FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC
401k plan membership statisitcs for FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC
Measure | Date | Value |
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2016: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 0 |
Number of participants with account balances | 2016-01-01 | 0 |
2015: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 12 |
Total of all active and inactive participants | 2015-01-01 | 12 |
Total participants | 2015-01-01 | 12 |
2014: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 12 |
Total of all active and inactive participants | 2014-01-01 | 12 |
Total participants | 2014-01-01 | 12 |
2013: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 11 |
Total of all active and inactive participants | 2013-01-01 | 11 |
Total participants | 2013-01-01 | 11 |
2012: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
Total of all active and inactive participants | 2012-01-01 | 11 |
Total participants | 2012-01-01 | 11 |
2011: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 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 | 15 |
Total of all active and inactive participants | 2011-01-01 | 15 |
Total participants | 2011-01-01 | 15 |
Number of participants with account balances | 2011-01-01 | 15 |
2010: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 14 |
Total of all active and inactive participants | 2010-01-01 | 14 |
Total participants | 2010-01-01 | 14 |
Number of participants with account balances | 2010-01-01 | 14 |
Measure | Date | Value |
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2016 : FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $0 |
Expenses. Total of all expenses incurred | 2016-12-31 | $3,809,518 |
Benefits paid (including direct rollovers) | 2016-12-31 | $3,809,368 |
Total plan assets at end of year | 2016-12-31 | $0 |
Total plan assets at beginning of year | 2016-12-31 | $3,809,518 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $150 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-3,809,518 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,809,518 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
2015 : FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $124,820 |
Expenses. Total of all expenses incurred | 2015-12-31 | $128,014 |
Benefits paid (including direct rollovers) | 2015-12-31 | $127,864 |
Total plan assets at end of year | 2015-12-31 | $3,809,518 |
Total plan assets at beginning of year | 2015-12-31 | $3,812,712 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $150 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Noncash contributions received | 2015-12-31 | $-34,440 |
Net income (gross income less expenses) | 2015-12-31 | $-3,194 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,809,518 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,812,712 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $159,260 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $159,260 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $159,260 |
2014 : FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $320,739 |
Expenses. Total of all expenses incurred | 2014-12-31 | $127,413 |
Benefits paid (including direct rollovers) | 2014-12-31 | $127,263 |
Total plan assets at end of year | 2014-12-31 | $3,812,712 |
Total plan assets at beginning of year | 2014-12-31 | $3,619,386 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $150 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Noncash contributions received | 2014-12-31 | $174,250 |
Net income (gross income less expenses) | 2014-12-31 | $193,326 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,812,712 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,619,386 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $146,489 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $146,489 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $146,489 |
2013 : FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $766,371 |
Expenses. Total of all expenses incurred | 2013-12-31 | $119,854 |
Benefits paid (including direct rollovers) | 2013-12-31 | $119,704 |
Total plan assets at end of year | 2013-12-31 | $3,619,386 |
Total plan assets at beginning of year | 2013-12-31 | $2,972,869 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $150 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Noncash contributions received | 2013-12-31 | $609,477 |
Net income (gross income less expenses) | 2013-12-31 | $646,517 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,619,386 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,972,869 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $156,894 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $156,894 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $156,894 |
2012 : FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $352,553 |
Expenses. Total of all expenses incurred | 2012-12-31 | $88,177 |
Benefits paid (including direct rollovers) | 2012-12-31 | $87,277 |
Total plan assets at end of year | 2012-12-31 | $2,972,869 |
Total plan assets at beginning of year | 2012-12-31 | $2,866,096 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $900 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Noncash contributions received | 2012-12-31 | $190,468 |
Net income (gross income less expenses) | 2012-12-31 | $264,376 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,972,869 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,866,096 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $162,085 |
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 | $162,085 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $162,085 |
2011 : FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $356,165 |
Expenses. Total of all expenses incurred | 2011-12-31 | $198,561 |
Benefits paid (including direct rollovers) | 2011-12-31 | $197,661 |
Total plan assets at end of year | 2011-12-31 | $2,866,096 |
Total plan assets at beginning of year | 2011-12-31 | $2,708,493 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $900 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Noncash contributions received | 2011-12-31 | $166,533 |
Net income (gross income less expenses) | 2011-12-31 | $157,604 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,866,096 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,708,493 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $189,632 |
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 | $189,632 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $189,632 |
2010 : FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $207,720 |
Expenses. Total of all expenses incurred | 2010-12-31 | $315,719 |
Benefits paid (including direct rollovers) | 2010-12-31 | $314,879 |
Total plan assets at end of year | 2010-12-31 | $2,708,493 |
Total plan assets at beginning of year | 2010-12-31 | $2,816,491 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $840 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Noncash contributions received | 2010-12-31 | $28,898 |
Net income (gross income less expenses) | 2010-12-31 | $-107,999 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,708,493 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,816,491 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $178,822 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $178,822 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $178,822 |
2016: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2016 form 5500 responses |
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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 | Yes |
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: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | First time form 5500 has been submitted | Yes |
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: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | First time form 5500 has been submitted | Yes |
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: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2013 form 5500 responses |
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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: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2012 form 5500 responses |
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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: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2011 form 5500 responses |
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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 |
2010: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |