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WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 002

WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WARD, MURRAY, PACE & JOHNSON, P.C. has sponsored the creation of one or more 401k plans.

Company Name:WARD, MURRAY, PACE & JOHNSON, P.C.
Employer identification number (EIN):363282240
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01PAUL OSBORN PAUL OSBORN2017-10-12
0022015-01-01TONY MILLER TONY MILLER2016-06-24
0022014-01-01TONY MILLER TONY MILLER2015-07-16
0022013-01-01TONY MILLER TONY MILLER2014-08-06
0022012-01-01TONY MILLER TONY MILLER2013-10-11
0022011-01-01LAURENCE JOHNSON LAURENCE JOHNSON2012-10-11
0022010-01-01LAUENCE JOHNSON LAUENCE JOHNSON2011-10-13
0022009-01-01LAURENCE JOHNSON LAURENCE JOHNSON2010-09-29

Plan Statistics for 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
2023: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0127
Total number of active participants reported on line 7a of the Form 55002023-01-0123
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-017
Total of all active and inactive participants2023-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0130
Number of participants with account balances2023-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0127
Total number of active participants reported on line 7a of the Form 55002022-01-0120
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-017
Total of all active and inactive participants2022-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0127
Number of participants with account balances2022-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0132
Total number of active participants reported on line 7a of the Form 55002021-01-0118
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0127
Number of participants with account balances2021-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0131
Total number of active participants reported on line 7a of the Form 55002020-01-0127
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-0132
Total participants2020-01-0132
Number of participants with account balances2020-01-0131
2019: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0129
Total number of active participants reported on line 7a of the Form 55002019-01-0130
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0131
Number of participants with account balances2019-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0128
Total number of active participants reported on line 7a of the Form 55002018-01-0128
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0129
Number of participants with account balances2018-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2016: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0133
Total number of active participants reported on line 7a of the Form 55002016-01-0131
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0134
Number of participants with account balances2016-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0135
Total number of active participants reported on line 7a of the Form 55002015-01-0130
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0132
Number of participants with account balances2015-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0135
Total number of active participants reported on line 7a of the Form 55002014-01-0132
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0135
Number of participants with account balances2014-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0134
Total number of active participants reported on line 7a of the Form 55002013-01-0131
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0134
Number of participants with account balances2013-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0137
Total number of active participants reported on line 7a of the Form 55002012-01-0129
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0133
Number of participants with account balances2012-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0138
Total number of active participants reported on line 7a of the Form 55002011-01-0132
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0136
Number of participants with account balances2011-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0139
Total number of active participants reported on line 7a of the Form 55002010-01-0134
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0138
Number of participants with account balances2010-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0141
Total number of active participants reported on line 7a of the Form 55002009-01-0134
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0138
Number of participants with account balances2009-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,328,882
Expenses. Total of all expenses incurred2023-12-31$2,198,815
Benefits paid (including direct rollovers)2023-12-31$2,196,179
Total plan assets at end of year2023-12-31$5,446,350
Total plan assets at beginning of year2023-12-31$6,316,283
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$184,895
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$949,567
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-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 loans2023-12-31$44,940
Assets. Value of assets in partnership/joint-venture interests2023-12-31$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 2510.3-1022023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$194,420
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$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
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-522,531
Expenses. Total of all expenses incurred2022-12-31$597,393
Benefits paid (including direct rollovers)2022-12-31$591,456
Total plan assets at end of year2022-12-31$6,316,283
Total plan assets at beginning of year2022-12-31$7,436,207
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$227,796
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-956,726
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-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 loans2022-12-31$68,344
Assets. Value of assets in partnership/joint-venture interests2022-12-31$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 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$206,399
Value of certain deemed distributions of participant loans2022-12-31$3,137
Value of corrective distributions2022-12-31$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
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,273,730
Expenses. Total of all expenses incurred2021-12-31$546,896
Benefits paid (including direct rollovers)2021-12-31$543,749
Total plan assets at end of year2021-12-31$7,436,207
Total plan assets at beginning of year2021-12-31$6,709,373
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$198,050
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$850,878
Noncash contributions received2021-12-31$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 loans2021-12-31$71,956
Assets. Value of assets in partnership/joint-venture interests2021-12-31$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 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$224,802
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$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
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,153,167
Expenses. Total of all expenses incurred2020-12-31$651,563
Benefits paid (including direct rollovers)2020-12-31$648,385
Total plan assets at end of year2020-12-31$6,709,373
Total plan assets at beginning of year2020-12-31$6,207,769
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$200,617
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$656,739
Noncash contributions received2020-12-31$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 loans2020-12-31$111,396
Assets. Value of assets in partnership/joint-venture interests2020-12-31$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 2510.3-1022020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$295,811
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$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
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,359,207
Expenses. Total of all expenses incurred2019-12-31$859,225
Benefits paid (including direct rollovers)2019-12-31$855,952
Total plan assets at end of year2019-12-31$6,207,769
Total plan assets at beginning of year2019-12-31$5,707,787
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$170,215
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$946,874
Noncash contributions received2019-12-31$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 loans2019-12-31$141,077
Total contributions received or receivable from employer(s)2019-12-31$242,118
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$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
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-33,127
Expenses. Total of all expenses incurred2018-12-31$124,346
Benefits paid (including direct rollovers)2018-12-31$116,834
Total plan assets at end of year2018-12-31$5,707,787
Total plan assets at beginning of year2018-12-31$5,865,260
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$56,090
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-262,408
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-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 loans2018-12-31$126,061
Total contributions received or receivable from employer(s)2018-12-31$173,191
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$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
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,355,275
Expenses. Total of all expenses incurred2016-12-31$407,250
Benefits paid (including direct rollovers)2016-12-31$403,218
Total plan assets at end of year2016-12-31$10,617,038
Total plan assets at beginning of year2016-12-31$9,669,013
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$247,932
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$825,045
Noncash contributions received2016-12-31$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 loans2016-12-31$126,707
Total contributions received or receivable from employer(s)2016-12-31$282,298
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$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 securities2016-12-31$322,575
2015 : WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$420,194
Expenses. Total of all expenses incurred2015-12-31$441,941
Benefits paid (including direct rollovers)2015-12-31$438,516
Total plan assets at end of year2015-12-31$9,669,013
Total plan assets at beginning of year2015-12-31$9,690,760
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$231,381
Other income received2015-12-31$-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 loans2015-12-31$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 sources2014-12-31$779,314
Expenses. Total of all expenses incurred2014-12-31$64,458
Benefits paid (including direct rollovers)2014-12-31$14,268
Total plan assets at end of year2014-12-31$9,690,760
Total plan assets at beginning of year2014-12-31$8,975,904
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$187,949
Other income received2014-12-31$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 loans2014-12-31$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 2510.3-1022014-12-31$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 sources2013-12-31$1,039,780
Expenses. Total of all expenses incurred2013-12-31$1,071,076
Benefits paid (including direct rollovers)2013-12-31$1,025,800
Total plan assets at end of year2013-12-31$8,975,904
Total plan assets at beginning of year2013-12-31$9,007,200
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$188,055
Other income received2013-12-31$642,992
Net income (gross income less expenses)2013-12-31$-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 loans2013-12-31$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 sources2012-12-31$980,004
Expenses. Total of all expenses incurred2012-12-31$89,641
Benefits paid (including direct rollovers)2012-12-31$42,665
Total plan assets at end of year2012-12-31$9,007,200
Total plan assets at beginning of year2012-12-31$8,116,837
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$208,194
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$510,782
Noncash contributions received2012-12-31$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 loans2012-12-31$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 loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$46,976
2011 : WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-156,899
Expenses. Total of all expenses incurred2011-12-31$99,540
Benefits paid (including direct rollovers)2011-12-31$99,540
Total plan assets at end of year2011-12-31$8,116,837
Total plan assets at beginning of year2011-12-31$8,373,276
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$210,010
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-590,620
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-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 loans2011-12-31$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 loans2011-12-31$0
Value of corrective distributions2011-12-31$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 securities2011-12-31$0
2010 : WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$1,103,814
Expenses. Total of all expenses incurred2010-12-31$882,768
Benefits paid (including direct rollovers)2010-12-31$882,768
Total plan assets at end of year2010-12-31$8,373,276
Total plan assets at beginning of year2010-12-31$8,152,230
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$234,555
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$602,025
Noncash contributions received2010-12-31$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 loans2010-12-31$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 loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN

2023: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2016: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WARD, MURRAY, PACE & JOHNSON, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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