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MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN
Plan identification number 001

MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MURCHISON & CUMMING LLP has sponsored the creation of one or more 401k plans.

Company Name:MURCHISON & CUMMING LLP
Employer identification number (EIN):952130365
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ELIZABETH PANDO2023-10-10 ELIZABETH PANDO2023-10-10
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID CUNNINGHAM
0012016-01-01DAVID CUNNINGHAM
0012015-01-01DAVID CUNNINGHAM
0012014-01-01DAVID CUNNINGHAM DAVID CUNNINGHAM2015-10-15
0012013-01-01DAVID CUNNINGHAM DAVID CUNNINGHAM2014-10-15
0012012-01-01DAVID CUNNINGHAM DAVID CUNNINGHAM2013-10-15
0012011-01-01LAWRENCE BRIGHT
0012009-01-01MAURICE EDWARDS

Plan Statistics for MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01208
Total number of active participants reported on line 7a of the Form 55002022-01-01156
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0167
Total of all active and inactive participants2022-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01224
Number of participants with account balances2022-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01207
Total number of active participants reported on line 7a of the Form 55002021-01-01152
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0156
Total of all active and inactive participants2021-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01208
Number of participants with account balances2021-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01201
Total number of active participants reported on line 7a of the Form 55002020-01-01160
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0148
Total of all active and inactive participants2020-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01208
Number of participants with account balances2020-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01201
Total number of active participants reported on line 7a of the Form 55002019-01-01155
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0148
Total of all active and inactive participants2019-01-01203
Total participants2019-01-01203
Number of participants with account balances2019-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01179
Total number of active participants reported on line 7a of the Form 55002018-01-01154
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0139
Total of all active and inactive participants2018-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01193
Number of participants with account balances2018-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01186
Total number of active participants reported on line 7a of the Form 55002017-01-01148
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01169
Number of participants with account balances2017-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01195
Total number of active participants reported on line 7a of the Form 55002016-01-01174
Number of retired or separated participants receiving benefits2016-01-0137
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01211
Number of participants with account balances2016-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01183
Total number of active participants reported on line 7a of the Form 55002015-01-01143
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0143
Total of all active and inactive participants2015-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01186
Number of participants with account balances2015-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01189
Total number of active participants reported on line 7a of the Form 55002014-01-01141
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0146
Total of all active and inactive participants2014-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01187
Number of participants with account balances2014-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01185
Total number of active participants reported on line 7a of the Form 55002013-01-01151
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01189
Number of participants with account balances2013-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01149
Total number of active participants reported on line 7a of the Form 55002012-01-01145
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01151
Number of participants with account balances2012-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01178
Total number of active participants reported on line 7a of the Form 55002011-01-01140
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01176
Total participants2011-01-01176
Number of participants with account balances2011-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01137
Total number of active participants reported on line 7a of the Form 55002009-01-0191
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0139
Total of all active and inactive participants2009-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01130
Number of participants with account balances2009-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-7,460,729
Total of all expenses incurred2022-12-31$1,884,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,816,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,704,074
Value of total assets at end of year2022-12-31$35,717,799
Value of total assets at beginning of year2022-12-31$45,062,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$67,650
Total interest from all sources2022-12-31$10,709
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$891,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$891,084
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,440,607
Participant contributions at end of year2022-12-31$216,508
Participant contributions at beginning of year2022-12-31$251,215
Participant contributions at end of year2022-12-31$43,723
Participant contributions at beginning of year2022-12-31$33,290
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$128,800
Total non interest bearing cash at end of year2022-12-31$8,068
Total non interest bearing cash at beginning of year2022-12-31$4,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,345,078
Value of net assets at end of year (total assets less liabilities)2022-12-31$35,717,799
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$45,062,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,348,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,244,299
Interest on participant loans2022-12-31$10,709
Value of interest in common/collective trusts at end of year2022-12-31$199,776
Value of interest in common/collective trusts at beginning of year2022-12-31$186,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$102,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$71,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$71,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$11,275,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$18,912,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,066,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$134,667
Employer contributions (assets) at end of year2022-12-31$3,934
Employer contributions (assets) at beginning of year2022-12-31$3,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,816,699
Contract administrator fees2022-12-31$67,650
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$519,659
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$1,356,048
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FARBER HASS HURLEY, LLP
Accountancy firm EIN2022-12-31204207759
2021 : MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$8,242,863
Total of all expenses incurred2021-12-31$2,736,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,646,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,536,711
Value of total assets at end of year2021-12-31$45,062,877
Value of total assets at beginning of year2021-12-31$39,556,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$90,440
Total interest from all sources2021-12-31$13,893
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,401,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,401,692
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,400,220
Participant contributions at end of year2021-12-31$251,215
Participant contributions at beginning of year2021-12-31$398,178
Participant contributions at end of year2021-12-31$33,290
Participant contributions at beginning of year2021-12-31$58,244
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$4,114
Total non interest bearing cash at beginning of year2021-12-31$65,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,505,977
Value of net assets at end of year (total assets less liabilities)2021-12-31$45,062,877
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$39,556,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$24,244,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,590,617
Interest on participant loans2021-12-31$13,893
Value of interest in common/collective trusts at end of year2021-12-31$186,465
Value of interest in common/collective trusts at beginning of year2021-12-31$203,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$71,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$18,912,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$17,867,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,290,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$134,233
Employer contributions (assets) at end of year2021-12-31$3,479
Employer contributions (assets) at beginning of year2021-12-31$3,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,646,446
Contract administrator fees2021-12-31$90,440
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$1,356,048
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$369,591
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FARBER HASS HURLEY, LLP
Accountancy firm EIN2021-12-31204207759
2020 : MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$8,778,922
Total of all expenses incurred2020-12-31$1,159,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,078,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,896,765
Value of total assets at end of year2020-12-31$39,556,900
Value of total assets at beginning of year2020-12-31$31,937,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$81,152
Total interest from all sources2020-12-31$18,627
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$605,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$605,780
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,314,179
Participant contributions at end of year2020-12-31$398,178
Participant contributions at beginning of year2020-12-31$394,286
Participant contributions at end of year2020-12-31$58,244
Participant contributions at beginning of year2020-12-31$39,307
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$455,175
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$6,450
Total non interest bearing cash at end of year2020-12-31$65,017
Total non interest bearing cash at beginning of year2020-12-31$6,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,619,520
Value of net assets at end of year (total assets less liabilities)2020-12-31$39,556,900
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,937,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,590,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,013,155
Interest on participant loans2020-12-31$18,627
Value of interest in common/collective trusts at end of year2020-12-31$203,798
Value of interest in common/collective trusts at beginning of year2020-12-31$184,262
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$10,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$10,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$17,867,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$15,664,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,257,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$127,411
Employer contributions (assets) at end of year2020-12-31$3,969
Employer contributions (assets) at beginning of year2020-12-31$3,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,078,250
Contract administrator fees2020-12-31$81,152
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$369,591
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$615,725
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FARBER HASS HURLEY, LLP
Accountancy firm EIN2020-12-31204207759
2019 : MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$7,311,200
Total income from all sources (including contributions)2019-12-31$7,311,200
Total of all expenses incurred2019-12-31$1,832,167
Total of all expenses incurred2019-12-31$1,832,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,748,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,748,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,286,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,286,294
Value of total assets at end of year2019-12-31$31,937,380
Value of total assets at end of year2019-12-31$31,937,380
Value of total assets at beginning of year2019-12-31$26,458,347
Value of total assets at beginning of year2019-12-31$26,458,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$83,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$83,937
Total interest from all sources2019-12-31$25,239
Total interest from all sources2019-12-31$25,239
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$637,865
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$637,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$637,865
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$637,865
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,167,097
Contributions received from participants2019-12-31$1,167,097
Participant contributions at end of year2019-12-31$394,286
Participant contributions at end of year2019-12-31$394,286
Participant contributions at beginning of year2019-12-31$499,711
Participant contributions at beginning of year2019-12-31$499,711
Participant contributions at end of year2019-12-31$39,307
Participant contributions at end of year2019-12-31$39,307
Participant contributions at beginning of year2019-12-31$32,838
Participant contributions at beginning of year2019-12-31$32,838
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$6,450
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$6,450
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$6,645
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$6,645
Total non interest bearing cash at end of year2019-12-31$6,123
Total non interest bearing cash at end of year2019-12-31$6,123
Total non interest bearing cash at beginning of year2019-12-31$6,023
Total non interest bearing cash at beginning of year2019-12-31$6,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$5,479,033
Value of net income/loss2019-12-31$5,479,033
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,937,380
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,937,380
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,458,347
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$26,458,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,013,155
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,013,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,341,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,341,601
Interest on participant loans2019-12-31$23,037
Interest on participant loans2019-12-31$23,037
Value of interest in common/collective trusts at end of year2019-12-31$184,262
Value of interest in common/collective trusts at end of year2019-12-31$184,262
Value of interest in common/collective trusts at beginning of year2019-12-31$162,669
Value of interest in common/collective trusts at beginning of year2019-12-31$162,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$10,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$10,194
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,191
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,191
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,664,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,664,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,288,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,288,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,361,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,361,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$119,197
Contributions received in cash from employer2019-12-31$119,197
Employer contributions (assets) at end of year2019-12-31$3,670
Employer contributions (assets) at end of year2019-12-31$3,670
Employer contributions (assets) at beginning of year2019-12-31$8,953
Employer contributions (assets) at beginning of year2019-12-31$8,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,748,230
Contract administrator fees2019-12-31$83,937
Contract administrator fees2019-12-31$83,937
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$615,725
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$615,725
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$103,564
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$103,564
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FARBER HASS HURLEY, LLP
Accountancy firm name2019-12-31FARBER HASS HURLEY, LLP
Accountancy firm EIN2019-12-31204207759
Accountancy firm EIN2019-12-31204207759
2018 : MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-748,124
Total unrealized appreciation/depreciation of assets2018-12-31$-748,124
Total income from all sources (including contributions)2018-12-31$592,056
Total of all expenses incurred2018-12-31$1,372,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,289,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,917,662
Value of total assets at end of year2018-12-31$26,458,347
Value of total assets at beginning of year2018-12-31$27,238,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$83,103
Total interest from all sources2018-12-31$26,527
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$677,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$677,304
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,090,238
Participant contributions at end of year2018-12-31$499,711
Participant contributions at beginning of year2018-12-31$475,806
Participant contributions at end of year2018-12-31$32,838
Participant contributions at beginning of year2018-12-31$32,581
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$713,399
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$6,645
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$6,645
Other income not declared elsewhere2018-12-31$10,155
Total non interest bearing cash at end of year2018-12-31$6,023
Total non interest bearing cash at beginning of year2018-12-31$291,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-780,085
Value of net assets at end of year (total assets less liabilities)2018-12-31$26,458,347
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$27,238,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$83,103
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,341,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,757,293
Interest on participant loans2018-12-31$23,317
Value of interest in common/collective trusts at end of year2018-12-31$162,669
Value of interest in common/collective trusts at beginning of year2018-12-31$361,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$8,191
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$13,288,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$14,893,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,291,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$114,025
Employer contributions (assets) at end of year2018-12-31$8,953
Employer contributions (assets) at beginning of year2018-12-31$3,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,289,038
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$103,564
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$409,397
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FARBER HASS HURLEY, LLP
Accountancy firm EIN2018-12-31204207759
2017 : MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$12,224
Total unrealized appreciation/depreciation of assets2017-12-31$12,224
Total income from all sources (including contributions)2017-12-31$6,152,789
Total of all expenses incurred2017-12-31$1,266,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,189,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,466,283
Value of total assets at end of year2017-12-31$27,238,432
Value of total assets at beginning of year2017-12-31$22,352,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$77,111
Total interest from all sources2017-12-31$16,911
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$445,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$445,210
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,077,772
Participant contributions at end of year2017-12-31$475,806
Participant contributions at beginning of year2017-12-31$331,108
Participant contributions at end of year2017-12-31$32,581
Participant contributions at beginning of year2017-12-31$32,895
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$272,490
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$6,645
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$6,645
Other income not declared elsewhere2017-12-31$1,339
Total non interest bearing cash at end of year2017-12-31$291,498
Total non interest bearing cash at beginning of year2017-12-31$21,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,885,826
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,238,432
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,352,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,757,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,662,010
Interest on participant loans2017-12-31$16,852
Value of interest in common/collective trusts at end of year2017-12-31$361,273
Value of interest in common/collective trusts at beginning of year2017-12-31$316,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$6,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$6,261
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$59
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$14,893,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,694,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,207,422
Net investment gain or loss from common/collective trusts2017-12-31$3,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$116,021
Employer contributions (assets) at end of year2017-12-31$3,608
Employer contributions (assets) at beginning of year2017-12-31$3,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,189,852
Contract administrator fees2017-12-31$77,111
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$409,397
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$277,689
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FARBER HASS HURLEY, LLP
Accountancy firm EIN2017-12-31204207759
2016 : MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,517
Total unrealized appreciation/depreciation of assets2016-12-31$1,517
Total income from all sources (including contributions)2016-12-31$2,446,193
Total of all expenses incurred2016-12-31$3,302,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,237,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,127,007
Value of total assets at end of year2016-12-31$22,352,606
Value of total assets at beginning of year2016-12-31$23,208,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$64,975
Total interest from all sources2016-12-31$16,378
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$269,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$267,606
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,016,102
Participant contributions at end of year2016-12-31$331,108
Participant contributions at beginning of year2016-12-31$347,918
Participant contributions at end of year2016-12-31$32,895
Participant contributions at beginning of year2016-12-31$26,878
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$6,645
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6,198
Other income not declared elsewhere2016-12-31$1,476
Total non interest bearing cash at end of year2016-12-31$21,082
Total non interest bearing cash at beginning of year2016-12-31$7,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-856,150
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,352,606
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,208,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,662,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,829,903
Interest on participant loans2016-12-31$16,363
Value of interest in common/collective trusts at end of year2016-12-31$316,439
Value of interest in common/collective trusts at beginning of year2016-12-31$339,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$6,261
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,877,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,877,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,694,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$13,277,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,025,642
Net investment gain or loss from common/collective trusts2016-12-31$5,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$110,905
Employer contributions (assets) at end of year2016-12-31$3,702
Employer contributions (assets) at beginning of year2016-12-31$3,380
Income. Dividends from common stock2016-12-31$1,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,237,368
Contract administrator fees2016-12-31$64,975
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$277,689
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$492,733
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FARBER HASS HURLEY, LLP
Accountancy firm EIN2016-12-31204207759
2015 : MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$52,941
Total unrealized appreciation/depreciation of assets2015-12-31$52,941
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,388,196
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$728,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$645,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,117,609
Value of total assets at end of year2015-12-31$23,208,756
Value of total assets at beginning of year2015-12-31$22,548,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$82,978
Total interest from all sources2015-12-31$14,101
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$348,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$342,474
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$973,371
Participant contributions at end of year2015-12-31$347,918
Participant contributions at beginning of year2015-12-31$331,269
Participant contributions at end of year2015-12-31$26,878
Participant contributions at beginning of year2015-12-31$24,738
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$40,761
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6,198
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$1,118
Total non interest bearing cash at end of year2015-12-31$7,665
Total non interest bearing cash at beginning of year2015-12-31$13,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$660,130
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,208,756
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,548,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,829,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,783,229
Value of interest in pooled separate accounts at end of year2015-12-31$13,277,348
Value of interest in pooled separate accounts at beginning of year2015-12-31$15,463,681
Interest on participant loans2015-12-31$14,458
Interest earned on other investments2015-12-31$-381
Value of interest in common/collective trusts at end of year2015-12-31$339,067
Value of interest in common/collective trusts at beginning of year2015-12-31$315,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,877,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$285,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$285,821
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-146,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$103,477
Employer contributions (assets) at end of year2015-12-31$3,380
Employer contributions (assets) at beginning of year2015-12-31$2,955
Income. Dividends from common stock2015-12-31$6,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$645,088
Contract administrator fees2015-12-31$82,978
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$492,733
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$328,548
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FARBER HASS HURLEY, LLP
Accountancy firm EIN2015-12-31204207759
2014 : MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$38,695
Total unrealized appreciation/depreciation of assets2014-12-31$38,695
Total income from all sources (including contributions)2014-12-31$2,240,683
Total of all expenses incurred2014-12-31$1,585,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,489,845
Expenses. Certain deemed distributions of participant loans2014-12-31$11,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,176,025
Value of total assets at end of year2014-12-31$22,548,626
Value of total assets at beginning of year2014-12-31$21,893,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$84,623
Total interest from all sources2014-12-31$16,355
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$282,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$277,183
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$963,989
Participant contributions at end of year2014-12-31$331,269
Participant contributions at beginning of year2014-12-31$353,482
Participant contributions at end of year2014-12-31$24,738
Participant contributions at beginning of year2014-12-31$30,540
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$110,306
Total non interest bearing cash at end of year2014-12-31$13,108
Total non interest bearing cash at beginning of year2014-12-31$62,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$654,921
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,548,626
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,893,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,783,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,200,551
Value of interest in pooled separate accounts at end of year2014-12-31$15,463,681
Value of interest in pooled separate accounts at beginning of year2014-12-31$15,830,218
Interest on participant loans2014-12-31$14,679
Value of interest in common/collective trusts at end of year2014-12-31$315,277
Value of interest in common/collective trusts at beginning of year2014-12-31$142,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$285,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,330
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$727,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$101,730
Employer contributions (assets) at end of year2014-12-31$2,955
Employer contributions (assets) at beginning of year2014-12-31$3,211
Income. Dividends from common stock2014-12-31$4,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,489,845
Contract administrator fees2014-12-31$84,623
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$328,548
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$267,167
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FARBER HASS HURLEY, LLP
Accountancy firm EIN2014-12-31204207759
2013 : MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$23,297
Total unrealized appreciation/depreciation of assets2013-12-31$23,297
Total income from all sources (including contributions)2013-12-31$5,244,183
Total of all expenses incurred2013-12-31$814,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$727,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,177,965
Value of total assets at end of year2013-12-31$21,893,705
Value of total assets at beginning of year2013-12-31$17,463,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$86,726
Total interest from all sources2013-12-31$15,418
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$145,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$141,418
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$987,588
Participant contributions at end of year2013-12-31$353,482
Participant contributions at beginning of year2013-12-31$294,572
Participant contributions at end of year2013-12-31$30,540
Participant contributions at beginning of year2013-12-31$28,628
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$117,664
Total non interest bearing cash at end of year2013-12-31$62,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,429,909
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,893,705
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,463,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,200,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,387,934
Value of interest in pooled separate accounts at end of year2013-12-31$15,830,218
Value of interest in pooled separate accounts at beginning of year2013-12-31$13,536,307
Interest on participant loans2013-12-31$15,398
Value of interest in common/collective trusts at end of year2013-12-31$142,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,330
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$38,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$38,770
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,881,515
Net investment gain or loss from common/collective trusts2013-12-31$493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$72,713
Employer contributions (assets) at end of year2013-12-31$3,211
Employer contributions (assets) at beginning of year2013-12-31$3,299
Income. Dividends from common stock2013-12-31$4,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$727,548
Contract administrator fees2013-12-31$86,726
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$267,167
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$174,286
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FARBER HASS HURLEY, LLP
Accountancy firm EIN2013-12-31204207759
2012 : MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$13,351
Total unrealized appreciation/depreciation of assets2012-12-31$13,351
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$23,737
Total income from all sources (including contributions)2012-12-31$3,325,339
Total of all expenses incurred2012-12-31$2,502,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,369,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,188,111
Value of total assets at end of year2012-12-31$17,463,796
Value of total assets at beginning of year2012-12-31$16,664,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$133,046
Total interest from all sources2012-12-31$14,981
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$63,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$63,532
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$874,085
Participant contributions at end of year2012-12-31$294,572
Participant contributions at beginning of year2012-12-31$357,627
Participant contributions at end of year2012-12-31$28,628
Participant contributions at beginning of year2012-12-31$34,247
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$218,386
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$822,794
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,463,796
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,641,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,387,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,567,594
Value of interest in pooled separate accounts at end of year2012-12-31$13,536,307
Value of interest in pooled separate accounts at beginning of year2012-12-31$14,443,792
Interest on participant loans2012-12-31$14,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$38,770
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$115,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$115,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$216,867
Net investment gain/loss from pooled separate accounts2012-12-31$1,828,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$95,640
Employer contributions (assets) at end of year2012-12-31$3,299
Employer contributions (assets) at beginning of year2012-12-31$7,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,369,499
Contract administrator fees2012-12-31$133,046
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$174,286
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$138,823
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$23,737
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FARBER HASS HURLEY, LLP
Accountancy firm EIN2012-12-31204207759
2011 : MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$5,772
Total unrealized appreciation/depreciation of assets2011-12-31$5,772
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$23,737
Total income from all sources (including contributions)2011-12-31$101,782
Total of all expenses incurred2011-12-31$1,809,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,674,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,036,598
Value of total assets at end of year2011-12-31$16,664,739
Value of total assets at beginning of year2011-12-31$18,348,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$134,639
Total interest from all sources2011-12-31$18,478
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$31,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$31,754
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$870,993
Participant contributions at end of year2011-12-31$357,627
Participant contributions at beginning of year2011-12-31$285,570
Participant contributions at end of year2011-12-31$34,247
Participant contributions at beginning of year2011-12-31$31,741
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$65,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at end of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,707,460
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,641,002
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,348,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,567,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$602,121
Value of interest in pooled separate accounts at end of year2011-12-31$14,443,792
Value of interest in pooled separate accounts at beginning of year2011-12-31$17,184,885
Interest on participant loans2011-12-31$18,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$115,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$82,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$82,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-42,375
Net investment gain/loss from pooled separate accounts2011-12-31$-948,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$100,508
Employer contributions (assets) at end of year2011-12-31$7,100
Employer contributions (assets) at beginning of year2011-12-31$2,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,674,603
Contract administrator fees2011-12-31$134,639
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$138,823
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$158,512
Liabilities. Value of benefit claims payable at end of year2011-12-31$23,737
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FARBER HASS HURLEY, LLP
Accountancy firm EIN2011-12-31204207759
2010 : MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$31,106
Total unrealized appreciation/depreciation of assets2010-12-31$31,106
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,538,922
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$224,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$224,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$905,962
Value of total assets at end of year2010-12-31$18,348,462
Value of total assets at beginning of year2010-12-31$16,033,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$16,323
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$12,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$12,607
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$815,636
Participant contributions at end of year2010-12-31$285,570
Participant contributions at beginning of year2010-12-31$270,787
Participant contributions at end of year2010-12-31$31,741
Participant contributions at beginning of year2010-12-31$51,619
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$29,649
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,314,746
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,348,462
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,033,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$602,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$425,051
Value of interest in pooled separate accounts at end of year2010-12-31$17,184,885
Value of interest in pooled separate accounts at beginning of year2010-12-31$15,117,135
Interest on participant loans2010-12-31$16,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$82,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$65,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$65,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$36,896
Net investment gain/loss from pooled separate accounts2010-12-31$1,536,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$60,677
Employer contributions (assets) at end of year2010-12-31$2,908
Employer contributions (assets) at beginning of year2010-12-31$3,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$224,176
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$158,512
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$100,088
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ROSENTHAL, PEARSON, FONG & FREW,LLP
Accountancy firm EIN2010-12-31330890224
2009 : MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN

2022: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 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 filingNo
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MURCHISON & CUMMING LLP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33777
Policy instance 1
Insurance contract or identification numberCR33777
Number of Individuals Covered15
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $52,557
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,557
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?2
HARTFORD LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71153 )
Policy contract numberPS50646
Policy instance 2
Insurance contract or identification numberPS50646
Number of Individuals Covered26
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $16,802
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $359
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33777
Policy instance 2
Insurance contract or identification numberCR33777
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $148,749
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $148,749
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
HARTFORD LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71153 )
Policy contract numberPS50646
Policy instance 1
Insurance contract or identification numberPS50646
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $8,817
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $8,817
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33777
Policy instance 2
Insurance contract or identification numberCR33777
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $120,046
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $120,046
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
HARTFORD LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71153 )
Policy contract numberPS50646
Policy instance 1
Insurance contract or identification numberPS50646
Number of Individuals Covered29
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,858
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $7,858
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?2
HARTFORD LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71153 )
Policy contract numberPS50646
Policy instance 1
Insurance contract or identification numberPS50646
Number of Individuals Covered30
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,832
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $6,832
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33777
Policy instance 2
Insurance contract or identification numberCR33777
Number of Individuals Covered26
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $116,799
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $116,799
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33777
Policy instance 1
Insurance contract or identification numberCR33777
Number of Individuals Covered26
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $114,169
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $114,169
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
HARTFORD LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71153 )
Policy contract numberPS50646
Policy instance 2
Insurance contract or identification numberPS50646
Number of Individuals Covered35
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,131
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,131
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?2
HARTFORD LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71153 )
Policy contract numberPS50646
Policy instance 2
Insurance contract or identification numberPS50646
Number of Individuals Covered45
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,945
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $8,945
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?2
Insurance broker nameUBS FINANCIAL SERVICES INS AGENCY
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33777
Policy instance 1
Insurance contract or identification numberCR33777
Number of Individuals Covered32
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $100,441
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $100,441
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33777
Policy instance 2
Insurance contract or identification numberCR33777
Number of Individuals Covered38
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $43,793
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,793
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberPS50646
Policy instance 1
Insurance contract or identification numberPS50646
Number of Individuals Covered52
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,528
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,528
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES INS AGENCY
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33777
Policy instance 2
Insurance contract or identification numberCR33777
Number of Individuals Covered40
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $32,737
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,737
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberPS50646
Policy instance 1
Insurance contract or identification numberPS50646
Number of Individuals Covered58
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,295
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,295
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES INS AGENCY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberPS50646
Policy instance 2
Insurance contract or identification numberPS50646
Number of Individuals Covered64
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,984
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,984
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL SERVICES INS AGENCY
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33777
Policy instance 1
Insurance contract or identification numberCR33777
Number of Individuals Covered41
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $26,399
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,399
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33777
Policy instance 2
Insurance contract or identification numberCR33777
Number of Individuals Covered48
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $29,717
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $29,717
Insurance broker organization code?3
Insurance broker nameUBS FINANCIAL
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberPS50646
Policy instance 1
Insurance contract or identification numberPS50646
Number of Individuals Covered67
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,044
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $8,044
Insurance broker nameUBS FINANCIAL SERVICES INS AGENCY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberPS50646
Policy instance 1
Insurance contract or identification numberPS50646
Number of Individuals Covered69
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33777
Policy instance 2
Insurance contract or identification numberCR33777
Number of Individuals Covered50
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $29,148
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR33777
Policy instance 1
Insurance contract or identification numberCR33777
Number of Individuals Covered51
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $51,799
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $51,799
Insurance broker organization code?3
Insurance broker name
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberPS50646
Policy instance 2
Insurance contract or identification numberPS50646
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $19,068
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $17,038
Insurance broker organization code?3
Insurance broker nameOHIO NATIONAL INSURANCE AGENCY

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