401k Plan data: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN plan

SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 401k Plan overview

Plan Name	SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN
Plan identification number	001

SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOLAN, MILHEM AND HERTEL, P.S. has sponsored the creation of one or more 401k plans.

Company Name: SOLAN, MILHEM AND HERTEL, P.S.

Employer identification number (EIN): 911409889

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ROBERT C. MILHEM 2024-05-14
001 2022-01-01 ROBERT C. MILHEM 2023-10-10
001 2021-01-01 ROBERT C. MILHEM 2022-09-15
001 2020-01-01 ROBERT C. MILHEM 2021-06-03
001 2019-01-01 ROBERT C. MILHEM 2020-08-06
001 2018-01-01 ROBERT C. MILHEM 2019-08-11
001 2017-01-01
001 2016-01-01 DOMONIQUE PERETTI
001 2015-01-01 BETH ELFERING
001 2014-01-01 ROBERT C. MILHEM
001 2013-01-01 ROBERT C. MILHEM
001 2012-01-01 ROBERT C. MILHEM
001 2011-01-01 ROBERT C. MILHEM
001 2009-01-01 ROBERT C. MILHEM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	ROBERT C. MILHEM	2024-05-14
001	2022-01-01	ROBERT C. MILHEM	2023-10-10
001	2021-01-01	ROBERT C. MILHEM	2022-09-15
001	2020-01-01	ROBERT C. MILHEM	2021-06-03
001	2019-01-01	ROBERT C. MILHEM	2020-08-06
001	2018-01-01	ROBERT C. MILHEM	2019-08-11
001	2017-01-01
001	2016-01-01	DOMONIQUE PERETTI
001	2015-01-01	BETH ELFERING
001	2014-01-01	ROBERT C. MILHEM
001	2013-01-01	ROBERT C. MILHEM
001	2012-01-01	ROBERT C. MILHEM
001	2011-01-01	ROBERT C. MILHEM
001	2009-01-01	ROBERT C. MILHEM

Plan Statistics for SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN

401k plan membership statisitcs for SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN

Measure Date Value
2023: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 5
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 5
Number of participants with account balances 2023-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	5
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	5
Number of participants with account balances	2023-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN

Measure	Date	Value
2023 : SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$360,132
Expenses. Total of all expenses incurred	2023-12-31	$2,301,338
Benefits paid (including direct rollovers)	2023-12-31	$2,300,983
Total plan assets at end of year	2023-12-31	$401,666
Total plan assets at beginning of year	2023-12-31	$2,342,872
Value of fidelity bond covering the plan	2023-12-31	$268,000
Total contributions received or receivable from participants	2023-12-31	$34,200
Other income received	2023-12-31	$227,635
Net income (gross income less expenses)	2023-12-31	$-1,941,206
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$401,666
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,342,872
Total contributions received or receivable from employer(s)	2023-12-31	$98,297
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$355
2022 : SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-330,682
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$2,342,872
Total plan assets at beginning of year	2022-12-31	$2,673,554
Value of fidelity bond covering the plan	2022-12-31	$268,000
Total contributions received or receivable from participants	2022-12-31	$24,700
Other income received	2022-12-31	$-433,476
Net income (gross income less expenses)	2022-12-31	$-330,682
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,342,872
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,673,554
Total contributions received or receivable from employer(s)	2022-12-31	$78,094
2021 : SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$400,361
Expenses. Total of all expenses incurred	2021-12-31	$110,000
Benefits paid (including direct rollovers)	2021-12-31	$110,000
Total plan assets at end of year	2021-12-31	$2,673,554
Total plan assets at beginning of year	2021-12-31	$2,383,193
Value of fidelity bond covering the plan	2021-12-31	$268,000
Total contributions received or receivable from participants	2021-12-31	$3,450
Other income received	2021-12-31	$316,971
Net income (gross income less expenses)	2021-12-31	$290,361
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,673,554
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,383,193
Total contributions received or receivable from employer(s)	2021-12-31	$79,940
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$369,982
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$2,383,193
Total plan assets at beginning of year	2020-12-31	$2,013,211
Value of fidelity bond covering the plan	2020-12-31	$265,444
Total contributions received or receivable from participants	2020-12-31	$600
Other income received	2020-12-31	$301,494
Net income (gross income less expenses)	2020-12-31	$369,982
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,383,193
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,013,211
Total contributions received or receivable from employer(s)	2020-12-31	$67,888
2019 : SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$415,767
Expenses. Total of all expenses incurred	2019-12-31	$112,386
Benefits paid (including direct rollovers)	2019-12-31	$112,386
Total plan assets at end of year	2019-12-31	$2,013,211
Total plan assets at beginning of year	2019-12-31	$1,709,830
Value of fidelity bond covering the plan	2019-12-31	$265,444
Total contributions received or receivable from participants	2019-12-31	$600
Other income received	2019-12-31	$355,070
Net income (gross income less expenses)	2019-12-31	$303,381
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,013,211
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,709,830
Total contributions received or receivable from employer(s)	2019-12-31	$60,097
2018 : SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$27,639
Expenses. Total of all expenses incurred	2018-12-31	$972,254
Benefits paid (including direct rollovers)	2018-12-31	$972,254
Total plan assets at end of year	2018-12-31	$1,709,830
Total plan assets at beginning of year	2018-12-31	$2,654,445
Value of fidelity bond covering the plan	2018-12-31	$265,444
Total contributions received or receivable from participants	2018-12-31	$600
Other income received	2018-12-31	$-31,864
Net income (gross income less expenses)	2018-12-31	$-944,615
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,709,830
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,654,445
Total contributions received or receivable from employer(s)	2018-12-31	$58,903
2017 : SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$409,052
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$2,654,445
Total plan assets at beginning of year	2017-12-31	$2,245,393
Value of fidelity bond covering the plan	2017-12-31	$265,444
Total contributions received or receivable from participants	2017-12-31	$600
Other income received	2017-12-31	$357,861
Net income (gross income less expenses)	2017-12-31	$409,052
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,654,445
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,245,393
Total contributions received or receivable from employer(s)	2017-12-31	$50,591
2016 : SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$123,596
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$2,245,393
Total plan assets at beginning of year	2016-12-31	$2,121,797
Value of fidelity bond covering the plan	2016-12-31	$224,539
Total contributions received or receivable from participants	2016-12-31	$600
Other income received	2016-12-31	$72,937
Net income (gross income less expenses)	2016-12-31	$123,596
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,245,393
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,121,797
Total contributions received or receivable from employer(s)	2016-12-31	$50,059
2015 : SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$38,945
Expenses. Total of all expenses incurred	2015-12-31	$2,239
Total plan assets at end of year	2015-12-31	$2,121,797
Total plan assets at beginning of year	2015-12-31	$2,085,091
Value of fidelity bond covering the plan	2015-12-31	$212,180
Total contributions received or receivable from participants	2015-12-31	$600
Other income received	2015-12-31	$-15,331
Net income (gross income less expenses)	2015-12-31	$36,706
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,121,797
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,085,091
Total contributions received or receivable from employer(s)	2015-12-31	$53,676
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,239
2014 : SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$247,040
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$2,085,091
Total plan assets at beginning of year	2014-12-31	$1,838,051
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$10,600
Other income received	2014-12-31	$172,163
Net income (gross income less expenses)	2014-12-31	$247,040
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,085,091
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,838,051
Total contributions received or receivable from employer(s)	2014-12-31	$64,277
2013 : SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$334,446
Expenses. Total of all expenses incurred	2013-12-31	$739,935
Benefits paid (including direct rollovers)	2013-12-31	$739,935
Total plan assets at end of year	2013-12-31	$1,838,051
Total plan assets at beginning of year	2013-12-31	$2,243,540
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$600
Other income received	2013-12-31	$271,967
Net income (gross income less expenses)	2013-12-31	$-405,489
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,838,051
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,243,540
Total contributions received or receivable from employer(s)	2013-12-31	$61,879
2012 : SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$316,131
Expenses. Total of all expenses incurred	2012-12-31	$2,400
Benefits paid (including direct rollovers)	2012-12-31	$2,400
Total plan assets at end of year	2012-12-31	$2,243,540
Total plan assets at beginning of year	2012-12-31	$1,929,809
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$1,600
Other income received	2012-12-31	$255,978
Net income (gross income less expenses)	2012-12-31	$313,731
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,243,540
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,929,809
Total contributions received or receivable from employer(s)	2012-12-31	$58,553
2011 : SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$11,491
Expenses. Total of all expenses incurred	2011-12-31	$22,088
Benefits paid (including direct rollovers)	2011-12-31	$22,088
Total plan assets at end of year	2011-12-31	$1,929,809
Total plan assets at beginning of year	2011-12-31	$1,940,406
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$1,450
Other income received	2011-12-31	$-52,712
Net income (gross income less expenses)	2011-12-31	$-10,597
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,929,809
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,940,406
Total contributions received or receivable from employer(s)	2011-12-31	$62,753
2010 : SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$303,986
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,940,406
Total plan assets at beginning of year	2010-12-31	$1,636,420
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$23,200
Other income received	2010-12-31	$199,386
Net income (gross income less expenses)	2010-12-31	$303,986
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,940,406
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,636,420
Total contributions received or receivable from employer(s)	2010-12-31	$81,400
2009 : SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR 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

Form 5500 Responses for SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN

2023: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SOLAN MILHEM AND HERTEL PS 401K SAFE HARBOR 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

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Company Name:	SOLAN, MILHEM AND HERTEL, P.S.
Employer identification number (EIN):	911409889
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers