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MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • 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

MAHER & TOLLESON, LLC has sponsored the creation of one or more 401k plans.

Company Name:MAHER & TOLLESON, LLC
Employer identification number (EIN):931179494
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about MAHER & TOLLESON, LLC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2006-12-20
Company Identification Number: 40187395
Legal Registered Office Address: MARKOWITZ HERBOLD GLADE MEHLHAF PC

PORTLAND
United States of America (USA)
97204

More information about MAHER & TOLLESON, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01STEVEN T. MAHER2019-07-09 STEVEN T. MAHER2019-07-09
0012017-01-01STEVE MAHER2018-07-02 STEVE MAHER2018-07-02
0012016-01-01STEVEN T. MAHER2017-07-26 STEVEN T. MAHER2017-07-26
0012015-01-01STEVEN T. MAHER
0012014-01-01STEVEN T. MAHER
0012013-01-01STEVEN T MAHER
0012012-01-01STEVEN T. MAHER
0012011-01-01STEVEN T. MAHER
0012010-01-01STEVEN T. MAHER STEVEN T. MAHER2011-10-06

Plan Statistics for 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-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0110
Number of participants with account balances2015-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0110
Number of participants with account balances2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017
Total number of active participants reported on line 7a of the Form 55002010-01-018
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-018
Number of participants with account balances2010-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$44,778
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$673,530
Total plan assets at beginning of year2015-12-31$628,752
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$37,380
Other income received2015-12-31$-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 loans2015-12-31$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 securities2015-12-31$0
2014 : MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$86,239
Expenses. Total of all expenses incurred2014-12-31$75,912
Benefits paid (including direct rollovers)2014-12-31$74,578
Total plan assets at end of year2014-12-31$628,752
Total plan assets at beginning of year2014-12-31$618,425
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$37,880
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$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 loans2014-12-31$29,604
Total contributions received or receivable from employer(s)2014-12-31$13,550
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$1,334
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$102,266
Expenses. Total of all expenses incurred2013-12-31$5,031
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$618,425
Total plan assets at beginning of year2013-12-31$521,190
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$37,775
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$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 loans2013-12-31$36,275
Total contributions received or receivable from employer(s)2013-12-31$12,226
Value of certain deemed distributions of participant loans2013-12-31$5,031
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$96,454
Expenses. Total of all expenses incurred2012-12-31$384,959
Benefits paid (including direct rollovers)2012-12-31$384,959
Total plan assets at end of year2012-12-31$521,190
Total plan assets at beginning of year2012-12-31$809,696
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$37,593
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$43,616
Net income (gross income less expenses)2012-12-31$-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 loans2012-12-31$33,494
Total contributions received or receivable from employer(s)2012-12-31$15,245
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$91,994
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$809,696
Total plan assets at beginning of year2011-12-31$717,702
Total contributions received or receivable from participants2011-12-31$42,321
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$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 loans2011-12-31$2,760
Total contributions received or receivable from employer(s)2011-12-31$20,552
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
2010 : MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$66,542
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$717,702
Total plan assets at beginning of year2010-12-31$651,160
Total contributions received or receivable from participants2010-12-31$34,278
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$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 loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$22,229
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0

Form 5500 Responses for MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN

2015: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MAHER & TOLLESON, LLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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