401k Plan data: MICHELMAN & ROBINSON, LLP 401(K) PLAN plan

MICHELMAN & ROBINSON, LLP 401(K) PLAN 401k Plan overview

Plan Name	MICHELMAN & ROBINSON, LLP 401(K) PLAN
Plan identification number	001

MICHELMAN & ROBINSON, LLP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

MICHELMAN & ROBINSON, LLP has sponsored the creation of one or more 401k plans.

Company Name: MICHELMAN & ROBINSON, LLP

Employer identification number (EIN): 954745761

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHELMAN & ROBINSON, LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JEEP JENSEN
001 2016-01-01 KELLI CLEAR 2017-10-09
001 2015-01-01 KELLI CLEAR 2016-06-29
001 2014-01-01 JEEP JENSEN 2015-10-02 JEEP JENSEN 2015-10-02
001 2013-01-01 JEEP JENSEN 2014-10-06 JEEP JENSEN 2014-10-06
001 2012-01-01 DANA A. KRAVETZ 2013-07-09
001 2011-01-01 DANA A. KRAVETZ 2012-07-02
001 2010-01-01 DANA A. KRAVETZ 2011-10-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JEEP JENSEN
001	2016-01-01	KELLI CLEAR	2017-10-09
001	2015-01-01	KELLI CLEAR	2016-06-29
001	2014-01-01	JEEP JENSEN	2015-10-02	JEEP JENSEN	2015-10-02
001	2013-01-01	JEEP JENSEN	2014-10-06	JEEP JENSEN	2014-10-06
001	2012-01-01	DANA A. KRAVETZ	2013-07-09
001	2011-01-01	DANA A. KRAVETZ	2012-07-02
001	2010-01-01	DANA A. KRAVETZ	2011-10-03

Plan Statistics for MICHELMAN & ROBINSON, LLP 401(K) PLAN

401k plan membership statisitcs for MICHELMAN & ROBINSON, LLP 401(K) PLAN

Measure Date Value
2022: MICHELMAN & ROBINSON, LLP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 113
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 69
Total of all active and inactive participants 2022-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 182
Number of participants with account balances 2022-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MICHELMAN & ROBINSON, LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 125
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 54
Total of all active and inactive participants 2021-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 179
Number of participants with account balances 2021-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MICHELMAN & ROBINSON, LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 115
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 60
Total of all active and inactive participants 2020-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 175
Number of participants with account balances 2020-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MICHELMAN & ROBINSON, LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 114
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 71
Total of all active and inactive participants 2019-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 185
Number of participants with account balances 2019-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MICHELMAN & ROBINSON, LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 84
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 39
Total of all active and inactive participants 2018-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 123
Number of participants with account balances 2018-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MICHELMAN & ROBINSON, LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 101
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 28
Total of all active and inactive participants 2017-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 129
Number of participants with account balances 2017-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: MICHELMAN & ROBINSON, LLP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	113
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	69
Total of all active and inactive participants	2022-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	182
Number of participants with account balances	2022-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MICHELMAN & ROBINSON, LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	125
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	54
Total of all active and inactive participants	2021-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	179
Number of participants with account balances	2021-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MICHELMAN & ROBINSON, LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	115
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	60
Total of all active and inactive participants	2020-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	175
Number of participants with account balances	2020-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MICHELMAN & ROBINSON, LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	114
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	71
Total of all active and inactive participants	2019-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	185
Number of participants with account balances	2019-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MICHELMAN & ROBINSON, LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	84
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	39
Total of all active and inactive participants	2018-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	123
Number of participants with account balances	2018-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MICHELMAN & ROBINSON, LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	101
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	28
Total of all active and inactive participants	2017-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	129
Number of participants with account balances	2017-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on MICHELMAN & ROBINSON, LLP 401(K) PLAN

Measure	Date	Value
2022 : MICHELMAN & ROBINSON, LLP 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$21,642
Total unrealized appreciation/depreciation of assets	2022-12-31	$21,642
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-522,617
Total loss/gain on sale of assets	2022-12-31	$1,310
Total of all expenses incurred	2022-12-31	$841,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$835,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,106,006
Value of total assets at end of year	2022-12-31	$16,375,384
Value of total assets at beginning of year	2022-12-31	$17,739,377
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$5,919
Total interest from all sources	2022-12-31	$7,208
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$771,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$771,228
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,296,997
Participant contributions at end of year	2022-12-31	$156,465
Participant contributions at beginning of year	2022-12-31	$140,079
Participant contributions at end of year	2022-12-31	$36,915
Participant contributions at beginning of year	2022-12-31	$37,992
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$53,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,363,993
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,375,384
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$17,739,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$13,154,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$14,625,410
Interest on participant loans	2022-12-31	$7,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$2,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$3,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$3,273
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,269,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,274,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,430,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$755,841
Employer contributions (assets) at end of year	2022-12-31	$755,841
Employer contributions (assets) at beginning of year	2022-12-31	$658,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$835,457
Contract administrator fees	2022-12-31	$5,919
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$1,653,963
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$1,652,653
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HOLTHOUSE CARLIN & VAN TRIGT, LLP
Accountancy firm EIN	2022-12-31	954345526
2021 : MICHELMAN & ROBINSON, LLP 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$14,446
Total unrealized appreciation/depreciation of assets	2021-12-31	$14,446
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,057,707
Total loss/gain on sale of assets	2021-12-31	$1,689
Total of all expenses incurred	2021-12-31	$1,343,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,339,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,116,488
Value of total assets at end of year	2021-12-31	$17,739,377
Value of total assets at beginning of year	2021-12-31	$15,025,233
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$4,449
Total interest from all sources	2021-12-31	$8,285
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,039,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,039,611
Administrative expenses professional fees incurred	2021-12-31	$4,449
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,176,331
Participant contributions at end of year	2021-12-31	$140,079
Participant contributions at beginning of year	2021-12-31	$162,211
Participant contributions at end of year	2021-12-31	$37,992
Participant contributions at beginning of year	2021-12-31	$9,032
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$281,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$33
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$1,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,714,144
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$17,739,377
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,025,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$14,625,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,899,210
Interest on participant loans	2021-12-31	$8,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$3,273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$19,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$19,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,274,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,681,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$877,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$658,696
Employer contributions (assets) at end of year	2021-12-31	$658,474
Employer contributions (assets) at beginning of year	2021-12-31	$252,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,339,114
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$452,932
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$451,243
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HOLTHOUSE CARLIN & VAN TRIGT, LLP
Accountancy firm EIN	2021-12-31	954345526
2020 : MICHELMAN & ROBINSON, LLP 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$26,229
Total unrealized appreciation/depreciation of assets	2020-12-31	$26,229
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,163,318
Total loss/gain on sale of assets	2020-12-31	$3,320
Total of all expenses incurred	2020-12-31	$2,147,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,143,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,237,125
Value of total assets at end of year	2020-12-31	$15,025,233
Value of total assets at beginning of year	2020-12-31	$14,009,132
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,656
Total interest from all sources	2020-12-31	$8,520
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$711,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$711,008
Administrative expenses professional fees incurred	2020-12-31	$3,656
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$971,788
Participant contributions at end of year	2020-12-31	$162,211
Participant contributions at beginning of year	2020-12-31	$192,522
Participant contributions at end of year	2020-12-31	$9,032
Participant contributions at beginning of year	2020-12-31	$12,584
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$12,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$1,164
Total non interest bearing cash at beginning of year	2020-12-31	$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,016,101
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,025,233
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$14,009,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$12,899,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,031,902
Interest on participant loans	2020-12-31	$8,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$19,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,681,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,230,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,177,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$252,779
Employer contributions (assets) at end of year	2020-12-31	$252,779
Employer contributions (assets) at beginning of year	2020-12-31	$540,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,143,561
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$3,159
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$-161
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HOLTHOUSE CARLIN & VAN TRIGT, LLP
Accountancy firm EIN	2020-12-31	954345526
2019 : MICHELMAN & ROBINSON, LLP 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$99,323
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$99,323
Total unrealized appreciation/depreciation of assets	2019-12-31	$99,323
Total transfer of assets to this plan	2019-12-31	$1,874,527
Total transfer of assets to this plan	2019-12-31	$1,874,527
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,967,312
Total income from all sources (including contributions)	2019-12-31	$3,967,312
Total loss/gain on sale of assets	2019-12-31	$228
Total loss/gain on sale of assets	2019-12-31	$228
Total of all expenses incurred	2019-12-31	$1,140,554
Total of all expenses incurred	2019-12-31	$1,140,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,136,432
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,683,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,683,040
Value of total assets at end of year	2019-12-31	$14,009,132
Value of total assets at end of year	2019-12-31	$14,009,132
Value of total assets at beginning of year	2019-12-31	$9,307,847
Value of total assets at beginning of year	2019-12-31	$9,307,847
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,122
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,122
Total income from rents	2019-12-31	$0
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$9,016
Total interest from all sources	2019-12-31	$9,016
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$743,095
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$743,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$743,095
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$743,095
Administrative expenses professional fees incurred	2019-12-31	$4,122
Administrative expenses professional fees incurred	2019-12-31	$4,122
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$947,817
Contributions received from participants	2019-12-31	$947,817
Participant contributions at end of year	2019-12-31	$192,522
Participant contributions at end of year	2019-12-31	$192,522
Participant contributions at beginning of year	2019-12-31	$158,392
Participant contributions at end of year	2019-12-31	$12,584
Participant contributions at end of year	2019-12-31	$12,584
Participant contributions at beginning of year	2019-12-31	$25,250
Participant contributions at beginning of year	2019-12-31	$25,250
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$35,295
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$35,295
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$47,804
Other income not declared elsewhere	2019-12-31	$47,804
Administrative expenses (other) incurred	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$125
Total non interest bearing cash at end of year	2019-12-31	$125
Total non interest bearing cash at beginning of year	2019-12-31	$358,458
Total non interest bearing cash at beginning of year	2019-12-31	$358,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$2,826,758
Value of net income/loss	2019-12-31	$2,826,758
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,009,132
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,009,132
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,307,847
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,307,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,031,902
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,031,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,267,385
Interest on participant loans	2019-12-31	$9,014
Interest on participant loans	2019-12-31	$9,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$2
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,230,543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,230,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,018,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,018,976
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,384,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,384,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$699,928
Contributions received in cash from employer	2019-12-31	$699,928
Employer contributions (assets) at end of year	2019-12-31	$540,254
Employer contributions (assets) at end of year	2019-12-31	$540,254
Employer contributions (assets) at beginning of year	2019-12-31	$479,386
Employer contributions (assets) at beginning of year	2019-12-31	$479,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,136,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,136,432
Contract administrator fees	2019-12-31	$0
Contract administrator fees	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$20,149
Aggregate proceeds on sale of assets	2019-12-31	$20,149
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$19,921
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$19,921
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HOLTHOUSE CARLIN & VAN TRIGT, LLP
Accountancy firm name	2019-12-31	HOLTHOUSE CARLIN & VAN TRIGT, LLP
Accountancy firm EIN	2019-12-31	954345526
Accountancy firm EIN	2019-12-31	954345526
2018 : MICHELMAN & ROBINSON, LLP 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$21,770
Total unrealized appreciation/depreciation of assets	2018-12-31	$21,770
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,276,788
Total loss/gain on sale of assets	2018-12-31	$173
Total of all expenses incurred	2018-12-31	$1,770,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,766,438
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,776,191
Value of total assets at end of year	2018-12-31	$9,307,847
Value of total assets at beginning of year	2018-12-31	$9,801,445
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,948
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$7,416
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$650,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$649,503
Administrative expenses professional fees incurred	2018-12-31	$3,948
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$779,488
Participant contributions at end of year	2018-12-31	$158,392
Participant contributions at beginning of year	2018-12-31	$143,431
Participant contributions at end of year	2018-12-31	$25,250
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$3,784
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$517,317
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$358,458
Total non interest bearing cash at beginning of year	2018-12-31	$137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-493,598
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,307,847
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,801,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,267,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,218,128
Interest on participant loans	2018-12-31	$7,199
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$214
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$35
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$35
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,018,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$913,824
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,179,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$479,386
Employer contributions (assets) at end of year	2018-12-31	$479,386
Employer contributions (assets) at beginning of year	2018-12-31	$473,043
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,766,438
Contract administrator fees	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$49,063
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$20,425
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$20,252
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HOLTHOUSE CARLIN & VAN TRIGT, LLP
Accountancy firm EIN	2018-12-31	954345526
2017 : MICHELMAN & ROBINSON, LLP 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$20,087
Total unrealized appreciation/depreciation of assets	2017-12-31	$20,087
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$366
Expenses. Interest paid	2017-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,503,993
Total loss/gain on sale of assets	2017-12-31	$216,325
Total of all expenses incurred	2017-12-31	$1,048,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,046,291
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,215,499
Value of total assets at end of year	2017-12-31	$9,801,445
Value of total assets at beginning of year	2017-12-31	$7,346,153
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,044
Total interest from all sources	2017-12-31	$5,784
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$377,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$376,396
Administrative expenses professional fees incurred	2017-12-31	$1,991
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$717,019
Participant contributions at end of year	2017-12-31	$143,431
Participant contributions at beginning of year	2017-12-31	$98,042
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$3,784
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$2,970
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$498,783
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$366
Administrative expenses (other) incurred	2017-12-31	$53
Total non interest bearing cash at end of year	2017-12-31	$137
Total non interest bearing cash at beginning of year	2017-12-31	$159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$2,455,658
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,801,445
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,345,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$8,218,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,215,790
Interest on participant loans	2017-12-31	$5,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$35
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$652
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$652
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$913,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$668,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$999,697
Employer contributions (assets) at end of year	2017-12-31	$473,043
Employer contributions (assets) at beginning of year	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$1,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,046,291
Contract administrator fees	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$49,063
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$28,540
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$3,810,145
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$3,593,820
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HOLTHOUSE CARLIN & VAN TRIGT, LLP
Accountancy firm EIN	2017-12-31	954345526

Form 5500 Responses for MICHELMAN & ROBINSON, LLP 401(K) PLAN

2022: MICHELMAN & ROBINSON, LLP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MICHELMAN & ROBINSON, LLP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MICHELMAN & ROBINSON, LLP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MICHELMAN & ROBINSON, LLP 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MICHELMAN & ROBINSON, LLP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MICHELMAN & ROBINSON, LLP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00082

Policy instance

Insurance contract or identification number	R00082
Number of Individuals Covered	87
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00082

Policy instance

Insurance contract or identification number	R00082
Number of Individuals Covered	94
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00082

Policy instance

Insurance contract or identification number	R00082
Number of Individuals Covered	59
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00082

Policy instance

Insurance contract or identification number	R00082
Number of Individuals Covered	71
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00082

Policy instance

Insurance contract or identification number	R00082
Number of Individuals Covered	57
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

R00082

Policy instance

Insurance contract or identification number	R00082
Number of Individuals Covered	59
Insurance policy start date	2017-07-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

Potentially related plans

MICHELMAN & BRICKER, P.C., INC. 401(K) PROFIT SHARING PLAN [EIN = 232856041]

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Company Name:	MICHELMAN & ROBINSON, LLP
Employer identification number (EIN):	954745761
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers