Logo

IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 401k Plan overview

Plan NameIRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN
Plan identification number 001

IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

IRWIN FRITCHIE URQUHART & MOORE, LLC has sponsored the creation of one or more 401k plans.

Company Name:IRWIN FRITCHIE URQUHART & MOORE, LLC
Employer identification number (EIN):721484836
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01CAROL WALDRIP
0012017-01-01CAROL WALDRIP
0012016-01-01CAROL WALDRIP
0012015-01-01CAROL WALDRIP
0012014-01-01CAROL WALDRIP
0012013-01-01CAROL WALDRIP
0012012-01-01CAROL WALDRIP CAROL WALDRIP2013-06-26
0012011-01-01CAROL WALDRIP
0012010-01-01CAROL WALDRIP
0012009-01-01CAROL WALDRIP

Plan Statistics for IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN

401k plan membership statisitcs for IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN

Measure Date Value
2022: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01114
Total number of active participants reported on line 7a of the Form 55002022-01-0188
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01124
Number of participants with account balances2022-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01115
Total number of active participants reported on line 7a of the Form 55002021-01-0194
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01114
Number of participants with account balances2021-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01106
Total number of active participants reported on line 7a of the Form 55002020-01-0198
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01115
Number of participants with account balances2020-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0186
Total number of active participants reported on line 7a of the Form 55002019-01-0189
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01106
Number of participants with account balances2019-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0177
Total number of active participants reported on line 7a of the Form 55002018-01-0173
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0112
Total of all active and inactive participants2018-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0186
Number of participants with account balances2018-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0183
Total number of active participants reported on line 7a of the Form 55002017-01-0165
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0177
Number of participants with account balances2017-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0192
Total number of active participants reported on line 7a of the Form 55002016-01-0169
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0183
Number of participants with account balances2016-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0185
Total number of active participants reported on line 7a of the Form 55002015-01-0166
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0192
Number of participants with account balances2015-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0190
Total number of active participants reported on line 7a of the Form 55002014-01-0164
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0185
Number of participants with account balances2014-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0195
Total number of active participants reported on line 7a of the Form 55002013-01-0167
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0190
Number of participants with account balances2013-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0191
Total number of active participants reported on line 7a of the Form 55002012-01-0176
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0195
Number of participants with account balances2012-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01101
Total number of active participants reported on line 7a of the Form 55002011-01-0172
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0191
Number of participants with account balances2011-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01101
Total number of active participants reported on line 7a of the Form 55002010-01-0171
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0130
Total of all active and inactive participants2010-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01101
Number of participants with account balances2010-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0196
Total number of active participants reported on line 7a of the Form 55002009-01-0171
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0130
Total of all active and inactive participants2009-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01101
Number of participants with account balances2009-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN

Measure Date Value
2022 : IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-5,527,067
Expenses. Total of all expenses incurred2022-12-31$6,851,353
Benefits paid (including direct rollovers)2022-12-31$6,787,145
Total plan assets at end of year2022-12-31$36,337,603
Total plan assets at beginning of year2022-12-31$48,716,023
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$855,783
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$146,881
Other income received2022-12-31$-8,294,923
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-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 loans2022-12-31$82,128
Total contributions received or receivable from employer(s)2022-12-31$1,765,192
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$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
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$9,427,160
Expenses. Total of all expenses incurred2021-12-31$1,670,422
Benefits paid (including direct rollovers)2021-12-31$1,583,820
Total plan assets at end of year2021-12-31$48,716,023
Total plan assets at beginning of year2021-12-31$40,959,285
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$838,919
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$6,837,470
Noncash contributions received2021-12-31$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 loans2021-12-31$47,489
Total contributions received or receivable from employer(s)2021-12-31$1,750,771
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$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
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$8,457,309
Expenses. Total of all expenses incurred2020-12-31$1,551,305
Benefits paid (including direct rollovers)2020-12-31$1,491,311
Total plan assets at end of year2020-12-31$40,959,285
Total plan assets at beginning of year2020-12-31$34,053,281
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$778,056
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$6,049,850
Noncash contributions received2020-12-31$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 loans2020-12-31$0
Value of corrective distributions2020-12-31$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
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$9,005,462
Expenses. Total of all expenses incurred2019-12-31$2,234,179
Benefits paid (including direct rollovers)2019-12-31$2,166,528
Total plan assets at end of year2019-12-31$34,053,281
Total plan assets at beginning of year2019-12-31$27,281,998
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$648,524
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$606,536
Other income received2019-12-31$6,491,731
Noncash contributions received2019-12-31$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 loans2019-12-31$0
Value of corrective distributions2019-12-31$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
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$701,368
Expenses. Total of all expenses incurred2018-12-31$1,366,235
Benefits paid (including direct rollovers)2018-12-31$1,319,368
Total plan assets at end of year2018-12-31$27,281,998
Total plan assets at beginning of year2018-12-31$27,946,865
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$692,219
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$491,906
Other income received2018-12-31$-1,660,304
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-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 loans2018-12-31$0
Value of corrective distributions2018-12-31$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
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$6,091,661
Expenses. Total of all expenses incurred2017-12-31$1,805,804
Benefits paid (including direct rollovers)2017-12-31$1,756,684
Total plan assets at end of year2017-12-31$27,946,865
Total plan assets at beginning of year2017-12-31$23,661,008
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$432,568
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$196,867
Other income received2017-12-31$4,266,005
Noncash contributions received2017-12-31$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 loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$1,196,221
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$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
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$3,476,174
Expenses. Total of all expenses incurred2016-12-31$1,062,486
Benefits paid (including direct rollovers)2016-12-31$1,051,971
Total plan assets at end of year2016-12-31$23,661,008
Total plan assets at beginning of year2016-12-31$21,247,320
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$560,866
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$1,809,962
Noncash contributions received2016-12-31$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 loans2016-12-31$0
Value of corrective distributions2016-12-31$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
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$1,448,580
Expenses. Total of all expenses incurred2015-12-31$256,525
Benefits paid (including direct rollovers)2015-12-31$256,425
Total plan assets at end of year2015-12-31$21,247,320
Total plan assets at beginning of year2015-12-31$20,055,265
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$487,131
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-107,361
Noncash contributions received2015-12-31$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 loans2015-12-31$0
Value of corrective distributions2015-12-31$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
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$2,622,481
Expenses. Total of all expenses incurred2014-12-31$104,842
Benefits paid (including direct rollovers)2014-12-31$104,766
Total plan assets at end of year2014-12-31$20,055,265
Total plan assets at beginning of year2014-12-31$17,537,626
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$479,507
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$1,114,109
Noncash contributions received2014-12-31$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 loans2014-12-31$0
Value of corrective distributions2014-12-31$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
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$4,506,370
Expenses. Total of all expenses incurred2013-12-31$272,797
Benefits paid (including direct rollovers)2013-12-31$272,704
Total plan assets at end of year2013-12-31$17,537,626
Total plan assets at beginning of year2013-12-31$13,304,053
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$475,861
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$3,430,919
Noncash contributions received2013-12-31$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 loans2013-12-31$0
Value of corrective distributions2013-12-31$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 sources2012-12-31$2,571,179
Expenses. Total of all expenses incurred2012-12-31$159,114
Benefits paid (including direct rollovers)2012-12-31$159,064
Total plan assets at end of year2012-12-31$13,304,053
Total plan assets at beginning of year2012-12-31$10,891,988
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$469,991
Other income received2012-12-31$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 securities2012-12-31$0
2011 : IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$654,590
Expenses. Total of all expenses incurred2011-12-31$265,161
Benefits paid (including direct rollovers)2011-12-31$265,126
Total plan assets at end of year2011-12-31$10,891,988
Total plan assets at beginning of year2011-12-31$10,502,559
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$396,224
Contributions received from other sources (not participants or employers)2011-12-31$17,666
Other income received2011-12-31$-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 securities2011-12-31$0
2010 : IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$2,686,292
Expenses. Total of all expenses incurred2010-12-31$75,456
Benefits paid (including direct rollovers)2010-12-31$74,897
Total plan assets at end of year2010-12-31$10,502,559
Total plan assets at beginning of year2010-12-31$7,891,723
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$486,834
Other income received2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN

2022: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IRWIN FRITCHIE URQUHART & MOORE LLC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1