WARD, MURRAY, PACE & JOHNSON, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2023: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 7 |
Total of all active and inactive participants | 2023-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 30 |
Number of participants with account balances | 2023-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 7 |
Total of all active and inactive participants | 2022-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 27 |
Number of participants with account balances | 2022-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 18 |
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 | 9 |
Total of all active and inactive participants | 2021-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 27 |
Number of participants with account balances | 2021-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 27 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 5 |
Total of all active and inactive participants | 2020-01-01 | 32 |
Total participants | 2020-01-01 | 32 |
Number of participants with account balances | 2020-01-01 | 31 |
2019: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 30 |
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 | 1 |
Total of all active and inactive participants | 2019-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 31 |
Number of participants with account balances | 2019-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 28 |
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 | 1 |
Total of all active and inactive participants | 2018-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 29 |
Number of participants with account balances | 2018-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2016: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 33 |
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 | 3 |
Total of all active and inactive participants | 2016-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 34 |
Number of participants with account balances | 2016-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 35 |
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 | 2 |
Total of all active and inactive participants | 2015-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 32 |
Number of participants with account balances | 2015-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 32 |
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 | 3 |
Total of all active and inactive participants | 2014-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 35 |
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: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 31 |
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 | 3 |
Total of all active and inactive participants | 2013-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 34 |
Number of participants with account balances | 2013-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 29 |
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 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 33 |
Number of participants with account balances | 2012-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 32 |
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 | 4 |
Total of all active and inactive participants | 2011-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 36 |
Number of participants with account balances | 2011-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 39 |
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 | 4 |
Total of all active and inactive participants | 2010-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 38 |
Number of participants with account balances | 2010-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 34 |
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 | 4 |
Total of all active and inactive participants | 2009-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 38 |
Number of participants with account balances | 2009-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2023 : WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2023 401k financial data |
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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 | $1,328,882 |
Expenses. Total of all expenses incurred | 2023-12-31 | $2,198,815 |
Benefits paid (including direct rollovers) | 2023-12-31 | $2,196,179 |
Total plan assets at end of year | 2023-12-31 | $5,446,350 |
Total plan assets at beginning of year | 2023-12-31 | $6,316,283 |
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 | $184,895 |
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 | $949,567 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $-869,933 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $5,446,350 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,316,283 |
Assets. Value of participant loans | 2023-12-31 | $44,940 |
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 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 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 | $194,420 |
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 | $2,636 |
2022 : WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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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 | $-522,531 |
Expenses. Total of all expenses incurred | 2022-12-31 | $597,393 |
Benefits paid (including direct rollovers) | 2022-12-31 | $591,456 |
Total plan assets at end of year | 2022-12-31 | $6,316,283 |
Total plan assets at beginning of year | 2022-12-31 | $7,436,207 |
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 | $227,796 |
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 | $-956,726 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-1,119,924 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $6,316,283 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,436,207 |
Assets. Value of participant loans | 2022-12-31 | $68,344 |
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 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 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 | $206,399 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $3,137 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,800 |
2021 : WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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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 | $1,273,730 |
Expenses. Total of all expenses incurred | 2021-12-31 | $546,896 |
Benefits paid (including direct rollovers) | 2021-12-31 | $543,749 |
Total plan assets at end of year | 2021-12-31 | $7,436,207 |
Total plan assets at beginning of year | 2021-12-31 | $6,709,373 |
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 | $198,050 |
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 | $850,878 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $726,834 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $7,436,207 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,709,373 |
Assets. Value of participant loans | 2021-12-31 | $71,956 |
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 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 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 | $224,802 |
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 | $3,147 |
2020 : WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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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 | $1,153,167 |
Expenses. Total of all expenses incurred | 2020-12-31 | $651,563 |
Benefits paid (including direct rollovers) | 2020-12-31 | $648,385 |
Total plan assets at end of year | 2020-12-31 | $6,709,373 |
Total plan assets at beginning of year | 2020-12-31 | $6,207,769 |
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 | $200,617 |
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 | $656,739 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $501,604 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,709,373 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,207,769 |
Assets. Value of participant loans | 2020-12-31 | $111,396 |
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 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 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 | $295,811 |
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 | $3,178 |
2019 : WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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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 | $1,359,207 |
Expenses. Total of all expenses incurred | 2019-12-31 | $859,225 |
Benefits paid (including direct rollovers) | 2019-12-31 | $855,952 |
Total plan assets at end of year | 2019-12-31 | $6,207,769 |
Total plan assets at beginning of year | 2019-12-31 | $5,707,787 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $170,215 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $946,874 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $499,982 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $6,207,769 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,707,787 |
Assets. Value of participant loans | 2019-12-31 | $141,077 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $242,118 |
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 | $3,273 |
2018 : WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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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 | $-33,127 |
Expenses. Total of all expenses incurred | 2018-12-31 | $124,346 |
Benefits paid (including direct rollovers) | 2018-12-31 | $116,834 |
Total plan assets at end of year | 2018-12-31 | $5,707,787 |
Total plan assets at beginning of year | 2018-12-31 | $5,865,260 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $56,090 |
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 | $-262,408 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-157,473 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,707,787 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,865,260 |
Assets. Value of participant loans | 2018-12-31 | $126,061 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $173,191 |
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 | $7,512 |
2016 : WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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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 | $1,355,275 |
Expenses. Total of all expenses incurred | 2016-12-31 | $407,250 |
Benefits paid (including direct rollovers) | 2016-12-31 | $403,218 |
Total plan assets at end of year | 2016-12-31 | $10,617,038 |
Total plan assets at beginning of year | 2016-12-31 | $9,669,013 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $247,932 |
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 | $825,045 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $948,025 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $10,617,038 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,669,013 |
Assets. Value of participant loans | 2016-12-31 | $126,707 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $282,298 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $4,032 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $322,575 |
2015 : WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $420,194 |
Expenses. Total of all expenses incurred | 2015-12-31 | $441,941 |
Benefits paid (including direct rollovers) | 2015-12-31 | $438,516 |
Total plan assets at end of year | 2015-12-31 | $9,669,013 |
Total plan assets at beginning of year | 2015-12-31 | $9,690,760 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $231,381 |
Other income received | 2015-12-31 | $-108,087 |
Net income (gross income less expenses) | 2015-12-31 | $-21,747 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $9,669,013 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,690,760 |
Assets. Value of participant loans | 2015-12-31 | $132,200 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $342,025 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $296,900 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,425 |
2014 : WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $779,314 |
Expenses. Total of all expenses incurred | 2014-12-31 | $64,458 |
Benefits paid (including direct rollovers) | 2014-12-31 | $14,268 |
Total plan assets at end of year | 2014-12-31 | $9,690,760 |
Total plan assets at beginning of year | 2014-12-31 | $8,975,904 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $187,949 |
Other income received | 2014-12-31 | $366,304 |
Net income (gross income less expenses) | 2014-12-31 | $714,856 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $9,690,760 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,975,904 |
Assets. Value of participant loans | 2014-12-31 | $170,709 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $360,840 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2014-12-31 | $314 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $225,061 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $50,190 |
2013 : WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $1,039,780 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,071,076 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,025,800 |
Total plan assets at end of year | 2013-12-31 | $8,975,904 |
Total plan assets at beginning of year | 2013-12-31 | $9,007,200 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $188,055 |
Other income received | 2013-12-31 | $642,992 |
Net income (gross income less expenses) | 2013-12-31 | $-31,296 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $8,975,904 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,007,200 |
Assets. Value of participant loans | 2013-12-31 | $175,384 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $334,636 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $208,733 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $45,276 |
2012 : WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $980,004 |
Expenses. Total of all expenses incurred | 2012-12-31 | $89,641 |
Benefits paid (including direct rollovers) | 2012-12-31 | $42,665 |
Total plan assets at end of year | 2012-12-31 | $9,007,200 |
Total plan assets at beginning of year | 2012-12-31 | $8,116,837 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $208,194 |
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 | $510,782 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $890,363 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $9,007,200 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,116,837 |
Assets. Value of participant loans | 2012-12-31 | $123,829 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $230,722 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $261,028 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $46,976 |
2011 : WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $-156,899 |
Expenses. Total of all expenses incurred | 2011-12-31 | $99,540 |
Benefits paid (including direct rollovers) | 2011-12-31 | $99,540 |
Total plan assets at end of year | 2011-12-31 | $8,116,837 |
Total plan assets at beginning of year | 2011-12-31 | $8,373,276 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $210,010 |
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 | $-590,620 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $-256,439 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $8,116,837 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,373,276 |
Assets. Value of participant loans | 2011-12-31 | $128,923 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $257,710 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $223,711 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $1,103,814 |
Expenses. Total of all expenses incurred | 2010-12-31 | $882,768 |
Benefits paid (including direct rollovers) | 2010-12-31 | $882,768 |
Total plan assets at end of year | 2010-12-31 | $8,373,276 |
Total plan assets at beginning of year | 2010-12-31 | $8,152,230 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $234,555 |
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 | $602,025 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $221,046 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $8,373,276 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,152,230 |
Assets. Value of participant loans | 2010-12-31 | $110,361 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $120,722 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $267,234 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
2023: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses |
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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: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING 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: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING 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: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | 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: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
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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: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
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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 |
2016: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING 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: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
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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: WARD, MURRAY, PACE & JOHNSON, P.C. 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: WARD, MURRAY, PACE & JOHNSON, P.C. 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: WARD, MURRAY, PACE & JOHNSON, P.C. 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: WARD, MURRAY, PACE & JOHNSON, P.C. 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: WARD, MURRAY, PACE & JOHNSON, P.C. 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 | Yes |
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 |
2009: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |