401k Plan data: ILIFF & MEREDITH, P.C. plan

ILIFF & MEREDITH, P.C. 401k Plan overview

Plan Name	ILIFF & MEREDITH, P.C.
Plan identification number	001

ILIFF & MEREDITH, P.C. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

ILIFF, MEREDITH, WILDBERGER & BRENNAN, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ILIFF, MEREDITH, WILDBERGER & BRENNAN, P.C.

Employer identification number (EIN): 521920559

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ILIFF & MEREDITH, P.C.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2018-01-01
001 2015-01-01 STEPHAN BRENNAN STEPHAN BRENNAN 2016-07-27
001 2014-01-01 STEPHAN BRENNAN STEPHAN BRENNAN 2015-07-30
001 2013-01-01 STEPHAN BRENNAN STEPHAN BRENNAN 2014-07-31
001 2012-01-01 STEPHAN BRENNAN
001 2009-01-01 STEPHAN BRENNAN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01
001	2018-01-01
001	2015-01-01	STEPHAN BRENNAN	STEPHAN BRENNAN	2016-07-27
001	2014-01-01	STEPHAN BRENNAN	STEPHAN BRENNAN	2015-07-30
001	2013-01-01	STEPHAN BRENNAN	STEPHAN BRENNAN	2014-07-31
001	2012-01-01	STEPHAN BRENNAN
001	2009-01-01	STEPHAN BRENNAN

Plan Statistics for ILIFF & MEREDITH, P.C.

401k plan membership statisitcs for ILIFF & MEREDITH, P.C.

Measure Date Value
2015: ILIFF & MEREDITH, P.C. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
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 0
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ILIFF & MEREDITH, P.C. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ILIFF & MEREDITH, P.C. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 0
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ILIFF & MEREDITH, P.C. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
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 0
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2009: ILIFF & MEREDITH, P.C. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: ILIFF & MEREDITH, P.C. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
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	0
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ILIFF & MEREDITH, P.C. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ILIFF & MEREDITH, P.C. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	0
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ILIFF & MEREDITH, P.C. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
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	0
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2009: ILIFF & MEREDITH, P.C. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ILIFF & MEREDITH, P.C.

Measure	Date	Value
2015 : ILIFF & MEREDITH, P.C. 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$115,382
Expenses. Total of all expenses incurred	2015-12-31	$704
Benefits paid (including direct rollovers)	2015-12-31	$704
Total plan assets at end of year	2015-12-31	$1,230,014
Total plan assets at beginning of year	2015-12-31	$1,115,336
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$59,454
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$114,678
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,230,014
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,115,336
Total contributions received or receivable from employer(s)	2015-12-31	$55,928
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : ILIFF & MEREDITH, P.C. 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$149,806
Expenses. Total of all expenses incurred	2014-12-31	$120,673
Benefits paid (including direct rollovers)	2014-12-31	$120,673
Total plan assets at end of year	2014-12-31	$1,115,336
Total plan assets at beginning of year	2014-12-31	$1,086,203
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$96,586
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$29,133
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,115,336
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,086,203
Total contributions received or receivable from employer(s)	2014-12-31	$53,220
2013 : ILIFF & MEREDITH, P.C. 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$214,646
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,086,203
Total plan assets at beginning of year	2013-12-31	$871,557
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$166,865
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$214,646
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,086,203
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$871,557
Total contributions received or receivable from employer(s)	2013-12-31	$47,781
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : ILIFF & MEREDITH, P.C. 2012 401k financial data
Total income from all sources	2012-12-31	$182,642
Total plan assets at end of year	2012-12-31	$871,557
Total plan assets at beginning of year	2012-12-31	$688,916
Other income received	2012-12-31	$142,777
Net income (gross income less expenses)	2012-12-31	$182,642
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$871,557
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$688,916
Total contributions received or receivable from employer(s)	2012-12-31	$39,865

Form 5500 Responses for ILIFF & MEREDITH, P.C.

2015: ILIFF & MEREDITH, P.C. 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
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: ILIFF & MEREDITH, P.C. 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
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: ILIFF & MEREDITH, P.C. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	First time form 5500 has been submitted	Yes
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: ILIFF & MEREDITH, P.C. 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
2009: ILIFF & MEREDITH, P.C. 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

Potentially related plans

ILIFF & MEREDITH, PC [EIN = 511920559]

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Company Name:	ILIFF, MEREDITH, WILDBERGER & BRENNAN, P.C.
Employer identification number (EIN):	521920559
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers