?>
Plan Name | SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SULLIVAN & WORCESTER LLP |
Employer identification number (EIN): | 042387531 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about SULLIVAN & WORCESTER LLP
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1995-09-29 |
Company Identification Number: | 1960980 |
Legal Registered Office Address: |
ATTN MANAGING PARTNER ONE POST OFFICE SQUARE BOSTON United States of America (USA) 02109 |
More information about SULLIVAN & WORCESTER LLP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | DAVID GUADAGNOLI | |||
002 | 2016-01-01 | DAVID GUADAGNOLI | |||
002 | 2015-01-01 | DAVID GUADAGNOLI | |||
002 | 2014-01-01 | DAVID GUADAGNOLI | |||
002 | 2013-01-01 | DAVID GUADAGNOLI | |||
002 | 2012-01-01 | DAVID A. GUADAGNOLI | |||
002 | 2011-01-01 | DAVID A. GUADAGNOLI | |||
002 | 2010-01-01 | DAVID A. GUADAGNOLI | DAVID A. GUADAGNOLI | 2011-10-14 | |
002 | 2009-01-01 | DAVID GUADAGNOLI |
Measure | Date | Value |
---|---|---|
2022: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 303 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 188 |
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 | 106 |
Total of all active and inactive participants | 2022-01-01 | 294 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 3 |
Total participants | 2022-01-01 | 297 |
Number of participants with account balances | 2022-01-01 | 295 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 4 |
2021: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 304 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 208 |
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 | 92 |
Total of all active and inactive participants | 2021-01-01 | 300 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 3 |
Total participants | 2021-01-01 | 303 |
Number of participants with account balances | 2021-01-01 | 293 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 305 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 214 |
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 | 87 |
Total of all active and inactive participants | 2020-01-01 | 301 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 3 |
Total participants | 2020-01-01 | 304 |
Number of participants with account balances | 2020-01-01 | 299 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
2019: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 302 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 216 |
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 | 85 |
Total of all active and inactive participants | 2019-01-01 | 301 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 4 |
Total participants | 2019-01-01 | 305 |
Number of participants with account balances | 2019-01-01 | 301 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 4 |
2018: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 300 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 208 |
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 | 91 |
Total of all active and inactive participants | 2018-01-01 | 299 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 3 |
Total participants | 2018-01-01 | 302 |
Number of participants with account balances | 2018-01-01 | 298 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 4 |
2017: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 323 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 207 |
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 | 89 |
Total of all active and inactive participants | 2017-01-01 | 296 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 4 |
Total participants | 2017-01-01 | 300 |
Number of participants with account balances | 2017-01-01 | 295 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 3 |
2016: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 320 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 217 |
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 | 102 |
Total of all active and inactive participants | 2016-01-01 | 319 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 4 |
Total participants | 2016-01-01 | 323 |
Number of participants with account balances | 2016-01-01 | 319 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 325 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 219 |
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 | 99 |
Total of all active and inactive participants | 2015-01-01 | 318 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 320 |
Number of participants with account balances | 2015-01-01 | 316 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2014: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 341 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 219 |
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 | 105 |
Total of all active and inactive participants | 2014-01-01 | 324 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 325 |
Number of participants with account balances | 2014-01-01 | 321 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 354 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 225 |
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 | 116 |
Total of all active and inactive participants | 2013-01-01 | 341 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 341 |
Number of participants with account balances | 2013-01-01 | 341 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 355 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 233 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 119 |
Total of all active and inactive participants | 2012-01-01 | 352 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 354 |
Number of participants with account balances | 2012-01-01 | 354 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 363 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 226 |
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 | 127 |
Total of all active and inactive participants | 2011-01-01 | 353 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 355 |
Number of participants with account balances | 2011-01-01 | 355 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2010: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 371 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 239 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 124 |
Total of all active and inactive participants | 2010-01-01 | 363 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 363 |
Number of participants with account balances | 2010-01-01 | 363 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
2009: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 361 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 261 |
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 | 110 |
Total of all active and inactive participants | 2009-01-01 | 371 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 371 |
Number of participants with account balances | 2009-01-01 | 371 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
Measure | Date | Value |
---|---|---|
2022 : SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $1,178,007 |
Total transfer of assets from this plan | 2022-12-31 | $53,027 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-16,818,532 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $7,416,868 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $7,315,424 |
Value of total corrective distributions | 2022-12-31 | $639 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,205,849 |
Value of total assets at end of year | 2022-12-31 | $102,388,854 |
Value of total assets at beginning of year | 2022-12-31 | $125,499,274 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $100,805 |
Total interest from all sources | 2022-12-31 | $22,459 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,613,026 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,613,026 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,919,293 |
Participant contributions at end of year | 2022-12-31 | $536,089 |
Participant contributions at beginning of year | 2022-12-31 | $467,490 |
Participant contributions at end of year | 2022-12-31 | $195,900 |
Participant contributions at beginning of year | 2022-12-31 | $127,950 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $17,279,912 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $23,014,807 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $90,663 |
Other income not declared elsewhere | 2022-12-31 | $-2,684,900 |
Administrative expenses (other) incurred | 2022-12-31 | $51,188 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-24,235,400 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $102,388,854 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $125,499,274 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $2,374 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $49,617 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $54,676,781 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $66,806,151 |
Interest on participant loans | 2022-12-31 | $22,459 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $29,501,905 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $34,913,729 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-14,705,248 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-4,269,718 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $195,893 |
Employer contributions (assets) at end of year | 2022-12-31 | $195,893 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $169,147 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $7,315,424 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2022-12-31 | 431947695 |
2021 : SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $310,054 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Expenses. Interest paid | 2021-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $18,919,144 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $4,712,793 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,555,096 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of total corrective distributions | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,001,485 |
Value of total assets at end of year | 2021-12-31 | $125,499,274 |
Value of total assets at beginning of year | 2021-12-31 | $110,982,869 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $157,697 |
Total income from rents | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $21,703 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,258,958 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $3,258,958 |
Assets. Real estate other than employer real property at end of year | 2021-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $0 |
Administrative expenses professional fees incurred | 2021-12-31 | $10,113 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,832,338 |
Participant contributions at end of year | 2021-12-31 | $467,490 |
Participant contributions at beginning of year | 2021-12-31 | $442,961 |
Participant contributions at end of year | 2021-12-31 | $127,950 |
Participant contributions at beginning of year | 2021-12-31 | $171,400 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $23,014,807 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $19,096,138 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $3,285,833 |
Administrative expenses (other) incurred | 2021-12-31 | $98,983 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Income. Non cash contributions | 2021-12-31 | $0 |
Value of net income/loss | 2021-12-31 | $14,206,351 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $125,499,274 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $110,982,869 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
Investment advisory and management fees | 2021-12-31 | $48,601 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $66,806,151 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $60,355,240 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Interest on participant loans | 2021-12-31 | $21,703 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Interest earned on other investments | 2021-12-31 | $0 |
Income. Interest from US Government securities | 2021-12-31 | $0 |
Income. Interest from corporate debt instruments | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $34,913,729 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $30,917,130 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Asset value of US Government securities at end of year | 2021-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $5,517,478 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $3,833,687 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Assets. Value of employer real property at end of year | 2021-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $169,147 |
Employer contributions (assets) at end of year | 2021-12-31 | $169,147 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Income. Dividends from preferred stock | 2021-12-31 | $0 |
Income. Dividends from common stock | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,555,096 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
Contract administrator fees | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2021-12-31 | 431947695 |
2020 : SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $948,547 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $18,883,688 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $5,903,613 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $5,772,311 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,486,859 |
Value of total assets at end of year | 2020-12-31 | $110,982,869 |
Value of total assets at beginning of year | 2020-12-31 | $97,054,247 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $131,302 |
Total interest from all sources | 2020-12-31 | $28,799 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,426,129 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,426,129 |
Administrative expenses professional fees incurred | 2020-12-31 | $273 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,709,903 |
Participant contributions at end of year | 2020-12-31 | $442,961 |
Participant contributions at beginning of year | 2020-12-31 | $690,034 |
Participant contributions at end of year | 2020-12-31 | $171,400 |
Participant contributions at beginning of year | 2020-12-31 | $90,425 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $19,096,138 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $18,272,787 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,776,956 |
Other income not declared elsewhere | 2020-12-31 | $1,614,005 |
Administrative expenses (other) incurred | 2020-12-31 | $85,983 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $12,980,075 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $110,982,869 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $97,054,247 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $45,046 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $60,355,240 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $53,017,391 |
Interest on participant loans | 2020-12-31 | $28,799 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $30,917,130 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $24,757,171 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $8,362,331 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $2,965,565 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $226,439 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,772,311 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2020-12-31 | 431947695 |
2019 : SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $657,888 |
Total transfer of assets to this plan | 2019-12-31 | $657,888 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
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 | $20,399,998 |
Total income from all sources (including contributions) | 2019-12-31 | $20,399,998 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $15,125,038 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $14,994,189 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $14,994,189 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,222,755 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,222,755 |
Value of total assets at end of year | 2019-12-31 | $97,054,247 |
Value of total assets at beginning of year | 2019-12-31 | $91,121,399 |
Value of total assets at beginning of year | 2019-12-31 | $91,121,399 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $130,849 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $130,849 |
Total interest from all sources | 2019-12-31 | $35,314 |
Total interest from all sources | 2019-12-31 | $35,314 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,720,140 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,720,140 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,720,140 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,720,140 |
Administrative expenses professional fees incurred | 2019-12-31 | $2,042 |
Administrative expenses professional fees incurred | 2019-12-31 | $2,042 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,556,799 |
Contributions received from participants | 2019-12-31 | $2,556,799 |
Participant contributions at end of year | 2019-12-31 | $690,034 |
Participant contributions at end of year | 2019-12-31 | $690,034 |
Participant contributions at beginning of year | 2019-12-31 | $881,616 |
Participant contributions at beginning of year | 2019-12-31 | $881,616 |
Participant contributions at end of year | 2019-12-31 | $90,425 |
Participant contributions at end of year | 2019-12-31 | $90,425 |
Participant contributions at beginning of year | 2019-12-31 | $116,731 |
Participant contributions at beginning of year | 2019-12-31 | $116,731 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $18,272,787 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $18,272,787 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $21,037,423 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $21,037,423 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $439,355 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $439,355 |
Other income not declared elsewhere | 2019-12-31 | $3,025,303 |
Other income not declared elsewhere | 2019-12-31 | $3,025,303 |
Administrative expenses (other) incurred | 2019-12-31 | $81,931 |
Administrative expenses (other) incurred | 2019-12-31 | $81,931 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $5,274,960 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $97,054,247 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $97,054,247 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $91,121,399 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $91,121,399 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $46,876 |
Investment advisory and management fees | 2019-12-31 | $46,876 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $53,017,391 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $53,017,391 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $46,010,974 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $46,010,974 |
Interest on participant loans | 2019-12-31 | $35,314 |
Interest on participant loans | 2019-12-31 | $35,314 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $24,757,171 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $24,757,171 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $22,895,663 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $22,895,663 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $8,690,615 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $8,690,615 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $3,705,871 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $3,705,871 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $226,601 |
Contributions received in cash from employer | 2019-12-31 | $226,601 |
Employer contributions (assets) at end of year | 2019-12-31 | $226,439 |
Employer contributions (assets) at end of year | 2019-12-31 | $226,439 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $178,992 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $178,992 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $14,994,189 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $14,994,189 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2019-12-31 | 431947695 |
2018 : SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $643,221 |
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 | $991,584 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $5,204,330 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $5,073,166 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $5,434,953 |
Value of total assets at end of year | 2018-12-31 | $91,121,399 |
Value of total assets at beginning of year | 2018-12-31 | $94,690,924 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $131,164 |
Total interest from all sources | 2018-12-31 | $39,348 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,074,362 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,074,362 |
Administrative expenses professional fees incurred | 2018-12-31 | $3,140 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,549,257 |
Participant contributions at end of year | 2018-12-31 | $881,616 |
Participant contributions at beginning of year | 2018-12-31 | $836,160 |
Participant contributions at end of year | 2018-12-31 | $116,731 |
Participant contributions at beginning of year | 2018-12-31 | $116,100 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $21,037,423 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $21,287,461 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,706,704 |
Other income not declared elsewhere | 2018-12-31 | $-929,393 |
Administrative expenses (other) incurred | 2018-12-31 | $67,950 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-4,212,746 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $91,121,399 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $94,690,924 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $60,074 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $46,010,974 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $47,940,006 |
Interest on participant loans | 2018-12-31 | $39,348 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $22,895,663 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $24,361,550 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-4,713,371 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-914,315 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $178,992 |
Employer contributions (assets) at end of year | 2018-12-31 | $178,992 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $149,647 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $5,073,166 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2018-12-31 | 431947695 |
2017 : SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $214,101 |
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 | $17,482,649 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $8,830,386 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $8,726,902 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,247,173 |
Value of total assets at end of year | 2017-12-31 | $94,690,924 |
Value of total assets at beginning of year | 2017-12-31 | $85,824,560 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $103,484 |
Total interest from all sources | 2017-12-31 | $39,888 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,561,975 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,561,975 |
Administrative expenses professional fees incurred | 2017-12-31 | $5,056 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,432,696 |
Participant contributions at end of year | 2017-12-31 | $836,160 |
Participant contributions at beginning of year | 2017-12-31 | $856,695 |
Participant contributions at end of year | 2017-12-31 | $116,100 |
Participant contributions at beginning of year | 2017-12-31 | $88,200 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $21,287,461 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $18,581,532 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,664,830 |
Other income not declared elsewhere | 2017-12-31 | $2,610,820 |
Administrative expenses (other) incurred | 2017-12-31 | $56,853 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $8,652,263 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $94,690,924 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $85,824,560 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $41,575 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $47,940,006 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $42,233,819 |
Interest on participant loans | 2017-12-31 | $39,888 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $24,361,550 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $23,913,835 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $6,070,755 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $2,952,038 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $149,647 |
Employer contributions (assets) at end of year | 2017-12-31 | $149,647 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $150,479 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $8,726,902 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2017-12-31 | 431947695 |
2016 : SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $373,317 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $9,260,975 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $5,387,659 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $5,289,917 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,488,254 |
Value of total assets at end of year | 2016-12-31 | $85,824,560 |
Value of total assets at beginning of year | 2016-12-31 | $81,577,927 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $97,742 |
Total interest from all sources | 2016-12-31 | $33,992 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,262,643 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,262,643 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,328,996 |
Participant contributions at end of year | 2016-12-31 | $856,695 |
Participant contributions at beginning of year | 2016-12-31 | $793,622 |
Participant contributions at end of year | 2016-12-31 | $88,200 |
Participant contributions at beginning of year | 2016-12-31 | $85,000 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $18,581,532 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $17,866,532 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $8,779 |
Other income not declared elsewhere | 2016-12-31 | $1,108,163 |
Administrative expenses (other) incurred | 2016-12-31 | $54,103 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,873,316 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $85,824,560 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $81,577,927 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $43,639 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $42,233,819 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $39,986,498 |
Interest on participant loans | 2016-12-31 | $33,992 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $23,913,835 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $22,730,579 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,470,569 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $1,897,354 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $150,479 |
Employer contributions (assets) at end of year | 2016-12-31 | $150,479 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $115,696 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $5,289,917 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2016-12-31 | 431947695 |
2015 : SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $508,058 |
Total transfer of assets from this plan | 2015-12-31 | $5,279 |
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 | $2,198,327 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,101,998 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,986,579 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,781,279 |
Value of total assets at end of year | 2015-12-31 | $81,577,927 |
Value of total assets at beginning of year | 2015-12-31 | $81,978,819 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $115,419 |
Total interest from all sources | 2015-12-31 | $30,503 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,829,195 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,829,195 |
Administrative expenses professional fees incurred | 2015-12-31 | $3,275 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,528,530 |
Participant contributions at end of year | 2015-12-31 | $793,622 |
Participant contributions at beginning of year | 2015-12-31 | $676,098 |
Participant contributions at end of year | 2015-12-31 | $85,000 |
Participant contributions at beginning of year | 2015-12-31 | $91,500 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $17,866,532 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $17,856,414 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $137,053 |
Other income not declared elsewhere | 2015-12-31 | $2,712 |
Administrative expenses (other) incurred | 2015-12-31 | $58,841 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-903,671 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $81,577,927 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $81,978,819 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $53,303 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $39,986,498 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $40,535,189 |
Interest on participant loans | 2015-12-31 | $30,503 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $22,730,579 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $22,715,434 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,238,361 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-207,001 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $115,696 |
Employer contributions (assets) at end of year | 2015-12-31 | $115,696 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $104,184 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,986,579 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2015-12-31 | 431947695 |
2014 : SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $409,401 |
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 | $8,184,520 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,382,388 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,303,805 |
Value of total corrective distributions | 2014-12-31 | $283 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,077,815 |
Value of total assets at end of year | 2014-12-31 | $81,978,819 |
Value of total assets at beginning of year | 2014-12-31 | $75,767,286 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $78,300 |
Total interest from all sources | 2014-12-31 | $27,392 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,940,142 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,940,142 |
Administrative expenses professional fees incurred | 2014-12-31 | $12,648 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,406,934 |
Participant contributions at end of year | 2014-12-31 | $676,098 |
Participant contributions at beginning of year | 2014-12-31 | $712,779 |
Participant contributions at end of year | 2014-12-31 | $91,500 |
Participant contributions at beginning of year | 2014-12-31 | $141,500 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $17,856,414 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $16,515,335 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $566,697 |
Other income not declared elsewhere | 2014-12-31 | $1,118,160 |
Administrative expenses (other) incurred | 2014-12-31 | $6,234 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $5,802,132 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $81,978,819 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $75,767,286 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $8,800 |
Investment advisory and management fees | 2014-12-31 | $59,418 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $40,535,189 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $36,208,377 |
Interest on participant loans | 2014-12-31 | $27,392 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $22,715,434 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $22,042,540 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $644,140 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,376,871 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $104,184 |
Employer contributions (assets) at end of year | 2014-12-31 | $104,184 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $137,955 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,303,805 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2014-12-31 | 431947695 |
2013 : SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $210,913 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $14,512,286 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,270,080 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,210,762 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,496,575 |
Value of total assets at end of year | 2013-12-31 | $75,767,286 |
Value of total assets at beginning of year | 2013-12-31 | $63,314,167 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $59,318 |
Total interest from all sources | 2013-12-31 | $32,776 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,205,758 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,205,758 |
Administrative expenses professional fees incurred | 2013-12-31 | $11,420 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $2,290,631 |
Participant contributions at end of year | 2013-12-31 | $712,779 |
Participant contributions at beginning of year | 2013-12-31 | $809,427 |
Participant contributions at end of year | 2013-12-31 | $141,500 |
Participant contributions at beginning of year | 2013-12-31 | $279,750 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $16,515,335 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $12,914,120 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $67,989 |
Other income not declared elsewhere | 2013-12-31 | $1,863,034 |
Administrative expenses (other) incurred | 2013-12-31 | $3,375 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $12,242,206 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $75,767,286 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $63,314,167 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $8,800 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
Investment advisory and management fees | 2013-12-31 | $44,523 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $36,208,377 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $28,886,263 |
Interest on participant loans | 2013-12-31 | $32,776 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $22,042,540 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $20,296,665 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $5,575,838 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $3,338,305 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $137,955 |
Employer contributions (assets) at end of year | 2013-12-31 | $137,955 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $127,942 |
Income. Dividends from preferred stock | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,210,762 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2013-12-31 | 421947695 |
2012 : SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $347,483 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $11,883,813 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,121,123 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,093,421 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,728,476 |
Value of total assets at end of year | 2012-12-31 | $63,314,167 |
Value of total assets at beginning of year | 2012-12-31 | $53,203,994 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $27,702 |
Total interest from all sources | 2012-12-31 | $40,048 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $683,502 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $683,502 |
Administrative expenses professional fees incurred | 2012-12-31 | $11,303 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $2,216,697 |
Participant contributions at end of year | 2012-12-31 | $809,427 |
Participant contributions at beginning of year | 2012-12-31 | $830,105 |
Participant contributions at end of year | 2012-12-31 | $279,750 |
Participant contributions at beginning of year | 2012-12-31 | $221,900 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $12,914,120 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $10,146,569 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $2,390,304 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $15,114 |
Other income not declared elsewhere | 2012-12-31 | $1,174,646 |
Administrative expenses (other) incurred | 2012-12-31 | $2,987 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $9,762,690 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $63,314,167 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $53,203,994 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $13,412 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $28,886,263 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $22,446,911 |
Interest on participant loans | 2012-12-31 | $40,048 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $20,296,665 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $19,441,901 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,031,739 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $2,225,402 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $121,475 |
Employer contributions (assets) at end of year | 2012-12-31 | $127,942 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $101,494 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,093,421 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2012-12-31 | 421947695 |
2011 : SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $273,310 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $4,177,815 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $4,098,822 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $4,072,678 |
Value of total corrective distributions | 2011-12-31 | $2,040 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,207,435 |
Value of total assets at end of year | 2011-12-31 | $53,203,994 |
Value of total assets at beginning of year | 2011-12-31 | $52,851,691 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $24,104 |
Total interest from all sources | 2011-12-31 | $43,355 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $365,663 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $365,663 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $2,077,543 |
Participant contributions at end of year | 2011-12-31 | $830,105 |
Participant contributions at beginning of year | 2011-12-31 | $817,778 |
Participant contributions at end of year | 2011-12-31 | $221,900 |
Participant contributions at beginning of year | 2011-12-31 | $256,760 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $10,146,569 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $7,588,025 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $3,028,398 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $15,114 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $17,184 |
Other income not declared elsewhere | 2011-12-31 | $-256,244 |
Administrative expenses (other) incurred | 2011-12-31 | $2,150 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $78,993 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $53,203,994 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $52,851,691 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $21,954 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $22,446,911 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $23,460,283 |
Interest on participant loans | 2011-12-31 | $43,355 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $19,441,901 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $20,566,546 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-978,999 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-203,395 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $101,494 |
Employer contributions (assets) at end of year | 2011-12-31 | $101,494 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $145,115 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $4,072,678 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2011-12-31 | 421947695 |
2010 : SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $218,835 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $8,820,028 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,698,986 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,698,286 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,456,470 |
Value of total assets at end of year | 2010-12-31 | $52,851,691 |
Value of total assets at beginning of year | 2010-12-31 | $46,511,814 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $700 |
Total interest from all sources | 2010-12-31 | $44,330 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $395,674 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $395,674 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,061,340 |
Participant contributions at end of year | 2010-12-31 | $817,778 |
Participant contributions at beginning of year | 2010-12-31 | $781,439 |
Participant contributions at end of year | 2010-12-31 | $256,760 |
Participant contributions at beginning of year | 2010-12-31 | $280,100 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $7,588,025 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $6,230,442 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $250,015 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $17,184 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $22,338 |
Other income not declared elsewhere | 2010-12-31 | $938,480 |
Administrative expenses (other) incurred | 2010-12-31 | $700 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $6,121,042 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $52,851,691 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $46,511,814 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $23,460,283 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $20,882,809 |
Interest on participant loans | 2010-12-31 | $44,330 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $20,566,546 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $18,150,659 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,730,185 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $2,254,889 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $145,115 |
Employer contributions (assets) at end of year | 2010-12-31 | $145,115 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $164,027 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,698,286 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MAYER HOFFMAN MCCANN, P.C. |
Accountancy firm EIN | 2010-12-31 | 431947695 |
2009 : SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT 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: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT 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: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT 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: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT 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: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT 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: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT 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: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT 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: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT 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: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT 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: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT 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: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT 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: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT 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 |
2010: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SULLIVAN & WORCESTER LLP SAVINGS & INVESTMENT 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 |