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EATON VANCE PROFIT SHARING AND SAVINGS PLAN 401k Plan overview

Plan NameEATON VANCE PROFIT SHARING AND SAVINGS PLAN
Plan identification number 001

EATON VANCE PROFIT SHARING AND SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EATON VANCE MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name:EATON VANCE MANAGEMENT
Employer identification number (EIN):043101341
NAIC Classification:523900

Additional information about EATON VANCE MANAGEMENT

Jurisdiction of Incorporation: Commonwealth of Massachusetts Corporations Division
Incorporation Date:
Company Identification Number: t00346713

More information about EATON VANCE MANAGEMENT

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EATON VANCE PROFIT SHARING AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAN ETHIER
0012016-01-01DAN ETHIER
0012015-01-01DAN ETHIER
0012014-01-01DAN ETHIER
0012013-01-01DAN ETHIER
0012012-01-01DANIEL ETHIER DANIEL ETHIER2013-10-09
0012011-01-01DANIEL ETHIER DANIEL ETHIER2012-08-30
0012010-01-01DANIEL ETHIER DANIEL ETHIER2011-10-11
0012009-01-01DAN ETHIER DAN ETHIER2010-10-12

Plan Statistics for EATON VANCE PROFIT SHARING AND SAVINGS PLAN

401k plan membership statisitcs for EATON VANCE PROFIT SHARING AND SAVINGS PLAN

Measure Date Value
2020: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,365
Total number of active participants reported on line 7a of the Form 55002020-01-011,905
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01580
Total of all active and inactive participants2020-01-012,485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-012,490
Number of participants with account balances2020-01-012,467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0157
2019: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,192
Total number of active participants reported on line 7a of the Form 55002019-01-011,797
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01565
Total of all active and inactive participants2019-01-012,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-012,365
Number of participants with account balances2019-01-012,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01101
2018: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,030
Total number of active participants reported on line 7a of the Form 55002018-01-011,707
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01480
Total of all active and inactive participants2018-01-012,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-012,192
Number of participants with account balances2018-01-012,161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0182
2017: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,876
Total number of active participants reported on line 7a of the Form 55002017-01-011,586
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01441
Total of all active and inactive participants2017-01-012,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-012,030
Number of participants with account balances2017-01-012,006
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0175
2016: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,813
Total number of active participants reported on line 7a of the Form 55002016-01-011,474
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01400
Total of all active and inactive participants2016-01-011,874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,876
Number of participants with account balances2016-01-011,855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0161
2015: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,711
Total number of active participants reported on line 7a of the Form 55002015-01-011,407
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01405
Total of all active and inactive participants2015-01-011,812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,813
Number of participants with account balances2015-01-011,760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0167
2014: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,580
Total number of active participants reported on line 7a of the Form 55002014-01-011,367
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01343
Total of all active and inactive participants2014-01-011,710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,711
Number of participants with account balances2014-01-011,668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0173
2013: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,413
Total number of active participants reported on line 7a of the Form 55002013-01-011,310
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01269
Total of all active and inactive participants2013-01-011,579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,580
Number of participants with account balances2013-01-011,531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0144
2012: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,397
Total number of active participants reported on line 7a of the Form 55002012-01-011,168
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01242
Total of all active and inactive participants2012-01-011,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,413
Number of participants with account balances2012-01-011,375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0124
2011: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,320
Total number of active participants reported on line 7a of the Form 55002011-01-011,118
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01279
Total of all active and inactive participants2011-01-011,397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,397
Number of participants with account balances2011-01-011,361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0149
2010: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,214
Total number of active participants reported on line 7a of the Form 55002010-01-011,076
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01244
Total of all active and inactive participants2010-01-011,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,320
Number of participants with account balances2010-01-011,291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0150
2009: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,233
Total number of active participants reported on line 7a of the Form 55002009-01-011,014
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01195
Total of all active and inactive participants2009-01-011,211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-011,214
Number of participants with account balances2009-01-011,206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0148

Financial Data on EATON VANCE PROFIT SHARING AND SAVINGS PLAN

Measure Date Value
2020 : EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$143,984,501
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$27,476,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$27,242,078
Value of total corrective distributions2020-12-31$7,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$58,011,186
Value of total assets at end of year2020-12-31$776,823,895
Value of total assets at beginning of year2020-12-31$660,316,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$226,920
Total interest from all sources2020-12-31$354,296
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$18,262,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$18,262,126
Administrative expenses professional fees incurred2020-12-31$34,846
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$21,255,859
Participant contributions at end of year2020-12-31$3,796,584
Participant contributions at beginning of year2020-12-31$4,043,487
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,732,253
Administrative expenses (other) incurred2020-12-31$192,074
Total non interest bearing cash at end of year2020-12-31$7,652
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$116,507,766
Value of net assets at end of year (total assets less liabilities)2020-12-31$776,823,895
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$660,316,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$735,467,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$632,222,876
Interest on participant loans2020-12-31$204,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$37,552,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$24,049,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$24,049,766
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$149,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$51,042,385
Net investment gain or loss from common/collective trusts2020-12-31$16,314,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$35,023,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$27,242,078
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2020-12-31133891517
2019 : EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$172,400,200
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$29,755,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$29,614,677
Value of total corrective distributions2019-12-31$1,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$54,020,221
Value of total assets at end of year2019-12-31$660,316,129
Value of total assets at beginning of year2019-12-31$517,671,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$140,017
Total interest from all sources2019-12-31$793,511
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$15,739,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$15,739,233
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$18,695,346
Participant contributions at end of year2019-12-31$4,043,487
Participant contributions at beginning of year2019-12-31$3,966,928
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,113,916
Administrative expenses (other) incurred2019-12-31$140,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$142,644,227
Value of net assets at end of year (total assets less liabilities)2019-12-31$660,316,129
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$517,671,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$632,222,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$493,589,623
Interest on participant loans2019-12-31$216,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$24,049,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$20,115,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$20,115,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$577,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$77,742,443
Net investment gain or loss from common/collective trusts2019-12-31$24,104,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$31,210,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$29,614,677
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2019-12-31133891517
2018 : EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$22,590,760
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$27,589,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$27,577,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$49,126,007
Value of total assets at end of year2018-12-31$517,671,902
Value of total assets at beginning of year2018-12-31$522,670,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,200
Total interest from all sources2018-12-31$469,494
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$17,271,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$17,271,750
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$17,147,709
Participant contributions at end of year2018-12-31$3,966,928
Participant contributions at beginning of year2018-12-31$3,651,920
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,954,679
Administrative expenses (other) incurred2018-12-31$11,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,998,355
Value of net assets at end of year (total assets less liabilities)2018-12-31$517,671,902
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$522,670,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$493,589,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$501,032,598
Interest on participant loans2018-12-31$187,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$20,115,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$17,985,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$17,985,739
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$282,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-37,963,988
Net investment gain or loss from common/collective trusts2018-12-31$-6,312,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$29,023,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$27,577,915
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2018-12-31133891517
2017 : EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$112,477,380
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$28,087,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$28,074,454
Value of total corrective distributions2017-12-31$1,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$42,984,983
Value of total assets at end of year2017-12-31$522,670,257
Value of total assets at beginning of year2017-12-31$438,280,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,975
Total interest from all sources2017-12-31$248,562
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10,571,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$10,571,027
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$15,170,263
Participant contributions at end of year2017-12-31$3,651,920
Participant contributions at beginning of year2017-12-31$3,431,885
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,300,951
Administrative expenses (other) incurred2017-12-31$11,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$84,389,888
Value of net assets at end of year (total assets less liabilities)2017-12-31$522,670,257
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$438,280,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$501,032,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$286,897,240
Interest on participant loans2017-12-31$161,426
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$129,048,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$17,985,739
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$18,902,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$18,902,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$87,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$41,469,681
Net investment gain or loss from common/collective trusts2017-12-31$17,203,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$25,513,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$28,074,454
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31133891517
2016 : EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$66,208,392
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$30,624,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$30,617,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$37,063,278
Value of total assets at end of year2016-12-31$438,280,369
Value of total assets at beginning of year2016-12-31$402,696,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,760
Total interest from all sources2016-12-31$159,511
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,970,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,970,982
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$13,577,912
Participant contributions at end of year2016-12-31$3,431,885
Participant contributions at beginning of year2016-12-31$3,295,697
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$943,833
Administrative expenses (other) incurred2016-12-31$6,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$35,583,716
Value of net assets at end of year (total assets less liabilities)2016-12-31$438,280,369
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$402,696,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$286,897,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$263,977,822
Interest on participant loans2016-12-31$148,578
Value of interest in common/collective trusts at end of year2016-12-31$129,048,741
Value of interest in common/collective trusts at beginning of year2016-12-31$123,212,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$18,902,503
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$12,210,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$12,210,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$10,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,769,925
Net investment gain or loss from common/collective trusts2016-12-31$9,244,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$22,541,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$30,617,916
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2016-12-31133891517
2015 : EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$38,175,157
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$21,482,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$21,468,814
Value of total corrective distributions2015-12-31$3,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$37,604,002
Value of total assets at end of year2015-12-31$402,696,653
Value of total assets at beginning of year2015-12-31$386,004,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,200
Total interest from all sources2015-12-31$150,018
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$13,678,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$13,678,489
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$13,213,657
Participant contributions at end of year2015-12-31$3,295,697
Participant contributions at beginning of year2015-12-31$3,119,765
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,980,405
Administrative expenses (other) incurred2015-12-31$10,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$16,692,568
Value of net assets at end of year (total assets less liabilities)2015-12-31$402,696,653
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$386,004,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$263,977,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$248,397,991
Interest on participant loans2015-12-31$150,018
Value of interest in common/collective trusts at end of year2015-12-31$123,212,425
Value of interest in common/collective trusts at beginning of year2015-12-31$124,161,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$12,210,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$10,324,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$10,324,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-11,983,254
Net investment gain or loss from common/collective trusts2015-12-31$-1,274,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$22,409,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$21,468,814
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2015-12-31133891517
2014 : EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$56,879,718
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$18,565,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$18,541,170
Value of total corrective distributions2014-12-31$13,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$35,061,013
Value of total assets at end of year2014-12-31$386,004,085
Value of total assets at beginning of year2014-12-31$347,689,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,385
Total interest from all sources2014-12-31$132,743
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$13,761,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$13,761,596
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$12,168,054
Participant contributions at end of year2014-12-31$3,119,765
Participant contributions at beginning of year2014-12-31$3,108,686
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,455,500
Administrative expenses (other) incurred2014-12-31$10,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$38,314,392
Value of net assets at end of year (total assets less liabilities)2014-12-31$386,004,085
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$347,689,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$248,397,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$210,991,585
Interest on participant loans2014-12-31$132,740
Value of interest in common/collective trusts at end of year2014-12-31$124,161,885
Value of interest in common/collective trusts at beginning of year2014-12-31$123,181,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$10,324,444
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$10,402,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$10,402,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,924,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$21,437,459
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$5,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$18,541,170
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2014-12-31133891517
2013 : EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$77,986,110
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$16,083,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$16,061,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$32,207,707
Value of total assets at end of year2013-12-31$347,689,693
Value of total assets at beginning of year2013-12-31$285,787,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,528
Total interest from all sources2013-12-31$159,004
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,995,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$6,995,239
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$11,104,394
Participant contributions at end of year2013-12-31$3,108,686
Participant contributions at beginning of year2013-12-31$3,455,535
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,517,636
Administrative expenses (other) incurred2013-12-31$22,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$61,902,361
Value of net assets at end of year (total assets less liabilities)2013-12-31$347,689,693
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$285,787,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$210,991,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$273,271,096
Interest on participant loans2013-12-31$142,481
Value of interest in common/collective trusts at end of year2013-12-31$123,181,409
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$10,402,179
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$9,060,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$9,060,701
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$16,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$33,703,413
Net investment gain or loss from common/collective trusts2013-12-31$4,920,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$19,585,677
Employer contributions (assets) at end of year2013-12-31$5,834
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$16,061,221
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2013-12-31133891517
2012 : EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$57,826,728
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$13,791,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$13,759,433
Value of total corrective distributions2012-12-31$7,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$28,239,491
Value of total assets at end of year2012-12-31$285,787,332
Value of total assets at beginning of year2012-12-31$241,751,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,394
Total interest from all sources2012-12-31$180,705
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,036,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,036,532
Administrative expenses professional fees incurred2012-12-31$11,569
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$80,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$9,343,419
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,502,196
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$356,901
Assets. Loans (other than to participants) at end of year2012-12-31$3,455,535
Assets. Loans (other than to participants) at beginning of year2012-12-31$3,025,668
Administrative expenses (other) incurred2012-12-31$12,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$44,035,345
Value of net assets at end of year (total assets less liabilities)2012-12-31$285,787,332
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$241,751,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$273,271,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$230,278,529
Interest on participant loans2012-12-31$150,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$9,060,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$8,090,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$8,090,889
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$29,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$24,370,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$17,393,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$13,759,433
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2012-12-31133891517
2011 : EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$22,188,393
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$13,749,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$13,674,032
Value of total corrective distributions2011-12-31$7,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$26,406,831
Value of total assets at end of year2011-12-31$241,751,987
Value of total assets at beginning of year2011-12-31$233,313,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$68,774
Total interest from all sources2011-12-31$333,939
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,602,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,602,226
Administrative expenses professional fees incurred2011-12-31$51,524
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$80,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$8,772,905
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,153,595
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$356,901
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,344
Assets. Loans (other than to participants) at end of year2011-12-31$3,025,668
Assets. Loans (other than to participants) at beginning of year2011-12-31$2,749,581
Administrative expenses (other) incurred2011-12-31$17,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$8,438,537
Value of net assets at end of year (total assets less liabilities)2011-12-31$241,751,987
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$233,313,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$230,278,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$224,548,917
Interest on participant loans2011-12-31$141,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$8,090,889
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,011,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,011,608
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$192,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-8,154,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$16,480,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$13,674,032
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2011-12-31133891517
2010 : EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$84,617,439
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$41,395,928
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$13,190,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,182,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$21,515,203
Value of total assets at end of year2010-12-31$233,313,450
Value of total assets at beginning of year2010-12-31$120,490,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,565
Total interest from all sources2010-12-31$224,236
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,738,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$4,738,421
Administrative expenses professional fees incurred2010-12-31$2,265
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$75,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,635,129
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,086,981
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$2,749,581
Assets. Loans (other than to participants) at beginning of year2010-12-31$1,137,797
Administrative expenses (other) incurred2010-12-31$6,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$28,205,288
Value of net assets at end of year (total assets less liabilities)2010-12-31$233,313,450
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$120,490,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$224,548,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$119,352,926
Interest on participant loans2010-12-31$120,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,011,608
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$103,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$14,918,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$14,793,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,182,075
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2010-12-31133891517
2009 : EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EATON VANCE PROFIT SHARING AND SAVINGS PLAN

2020: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EATON VANCE PROFIT SHARING AND SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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