GROWNEY MCKEOWN & BARBER P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GROWNEY MCKEOWN & BARBER P.A. PROFIT SHARING PLAN
401k plan membership statisitcs for GROWNEY MCKEOWN & BARBER P.A. PROFIT SHARING PLAN
Measure | Date | Value |
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2018: GROWNEY MCKEOWN & BARBER P.A. PROFIT SHARING PLAN 2018 401k membership |
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Market value of plan assets | 2018-10-05 | 529,181 |
Acturial value of plan assets | 2018-10-05 | 529,181 |
Funding target for retired participants and beneficiaries receiving payment | 2018-10-05 | 0 |
Number of terminated vested participants | 2018-10-05 | 0 |
Fundng target for terminated vested participants | 2018-10-05 | 0 |
Active participant vested funding target | 2018-10-05 | 310,584 |
Number of active participants | 2018-10-05 | 3 |
Total funding liabilities for active participants | 2018-10-05 | 310,584 |
Total participant count | 2018-10-05 | 3 |
Total funding target for all participants | 2018-10-05 | 310,584 |
Balance at beginning of prior year after applicable adjustments | 2018-10-05 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-10-05 | 0 |
Amount remaining of carryover balance | 2018-10-05 | 0 |
Amount remaining of prefunding balance | 2018-10-05 | 0 |
Present value of excess contributions | 2018-10-05 | 93,807 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-10-05 | 99,539 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-10-05 | 0 |
Balance of carryovers at beginning of current year | 2018-10-05 | 0 |
Balance of prefunding at beginning of current year | 2018-10-05 | 0 |
Total employer contributions | 2018-10-05 | 115,000 |
Total employee contributions | 2018-10-05 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-10-05 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-10-05 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-10-05 | 108,960 |
Unpaid minimum required contributions for all prior years | 2018-10-05 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-10-05 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-10-05 | 0 |
Minimum required contributions for current year target normal cost | 2018-10-05 | 85,272 |
Net shortfall amortization installment of oustanding balance | 2018-10-05 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-10-05 | 0 |
Additional cash requirement | 2018-10-05 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-10-05 | 108,960 |
Unpaid minimum required contributions for current year | 2018-10-05 | 0 |
Unpaid minimum required contributions for all years | 2018-10-05 | 0 |
2017: GROWNEY MCKEOWN & BARBER P.A. PROFIT SHARING PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 380,833 |
Acturial value of plan assets | 2017-12-31 | 380,333 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 0 |
Fundng target for terminated vested participants | 2017-12-31 | 0 |
Active participant vested funding target | 2017-12-31 | 205,953 |
Number of active participants | 2017-12-31 | 3 |
Total funding liabilities for active participants | 2017-12-31 | 205,953 |
Total participant count | 2017-12-31 | 3 |
Total funding target for all participants | 2017-12-31 | 205,953 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 71,201 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 75,537 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 100,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 93,807 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 70,135 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 93,807 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: GROWNEY MCKEOWN & BARBER P.A. PROFIT SHARING PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 248,888 |
Acturial value of plan assets | 2016-12-31 | 248,888 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 0 |
Fundng target for terminated vested participants | 2016-12-31 | 0 |
Active participant vested funding target | 2016-12-31 | 174,589 |
Number of active participants | 2016-12-31 | 3 |
Total funding liabilities for active participants | 2016-12-31 | 174,589 |
Total participant count | 2016-12-31 | 3 |
Total funding target for all participants | 2016-12-31 | 174,589 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 265,402 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 281,910 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 100,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 91,043 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 94,141 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 19,842 |
Additional cash requirement | 2016-12-31 | 19,842 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 91,043 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
2014: GROWNEY MCKEOWN & BARBER P.A. PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2014-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 0 |
Number of participants with account balances | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: GROWNEY MCKEOWN & BARBER P.A. PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
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 | 1 |
Total of all active and inactive participants | 2013-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 3 |
Number of participants with account balances | 2013-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: GROWNEY MCKEOWN & BARBER P.A. PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
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 | 1 |
Total of all active and inactive participants | 2012-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 4 |
Number of participants with account balances | 2012-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: GROWNEY MCKEOWN & BARBER P.A. PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
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 | 1 |
Total of all active and inactive participants | 2011-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: GROWNEY MCKEOWN & BARBER P.A. PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 4 |
Measure | Date | Value |
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2014 : GROWNEY MCKEOWN & BARBER P.A. PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $22,763 |
Expenses. Total of all expenses incurred | 2014-12-31 | $792,716 |
Benefits paid (including direct rollovers) | 2014-12-31 | $792,716 |
Total plan assets at end of year | 2014-12-31 | $0 |
Total plan assets at beginning of year | 2014-12-31 | $769,953 |
Other income received | 2014-12-31 | $22,763 |
Net income (gross income less expenses) | 2014-12-31 | $-769,953 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $769,953 |
2013 : GROWNEY MCKEOWN & BARBER P.A. PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $148,039 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,243 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,243 |
Total plan assets at end of year | 2013-12-31 | $769,953 |
Total plan assets at beginning of year | 2013-12-31 | $623,157 |
Value of fidelity bond covering the plan | 2013-12-31 | $45,000 |
Other income received | 2013-12-31 | $121,544 |
Net income (gross income less expenses) | 2013-12-31 | $146,796 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $769,953 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $623,157 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $26,495 |
2012 : GROWNEY MCKEOWN & BARBER P.A. PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $99,460 |
Expenses. Total of all expenses incurred | 2012-12-31 | $962 |
Benefits paid (including direct rollovers) | 2012-12-31 | $962 |
Total plan assets at end of year | 2012-12-31 | $623,157 |
Total plan assets at beginning of year | 2012-12-31 | $524,659 |
Value of fidelity bond covering the plan | 2012-12-31 | $45,000 |
Other income received | 2012-12-31 | $72,365 |
Net income (gross income less expenses) | 2012-12-31 | $98,498 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $623,157 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $524,659 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $27,095 |
2011 : GROWNEY MCKEOWN & BARBER P.A. PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $15,457 |
Total plan assets at end of year | 2011-12-31 | $524,659 |
Total plan assets at beginning of year | 2011-12-31 | $509,202 |
Value of fidelity bond covering the plan | 2011-12-31 | $45,000 |
Other income received | 2011-12-31 | $-5,276 |
Net income (gross income less expenses) | 2011-12-31 | $15,457 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $524,659 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $509,202 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $20,733 |
2010 : GROWNEY MCKEOWN & BARBER P.A. PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $61,407 |
Expenses. Total of all expenses incurred | 2010-12-31 | $3,800 |
Benefits paid (including direct rollovers) | 2010-12-31 | $3,800 |
Total plan assets at end of year | 2010-12-31 | $509,202 |
Total plan assets at beginning of year | 2010-12-31 | $451,595 |
Value of fidelity bond covering the plan | 2010-12-31 | $45,000 |
Other income received | 2010-12-31 | $61,407 |
Net income (gross income less expenses) | 2010-12-31 | $57,607 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $509,202 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $451,595 |