MAHER & TOLLESON, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
---|
2015: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
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 | 3 |
Total of all active and inactive participants | 2015-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 10 |
Number of participants with account balances | 2015-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 10 |
Number of participants with account balances | 2014-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 10 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
Total of all active and inactive participants | 2012-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 10 |
Number of participants with account balances | 2012-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 9 |
Number of participants with account balances | 2011-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 8 |
Number of participants with account balances | 2010-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
---|
2015 : MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $44,778 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $673,530 |
Total plan assets at beginning of year | 2015-12-31 | $628,752 |
Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
Total contributions received or receivable from participants | 2015-12-31 | $37,380 |
Other income received | 2015-12-31 | $-10,529 |
Net income (gross income less expenses) | 2015-12-31 | $44,778 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $673,530 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $628,752 |
Assets. Value of participant loans | 2015-12-31 | $25,307 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $17,927 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $86,239 |
Expenses. Total of all expenses incurred | 2014-12-31 | $75,912 |
Benefits paid (including direct rollovers) | 2014-12-31 | $74,578 |
Total plan assets at end of year | 2014-12-31 | $628,752 |
Total plan assets at beginning of year | 2014-12-31 | $618,425 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Total contributions received or receivable from participants | 2014-12-31 | $37,880 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $34,809 |
Net income (gross income less expenses) | 2014-12-31 | $10,327 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $628,752 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $618,425 |
Assets. Value of participant loans | 2014-12-31 | $29,604 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $13,550 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $1,334 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $102,266 |
Expenses. Total of all expenses incurred | 2013-12-31 | $5,031 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $618,425 |
Total plan assets at beginning of year | 2013-12-31 | $521,190 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
Total contributions received or receivable from participants | 2013-12-31 | $37,775 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $52,265 |
Net income (gross income less expenses) | 2013-12-31 | $97,235 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $618,425 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $521,190 |
Assets. Value of participant loans | 2013-12-31 | $36,275 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $12,226 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $5,031 |
Value of corrective distributions | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $96,454 |
Expenses. Total of all expenses incurred | 2012-12-31 | $384,959 |
Benefits paid (including direct rollovers) | 2012-12-31 | $384,959 |
Total plan assets at end of year | 2012-12-31 | $521,190 |
Total plan assets at beginning of year | 2012-12-31 | $809,696 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $37,593 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $43,616 |
Net income (gross income less expenses) | 2012-12-31 | $-288,505 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $521,190 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $809,696 |
Assets. Value of participant loans | 2012-12-31 | $33,494 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $15,245 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $91,994 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $809,696 |
Total plan assets at beginning of year | 2011-12-31 | $717,702 |
Total contributions received or receivable from participants | 2011-12-31 | $42,321 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $29,121 |
Net income (gross income less expenses) | 2011-12-31 | $91,994 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $809,696 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $717,702 |
Assets. Value of participant loans | 2011-12-31 | $2,760 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $20,552 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
2010 : MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $66,542 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $717,702 |
Total plan assets at beginning of year | 2010-12-31 | $651,160 |
Total contributions received or receivable from participants | 2010-12-31 | $34,278 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $10,035 |
Net income (gross income less expenses) | 2010-12-31 | $66,542 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $717,702 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $651,160 |
Assets. Value of participant loans | 2010-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $22,229 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
2015: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |