HOWELL & FISHER, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HOWELL & FISHER, PLLC 401K PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for HOWELL & FISHER, PLLC 401K PROFIT SHARING PLAN AND TRUST
Measure | Date | Value |
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2008: HOWELL & FISHER, PLLC 401K PROFIT SHARING PLAN AND TRUST 2008 401k membership |
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Total participants, beginning-of-year | 2008-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 8 |
Total of all active and inactive participants | 2008-01-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
Total participants | 2008-01-01 | 44 |
Number of participants with account balances | 2008-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 5 |
2007: HOWELL & FISHER, PLLC 401K PROFIT SHARING PLAN AND TRUST 2007 401k membership |
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Total participants, beginning-of-year | 2007-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 0 |
Total of all active and inactive participants | 2007-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
Total participants | 2007-01-01 | 38 |
Number of participants with account balances | 2007-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 1 |
2006: HOWELL & FISHER, PLLC 401K PROFIT SHARING PLAN AND TRUST 2006 401k membership |
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Total participants, beginning-of-year | 2006-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2006-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2006-01-01 | 3 |
Total of all active and inactive participants | 2006-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2006-01-01 | 0 |
Total participants | 2006-01-01 | 41 |
Number of participants with account balances | 2006-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2006-01-01 | 0 |
Measure | Date | Value |
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2008 : HOWELL & FISHER, PLLC 401K PROFIT SHARING PLAN AND TRUST 2008 401k financial data |
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Total income from all sources | 2008-12-31 | $-1,230,071 |
Expenses. Total of all expenses incurred | 2008-12-31 | $32,581 |
Benefits paid (including direct rollovers) | 2008-12-31 | $32,581 |
Total plan assets at end of year | 2008-12-31 | $4,973,217 |
Total plan assets at beginning of year | 2008-12-31 | $6,235,869 |
Value of fidelity bond covering the plan | 2008-12-31 | $500,000 |
Total contributions received or receivable from participants | 2008-12-31 | $254,442 |
Expenses. Other expenses not covered elsewhere | 2008-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2008-12-31 | $7,172 |
Other income received | 2008-12-31 | $-1,754,657 |
Noncash contributions received | 2008-12-31 | $0 |
Net income (gross income less expenses) | 2008-12-31 | $-1,262,652 |
Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $4,973,217 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $6,235,869 |
Total contributions received or receivable from employer(s) | 2008-12-31 | $262,972 |
Value of certain deemed distributions of participant loans | 2008-12-31 | $0 |
Value of corrective distributions | 2008-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2008-12-31 | $0 |
2007 : HOWELL & FISHER, PLLC 401K PROFIT SHARING PLAN AND TRUST 2007 401k financial data |
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Total income from all sources | 2007-12-31 | $1,051,055 |
Expenses. Total of all expenses incurred | 2007-12-31 | $681,775 |
Benefits paid (including direct rollovers) | 2007-12-31 | $681,420 |
Total plan assets at end of year | 2007-12-31 | $6,235,869 |
Total plan assets at beginning of year | 2007-12-31 | $5,866,589 |
Value of fidelity bond covering the plan | 2007-12-31 | $500,000 |
Total contributions received or receivable from participants | 2007-12-31 | $269,761 |
Expenses. Other expenses not covered elsewhere | 2007-12-31 | $355 |
Contributions received from other sources (not participants or employers) | 2007-12-31 | $0 |
Other income received | 2007-12-31 | $538,873 |
Noncash contributions received | 2007-12-31 | $0 |
Net income (gross income less expenses) | 2007-12-31 | $369,280 |
Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $6,235,869 |
Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $5,866,589 |
Total contributions received or receivable from employer(s) | 2007-12-31 | $242,421 |
Value of certain deemed distributions of participant loans | 2007-12-31 | $0 |
Value of corrective distributions | 2007-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2007-12-31 | $0 |
2006 : HOWELL & FISHER, PLLC 401K PROFIT SHARING PLAN AND TRUST 2006 401k financial data |
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Total income from all sources | 2006-12-31 | $1,216,021 |
Expenses. Total of all expenses incurred | 2006-12-31 | $23,801 |
Benefits paid (including direct rollovers) | 2006-12-31 | $23,801 |
Total plan assets at end of year | 2006-12-31 | $5,866,589 |
Total plan assets at beginning of year | 2006-12-31 | $4,674,369 |
Value of fidelity bond covering the plan | 2006-12-31 | $500,000 |
Total contributions received or receivable from participants | 2006-12-31 | $247,197 |
Expenses. Other expenses not covered elsewhere | 2006-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2006-12-31 | $0 |
Other income received | 2006-12-31 | $687,317 |
Noncash contributions received | 2006-12-31 | $0 |
Net income (gross income less expenses) | 2006-12-31 | $1,192,220 |
Net plan assets at end of year (total assets less liabilities) | 2006-12-31 | $5,866,589 |
Net plan assets at beginning of year (total assets less liabilities) | 2006-12-31 | $4,674,369 |
Total contributions received or receivable from employer(s) | 2006-12-31 | $281,507 |
Value of certain deemed distributions of participant loans | 2006-12-31 | $0 |
Value of corrective distributions | 2006-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2006-12-31 | $0 |