IRWIN FRITCHIE URQUHART & MOORE, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN
401k plan membership statisitcs for IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN
Measure | Date | Value |
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2022: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 114 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 88 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 33 |
Total of all active and inactive participants | 2022-01-01 | 124 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 124 |
Number of participants with account balances | 2022-01-01 | 112 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 12 |
2021: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 115 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 94 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 19 |
Total of all active and inactive participants | 2021-01-01 | 114 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 114 |
Number of participants with account balances | 2021-01-01 | 114 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 106 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 98 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 16 |
Total of all active and inactive participants | 2020-01-01 | 115 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 115 |
Number of participants with account balances | 2020-01-01 | 110 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 89 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 16 |
Total of all active and inactive participants | 2019-01-01 | 106 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 106 |
Number of participants with account balances | 2019-01-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 73 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 12 |
Total of all active and inactive participants | 2018-01-01 | 86 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 86 |
Number of participants with account balances | 2018-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 83 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 65 |
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 | 12 |
Total of all active and inactive participants | 2017-01-01 | 77 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 77 |
Number of participants with account balances | 2017-01-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 92 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 69 |
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 | 14 |
Total of all active and inactive participants | 2016-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 83 |
Number of participants with account balances | 2016-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 85 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 66 |
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 | 26 |
Total of all active and inactive participants | 2015-01-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 92 |
Number of participants with account balances | 2015-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 64 |
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 | 21 |
Total of all active and inactive participants | 2014-01-01 | 85 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 85 |
Number of participants with account balances | 2014-01-01 | 84 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 95 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 67 |
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 | 23 |
Total of all active and inactive participants | 2013-01-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 90 |
Number of participants with account balances | 2013-01-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 4 |
2012: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 76 |
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 | 18 |
Total of all active and inactive participants | 2012-01-01 | 94 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 95 |
Number of participants with account balances | 2012-01-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 72 |
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 | 19 |
Total of all active and inactive participants | 2011-01-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 91 |
Number of participants with account balances | 2011-01-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 71 |
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 | 30 |
Total of all active and inactive participants | 2010-01-01 | 101 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 101 |
Number of participants with account balances | 2010-01-01 | 98 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 71 |
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 | 30 |
Total of all active and inactive participants | 2009-01-01 | 101 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 101 |
Number of participants with account balances | 2009-01-01 | 99 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-5,527,067 |
Expenses. Total of all expenses incurred | 2022-12-31 | $6,851,353 |
Benefits paid (including direct rollovers) | 2022-12-31 | $6,787,145 |
Total plan assets at end of year | 2022-12-31 | $36,337,603 |
Total plan assets at beginning of year | 2022-12-31 | $48,716,023 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $855,783 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $146,881 |
Other income received | 2022-12-31 | $-8,294,923 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-12,378,420 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $36,337,603 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $48,716,023 |
Assets. Value of participant loans | 2022-12-31 | $82,128 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $1,765,192 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $64,208 |
2021 : IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $9,427,160 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,670,422 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,583,820 |
Total plan assets at end of year | 2021-12-31 | $48,716,023 |
Total plan assets at beginning of year | 2021-12-31 | $40,959,285 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $838,919 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $6,837,470 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $7,756,738 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $48,716,023 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $40,959,285 |
Assets. Value of participant loans | 2021-12-31 | $47,489 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $1,750,771 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $86,602 |
2020 : IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $8,457,309 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,551,305 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,491,311 |
Total plan assets at end of year | 2020-12-31 | $40,959,285 |
Total plan assets at beginning of year | 2020-12-31 | $34,053,281 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $778,056 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $6,049,850 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $6,906,004 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $40,959,285 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $34,053,281 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $1,629,403 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $182 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $59,812 |
2019 : IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $9,005,462 |
Expenses. Total of all expenses incurred | 2019-12-31 | $2,234,179 |
Benefits paid (including direct rollovers) | 2019-12-31 | $2,166,528 |
Total plan assets at end of year | 2019-12-31 | $34,053,281 |
Total plan assets at beginning of year | 2019-12-31 | $27,281,998 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $648,524 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $606,536 |
Other income received | 2019-12-31 | $6,491,731 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $6,771,283 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $34,053,281 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $27,281,998 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $1,258,671 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $67,651 |
2018 : IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $701,368 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,366,235 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,319,368 |
Total plan assets at end of year | 2018-12-31 | $27,281,998 |
Total plan assets at beginning of year | 2018-12-31 | $27,946,865 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $692,219 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $491,906 |
Other income received | 2018-12-31 | $-1,660,304 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-664,867 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $27,281,998 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $27,946,865 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $1,177,547 |
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 | $46,867 |
2017 : IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2017 401k financial data |
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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 | $6,091,661 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,805,804 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,756,684 |
Total plan assets at end of year | 2017-12-31 | $27,946,865 |
Total plan assets at beginning of year | 2017-12-31 | $23,661,008 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $432,568 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $196,867 |
Other income received | 2017-12-31 | $4,266,005 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $4,285,857 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $27,946,865 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $23,661,008 |
Assets. Value of participant loans | 2017-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $1,196,221 |
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 | $49,120 |
2016 : IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $3,476,174 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,062,486 |
Benefits paid (including direct rollovers) | 2016-12-31 | $1,051,971 |
Total plan assets at end of year | 2016-12-31 | $23,661,008 |
Total plan assets at beginning of year | 2016-12-31 | $21,247,320 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $560,866 |
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 | $1,809,962 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $2,413,688 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $23,661,008 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $21,247,320 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $1,105,346 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $10,515 |
2015 : IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2015 401k financial data |
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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 | $1,448,580 |
Expenses. Total of all expenses incurred | 2015-12-31 | $256,525 |
Benefits paid (including direct rollovers) | 2015-12-31 | $256,425 |
Total plan assets at end of year | 2015-12-31 | $21,247,320 |
Total plan assets at beginning of year | 2015-12-31 | $20,055,265 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $487,131 |
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 | $-107,361 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $1,192,055 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $21,247,320 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $20,055,265 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $1,068,810 |
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 | $100 |
2014 : IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2014 401k financial data |
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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 | $2,622,481 |
Expenses. Total of all expenses incurred | 2014-12-31 | $104,842 |
Benefits paid (including direct rollovers) | 2014-12-31 | $104,766 |
Total plan assets at end of year | 2014-12-31 | $20,055,265 |
Total plan assets at beginning of year | 2014-12-31 | $17,537,626 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $479,507 |
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 | $1,114,109 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $2,517,639 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $20,055,265 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $17,537,626 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $1,028,865 |
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 | $76 |
2013 : IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $4,506,370 |
Expenses. Total of all expenses incurred | 2013-12-31 | $272,797 |
Benefits paid (including direct rollovers) | 2013-12-31 | $272,704 |
Total plan assets at end of year | 2013-12-31 | $17,537,626 |
Total plan assets at beginning of year | 2013-12-31 | $13,304,053 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $475,861 |
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 | $3,430,919 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $4,233,573 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $17,537,626 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $13,304,053 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $599,590 |
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 | $93 |
2012 : IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $2,571,179 |
Expenses. Total of all expenses incurred | 2012-12-31 | $159,114 |
Benefits paid (including direct rollovers) | 2012-12-31 | $159,064 |
Total plan assets at end of year | 2012-12-31 | $13,304,053 |
Total plan assets at beginning of year | 2012-12-31 | $10,891,988 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $469,991 |
Other income received | 2012-12-31 | $1,539,317 |
Net income (gross income less expenses) | 2012-12-31 | $2,412,065 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $13,304,053 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,891,988 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $561,871 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $50 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $654,590 |
Expenses. Total of all expenses incurred | 2011-12-31 | $265,161 |
Benefits paid (including direct rollovers) | 2011-12-31 | $265,126 |
Total plan assets at end of year | 2011-12-31 | $10,891,988 |
Total plan assets at beginning of year | 2011-12-31 | $10,502,559 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $396,224 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $17,666 |
Other income received | 2011-12-31 | $-304,138 |
Net income (gross income less expenses) | 2011-12-31 | $389,429 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $10,891,988 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,502,559 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $544,838 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $35 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $2,686,292 |
Expenses. Total of all expenses incurred | 2010-12-31 | $75,456 |
Benefits paid (including direct rollovers) | 2010-12-31 | $74,897 |
Total plan assets at end of year | 2010-12-31 | $10,502,559 |
Total plan assets at beginning of year | 2010-12-31 | $7,891,723 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $486,834 |
Other income received | 2010-12-31 | $1,247,230 |
Net income (gross income less expenses) | 2010-12-31 | $2,610,836 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $10,502,559 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,891,723 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $952,228 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $559 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT 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: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2017 form 5500 responses |
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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 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2016 form 5500 responses |
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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: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2014 form 5500 responses |
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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: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2013 form 5500 responses |
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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: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT 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: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2011 form 5500 responses |
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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 funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT 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 funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT 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 |