401k Plan data: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN plan

BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 401k Plan overview

Plan Name	BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN
Plan identification number	001

BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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.

401k Sponsoring company profile

RITTER HALLIDAY LLP has sponsored the creation of one or more 401k plans.

Company Name: RITTER HALLIDAY LLP

Employer identification number (EIN): 475216609

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 BRIAN J. HALLIDAY BRIAN J. HALLIDAY 2018-10-16
001 2017-01-01 BRIAN J. HALLIDAY BRIAN J. HALLIDAY
001 2016-01-01 BRIAN J. HALLIDAY BRIAN J. HALLIDAY 2017-10-13
001 2015-01-01 BRIAN J. HALLIDAY BRIAN J. HALLIDAY 2017-10-11

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01	BRIAN J. HALLIDAY	BRIAN J. HALLIDAY	2018-10-16
001	2017-01-01	BRIAN J. HALLIDAY	BRIAN J. HALLIDAY
001	2016-01-01	BRIAN J. HALLIDAY	BRIAN J. HALLIDAY	2017-10-13
001	2015-01-01	BRIAN J. HALLIDAY	BRIAN J. HALLIDAY	2017-10-11

Plan Statistics for BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN

401k plan membership statisitcs for BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN

Measure Date Value
2021: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
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 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
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 0
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3
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 0
Total of all active and inactive participants 2019-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
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 0
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
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 0
Total of all active and inactive participants 2017-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2021: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
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	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
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	0
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3
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	0
Total of all active and inactive participants	2019-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
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	0
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
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	0
Total of all active and inactive participants	2017-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN

Measure	Date	Value
2021 : BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$-215,197
Total income from all sources	2021-12-31	$24,182
Expenses. Total of all expenses incurred	2021-12-31	$2,572
Total plan assets at end of year	2021-12-31	$80,475
Total plan assets at beginning of year	2021-12-31	$274,062
Value of fidelity bond covering the plan	2021-12-31	$35,000
Other income received	2021-12-31	$24,182
Net income (gross income less expenses)	2021-12-31	$21,610
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$80,475
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$274,062
Assets. Value of participant loans	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$2,572
2020 : BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$42,645
Expenses. Total of all expenses incurred	2020-12-31	$2,017
Total plan assets at end of year	2020-12-31	$274,062
Total plan assets at beginning of year	2020-12-31	$233,434
Value of fidelity bond covering the plan	2020-12-31	$35,000
Other income received	2020-12-31	$42,645
Net income (gross income less expenses)	2020-12-31	$40,628
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$274,062
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$233,434
Assets. Value of participant loans	2020-12-31	$26,587
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$2,017
2019 : BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$38,734
Expenses. Total of all expenses incurred	2019-12-31	$2,113
Total plan assets at end of year	2019-12-31	$233,433
Total plan assets at beginning of year	2019-12-31	$196,812
Value of fidelity bond covering the plan	2019-12-31	$35,000
Total contributions received or receivable from participants	2019-12-31	$4,001
Other income received	2019-12-31	$32,652
Net income (gross income less expenses)	2019-12-31	$36,621
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$233,433
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$196,812
Assets. Value of participant loans	2019-12-31	$36,673
Total contributions received or receivable from employer(s)	2019-12-31	$2,081
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,113
2018 : BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$901
Expenses. Total of all expenses incurred	2018-12-31	$2,169
Total plan assets at end of year	2018-12-31	$196,812
Total plan assets at beginning of year	2018-12-31	$198,080
Value of fidelity bond covering the plan	2018-12-31	$35,000
Total contributions received or receivable from participants	2018-12-31	$6,167
Other income received	2018-12-31	$-8,483
Net income (gross income less expenses)	2018-12-31	$-1,268
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$196,812
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$198,080
Assets. Value of participant loans	2018-12-31	$48,357
Total contributions received or receivable from employer(s)	2018-12-31	$3,217
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,169
2017 : BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$32,539
Total plan assets at end of year	2017-12-31	$198,079
Total plan assets at beginning of year	2017-12-31	$165,540
Total contributions received or receivable from participants	2017-12-31	$5,129
Other income received	2017-12-31	$24,680
Net income (gross income less expenses)	2017-12-31	$32,539
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$198,079
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$165,540
Assets. Value of participant loans	2017-12-31	$4,485
Total contributions received or receivable from employer(s)	2017-12-31	$2,730
2016 : BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$21,422
Expenses. Total of all expenses incurred	2016-12-31	$1,896
Total plan assets at end of year	2016-12-31	$165,540
Total plan assets at beginning of year	2016-12-31	$146,014
Value of fidelity bond covering the plan	2016-12-31	$10,000
Total contributions received or receivable from participants	2016-12-31	$6,816
Other income received	2016-12-31	$11,044
Net income (gross income less expenses)	2016-12-31	$19,526
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$165,540
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$146,014
Assets. Value of participant loans	2016-12-31	$6,727
Total contributions received or receivable from employer(s)	2016-12-31	$3,562
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,896
2015 : BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$19,995
Expenses. Total of all expenses incurred	2015-12-31	$1,708
Total plan assets at end of year	2015-12-31	$146,014
Total plan assets at beginning of year	2015-12-31	$127,727
Value of fidelity bond covering the plan	2015-12-31	$10,000
Total contributions received or receivable from participants	2015-12-31	$14,798
Other income received	2015-12-31	$-1,911
Net income (gross income less expenses)	2015-12-31	$18,287
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$146,014
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$127,727
Total contributions received or receivable from employer(s)	2015-12-31	$7,108
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$1,708

Form 5500 Responses for BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN

2021: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BRIAN J HALLIDAY INC. SAFE HARBOR 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RITTER HALLIDAY LLP
Employer identification number (EIN):	475216609
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers