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PHILLIP J. HOLMAN PENSION BENEFIT PLAN 401k Plan overview

Plan NamePHILLIP J. HOLMAN PENSION BENEFIT PLAN
Plan identification number 001

PHILLIP J. HOLMAN PENSION BENEFIT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

PHILLIP J. HOLMAN has sponsored the creation of one or more 401k plans.

Company Name:PHILLIP J. HOLMAN
Employer identification number (EIN):953745860
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILLIP J. HOLMAN PENSION BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01PHILLIP J HOLMAN
0012016-01-01PHILLIP J HOLMAN
0012015-01-01PHILLIP J HOLMAN
0012014-01-01PHILLIP J HOLMAN
0012013-01-01PHILLIP J HOLMAN
0012012-01-01PHILLIP J HOLMAN
0012011-01-01PHILLIP J HOLMAN
0012009-01-01PHILLIP J HOLMAN

Plan Statistics for PHILLIP J. HOLMAN PENSION BENEFIT PLAN

401k plan membership statisitcs for PHILLIP J. HOLMAN PENSION BENEFIT PLAN

Measure Date Value
2017: PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
2016: PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
Number of participants with account balances2016-01-011
2015: PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Total of all active and inactive participants2015-01-011
Total participants2015-01-011
Number of participants with account balances2015-01-011
2014: PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Total of all active and inactive participants2014-01-011
Total participants2014-01-011
Number of participants with account balances2014-01-011
2013: PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
Number of participants with account balances2013-01-011
2012: PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-011
2011: PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
2009: PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011
Number of participants with account balances2009-01-011

Financial Data on PHILLIP J. HOLMAN PENSION BENEFIT PLAN

Measure Date Value
2017 : PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$-617,227
Total income from all sources2017-12-31$3,299
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$613,928
Other income received2017-12-31$3,299
Net income (gross income less expenses)2017-12-31$3,299
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$613,928
2016 : PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2016 401k financial data
Total income from all sources2016-12-31$43,967
Expenses. Total of all expenses incurred2016-12-31$30
Total plan assets at end of year2016-12-31$613,928
Total plan assets at beginning of year2016-12-31$569,991
Expenses. Other expenses not covered elsewhere2016-12-31$30
Other income received2016-12-31$43,967
Net income (gross income less expenses)2016-12-31$43,937
Net plan assets at end of year (total assets less liabilities)2016-12-31$613,928
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$569,991
2015 : PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2015 401k financial data
Total income from all sources2015-12-31$752
Expenses. Total of all expenses incurred2015-12-31$150
Total plan assets at end of year2015-12-31$569,991
Total plan assets at beginning of year2015-12-31$569,389
Expenses. Other expenses not covered elsewhere2015-12-31$150
Other income received2015-12-31$752
Net income (gross income less expenses)2015-12-31$602
Net plan assets at end of year (total assets less liabilities)2015-12-31$569,991
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$569,389
2014 : PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2014 401k financial data
Total income from all sources2014-12-31$35,355
Expenses. Total of all expenses incurred2014-12-31$30
Total plan assets at end of year2014-12-31$569,389
Total plan assets at beginning of year2014-12-31$534,064
Expenses. Other expenses not covered elsewhere2014-12-31$30
Other income received2014-12-31$35,355
Net income (gross income less expenses)2014-12-31$35,325
Net plan assets at end of year (total assets less liabilities)2014-12-31$569,389
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$534,064
2013 : PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2013 401k financial data
Total income from all sources2013-12-31$80,580
Expenses. Total of all expenses incurred2013-12-31$30
Total plan assets at end of year2013-12-31$534,064
Total plan assets at beginning of year2013-12-31$453,514
Expenses. Other expenses not covered elsewhere2013-12-31$30
Other income received2013-12-31$80,580
Net income (gross income less expenses)2013-12-31$80,550
Net plan assets at end of year (total assets less liabilities)2013-12-31$534,064
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$453,514
2012 : PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2012 401k financial data
Total income from all sources2012-12-31$44,343
Total plan assets at end of year2012-12-31$453,514
Total plan assets at beginning of year2012-12-31$409,171
Other income received2012-12-31$44,343
Net income (gross income less expenses)2012-12-31$44,343
Net plan assets at end of year (total assets less liabilities)2012-12-31$453,514
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$409,171
2011 : PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2011 401k financial data
Total income from all sources2011-12-31$-1,332
Total plan assets at end of year2011-12-31$409,171
Total plan assets at beginning of year2011-12-31$410,503
Other income received2011-12-31$-1,332
Net income (gross income less expenses)2011-12-31$-1,332
Net plan assets at end of year (total assets less liabilities)2011-12-31$409,171
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$410,503
2010 : PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2010 401k financial data
Total income from all sources2010-12-31$39,329
Total plan assets at end of year2010-12-31$410,503
Total plan assets at beginning of year2010-12-31$371,174
Other income received2010-12-31$39,329
Net income (gross income less expenses)2010-12-31$39,329
Net plan assets at end of year (total assets less liabilities)2010-12-31$410,503
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$371,174

Form 5500 Responses for PHILLIP J. HOLMAN PENSION BENEFIT PLAN

2017: PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PHILLIP J. HOLMAN PENSION BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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