MULLEN COUGHLIN LLC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : MULLEN COUGHLIN 401(K) 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $1,535,017 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $104,265 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $103,455 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,861,303 |
Value of total assets at end of year | 2022-12-31 | $8,657,066 |
Value of total assets at beginning of year | 2022-12-31 | $7,226,314 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $810 |
Total interest from all sources | 2022-12-31 | $584 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $126,610 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $126,610 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,740,433 |
Participant contributions at end of year | 2022-12-31 | $3,401 |
Participant contributions at beginning of year | 2022-12-31 | $14,929 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $58,933 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $619,203 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $1,430,752 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,657,066 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,226,314 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $8,615,842 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,122,629 |
Interest on participant loans | 2022-12-31 | $279 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $25,073 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $15,449 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $15,449 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $305 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,453,480 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $501,667 |
Employer contributions (assets) at end of year | 2022-12-31 | $12,750 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $14,374 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $103,455 |
Contract administrator fees | 2022-12-31 | $810 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BAKER TILLY US |
Accountancy firm EIN | 2022-12-31 | 390859910 |
2021 : MULLEN COUGHLIN 401(K) 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,880,832 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $925,578 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $924,498 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,973,744 |
Value of total assets at end of year | 2021-12-31 | $7,226,314 |
Value of total assets at beginning of year | 2021-12-31 | $5,271,060 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,080 |
Total interest from all sources | 2021-12-31 | $562 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $76,773 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $76,773 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,405,933 |
Participant contributions at end of year | 2021-12-31 | $14,929 |
Participant contributions at beginning of year | 2021-12-31 | $28,387 |
Participant contributions at end of year | 2021-12-31 | $58,933 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $174,768 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $22,930 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,955,254 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,226,314 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,271,060 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,122,629 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,213,507 |
Interest on participant loans | 2021-12-31 | $561 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $15,449 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $29,166 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $29,166 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $829,753 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $393,043 |
Employer contributions (assets) at end of year | 2021-12-31 | $14,374 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $901,568 |
Contract administrator fees | 2021-12-31 | $1,080 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BAKER TILLY US |
Accountancy firm EIN | 2021-12-31 | 390859910 |