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FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 401k Plan overview

Plan NameFRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC
Plan identification number 004

FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC has sponsored the creation of one or more 401k plans.

Company Name:FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC
Employer identification number (EIN):942708264
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042016-01-01K. BRUCE FRIEDMAN
0042015-01-01K. BRUCE FRIEDMAN
0042014-01-01K. BRUCE FRIEDMAN K. BRUCE FRIEDMAN2015-07-13
0042013-01-01K. BRUCE FRIEDMAN
0042012-01-01K. BRUCE FRIEDMAN
0042011-01-01K. BRUCE FRIEDMAN
0042010-01-01K. BRUCE FRIEDMAN

Plan Statistics for FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC

401k plan membership statisitcs for FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC

Measure Date Value
2016: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2016 401k membership
Total participants, beginning-of-year2016-01-0112
Total number of active participants reported on line 7a of the Form 55002016-01-010
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
2015: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-0112
Total of all active and inactive participants2015-01-0112
Total participants2015-01-0112
2014: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2014 401k membership
Total participants, beginning-of-year2014-01-0112
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Total of all active and inactive participants2014-01-0112
Total participants2014-01-0112
2013: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Total of all active and inactive participants2013-01-0111
Total participants2013-01-0111
2012: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Total of all active and inactive participants2012-01-0111
Total participants2012-01-0111
2011: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2011 401k membership
Total participants, beginning-of-year2011-01-0115
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Total of all active and inactive participants2011-01-0115
Total participants2011-01-0115
Number of participants with account balances2011-01-0115
2010: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2010 401k membership
Total participants, beginning-of-year2010-01-0115
Total number of active participants reported on line 7a of the Form 55002010-01-0114
Total of all active and inactive participants2010-01-0114
Total participants2010-01-0114
Number of participants with account balances2010-01-0114

Financial Data on FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC

Measure Date Value
2016 : FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2016 401k financial data
Total income from all sources2016-12-31$0
Expenses. Total of all expenses incurred2016-12-31$3,809,518
Benefits paid (including direct rollovers)2016-12-31$3,809,368
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$3,809,518
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$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 year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
2015 : FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2015 401k financial data
Total income from all sources2015-12-31$124,820
Expenses. Total of all expenses incurred2015-12-31$128,014
Benefits paid (including direct rollovers)2015-12-31$127,864
Total plan assets at end of year2015-12-31$3,809,518
Total plan assets at beginning of year2015-12-31$3,812,712
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$150
Contributions received from other sources (not participants or employers)2015-12-31$0
Noncash contributions received2015-12-31$-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 year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$159,260
Amount contributed by the employer to the plan for this plan year2015-12-31$159,260
2014 : FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$320,739
Expenses. Total of all expenses incurred2014-12-31$127,413
Benefits paid (including direct rollovers)2014-12-31$127,263
Total plan assets at end of year2014-12-31$3,812,712
Total plan assets at beginning of year2014-12-31$3,619,386
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$150
Contributions received from other sources (not participants or employers)2014-12-31$0
Noncash contributions received2014-12-31$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 year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$146,489
Amount contributed by the employer to the plan for this plan year2014-12-31$146,489
2013 : FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$766,371
Expenses. Total of all expenses incurred2013-12-31$119,854
Benefits paid (including direct rollovers)2013-12-31$119,704
Total plan assets at end of year2013-12-31$3,619,386
Total plan assets at beginning of year2013-12-31$2,972,869
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$150
Contributions received from other sources (not participants or employers)2013-12-31$0
Noncash contributions received2013-12-31$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 year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$156,894
Amount contributed by the employer to the plan for this plan year2013-12-31$156,894
2012 : FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$352,553
Expenses. Total of all expenses incurred2012-12-31$88,177
Benefits paid (including direct rollovers)2012-12-31$87,277
Total plan assets at end of year2012-12-31$2,972,869
Total plan assets at beginning of year2012-12-31$2,866,096
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$900
Contributions received from other sources (not participants or employers)2012-12-31$0
Noncash contributions received2012-12-31$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 year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$162,085
Amount contributed by the employer to the plan for this plan year2012-12-31$162,085
2011 : FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$356,165
Expenses. Total of all expenses incurred2011-12-31$198,561
Benefits paid (including direct rollovers)2011-12-31$197,661
Total plan assets at end of year2011-12-31$2,866,096
Total plan assets at beginning of year2011-12-31$2,708,493
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$900
Contributions received from other sources (not participants or employers)2011-12-31$0
Noncash contributions received2011-12-31$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 year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$189,632
Amount contributed by the employer to the plan for this plan year2011-12-31$189,632
2010 : FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$207,720
Expenses. Total of all expenses incurred2010-12-31$315,719
Benefits paid (including direct rollovers)2010-12-31$314,879
Total plan assets at end of year2010-12-31$2,708,493
Total plan assets at beginning of year2010-12-31$2,816,491
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$840
Contributions received from other sources (not participants or employers)2010-12-31$0
Noncash contributions received2010-12-31$28,898
Net income (gross income less expenses)2010-12-31$-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 year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$178,822
Amount contributed by the employer to the plan for this plan year2010-12-31$178,822

Form 5500 Responses for FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC

2016: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FRIEDMAN, MCCUBBIN, SPALDING, BILTER, ROOSEVELT & MONTGOMERY, APC 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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