MILNER, HOWARD, PALMER, & EDWARDS, CPA'S PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MILNER, HOWARD, PALMER, & EDWARDS, CPA'S PC 401(K) PLAN AND TRUST
401k plan membership statisitcs for MILNER, HOWARD, PALMER, & EDWARDS, CPA'S PC 401(K) PLAN AND TRUST
Measure | Date | Value |
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2015: MILNER, HOWARD, PALMER, & EDWARDS, CPA'S PC 401(K) PLAN AND TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 9 |
Total of all active and inactive participants | 2015-01-01 | 18 |
Total participants | 2015-01-01 | 18 |
2014: MILNER, HOWARD, PALMER, & EDWARDS, CPA'S PC 401(K) PLAN AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 9 |
Total of all active and inactive participants | 2014-01-01 | 17 |
Total participants | 2014-01-01 | 17 |
2013: MILNER, HOWARD, PALMER, & EDWARDS, CPA'S PC 401(K) PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 8 |
Total of all active and inactive participants | 2013-01-01 | 15 |
Total participants | 2013-01-01 | 15 |
2012: MILNER, HOWARD, PALMER, & EDWARDS, CPA'S PC 401(K) PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 7 |
Total of all active and inactive participants | 2012-01-01 | 13 |
Total participants | 2012-01-01 | 13 |
2011: MILNER, HOWARD, PALMER, & EDWARDS, CPA'S PC 401(K) PLAN AND TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 13 |
Total participants | 2011-01-01 | 13 |
2009: MILNER, HOWARD, PALMER, & EDWARDS, CPA'S PC 401(K) PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
Total of all active and inactive participants | 2009-01-01 | 14 |
Total participants | 2009-01-01 | 14 |
Number of participants with account balances | 2009-01-01 | 14 |
Measure | Date | Value |
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2015 : MILNER, HOWARD, PALMER, & EDWARDS, CPA'S PC 401(K) PLAN AND TRUST 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-4,270 |
Expenses. Total of all expenses incurred | 2015-12-31 | $68,934 |
Benefits paid (including direct rollovers) | 2015-12-31 | $68,934 |
Total plan assets at end of year | 2015-12-31 | $1,092,055 |
Total plan assets at beginning of year | 2015-12-31 | $1,165,259 |
Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
Total contributions received or receivable from participants | 2015-12-31 | $8,010 |
Other income received | 2015-12-31 | $-47,421 |
Net income (gross income less expenses) | 2015-12-31 | $-73,204 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,092,055 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,165,259 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $35,141 |
2014 : MILNER, HOWARD, PALMER, & EDWARDS, CPA'S PC 401(K) PLAN AND TRUST 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $45,645 |
Expenses. Total of all expenses incurred | 2014-12-31 | $155,127 |
Benefits paid (including direct rollovers) | 2014-12-31 | $155,127 |
Total plan assets at end of year | 2014-12-31 | $1,165,259 |
Total plan assets at beginning of year | 2014-12-31 | $1,274,741 |
Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
Total contributions received or receivable from participants | 2014-12-31 | $13,123 |
Other income received | 2014-12-31 | $2,438 |
Net income (gross income less expenses) | 2014-12-31 | $-109,482 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,165,259 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,274,741 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $30,084 |
2013 : MILNER, HOWARD, PALMER, & EDWARDS, CPA'S PC 401(K) PLAN AND TRUST 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $192,346 |
Expenses. Total of all expenses incurred | 2013-12-31 | $143,500 |
Benefits paid (including direct rollovers) | 2013-12-31 | $143,500 |
Total plan assets at end of year | 2013-12-31 | $1,274,741 |
Total plan assets at beginning of year | 2013-12-31 | $1,225,895 |
Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
Total contributions received or receivable from participants | 2013-12-31 | $20,441 |
Other income received | 2013-12-31 | $143,028 |
Net income (gross income less expenses) | 2013-12-31 | $48,846 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,274,741 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,225,895 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $28,877 |
2012 : MILNER, HOWARD, PALMER, & EDWARDS, CPA'S PC 401(K) PLAN AND TRUST 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $174,403 |
Expenses. Total of all expenses incurred | 2012-12-31 | $95,500 |
Benefits paid (including direct rollovers) | 2012-12-31 | $95,500 |
Total plan assets at end of year | 2012-12-31 | $1,225,895 |
Total plan assets at beginning of year | 2012-12-31 | $1,146,992 |
Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
Total contributions received or receivable from participants | 2012-12-31 | $17,740 |
Other income received | 2012-12-31 | $129,199 |
Net income (gross income less expenses) | 2012-12-31 | $78,903 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,225,895 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,146,992 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $27,464 |
2011 : MILNER, HOWARD, PALMER, & EDWARDS, CPA'S PC 401(K) PLAN AND TRUST 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-66,914 |
Expenses. Total of all expenses incurred | 2011-12-31 | $453,121 |
Benefits paid (including direct rollovers) | 2011-12-31 | $453,121 |
Total plan assets at end of year | 2011-12-31 | $1,146,992 |
Total plan assets at beginning of year | 2011-12-31 | $1,667,027 |
Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
Total contributions received or receivable from participants | 2011-12-31 | $12,538 |
Other income received | 2011-12-31 | $-111,311 |
Net income (gross income less expenses) | 2011-12-31 | $-520,035 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,146,992 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,667,027 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $31,859 |
2010 : MILNER, HOWARD, PALMER, & EDWARDS, CPA'S PC 401(K) PLAN AND TRUST 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $308,000 |
Expenses. Total of all expenses incurred | 2010-12-31 | $62,500 |
Benefits paid (including direct rollovers) | 2010-12-31 | $62,500 |
Total plan assets at end of year | 2010-12-31 | $1,667,027 |
Total plan assets at beginning of year | 2010-12-31 | $1,421,527 |
Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
Total contributions received or receivable from participants | 2010-12-31 | $13,610 |
Other income received | 2010-12-31 | $261,097 |
Net income (gross income less expenses) | 2010-12-31 | $245,500 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,667,027 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,421,527 |
Assets. Value of participant loans | 2010-12-31 | $41,003 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $33,293 |