401k Plan data: TAFT & PARTNERS PERSONAL PENSION PLAN plan

TAFT & PARTNERS PERSONAL PENSION PLAN 401k Plan overview

Plan Name	TAFT & PARTNERS PERSONAL PENSION PLAN
Plan identification number	001

TAFT & PARTNERS PERSONAL PENSION PLAN Benefits

401k Plan Type

Defined 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TAFT & PARTNERS, LLC has sponsored the creation of one or more 401k plans.

Company Name: TAFT & PARTNERS, LLC

Employer identification number (EIN): 550907125

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAFT & PARTNERS PERSONAL PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 EDWARD ROJAS 2022-07-20
001 2020-01-01 EDWARD ROJAS 2021-05-03
001 2019-01-01 EDWARD ROJAS 2020-06-08
001 2018-01-01
001 2017-01-01 PHILIP B. TAFT JR.
001 2016-01-01 PHILIP B. TAFT JR.
001 2015-01-01 PHILIP B. TAFT JR.
001 2014-01-01 PHILIP TAFT
001 2013-01-01 PHILIP TAFT
001 2012-01-01 PHILIP TAFT
001 2011-01-01 PHILIP TAFT
001 2010-01-01 PHILIP TAFT
001 2009-01-01 PHILIP TAFT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	EDWARD ROJAS	2022-07-20
001	2020-01-01	EDWARD ROJAS	2021-05-03
001	2019-01-01	EDWARD ROJAS	2020-06-08
001	2018-01-01
001	2017-01-01	PHILIP B. TAFT JR.
001	2016-01-01	PHILIP B. TAFT JR.
001	2015-01-01	PHILIP B. TAFT JR.
001	2014-01-01	PHILIP TAFT
001	2013-01-01	PHILIP TAFT
001	2012-01-01	PHILIP TAFT
001	2011-01-01	PHILIP TAFT
001	2010-01-01	PHILIP TAFT
001	2009-01-01	PHILIP TAFT

Plan Statistics for TAFT & PARTNERS PERSONAL PENSION PLAN

401k plan membership statisitcs for TAFT & PARTNERS PERSONAL PENSION PLAN

Measure Date Value
2018: TAFT & PARTNERS PERSONAL PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 15
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 4
Total of all active and inactive participants 2018-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 19
Number of participants with account balances 2018-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: TAFT & PARTNERS PERSONAL PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 13
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 18
Number of participants with account balances 2017-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: TAFT & PARTNERS PERSONAL PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
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 9
Total of all active and inactive participants 2016-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 21
Number of participants with account balances 2016-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TAFT & PARTNERS PERSONAL PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 14
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 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 17
Number of participants with account balances 2015-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: TAFT & PARTNERS PERSONAL PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
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 1
Total of all active and inactive participants 2014-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 16
Number of participants with account balances 2014-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TAFT & PARTNERS PERSONAL PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
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 2
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: TAFT & PARTNERS PERSONAL PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
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 3
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: TAFT & PARTNERS PERSONAL PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: TAFT & PARTNERS PERSONAL PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
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 2
Total of all active and inactive participants 2010-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: TAFT & PARTNERS PERSONAL PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
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 2
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: TAFT & PARTNERS PERSONAL PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	15
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	4
Total of all active and inactive participants	2018-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	19
Number of participants with account balances	2018-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: TAFT & PARTNERS PERSONAL PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	13
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	18
Number of participants with account balances	2017-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: TAFT & PARTNERS PERSONAL PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
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	9
Total of all active and inactive participants	2016-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	21
Number of participants with account balances	2016-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TAFT & PARTNERS PERSONAL PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	14
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	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	17
Number of participants with account balances	2015-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: TAFT & PARTNERS PERSONAL PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
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	1
Total of all active and inactive participants	2014-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	16
Number of participants with account balances	2014-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TAFT & PARTNERS PERSONAL PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
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	2
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: TAFT & PARTNERS PERSONAL PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
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	3
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: TAFT & PARTNERS PERSONAL PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: TAFT & PARTNERS PERSONAL PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
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	2
Total of all active and inactive participants	2010-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: TAFT & PARTNERS PERSONAL PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
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	2
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TAFT & PARTNERS PERSONAL PENSION PLAN

Measure	Date	Value
2018 : TAFT & PARTNERS PERSONAL PENSION PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$183,578
Expenses. Total of all expenses incurred	2018-12-31	$22,290
Benefits paid (including direct rollovers)	2018-12-31	$17,895
Total plan assets at end of year	2018-12-31	$399,777
Total plan assets at beginning of year	2018-12-31	$238,489
Value of fidelity bond covering the plan	2018-12-31	$0
Total contributions received or receivable from participants	2018-12-31	$76,140
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$96,469
Other income received	2018-12-31	$-30,363
Net income (gross income less expenses)	2018-12-31	$161,288
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$399,777
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$238,489
Total contributions received or receivable from employer(s)	2018-12-31	$41,332
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	$4,395
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0
2017 : TAFT & PARTNERS PERSONAL PENSION PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$84,145
Expenses. Total of all expenses incurred	2017-12-31	$629,991
Benefits paid (including direct rollovers)	2017-12-31	$629,991
Total plan assets at end of year	2017-12-31	$238,489
Total plan assets at beginning of year	2017-12-31	$784,335
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$44,182
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$7,637
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-545,846
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$238,489
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$784,335
Total contributions received or receivable from employer(s)	2017-12-31	$32,326
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : TAFT & PARTNERS PERSONAL PENSION PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$273,776
Expenses. Total of all expenses incurred	2016-12-31	$409,898
Benefits paid (including direct rollovers)	2016-12-31	$409,898
Total plan assets at end of year	2016-12-31	$784,335
Total plan assets at beginning of year	2016-12-31	$920,457
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$105,177
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	$55,133
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-136,122
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$784,335
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$920,457
Total contributions received or receivable from employer(s)	2016-12-31	$113,466
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : TAFT & PARTNERS PERSONAL PENSION PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$274,144
Expenses. Total of all expenses incurred	2015-12-31	$102,500
Benefits paid (including direct rollovers)	2015-12-31	$102,500
Total plan assets at end of year	2015-12-31	$920,457
Total plan assets at beginning of year	2015-12-31	$748,813
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$149,012
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	$-695
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$171,644
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$920,457
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$748,813
Total contributions received or receivable from employer(s)	2015-12-31	$125,827
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : TAFT & PARTNERS PERSONAL PENSION PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$272,663
Expenses. Total of all expenses incurred	2014-12-31	$61,499
Benefits paid (including direct rollovers)	2014-12-31	$61,449
Total plan assets at end of year	2014-12-31	$748,813
Total plan assets at beginning of year	2014-12-31	$537,649
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$133,420
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$26,789
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$211,164
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$748,813
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$537,649
Total contributions received or receivable from employer(s)	2014-12-31	$112,454
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : TAFT & PARTNERS PERSONAL PENSION PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$229,035
Expenses. Total of all expenses incurred	2013-12-31	$338,015
Benefits paid (including direct rollovers)	2013-12-31	$337,915
Total plan assets at end of year	2013-12-31	$537,649
Total plan assets at beginning of year	2013-12-31	$646,629
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$91,246
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	$35,003
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-108,980
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$537,649
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$646,629
Total contributions received or receivable from employer(s)	2013-12-31	$102,786
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	$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : TAFT & PARTNERS PERSONAL PENSION PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$190,398
Expenses. Total of all expenses incurred	2012-12-31	$575,527
Benefits paid (including direct rollovers)	2012-12-31	$575,427
Total plan assets at end of year	2012-12-31	$646,629
Total plan assets at beginning of year	2012-12-31	$1,031,758
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$80,363
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	$10,188
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-385,129
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$646,629
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,031,758
Total contributions received or receivable from employer(s)	2012-12-31	$99,847
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	$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : TAFT & PARTNERS PERSONAL PENSION PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$190,557
Expenses. Total of all expenses incurred	2011-12-31	$31,323
Benefits paid (including direct rollovers)	2011-12-31	$31,273
Total plan assets at end of year	2011-12-31	$1,031,758
Total plan assets at beginning of year	2011-12-31	$872,524
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$77,309
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$666
Other income received	2011-12-31	$15,223
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$159,234
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,031,758
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$872,524
Total contributions received or receivable from employer(s)	2011-12-31	$97,359
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	$50
2010 : TAFT & PARTNERS PERSONAL PENSION PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$235,036
Expenses. Total of all expenses incurred	2010-12-31	$8,618
Benefits paid (including direct rollovers)	2010-12-31	$8,618
Total plan assets at end of year	2010-12-31	$872,524
Total plan assets at beginning of year	2010-12-31	$646,106
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$90,576
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$29,847
Other income received	2010-12-31	$21,760
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$226,418
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$872,524
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$646,106
Total contributions received or receivable from employer(s)	2010-12-31	$92,853
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

Form 5500 Responses for TAFT & PARTNERS PERSONAL PENSION PLAN

2018: TAFT & PARTNERS PERSONAL PENSION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TAFT & PARTNERS PERSONAL PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TAFT & PARTNERS PERSONAL PENSION 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: TAFT & PARTNERS PERSONAL PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TAFT & PARTNERS PERSONAL PENSION 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: TAFT & PARTNERS PERSONAL PENSION 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: TAFT & PARTNERS PERSONAL PENSION 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: TAFT & PARTNERS PERSONAL PENSION 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: TAFT & PARTNERS PERSONAL PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TAFT & PARTNERS PERSONAL PENSION 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

Potentially related plans

TAFT & TAFT, DDS 401(K) PLAN [EIN = 382970881]

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Company Name:	TAFT & PARTNERS, LLC
Employer identification number (EIN):	550907125
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services