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Plan Name | MCKINLEY IRVIN, PLLC PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | MCKINLEY IRVIN, PLLC |
Employer identification number (EIN): | 912161177 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about MCKINLEY IRVIN, PLLC
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 2001-09-07 |
Company Identification Number: | 602148081 |
Legal Registered Office Address: |
1501 4TH AVE STE 1750 SEATTLE United States of America (USA) 981013611 |
More information about MCKINLEY IRVIN, PLLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | DANIKA MOWERY | DANIKA MOWERY | 2018-10-15 | |
001 | 2016-01-01 | SCOTT BLY | 2017-10-16 | SCOTT BLY | 2017-10-16 |
001 | 2015-01-01 | SCOTT BLY | 2016-10-17 | SCOTT BLY | 2016-10-17 |
001 | 2014-01-01 | RICHARD SHERMAN | 2015-10-13 | RICHARD SHERMAN | 2015-10-13 |
001 | 2013-01-01 | RICHARD SHERMAN | 2014-10-14 | RICHARD SHERMAN | 2014-10-14 |
001 | 2012-01-01 | LISA URLACHER | LISA URLACHER | 2013-07-30 | |
001 | 2011-01-01 | BREANNA DEVILBISS | |||
001 | 2010-01-01 | TOD GILBERTSON | 2011-08-09 | TOD GILBERTSON | 2011-08-09 |
Measure | Date | Value |
---|---|---|
2022: MCKINLEY IRVIN, PLLC PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 106 |
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 | 53 |
Total of all active and inactive participants | 2022-01-01 | 159 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 159 |
Number of participants with account balances | 2022-01-01 | 154 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 13 |
2021: MCKINLEY IRVIN, PLLC PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 97 |
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 | 48 |
Total of all active and inactive participants | 2021-01-01 | 145 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 145 |
Number of participants with account balances | 2021-01-01 | 138 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 12 |
2020: MCKINLEY IRVIN, PLLC PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 168 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 92 |
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 | 39 |
Total of all active and inactive participants | 2020-01-01 | 131 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 131 |
Number of participants with account balances | 2020-01-01 | 127 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 15 |
2019: MCKINLEY IRVIN, PLLC PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 162 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 104 |
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 | 61 |
Total of all active and inactive participants | 2019-01-01 | 165 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 165 |
Number of participants with account balances | 2019-01-01 | 157 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 14 |
2018: MCKINLEY IRVIN, PLLC PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 123 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 114 |
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 | 46 |
Total of all active and inactive participants | 2018-01-01 | 160 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 160 |
Number of participants with account balances | 2018-01-01 | 146 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 13 |
2017: MCKINLEY IRVIN, PLLC PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 108 |
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 | 11 |
Total of all active and inactive participants | 2017-01-01 | 119 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 119 |
Number of participants with account balances | 2017-01-01 | 107 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 11 |
2012: MCKINLEY IRVIN, PLLC PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 50 |
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 | 12 |
Total of all active and inactive participants | 2012-01-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 62 |
Number of participants with account balances | 2012-01-01 | 58 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: MCKINLEY IRVIN, PLLC PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 40 |
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 | 9 |
Total of all active and inactive participants | 2011-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 49 |
Number of participants with account balances | 2011-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : MCKINLEY IRVIN, PLLC PROFIT SHARING PLAN 2022 401k financial data | ||
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 | $-565,969 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $527,836 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $512,301 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,157,793 |
Value of total assets at end of year | 2022-12-31 | $9,605,039 |
Value of total assets at beginning of year | 2022-12-31 | $10,698,844 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $15,535 |
Total interest from all sources | 2022-12-31 | $9,569 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $138,703 |
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 | $138,703 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
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 | $714,617 |
Participant contributions at end of year | 2022-12-31 | $32,601 |
Participant contributions at beginning of year | 2022-12-31 | $41,307 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $2,007,674 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $2,304,009 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $56,183 |
Other income not declared elsewhere | 2022-12-31 | $-330,436 |
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 | $-1,093,805 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $9,605,039 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,698,844 |
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 | $7,065,132 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,328,357 |
Interest on participant loans | 2022-12-31 | $1,917 |
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 | $499,632 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $25,171 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $25,171 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $7,652 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,541,598 |
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 | Yes |
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 | $386,993 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $512,301 |
Contract administrator fees | 2022-12-31 | $15,535 |
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 | SWEENEY CONRAD, P.S. |
Accountancy firm EIN | 2022-12-31 | 911301672 |
2021 : MCKINLEY IRVIN, PLLC PROFIT SHARING PLAN 2021 401k financial data | ||
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 | $2,388,010 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $754,841 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $741,221 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,070,745 |
Value of total assets at end of year | 2021-12-31 | $10,698,844 |
Value of total assets at beginning of year | 2021-12-31 | $9,065,675 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $13,620 |
Total interest from all sources | 2021-12-31 | $3,165 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $122,531 |
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 | $122,531 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
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 | $617,968 |
Participant contributions at end of year | 2021-12-31 | $41,307 |
Participant contributions at beginning of year | 2021-12-31 | $83,452 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $25,825 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $2,304,009 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $2,018,295 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $94,671 |
Other income not declared elsewhere | 2021-12-31 | $224,488 |
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 | $1,633,169 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $10,698,844 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,065,675 |
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 | $8,328,357 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,865,162 |
Interest on participant loans | 2021-12-31 | $3,104 |
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 | $25,171 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $58,043 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $58,043 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $61 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $967,081 |
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 | Yes |
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 | $358,106 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $14,898 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $741,221 |
Contract administrator fees | 2021-12-31 | $13,620 |
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 | CLARK NUBER P.S. |
Accountancy firm EIN | 2021-12-31 | 911194016 |
2020 : MCKINLEY IRVIN, PLLC PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $2,042,301 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $468,339 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $450,485 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $895,006 |
Value of total assets at end of year | 2020-12-31 | $9,065,675 |
Value of total assets at beginning of year | 2020-12-31 | $7,491,713 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $17,854 |
Total interest from all sources | 2020-12-31 | $33,476 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $98,123 |
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 | $98,123 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
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 | $553,217 |
Participant contributions at end of year | 2020-12-31 | $83,452 |
Participant contributions at beginning of year | 2020-12-31 | $119,649 |
Participant contributions at end of year | 2020-12-31 | $25,825 |
Participant contributions at beginning of year | 2020-12-31 | $27,514 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $2,018,295 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $1,837,129 |
Other income not declared elsewhere | 2020-12-31 | $117,529 |
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 | $1,573,962 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $9,065,675 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,491,713 |
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 | $6,865,162 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,477,949 |
Interest on participant loans | 2020-12-31 | $6,239 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $58,043 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $13,616 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $13,616 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $27,237 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $898,167 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $341,789 |
Employer contributions (assets) at end of year | 2020-12-31 | $14,898 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $15,856 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $450,485 |
Contract administrator fees | 2020-12-31 | $17,854 |
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 | CLARK NUBER P.S. |
Accountancy firm EIN | 2020-12-31 | 911194016 |
2019 : MCKINLEY IRVIN, PLLC PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $2,494,481 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $380,758 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $365,295 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,246,907 |
Value of total assets at end of year | 2019-12-31 | $7,491,713 |
Value of total assets at beginning of year | 2019-12-31 | $5,377,990 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $15,463 |
Total interest from all sources | 2019-12-31 | $4,378 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $425,683 |
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 | $425,683 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 | $634,706 |
Participant contributions at end of year | 2019-12-31 | $119,649 |
Participant contributions at beginning of year | 2019-12-31 | $38,667 |
Participant contributions at end of year | 2019-12-31 | $27,514 |
Participant contributions at beginning of year | 2019-12-31 | $28,018 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,837,129 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,516,333 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $196,846 |
Other income not declared elsewhere | 2019-12-31 | $259,410 |
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 | $2,113,723 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,491,713 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,377,990 |
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 | $5,477,949 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,760,785 |
Interest on participant loans | 2019-12-31 | $3,994 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $13,616 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $22,456 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $22,456 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $384 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $558,103 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $415,355 |
Employer contributions (assets) at end of year | 2019-12-31 | $15,856 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $11,731 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $365,295 |
Contract administrator fees | 2019-12-31 | $15,463 |
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 | CLARK NUBER P.S. |
Accountancy firm EIN | 2019-12-31 | 911194016 |
2018 : MCKINLEY IRVIN, PLLC PROFIT SHARING PLAN 2018 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : MCKINLEY IRVIN, PLLC PROFIT SHARING PLAN 2017 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $200 |
Total income from all sources (including contributions) | 2017-12-31 | $1,724,331 |
Total of all expenses incurred | 2017-12-31 | $135,129 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $123,400 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,031,871 |
Value of total assets at end of year | 2017-12-31 | $5,106,053 |
Value of total assets at beginning of year | 2017-12-31 | $3,517,051 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $11,729 |
Total interest from all sources | 2017-12-31 | $5,221 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $133,618 |
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 | $133,618 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
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 | $491,769 |
Participant contributions at end of year | 2017-12-31 | $123,701 |
Participant contributions at beginning of year | 2017-12-31 | $71,561 |
Participant contributions at end of year | 2017-12-31 | $3,852 |
Participant contributions at beginning of year | 2017-12-31 | $17,142 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $255,956 |
Administrative expenses (other) incurred | 2017-12-31 | $1,550 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $200 |
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 | $1,589,202 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,106,053 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,516,851 |
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 |
Investment advisory and management fees | 2017-12-31 | $10,179 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,728,004 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,280,147 |
Interest on participant loans | 2017-12-31 | $5,221 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $188,225 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $125,688 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $59,937 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $13,511 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $13,511 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $551,537 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $2,084 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $284,146 |
Employer contributions (assets) at end of year | 2017-12-31 | $2,334 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $9,002 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $123,400 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
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 | CLARK NUBER, P.S. |
Accountancy firm EIN | 2017-12-31 | 911194016 |
2012 : MCKINLEY IRVIN, PLLC PROFIT SHARING PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $492,903 |
Expenses. Total of all expenses incurred | 2012-12-31 | $50,587 |
Benefits paid (including direct rollovers) | 2012-12-31 | $50,587 |
Total plan assets at end of year | 2012-12-31 | $1,906,328 |
Total plan assets at beginning of year | 2012-12-31 | $1,464,012 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $185,418 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $10,528 |
Other income received | 2012-12-31 | $180,503 |
Net income (gross income less expenses) | 2012-12-31 | $442,316 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,906,328 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,464,012 |
Assets. Value of participant loans | 2012-12-31 | $107,021 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $116,454 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : MCKINLEY IRVIN, PLLC PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $1,332,508 |
Expenses. Total of all expenses incurred | 2011-12-31 | $7,696 |
Benefits paid (including direct rollovers) | 2011-12-31 | $4,996 |
Total plan assets at end of year | 2011-12-31 | $1,464,983 |
Total plan assets at beginning of year | 2011-12-31 | $0 |
Total contributions received or receivable from participants | 2011-12-31 | $202,527 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $2,700 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $992,235 |
Net income (gross income less expenses) | 2011-12-31 | $1,324,812 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,464,983 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
Assets. Value of participant loans | 2011-12-31 | $123,062 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $137,746 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2022: MCKINLEY IRVIN, PLLC PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MCKINLEY IRVIN, PLLC PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MCKINLEY IRVIN, PLLC PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
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: MCKINLEY IRVIN, PLLC PROFIT SHARING 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: MCKINLEY IRVIN, PLLC PROFIT SHARING 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: MCKINLEY IRVIN, PLLC PROFIT SHARING 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 |
2012: MCKINLEY IRVIN, PLLC PROFIT SHARING 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: MCKINLEY IRVIN, PLLC PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
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 |