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BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 401k Plan overview

Plan NameBEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN
Plan identification number 003

BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

BEACHFLEISCHMAN PLLC has sponsored the creation of one or more 401k plans.

Company Name:BEACHFLEISCHMAN PLLC
Employer identification number (EIN):860683059
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032024-01-01GEORGE HENDERSON
0032023-01-01
0032023-01-01GEORGE HENDERSON
0032022-01-01
0032022-01-01GEORGE HENDERSON
0032021-01-01
0032021-01-01KEVIN DONOVAN
0032020-01-01
0032019-01-01
0032017-01-01KEVIN DONOVAN KEVIN DONOVAN2018-10-09
0032016-01-01KEVIN DONOVAN KEVIN DONOVAN2017-10-11
0032015-01-01KEVIN DONOVAN KEVIN DONOVAN2016-10-14
0032014-01-01KEVIN DONOVAN KEVIN DONOVAN2015-10-14
0032013-01-01KEVIN DONOVAN2014-10-13 KEVIN DONOVAN2014-10-13
0032012-01-01KEVIN DONOVAN2013-10-08 KEVIN DONOVAN2013-10-08
0032011-01-01KEVIN DONOVAN2012-10-09 KEVIN DONOVAN2012-10-09
0032010-01-01KEVIN DONOVAN2011-10-17 KEVIN DONOVAN2011-10-17

Plan Statistics for BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN

401k plan membership statisitcs for BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN

Measure Date Value
2023: BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01203
Total number of active participants reported on line 7a of the Form 55002023-01-01157
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0133
Total of all active and inactive participants2023-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-018
2022: BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-12-319,458,018
Acturial value of plan assets2022-12-319,458,018
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3143
Fundng target for terminated vested participants2022-12-31708,327
Active participant vested funding target2022-12-317,012,805
Number of active participants2022-12-31146
Total funding liabilities for active participants2022-12-317,019,637
Total participant count2022-12-31189
Total funding target for all participants2022-12-317,727,964
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31536,189
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31566,430
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31731,116
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31681,763
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31566,761
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31681,763
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01189
Total number of active participants reported on line 7a of the Form 55002022-01-01144
Number of other retired or separated participants entitled to future benefits2022-01-0149
Total of all active and inactive participants2022-01-01193
Total participants2022-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-318,297,081
Acturial value of plan assets2021-12-318,297,081
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3123
Fundng target for terminated vested participants2021-12-31219,968
Active participant vested funding target2021-12-316,491,071
Number of active participants2021-12-31168
Total funding liabilities for active participants2021-12-316,500,871
Total participant count2021-12-31191
Total funding target for all participants2021-12-316,720,839
Balance at beginning of prior year after applicable adjustments2021-12-3145,505
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31224,386
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3145,505
Amount remaining of prefunding balance2021-12-31224,386
Present value of excess contributions2021-12-31639,852
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31676,643
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-3148,827
Reductions in prefunding balances due to elections or deemed elections2021-12-31240,766
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31579,521
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31536,189
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31530,729
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31536,189
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01191
Total number of active participants reported on line 7a of the Form 55002021-01-01137
Number of other retired or separated participants entitled to future benefits2021-01-0145
Total of all active and inactive participants2021-01-01182
Total participants2021-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-317,419,945
Acturial value of plan assets2020-12-317,419,945
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3121
Fundng target for terminated vested participants2020-12-31422,604
Active participant vested funding target2020-12-315,770,220
Number of active participants2020-12-31182
Total funding liabilities for active participants2020-12-315,782,417
Total participant count2020-12-31203
Total funding target for all participants2020-12-316,205,021
Balance at beginning of prior year after applicable adjustments2020-12-3140,619
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31200,291
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3140,619
Amount remaining of prefunding balance2020-12-31200,291
Present value of excess contributions2020-12-31458,218
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31483,008
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3145,505
Balance of prefunding at beginning of current year2020-12-31224,386
Total employer contributions2020-12-31694,069
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31639,852
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31493,468
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31639,852
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01174
Total number of active participants reported on line 7a of the Form 55002020-01-01158
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-01184
Total participants2020-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-316,149,981
Acturial value of plan assets2019-12-316,149,981
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3118
Fundng target for terminated vested participants2019-12-3170,694
Active participant vested funding target2019-12-315,490,061
Number of active participants2019-12-31165
Total funding liabilities for active participants2019-12-315,503,243
Total participant count2019-12-31183
Total funding target for all participants2019-12-315,573,937
Balance at beginning of prior year after applicable adjustments2019-12-3142,906
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31211,568
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3142,906
Amount remaining of prefunding balance2019-12-31211,568
Present value of excess contributions2019-12-31592,787
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31626,042
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3140,619
Balance of prefunding at beginning of current year2019-12-31200,291
Total employer contributions2019-12-31693,105
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31634,097
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31509,967
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31174,833
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31174,833
Contributions allocatedtoward minimum required contributions for current year2019-12-31634,097
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01178
Total number of active participants reported on line 7a of the Form 55002019-01-01151
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-316,237,146
Acturial value of plan assets2018-12-316,237,146
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-3119
Fundng target for terminated vested participants2018-12-31359,808
Active participant vested funding target2018-12-314,753,774
Number of active participants2018-12-31150
Total funding liabilities for active participants2018-12-314,766,028
Total participant count2018-12-31169
Total funding target for all participants2018-12-315,125,836
Balance at beginning of prior year after applicable adjustments2018-12-3139,385
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31194,206
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3139,385
Amount remaining of prefunding balance2018-12-31194,206
Present value of excess contributions2018-12-31529,779
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31560,824
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3142,906
Balance of prefunding at beginning of current year2018-12-31211,568
Total employer contributions2018-12-31644,760
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31592,787
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31474,608
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31592,787
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-315,255,342
Acturial value of plan assets2017-12-315,255,342
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3115
Fundng target for terminated vested participants2017-12-3143,654
Active participant vested funding target2017-12-314,326,173
Number of active participants2017-12-31142
Total funding liabilities for active participants2017-12-314,337,249
Total participant count2017-12-31157
Total funding target for all participants2017-12-314,380,903
Balance at beginning of prior year after applicable adjustments2017-12-3136,860
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31181,756
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3136,860
Amount remaining of prefunding balance2017-12-31181,756
Present value of excess contributions2017-12-31513,202
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31541,377
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3139,385
Balance of prefunding at beginning of current year2017-12-31194,206
Total employer contributions2017-12-31575,898
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31529,779
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31457,604
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31529,779
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01137
Total number of active participants reported on line 7a of the Form 55002017-01-01127
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0120
Total of all active and inactive participants2017-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-314,536,085
Acturial value of plan assets2016-12-314,536,085
Number of terminated vested participants2016-12-3112
Fundng target for terminated vested participants2016-12-31163,072
Active participant vested funding target2016-12-313,675,240
Number of active participants2016-12-31123
Total funding liabilities for active participants2016-12-313,678,226
Total participant count2016-12-31135
Total funding target for all participants2016-12-313,841,298
Balance at beginning of prior year after applicable adjustments2016-12-3136,495
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31179,956
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3136,495
Amount remaining of prefunding balance2016-12-31179,956
Present value of excess contributions2016-12-31486,621
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31514,212
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3136,860
Balance of prefunding at beginning of current year2016-12-31181,756
Total employer contributions2016-12-31555,185
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31513,202
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31413,209
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31513,202
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01144
Total number of active participants reported on line 7a of the Form 55002016-01-01129
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01144
Total participants2016-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01135
Total number of active participants reported on line 7a of the Form 55002015-01-01127
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01124
Total number of active participants reported on line 7a of the Form 55002014-01-01100
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017

Financial Data on BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN

Measure Date Value
2023 : BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$458,289
Total unrealized appreciation/depreciation of assets2023-12-31$458,289
Total income from all sources (including contributions)2023-12-31$1,571,227
Total loss/gain on sale of assets2023-12-31$80,837
Total of all expenses incurred2023-12-31$654,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$654,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$754,268
Value of total assets at end of year2023-12-31$9,736,624
Value of total assets at beginning of year2023-12-31$8,820,114
Total interest from all sources2023-12-31$703
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$257,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$257,238
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$916,510
Value of net assets at end of year (total assets less liabilities)2023-12-31$9,736,624
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,820,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$7,093,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$6,479,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1,888,513
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$626,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$626,479
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$703
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$982,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$19,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$754,268
Employer contributions (assets) at end of year2023-12-31$754,269
Employer contributions (assets) at beginning of year2023-12-31$731,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$654,717
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$2,806,776
Aggregate carrying amount (costs) on sale of assets2023-12-31$2,725,939
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WALLACE PLESE & DREHER
Accountancy firm EIN2023-12-31860841383
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$458,289
Total unrealized appreciation/depreciation of assets2023-01-01$458,289
Total income from all sources (including contributions)2023-01-01$1,571,227
Total loss/gain on sale of assets2023-01-01$80,837
Total of all expenses incurred2023-01-01$654,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$654,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$754,268
Value of total assets at end of year2023-01-01$9,736,624
Value of total assets at beginning of year2023-01-01$8,820,114
Total interest from all sources2023-01-01$703
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$257,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$257,238
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$916,510
Value of net assets at end of year (total assets less liabilities)2023-01-01$9,736,624
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$8,820,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$7,093,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$6,479,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$1,888,513
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$703
Asset value of US Government securities at end of year2023-01-01$0
Asset value of US Government securities at beginning of year2023-01-01$982,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$19,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$754,268
Employer contributions (assets) at end of year2023-01-01$754,269
Employer contributions (assets) at beginning of year2023-01-01$731,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$654,717
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Aggregate proceeds on sale of assets2023-01-01$2,806,776
Aggregate carrying amount (costs) on sale of assets2023-01-01$2,725,939
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01WALLACE PLESE & DREHER
Accountancy firm EIN2023-01-01860841383
2022 : BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,132,585
Total unrealized appreciation/depreciation of assets2022-12-31$-1,132,585
Total income from all sources (including contributions)2022-12-31$-385,718
Total loss/gain on sale of assets2022-12-31$-193,908
Total of all expenses incurred2022-12-31$265,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$265,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$731,116
Value of total assets at end of year2022-12-31$8,820,114
Value of total assets at beginning of year2022-12-31$9,471,109
Total interest from all sources2022-12-31$63
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$148,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$148,548
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-650,995
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,820,114
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,471,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,479,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,710,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$626,479
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$181,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$181,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$63
Asset value of US Government securities at end of year2022-12-31$982,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$61,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$731,116
Employer contributions (assets) at end of year2022-12-31$731,116
Employer contributions (assets) at beginning of year2022-12-31$579,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$265,277
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$1,077,388
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,271,296
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WALLACE PLESE & DREHER
Accountancy firm EIN2022-12-31860841383
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$-1,132,585
Total unrealized appreciation/depreciation of assets2022-01-01$-1,132,585
Total income from all sources (including contributions)2022-01-01$-385,718
Total loss/gain on sale of assets2022-01-01$-193,908
Total of all expenses incurred2022-01-01$265,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$265,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$731,116
Value of total assets at end of year2022-01-01$8,820,114
Value of total assets at beginning of year2022-01-01$9,471,109
Total interest from all sources2022-01-01$63
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$148,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$148,548
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Total non interest bearing cash at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-650,995
Value of net assets at end of year (total assets less liabilities)2022-01-01$8,820,114
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$9,471,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$6,479,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$8,710,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$626,479
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$63
Asset value of US Government securities at end of year2022-01-01$982,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$61,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$731,116
Employer contributions (assets) at end of year2022-01-01$731,116
Employer contributions (assets) at beginning of year2022-01-01$579,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$265,277
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$1,077,388
Aggregate carrying amount (costs) on sale of assets2022-01-01$1,271,296
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01WALLACE PLESE & DREHER
Accountancy firm EIN2022-01-01860841383
2021 : BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$149,651
Total unrealized appreciation/depreciation of assets2021-12-31$149,651
Total income from all sources (including contributions)2021-12-31$1,226,322
Total loss/gain on sale of assets2021-12-31$235,382
Total of all expenses incurred2021-12-31$69,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$69,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$579,521
Value of total assets at end of year2021-12-31$9,471,109
Value of total assets at beginning of year2021-12-31$8,314,506
Total interest from all sources2021-12-31$16
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$144,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$144,151
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,156,603
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,471,109
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,314,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,710,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,443,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$181,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$176,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$176,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$117,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$579,521
Employer contributions (assets) at end of year2021-12-31$579,521
Employer contributions (assets) at beginning of year2021-12-31$694,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$69,719
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$2,026,614
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,791,232
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WALLACE PLESE & DREHER
Accountancy firm EIN2021-12-31860841383
2020 : BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$487,752
Total unrealized appreciation/depreciation of assets2020-12-31$487,752
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,454
Total income from all sources (including contributions)2020-12-31$1,269,672
Total loss/gain on sale of assets2020-12-31$-34,007
Total of all expenses incurred2020-12-31$399,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$399,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$694,069
Value of total assets at end of year2020-12-31$8,314,506
Value of total assets at beginning of year2020-12-31$7,448,995
Total interest from all sources2020-12-31$108
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$109,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$109,943
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$869,965
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,314,506
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,444,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,443,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,650,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$176,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$105,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$105,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$694,069
Employer contributions (assets) at end of year2020-12-31$694,069
Employer contributions (assets) at beginning of year2020-12-31$693,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$399,707
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$4,454
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,208,810
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,242,817
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WALLACE PLESE & DREHER
Accountancy firm EIN2020-12-31860841383
2019 : BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$364,356
Total unrealized appreciation/depreciation of assets2019-12-31$364,356
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,454
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,386,844
Total loss/gain on sale of assets2019-12-31$141,408
Total of all expenses incurred2019-12-31$111,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$111,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$693,105
Value of total assets at end of year2019-12-31$7,448,996
Value of total assets at beginning of year2019-12-31$6,168,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$1,816
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$158,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$158,271
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,275,811
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,444,542
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,168,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,650,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,389,948
Income. Interest from corporate debt instruments2019-12-31$1,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$105,335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$108,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$108,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$27,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$693,105
Employer contributions (assets) at end of year2019-12-31$693,105
Employer contributions (assets) at beginning of year2019-12-31$644,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$111,033
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$25,341
Liabilities. Value of benefit claims payable at end of year2019-12-31$4,454
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,129,636
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,988,228
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WALLACE PLESE & DREHER
Accountancy firm EIN2019-12-31860841383
2018 : BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-488,872
Total unrealized appreciation/depreciation of assets2018-12-31$-488,872
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$393,978
Total loss/gain on sale of assets2018-12-31$37,805
Total of all expenses incurred2018-12-31$477,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$456,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$644,760
Value of total assets at end of year2018-12-31$6,168,731
Value of total assets at beginning of year2018-12-31$6,252,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,614
Total interest from all sources2018-12-31$5,727
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$151,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$151,194
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-83,489
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,168,731
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,252,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$20,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,389,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,477,067
Income. Interest from corporate debt instruments2018-12-31$5,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$108,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$90,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$90,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$43,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$644,760
Employer contributions (assets) at end of year2018-12-31$644,760
Employer contributions (assets) at beginning of year2018-12-31$575,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$456,853
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$25,341
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$108,752
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$544,961
Aggregate carrying amount (costs) on sale of assets2018-12-31$507,156
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WALLACE PLESE & DREHER
Accountancy firm EIN2018-12-31860841383
2017 : BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$283,758
Total unrealized appreciation/depreciation of assets2017-12-31$283,758
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,027,212
Total loss/gain on sale of assets2017-12-31$9,373
Total of all expenses incurred2017-12-31$44,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$37,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$575,898
Value of total assets at end of year2017-12-31$6,252,220
Value of total assets at beginning of year2017-12-31$5,269,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,738
Total interest from all sources2017-12-31$6,342
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$102,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$102,625
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$983,069
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,252,220
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,269,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$6,738
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,477,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,517,253
Income. Interest from corporate debt instruments2017-12-31$6,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$90,503
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$83,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$83,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$49,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$575,898
Employer contributions (assets) at end of year2017-12-31$575,898
Employer contributions (assets) at beginning of year2017-12-31$555,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$37,405
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$108,752
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$112,844
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$59,100
Aggregate carrying amount (costs) on sale of assets2017-12-31$49,727
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WALLACE PLESE & DREHER
Accountancy firm EIN2017-12-31860841383
2016 : BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$125,265
Total unrealized appreciation/depreciation of assets2016-12-31$125,265
Total income from all sources (including contributions)2016-12-31$884,697
Total loss/gain on sale of assets2016-12-31$74,509
Total of all expenses incurred2016-12-31$164,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$164,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$555,185
Value of total assets at end of year2016-12-31$5,269,150
Value of total assets at beginning of year2016-12-31$4,549,189
Total interest from all sources2016-12-31$6,294
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$95,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$95,188
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$719,961
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,269,150
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,549,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,517,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,813,978
Income. Interest from corporate debt instruments2016-12-31$6,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$83,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$91,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$91,612
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$28,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$555,185
Employer contributions (assets) at end of year2016-12-31$555,185
Employer contributions (assets) at beginning of year2016-12-31$527,316
Income. Dividends from common stock2016-12-31$17
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$164,736
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$112,844
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$116,283
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$987,477
Aggregate carrying amount (costs) on sale of assets2016-12-31$912,968
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WALLACE PLESE & DREHER
Accountancy firm EIN2016-12-31860841383
2015 : BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-135,878
Total unrealized appreciation/depreciation of assets2015-12-31$-135,878
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$512,492
Total loss/gain on sale of assets2015-12-31$-18
Total of all expenses incurred2015-12-31$10,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$527,316
Value of total assets at end of year2015-12-31$4,549,189
Value of total assets at beginning of year2015-12-31$4,047,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$6,697
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$76,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$76,235
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$10,554
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$501,938
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,549,189
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,047,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,813,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,309,196
Income. Interest from corporate debt instruments2015-12-31$6,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$91,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$88,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$88,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$38,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$527,316
Employer contributions (assets) at end of year2015-12-31$527,316
Employer contributions (assets) at beginning of year2015-12-31$505,286
Income. Dividends from common stock2015-12-31$8
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,554
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$116,283
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$144,682
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$25,000
Aggregate carrying amount (costs) on sale of assets2015-12-31$25,018
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DENNIS SCHMICH & CO
Accountancy firm EIN2015-12-31860670260
2014 : BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$21,028
Total unrealized appreciation/depreciation of assets2014-12-31$21,028
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$607,780
Total loss/gain on sale of assets2014-12-31$-1,256
Total of all expenses incurred2014-12-31$20,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$20,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$505,286
Value of total assets at end of year2014-12-31$4,047,251
Value of total assets at beginning of year2014-12-31$3,459,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$8,682
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$54,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$54,956
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$20,065
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$587,715
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,047,251
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,459,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,309,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,604,881
Income. Interest from corporate debt instruments2014-12-31$8,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$88,087
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$81,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$81,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$19,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$505,286
Employer contributions (assets) at end of year2014-12-31$505,286
Employer contributions (assets) at beginning of year2014-12-31$574,402
Income. Dividends from common stock2014-12-31$8
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$20,065
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$144,682
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$198,856
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$290,000
Aggregate carrying amount (costs) on sale of assets2014-12-31$291,256
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DENNIS SCHMICH & CO.
Accountancy firm EIN2014-12-31860670260

Form 5500 Responses for BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN

2023: BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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
2017: BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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: BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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: BEACHFLEISCHMAN PLLC EMPLOYEES' CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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

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