Plan Name | FOSTER, GRAHAM, MILSTEIN & CALISHER, LLP 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | FOSTER, GRAHAM, MILSTEIN & CALISHER, LLP |
Employer identification number (EIN): | 841522386 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about FOSTER, GRAHAM, MILSTEIN & CALISHER, LLP
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1999-11-17 |
Company Identification Number: | 19991215802 |
Legal Registered Office Address: |
360 S. Garfield Street 6th Floor DENVER United States of America (USA) 80209 |
More information about FOSTER, GRAHAM, MILSTEIN & CALISHER, LLP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | JACKIE DISHMON | 2024-08-06 | ||
001 | 2022-01-01 | JACKIE DISHMON | 2023-07-21 | ||
001 | 2021-01-01 | JACKIE DISHMON | 2022-09-23 | ||
001 | 2020-01-01 | JACKIE DISHMON | 2021-10-05 | ||
001 | 2019-01-01 | JACKIE DISHMON | 2020-07-21 | ||
001 | 2018-01-01 | JACKIE DISHMON | 2019-07-23 | ||
001 | 2017-01-01 | JACKIE DISHMON | 2018-10-04 | ||
001 | 2016-01-01 | ROBIN PACK | 2017-10-06 | ||
001 | 2015-01-01 | ROBIN PACK | 2016-10-05 | ||
001 | 2014-01-01 | ROBIN PACK | 2015-10-12 | ||
001 | 2013-01-01 | DONNELL KISA | 2014-10-10 | ||
001 | 2012-01-01 | DOUGLAS J. STRIKER | 2013-07-30 | ||
001 | 2011-01-01 | DOUGLAS J. STRIKER | 2012-09-19 | ||
001 | 2010-01-01 | DOUGLAS J. STRIKER | |||
001 | 2009-01-01 | DOUGLAS J. STRIKER | DOUGLAS J. STRIKER | 2010-04-27 |
Measure | Date | Value |
---|---|---|
2010: FOSTER, GRAHAM, MILSTEIN & CALISHER, LLP 401(K) PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 33 |
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 | 8 |
Total of all active and inactive participants | 2010-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 41 |
Number of participants with account balances | 2010-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 3 |
2009: FOSTER, GRAHAM, MILSTEIN & CALISHER, LLP 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6 |
Total of all active and inactive participants | 2009-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 41 |
Number of participants with account balances | 2009-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2010 : FOSTER, GRAHAM, MILSTEIN & CALISHER, LLP 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
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 | $642,980 |
Expenses. Total of all expenses incurred | 2010-12-31 | $63,560 |
Benefits paid (including direct rollovers) | 2010-12-31 | $63,560 |
Total plan assets at end of year | 2010-12-31 | $2,903,949 |
Total plan assets at beginning of year | 2010-12-31 | $2,324,529 |
Value of fidelity bond covering the plan | 2010-12-31 | $265,000 |
Total contributions received or receivable from participants | 2010-12-31 | $177,087 |
Other income received | 2010-12-31 | $272,843 |
Net income (gross income less expenses) | 2010-12-31 | $579,420 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,903,949 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,324,529 |
Assets. Value of participant loans | 2010-12-31 | $102,280 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $193,050 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : FOSTER, GRAHAM, MILSTEIN & CALISHER, LLP 401(K) PROFIT SHARING 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 |
2010: FOSTER, GRAHAM, MILSTEIN & CALISHER, LLP 401(K) PROFIT SHARING 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: FOSTER, GRAHAM, MILSTEIN & CALISHER, LLP 401(K) PROFIT SHARING 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 |