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ROBINSON & COLE EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameROBINSON & COLE EMPLOYEE SAVINGS PLAN
Plan identification number 004

ROBINSON & COLE EMPLOYEE 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROBINSON & COLE LLP has sponsored the creation of one or more 401k plans.

Company Name:ROBINSON & COLE LLP
Employer identification number (EIN):060512640
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBINSON & COLE EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01BRUCE BARTH2020-10-14 BRUCE BARTH2020-10-14
0042018-01-01BRUCE BARTH2019-10-02 BRUCE BARTH2019-10-02
0042017-01-01BRUCE BARTH BRUCE BARTH2018-10-15
0042016-01-01BRUCE BARTH BRUCE BARTH2017-10-11
0042015-01-01BRUCE BARTH BRUCE BARTH2016-10-14
0042014-01-01BRUCE BARTH BRUCE BARTH2015-09-21
0042013-01-01BRUCE BARTH BRUCE BARTH2014-10-13
0042012-01-01BRUCE BARTH BRUCE BARTH2013-10-14
0042011-01-01BRUCE BARTH
0042010-01-01BRUCE BARTH BRUCE BARTH2011-07-29
0042009-01-01BRUCE BARTH
0042009-01-01 BRUCE BARTH2010-09-23

Plan Statistics for ROBINSON & COLE EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for ROBINSON & COLE EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01215
Total number of active participants reported on line 7a of the Form 55002022-01-01134
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0187
Total of all active and inactive participants2022-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01230
Number of participants with account balances2022-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01204
Total number of active participants reported on line 7a of the Form 55002021-01-01126
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0189
Total of all active and inactive participants2021-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01215
Number of participants with account balances2021-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01196
Total number of active participants reported on line 7a of the Form 55002020-01-01112
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0192
Total of all active and inactive participants2020-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01204
Number of participants with account balances2020-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01187
Total number of active participants reported on line 7a of the Form 55002019-01-01101
Number of other retired or separated participants entitled to future benefits2019-01-0195
Total of all active and inactive participants2019-01-01196
Total participants2019-01-01196
Number of participants with account balances2019-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01189
Total number of active participants reported on line 7a of the Form 55002018-01-0196
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0191
Total of all active and inactive participants2018-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01187
Number of participants with account balances2018-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01186
Total number of active participants reported on line 7a of the Form 55002017-01-01109
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0180
Total of all active and inactive participants2017-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01189
Number of participants with account balances2017-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01174
Total number of active participants reported on line 7a of the Form 55002016-01-01108
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01186
Number of participants with account balances2016-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01175
Total number of active participants reported on line 7a of the Form 55002015-01-01100
Number of other retired or separated participants entitled to future benefits2015-01-0174
Total of all active and inactive participants2015-01-01174
Total participants2015-01-01174
Number of participants with account balances2015-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01195
Total number of active participants reported on line 7a of the Form 55002014-01-01106
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0169
Total of all active and inactive participants2014-01-01175
Total participants2014-01-01175
Number of participants with account balances2014-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01201
Total number of active participants reported on line 7a of the Form 55002013-01-01109
Number of other retired or separated participants entitled to future benefits2013-01-0177
Total of all active and inactive participants2013-01-01186
Total participants2013-01-01186
Number of participants with account balances2013-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01216
Total number of active participants reported on line 7a of the Form 55002012-01-01113
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0175
Total of all active and inactive participants2012-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01188
Number of participants with account balances2012-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01194
Total number of active participants reported on line 7a of the Form 55002011-01-01147
Number of other retired or separated participants entitled to future benefits2011-01-0169
Total of all active and inactive participants2011-01-01216
Total participants2011-01-01216
Number of participants with account balances2011-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01198
Total number of active participants reported on line 7a of the Form 55002010-01-01122
Number of other retired or separated participants entitled to future benefits2010-01-0172
Total of all active and inactive participants2010-01-01194
Total participants2010-01-01194
Number of participants with account balances2010-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0125
2009: ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01222
Total number of active participants reported on line 7a of the Form 55002009-01-01140
Number of other retired or separated participants entitled to future benefits2009-01-0158
Total of all active and inactive participants2009-01-01198
Total participants2009-01-01198
Number of participants with account balances2009-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on ROBINSON & COLE EMPLOYEE SAVINGS PLAN

Measure Date Value
2022 : ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$1,541,689
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$0
Total income from all sources (including contributions)2022-12-31$-3,523,476
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,051,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$992,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,966,971
Value of total assets at end of year2022-12-31$26,068,066
Value of total assets at beginning of year2022-12-31$32,184,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$59,089
Total interest from all sources2022-12-31$4,749
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$552,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$552,075
Administrative expenses professional fees incurred2022-12-31$18,630
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,684,440
Participant contributions at end of year2022-12-31$53,907
Participant contributions at beginning of year2022-12-31$116,845
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$126,669
Other income not declared elsewhere2022-12-31$18,606
Administrative expenses (other) incurred2022-12-31$40,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,574,657
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,068,066
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,184,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,960,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,011,541
Interest on participant loans2022-12-31$4,749
Value of interest in common/collective trusts at end of year2022-12-31$14,023,168
Value of interest in common/collective trusts at beginning of year2022-12-31$17,056,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,686,069
Net investment gain or loss from common/collective trusts2022-12-31$-2,379,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$155,862
Employer contributions (assets) at end of year2022-12-31$30,687
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$992,092
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$592,543
Total transfer of assets from this plan2021-12-31$1,629,991
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
Total income from all sources (including contributions)2021-12-31$6,108,156
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,767,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,741,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,720,734
Value of total assets at end of year2021-12-31$32,184,412
Value of total assets at beginning of year2021-12-31$28,880,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,760
Total interest from all sources2021-12-31$16,122
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,143,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,143,382
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,517,827
Participant contributions at end of year2021-12-31$116,845
Participant contributions at beginning of year2021-12-31$88,341
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$100,057
Other income not declared elsewhere2021-12-31$37,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,341,097
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,184,412
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,880,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,011,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,944,904
Interest on participant loans2021-12-31$16,122
Value of interest in common/collective trusts at end of year2021-12-31$17,056,026
Value of interest in common/collective trusts at beginning of year2021-12-31$2,847,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,190,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$102,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,741,299
Contract administrator fees2021-12-31$25,760
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$12,921
Total transfer of assets from this plan2020-12-31$168,406
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$5,718,190
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,449,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,419,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,544,165
Value of total assets at end of year2020-12-31$28,880,763
Value of total assets at beginning of year2020-12-31$24,767,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$29,675
Total interest from all sources2020-12-31$5,730
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,023,035
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$1,023,035
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$1,354,829
Participant contributions at end of year2020-12-31$88,341
Participant contributions at beginning of year2020-12-31$101,712
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$54,982
Other income not declared elsewhere2020-12-31$36,559
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$4,268,979
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,880,763
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,767,269
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$25,944,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,168,968
Interest on participant loans2020-12-31$5,730
Value of interest in common/collective trusts at end of year2020-12-31$2,847,518
Value of interest in common/collective trusts at beginning of year2020-12-31$2,496,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,051,490
Net investment gain or loss from common/collective trusts2020-12-31$57,211
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$134,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,419,536
Contract administrator fees2020-12-31$29,675
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total transfer of assets from this plan2019-12-31$857,655
Total transfer of assets from this plan2019-12-31$857,655
Total income from all sources (including contributions)2019-12-31$6,428,497
Total income from all sources (including contributions)2019-12-31$6,428,497
Total of all expenses incurred2019-12-31$1,896,439
Total of all expenses incurred2019-12-31$1,896,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,873,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,873,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,629,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,629,832
Value of total assets at end of year2019-12-31$24,767,269
Value of total assets at end of year2019-12-31$24,767,269
Value of total assets at beginning of year2019-12-31$21,092,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,455
Total interest from all sources2019-12-31$3,295
Total interest from all sources2019-12-31$3,295
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,045,249
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,045,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,045,249
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,045,249
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,309,780
Contributions received from participants2019-12-31$1,309,780
Participant contributions at end of year2019-12-31$101,712
Participant contributions at end of year2019-12-31$101,712
Participant contributions at beginning of year2019-12-31$45,215
Participant contributions at beginning of year2019-12-31$45,215
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$239,572
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$239,572
Other income not declared elsewhere2019-12-31$41,898
Other income not declared elsewhere2019-12-31$41,898
Administrative expenses (other) incurred2019-12-31$22,455
Administrative expenses (other) incurred2019-12-31$22,455
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
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$4,532,058
Value of net income/loss2019-12-31$4,532,058
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,767,269
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,767,269
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,092,866
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,092,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$22,168,968
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,168,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,638,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,638,730
Interest on participant loans2019-12-31$3,295
Interest on participant loans2019-12-31$3,295
Value of interest in common/collective trusts at end of year2019-12-31$2,496,589
Value of interest in common/collective trusts at end of year2019-12-31$2,496,589
Value of interest in common/collective trusts at beginning of year2019-12-31$2,408,921
Value of interest in common/collective trusts at beginning of year2019-12-31$2,408,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,652,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,652,630
Net investment gain or loss from common/collective trusts2019-12-31$55,593
Net investment gain or loss from common/collective trusts2019-12-31$55,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$80,480
Contributions received in cash from employer2019-12-31$80,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,873,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,873,984
Did the plan have assets held for investment2019-12-31Yes
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
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
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)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLUM, SHAPIRO & COMPANY
Accountancy firm name2019-12-31BLUM, SHAPIRO & COMPANY
Accountancy firm EIN2019-12-31061009205
Accountancy firm EIN2019-12-31061009205
2018 : ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total transfer of assets from this plan2018-12-31$1,373,679
Total income from all sources (including contributions)2018-12-31$455,611
Total of all expenses incurred2018-12-31$2,358,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,322,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,369,824
Value of total assets at end of year2018-12-31$21,092,866
Value of total assets at beginning of year2018-12-31$24,369,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$36,594
Total interest from all sources2018-12-31$3,213
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,523,672
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$1,523,672
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,280,475
Participant contributions at end of year2018-12-31$45,215
Participant contributions at beginning of year2018-12-31$117,579
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$18,787
Other income not declared elsewhere2018-12-31$46,596
Administrative expenses (other) incurred2018-12-31$36,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,903,269
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,092,866
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,369,814
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$18,638,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,887,001
Interest on participant loans2018-12-31$3,213
Value of interest in common/collective trusts at end of year2018-12-31$2,408,921
Value of interest in common/collective trusts at beginning of year2018-12-31$2,365,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,580,447
Net investment gain or loss from common/collective trusts2018-12-31$92,753
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$70,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,322,286
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BLUM, SHAPIRO & COMPANY, P.C.
Accountancy firm EIN2018-12-31061009205
2017 : ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$645,719
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$5,573,785
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,830,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,803,905
Expenses. Certain deemed distributions of participant loans2017-12-31$1,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,462,782
Value of total assets at end of year2017-12-31$24,369,814
Value of total assets at beginning of year2017-12-31$22,271,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,703
Total interest from all sources2017-12-31$6,501
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,021,733
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$1,021,733
Administrative expenses professional fees incurred2017-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,252,593
Participant contributions at end of year2017-12-31$117,579
Participant contributions at beginning of year2017-12-31$182,499
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$586,017
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$113,637
Other income not declared elsewhere2017-12-31$68,171
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$2,743,757
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,369,814
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,271,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,887,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,357,663
Interest on participant loans2017-12-31$6,501
Interest earned on other investments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$2,365,234
Value of interest in common/collective trusts at beginning of year2017-12-31$2,145,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,973,090
Net investment gain or loss from common/collective trusts2017-12-31$41,508
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$96,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,803,905
Contract administrator fees2017-12-31$19,703
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COHNREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$434,735
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$3,961,517
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$746,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$701,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,288,516
Value of total assets at end of year2016-12-31$22,271,776
Value of total assets at beginning of year2016-12-31$19,491,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$44,989
Total interest from all sources2016-12-31$49,899
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$689,249
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$689,249
Administrative expenses professional fees incurred2016-12-31$11,300
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,171,070
Participant contributions at end of year2016-12-31$182,499
Participant contributions at beginning of year2016-12-31$227,294
Assets. Other investments not covered elsewhere at end of year2016-12-31$586,017
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$522,229
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,037,189
Other income not declared elsewhere2016-12-31$68,512
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$3,214,832
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,271,776
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,491,679
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
Investment advisory and management fees2016-12-31$4,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,357,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,646,952
Interest on participant loans2016-12-31$8,761
Interest earned on other investments2016-12-31$41,138
Value of interest in common/collective trusts at end of year2016-12-31$2,145,597
Value of interest in common/collective trusts at beginning of year2016-12-31$2,095,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$865,341
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$80,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$701,696
Contract administrator fees2016-12-31$29,189
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COHNREZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$475,428
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$1,423,527
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,106,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,071,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,282,286
Value of total assets at end of year2015-12-31$19,491,679
Value of total assets at beginning of year2015-12-31$19,650,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$34,982
Total interest from all sources2015-12-31$49,133
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$984,392
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$984,392
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,115,780
Participant contributions at end of year2015-12-31$227,294
Participant contributions at beginning of year2015-12-31$200,776
Assets. Other investments not covered elsewhere at end of year2015-12-31$522,229
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$531,768
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$88,136
Other income not declared elsewhere2015-12-31$15,549
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$316,859
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,491,679
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,650,248
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
Investment advisory and management fees2015-12-31$4,728
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,646,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,935,124
Interest on participant loans2015-12-31$9,069
Interest earned on other investments2015-12-31$40,064
Value of interest in common/collective trusts at end of year2015-12-31$2,095,204
Value of interest in common/collective trusts at beginning of year2015-12-31$1,982,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-907,833
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$78,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,071,686
Contract administrator fees2015-12-31$30,254
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31COHNREZNICK LLP
Accountancy firm EIN2015-12-31221478099
2014 : ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$632,389
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$2,601,162
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,439,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,404,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,370,419
Value of total assets at end of year2014-12-31$19,650,248
Value of total assets at beginning of year2014-12-31$19,120,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,295
Total interest from all sources2014-12-31$47,392
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$911,087
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$911,087
Administrative expenses professional fees incurred2014-12-31$16,666
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,108,994
Participant contributions at end of year2014-12-31$200,776
Participant contributions at beginning of year2014-12-31$167,633
Assets. Other investments not covered elsewhere at end of year2014-12-31$531,768
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$508,845
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$202,828
Other income not declared elsewhere2014-12-31$50,244
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$1,161,675
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,650,248
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,120,962
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
Investment advisory and management fees2014-12-31$3,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,935,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,475,722
Interest on participant loans2014-12-31$6,795
Interest earned on other investments2014-12-31$40,597
Value of interest in common/collective trusts at end of year2014-12-31$1,982,580
Value of interest in common/collective trusts at beginning of year2014-12-31$1,968,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$222,020
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$58,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,404,192
Contract administrator fees2014-12-31$15,254
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31COHNREZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$374,416
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$4,951,110
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$935,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$929,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,169,423
Value of total assets at end of year2013-12-31$19,120,962
Value of total assets at beginning of year2013-12-31$15,480,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,925
Total interest from all sources2013-12-31$46,831
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$586,543
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$586,543
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,076,110
Participant contributions at end of year2013-12-31$167,633
Participant contributions at beginning of year2013-12-31$164,930
Assets. Other investments not covered elsewhere at end of year2013-12-31$508,845
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$360,765
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$14,660
Other income not declared elsewhere2013-12-31$15,000
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$4,015,217
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,120,962
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,480,161
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
Investment advisory and management fees2013-12-31$5,925
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,475,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,415,928
Interest on participant loans2013-12-31$7,118
Interest earned on other investments2013-12-31$39,713
Value of interest in common/collective trusts at end of year2013-12-31$1,968,762
Value of interest in common/collective trusts at beginning of year2013-12-31$1,538,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,133,313
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$78,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$929,968
Contract administrator fees2013-12-31$5,925
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31COHNREZNICK LLP
Accountancy firm EIN2013-12-31221478099
2012 : ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total transfer of assets from this plan2012-12-31$464,536
Total income from all sources (including contributions)2012-12-31$3,286,875
Total of all expenses incurred2012-12-31$660,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$655,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,324,700
Value of total assets at end of year2012-12-31$15,480,161
Value of total assets at beginning of year2012-12-31$13,318,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,005
Total interest from all sources2012-12-31$5,371
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$442,619
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$442,619
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,150,313
Participant contributions at end of year2012-12-31$164,930
Participant contributions at beginning of year2012-12-31$157,741
Assets. Other investments not covered elsewhere at end of year2012-12-31$360,765
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$276,794
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$83,827
Other income not declared elsewhere2012-12-31$46,112
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$2,626,481
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,480,161
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,318,216
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
Investment advisory and management fees2012-12-31$5,005
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,415,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,586,352
Interest on participant loans2012-12-31$5,371
Value of interest in common/collective trusts at end of year2012-12-31$1,538,538
Value of interest in common/collective trusts at beginning of year2012-12-31$1,297,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,443,677
Net investment gain or loss from common/collective trusts2012-12-31$24,396
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$90,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$655,389
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BUDWITZ AND MEYERJACK, P.C. CPA'S
Accountancy firm EIN2012-12-31061218594
2011 : ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total transfer of assets from this plan2011-12-31$66,910
Total income from all sources (including contributions)2011-12-31$1,183,802
Total of all expenses incurred2011-12-31$1,280,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,271,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,415,119
Value of total assets at end of year2011-12-31$13,318,216
Value of total assets at beginning of year2011-12-31$13,482,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,111
Total interest from all sources2011-12-31$7,118
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$427,950
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$427,950
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,094,212
Participant contributions at end of year2011-12-31$157,741
Participant contributions at beginning of year2011-12-31$159,709
Assets. Other investments not covered elsewhere at end of year2011-12-31$276,794
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$282,619
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$241,900
Other income not declared elsewhere2011-12-31$-5,826
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$-96,977
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,318,216
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,482,103
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
Investment advisory and management fees2011-12-31$9,111
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,586,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,352,484
Interest on participant loans2011-12-31$7,118
Value of interest in common/collective trusts at end of year2011-12-31$1,297,329
Value of interest in common/collective trusts at beginning of year2011-12-31$687,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-660,559
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$79,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,271,668
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BUDWITZ & MEYERJACK, P.C. CPA'S
Accountancy firm EIN2011-12-31061218594
2010 : ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total transfer of assets from this plan2010-12-31$417,648
Total income from all sources (including contributions)2010-12-31$3,170,408
Total of all expenses incurred2010-12-31$561,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$559,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,293,657
Value of total assets at end of year2010-12-31$13,482,103
Value of total assets at beginning of year2010-12-31$11,290,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,225
Total interest from all sources2010-12-31$8,707
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$272,953
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$272,953
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,194,168
Participant contributions at end of year2010-12-31$159,709
Participant contributions at beginning of year2010-12-31$159,024
Assets. Other investments not covered elsewhere at end of year2010-12-31$282,619
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$249,382
Other income not declared elsewhere2010-12-31$33,237
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$2,609,180
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,482,103
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,290,571
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
Investment advisory and management fees2010-12-31$2,225
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,352,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,270,988
Interest on participant loans2010-12-31$8,707
Value of interest in common/collective trusts at end of year2010-12-31$687,291
Value of interest in common/collective trusts at beginning of year2010-12-31$611,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,561,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$99,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$559,003
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BUDWITZ & MEYERJACK, P.C. CPAS
Accountancy firm EIN2010-12-31061218594

Form 5500 Responses for ROBINSON & COLE EMPLOYEE SAVINGS PLAN

2022: ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBINSON & COLE EMPLOYEE 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: ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBINSON & COLE EMPLOYEE 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: ROBINSON & COLE EMPLOYEE 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: ROBINSON & COLE EMPLOYEE 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: ROBINSON & COLE EMPLOYEE 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: ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: ROBINSON & COLE EMPLOYEE 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: ROBINSON & COLE EMPLOYEE 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: ROBINSON & COLE EMPLOYEE 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: ROBINSON & COLE EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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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