Plan Name | MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | MELVIN & MELVIN, PLLC |
Employer identification number (EIN): | 010724437 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about MELVIN & MELVIN, PLLC
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2002-06-25 |
Company Identification Number: | 2782511 |
Legal Registered Office Address: |
217 S SALINA STREET / 7TH FL Onondaga SYRACUSE United States of America (USA) 13202 |
More information about MELVIN & MELVIN, PLLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | KENNETH BOBRYCKI | |||
001 | 2017-01-01 | KENNETH BOBRYCKI | |||
001 | 2016-01-01 | KENNETH BOBRYCKI | |||
001 | 2015-01-01 | KENNETH BOBRYCKI | |||
001 | 2014-01-01 | JOHN DONOHUE | |||
001 | 2013-01-01 | DENISE URBAETIS | |||
001 | 2012-01-01 | KENNETH BOBRYCKI | |||
001 | 2011-01-01 | JONATHAN E. FOX | |||
001 | 2010-01-01 | JONATHAN E. FOX |
Measure | Date | Value |
---|---|---|
2023: MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 38 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 3 |
Total of all active and inactive participants | 2023-01-01 | 41 |
Total participants | 2023-01-01 | 41 |
Number of participants with account balances | 2023-01-01 | 30 |
2022: MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 36 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 5 |
Total of all active and inactive participants | 2022-01-01 | 41 |
Total participants | 2022-01-01 | 41 |
Number of participants with account balances | 2022-01-01 | 33 |
2021: MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 29 |
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 | 4 |
Total of all active and inactive participants | 2021-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 33 |
Number of participants with account balances | 2021-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 32 |
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 | 3 |
Total of all active and inactive participants | 2020-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 35 |
Number of participants with account balances | 2020-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 33 |
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 | 3 |
Total of all active and inactive participants | 2019-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 36 |
Number of participants with account balances | 2019-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 27 |
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 | 10 |
Total of all active and inactive participants | 2018-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 37 |
Number of participants with account balances | 2018-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 30 |
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 | 7 |
Total of all active and inactive participants | 2017-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 37 |
Number of participants with account balances | 2017-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 31 |
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 | 7 |
Total of all active and inactive participants | 2016-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 38 |
Number of participants with account balances | 2016-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 30 |
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 | 6 |
Total of all active and inactive participants | 2015-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 36 |
Number of participants with account balances | 2015-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 30 |
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 | 6 |
Total of all active and inactive participants | 2014-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 36 |
Number of participants with account balances | 2014-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 33 |
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 | 6 |
Total of all active and inactive participants | 2013-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 39 |
Number of participants with account balances | 2013-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 34 |
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 | 6 |
Total of all active and inactive participants | 2012-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 40 |
Number of participants with account balances | 2012-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 34 |
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 | 8 |
Total of all active and inactive participants | 2011-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 42 |
Number of participants with account balances | 2011-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 34 |
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 | 6 |
Total of all active and inactive participants | 2010-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 40 |
Number of participants with account balances | 2010-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2023 401k financial data | ||
Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $894,674 |
Expenses. Total of all expenses incurred | 2023-12-31 | $224,771 |
Benefits paid (including direct rollovers) | 2023-12-31 | $206,968 |
Total plan assets at end of year | 2023-12-31 | $6,377,252 |
Total plan assets at beginning of year | 2023-12-31 | $5,707,349 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $195,405 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $642,687 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $669,903 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $6,377,252 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,707,349 |
Assets. Value of participant loans | 2023-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $56,582 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $17,803 |
2022 : MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-727,509 |
Expenses. Total of all expenses incurred | 2022-12-31 | $164,353 |
Benefits paid (including direct rollovers) | 2022-12-31 | $144,930 |
Total plan assets at end of year | 2022-12-31 | $5,707,349 |
Total plan assets at beginning of year | 2022-12-31 | $6,599,211 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $197,550 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-994,078 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-891,862 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,707,349 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,599,211 |
Assets. Value of participant loans | 2022-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $69,019 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $19,423 |
2021 : MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $757,641 |
Expenses. Total of all expenses incurred | 2021-12-31 | $209,855 |
Benefits paid (including direct rollovers) | 2021-12-31 | $197,285 |
Total plan assets at end of year | 2021-12-31 | $6,599,211 |
Total plan assets at beginning of year | 2021-12-31 | $6,051,425 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $241,068 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $440,670 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $547,786 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,599,211 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,051,425 |
Assets. Value of participant loans | 2021-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $75,903 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $12,570 |
2020 : MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $951,962 |
Expenses. Total of all expenses incurred | 2020-12-31 | $39,537 |
Benefits paid (including direct rollovers) | 2020-12-31 | $39,537 |
Total plan assets at end of year | 2020-12-31 | $6,051,425 |
Total plan assets at beginning of year | 2020-12-31 | $5,139,000 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $223,357 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $657,186 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $912,425 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,051,425 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,139,000 |
Assets. Value of participant loans | 2020-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $71,419 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
2019 : MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,005,477 |
Expenses. Total of all expenses incurred | 2019-12-31 | $212,182 |
Benefits paid (including direct rollovers) | 2019-12-31 | $212,182 |
Total plan assets at end of year | 2019-12-31 | $5,139,000 |
Total plan assets at beginning of year | 2019-12-31 | $4,345,705 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $159,978 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $22,608 |
Other income received | 2019-12-31 | $759,039 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $793,295 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,139,000 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,345,705 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $63,852 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
2018 : MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $55,250 |
Expenses. Total of all expenses incurred | 2018-12-31 | $745,747 |
Benefits paid (including direct rollovers) | 2018-12-31 | $745,697 |
Total plan assets at end of year | 2018-12-31 | $4,345,705 |
Total plan assets at beginning of year | 2018-12-31 | $5,036,202 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $188,630 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-201,149 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-690,497 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,345,705 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,036,202 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $67,769 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $50 |
2017 : MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $949,013 |
Expenses. Total of all expenses incurred | 2017-12-31 | $627,417 |
Benefits paid (including direct rollovers) | 2017-12-31 | $627,367 |
Total plan assets at end of year | 2017-12-31 | $5,036,202 |
Total plan assets at beginning of year | 2017-12-31 | $4,714,606 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $212,221 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $661,899 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $321,596 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,036,202 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,714,606 |
Assets. Value of participant loans | 2017-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $74,893 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $50 |
2016 : MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $615,815 |
Expenses. Total of all expenses incurred | 2016-12-31 | $396,912 |
Benefits paid (including direct rollovers) | 2016-12-31 | $396,887 |
Total plan assets at end of year | 2016-12-31 | $4,714,606 |
Total plan assets at beginning of year | 2016-12-31 | $4,495,703 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $258,124 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $285,831 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $218,903 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,714,606 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,495,703 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $71,860 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $25 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
2015 : MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $219,505 |
Expenses. Total of all expenses incurred | 2015-12-31 | $354,459 |
Benefits paid (including direct rollovers) | 2015-12-31 | $353,948 |
Total plan assets at end of year | 2015-12-31 | $4,495,703 |
Total plan assets at beginning of year | 2015-12-31 | $4,630,657 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $184,447 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-36,494 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-134,954 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,495,703 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,630,657 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $71,552 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $511 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
2014 : MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $470,864 |
Expenses. Total of all expenses incurred | 2014-12-31 | $102,383 |
Benefits paid (including direct rollovers) | 2014-12-31 | $102,383 |
Total plan assets at end of year | 2014-12-31 | $4,630,657 |
Total plan assets at beginning of year | 2014-12-31 | $4,262,176 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $182,953 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $171 |
Other income received | 2014-12-31 | $211,813 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $368,481 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,630,657 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,262,176 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $75,927 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
2013 : MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $716,555 |
Expenses. Total of all expenses incurred | 2013-12-31 | $733,329 |
Benefits paid (including direct rollovers) | 2013-12-31 | $733,304 |
Total plan assets at end of year | 2013-12-31 | $4,262,176 |
Total plan assets at beginning of year | 2013-12-31 | $4,278,950 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $156,482 |
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 | $487,604 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $-16,774 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,262,176 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,278,950 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $72,469 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $25 |
2012 : MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $663,408 |
Expenses. Total of all expenses incurred | 2012-12-31 | $472,118 |
Benefits paid (including direct rollovers) | 2012-12-31 | $472,118 |
Total plan assets at end of year | 2012-12-31 | $4,278,950 |
Total plan assets at beginning of year | 2012-12-31 | $4,087,660 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $150,432 |
Other income received | 2012-12-31 | $437,785 |
Net income (gross income less expenses) | 2012-12-31 | $191,290 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,278,950 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,087,660 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $75,191 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $-18,575 |
Expenses. Total of all expenses incurred | 2011-12-31 | $584,840 |
Benefits paid (including direct rollovers) | 2011-12-31 | $584,815 |
Total plan assets at end of year | 2011-12-31 | $4,087,660 |
Total plan assets at beginning of year | 2011-12-31 | $4,691,075 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $17,971 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $4,204 |
Other income received | 2011-12-31 | $-64,552 |
Net income (gross income less expenses) | 2011-12-31 | $-603,415 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,087,660 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,691,075 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $23,802 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $25 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $785,471 |
Expenses. Total of all expenses incurred | 2010-12-31 | $728,600 |
Benefits paid (including direct rollovers) | 2010-12-31 | $707,151 |
Total plan assets at end of year | 2010-12-31 | $4,691,075 |
Total plan assets at beginning of year | 2010-12-31 | $4,634,204 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $160,607 |
Other income received | 2010-12-31 | $575,551 |
Net income (gross income less expenses) | 2010-12-31 | $56,871 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,691,075 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,634,204 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $49,313 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $21,449 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2023: MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MELVIN & MELVIN, PLLC 401(K) RETIREMENT 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 – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MELVIN & MELVIN, PLLC 401(K) RETIREMENT 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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MELVIN & MELVIN, PLLC 401(K) RETIREMENT 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 – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MELVIN & MELVIN, PLLC 401(K) RETIREMENT 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 – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MELVIN & MELVIN, PLLC 401(K) RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MELVIN & MELVIN, PLLC 401(K) RETIREMENT 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: MELVIN & MELVIN, PLLC 401(K) RETIREMENT 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: MELVIN & MELVIN, PLLC 401(K) RETIREMENT 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: MELVIN & MELVIN, PLLC 401(K) RETIREMENT 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 funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MELVIN & MELVIN, PLLC 401(K) RETIREMENT 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 funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: MELVIN & MELVIN, PLLC 401(K) RETIREMENT 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 |