||
---|---|---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | Yes |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MOSTYN LAW FIRM, P.C. 401K PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MOSTYN LAW FIRM, P.C. 401K PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MOSTYN LAW FIRM, P.C. 401K PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MOSTYN LAW FIRM, P.C. 401K PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MOSTYN LAW FIRM, P.C. 401K 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 |
2014: MOSTYN LAW FIRM, P.C. 401K PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MOSTYN LAW FIRM, P.C. 401K PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MOSTYN LAW FIRM, P.C. 401K PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MOSTYN LAW FIRM, P.C. 401K PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | First time form 5500 has been submitted | Yes |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |