CRAMER & ANDERSON has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT PLAN OF CRAMER & ANDERSON, LLP
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-02 | 663160 |
| Net assets as of the end of the plan year | 2025-06-02 | 19896903 |
| Total assets as of the beginning of the plan year | 2025-06-02 | 16947532 |
| Value of plan covered by a fidelity bond | 2025-06-02 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-02 | 513515 |
| Value of participant loans at end of plan year | 2025-06-02 | 30210 |
| Other expenses paid from plan in this plan year | 2025-06-02 | 0 |
| Other contributions to plan in this plan year | 2025-06-02 | 47289 |
| Other income to plan in this plan year | 2025-06-02 | 2774021 |
| Plan net income in this plan year | 2025-06-02 | 2949371 |
| Net assets as of the end of the plan year | 2025-06-02 | 19896903 |
| Net assets as of the beginning of the plan year | 2025-06-02 | 16947532 |
| Employer contributions to plan in this plan year | 2025-06-02 | 277706 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-02 | 5073 |
| 2024 : RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-03 | 725977 |
| Net assets as of the end of the plan year | 2024-07-03 | 16947532 |
| Total assets as of the beginning of the plan year | 2024-07-03 | 14389174 |
| Value of plan covered by a fidelity bond | 2024-07-03 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-03 | 449555 |
| Value of participant loans at end of plan year | 2024-07-03 | 34377 |
| Other expenses paid from plan in this plan year | 2024-07-03 | 0 |
| Other contributions to plan in this plan year | 2024-07-03 | 0 |
| Other income to plan in this plan year | 2024-07-03 | 2667224 |
| Plan net income in this plan year | 2024-07-03 | 2558358 |
| Net assets as of the end of the plan year | 2024-07-03 | 16947532 |
| Net assets as of the beginning of the plan year | 2024-07-03 | 14389174 |
| Employer contributions to plan in this plan year | 2024-07-03 | 167556 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-03 | 9918 |
| 2022 : RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-07 | 1197275 |
| Net assets as of the end of the plan year | 2022-07-07 | 17687678 |
| Total assets as of the beginning of the plan year | 2022-07-07 | 16277810 |
| Value of plan covered by a fidelity bond | 2022-07-07 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-07 | 384064 |
| Value of participant loans at end of plan year | 2022-07-07 | 232898 |
| Other expenses paid from plan in this plan year | 2022-07-07 | 4090 |
| Other contributions to plan in this plan year | 2022-07-07 | 4000 |
| Other income to plan in this plan year | 2022-07-07 | 1949506 |
| Plan net income in this plan year | 2022-07-07 | 1409868 |
| Net assets as of the end of the plan year | 2022-07-07 | 17687678 |
| Net assets as of the beginning of the plan year | 2022-07-07 | 16277810 |
| Employer contributions to plan in this plan year | 2022-07-07 | 269573 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-07 | 7144 |
| 2016 : RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2016 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $1,085,845 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $68,911 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $61,467 |
| Total plan assets at end of year | 2016-12-31 | $12,398,869 |
| Total plan assets at beginning of year | 2016-12-31 | $11,381,935 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $275,121 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $1,000 |
| Other income received | 2016-12-31 | $685,195 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $1,016,934 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $12,398,869 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $11,381,935 |
| Assets. Value of participant loans | 2016-12-31 | $135,494 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $300,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $124,529 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $7,444 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $455,866 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $129,314 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $127,285 |
| Total plan assets at end of year | 2015-12-31 | $11,381,935 |
| Total plan assets at beginning of year | 2015-12-31 | $11,055,383 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $319,718 |
| Other income received | 2015-12-31 | $-135,220 |
| Net income (gross income less expenses) | 2015-12-31 | $326,552 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $11,381,935 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,055,383 |
| Assets. Value of participant loans | 2015-12-31 | $137,385 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $300,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $271,368 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $2,029 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $1,241,263 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $126,772 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $124,886 |
| Total plan assets at end of year | 2014-12-31 | $11,055,383 |
| Total plan assets at beginning of year | 2014-12-31 | $9,940,892 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $264,378 |
| Other income received | 2014-12-31 | $731,649 |
| Net income (gross income less expenses) | 2014-12-31 | $1,114,491 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $11,055,383 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,940,892 |
| Assets. Value of participant loans | 2014-12-31 | $139,013 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $400,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $245,236 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,886 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $1,569,501 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $492,406 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $491,162 |
| Total plan assets at end of year | 2013-12-31 | $9,940,892 |
| Total plan assets at beginning of year | 2013-12-31 | $8,863,797 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $268,137 |
| Other income received | 2013-12-31 | $1,058,358 |
| Net income (gross income less expenses) | 2013-12-31 | $1,077,095 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $9,940,892 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,863,797 |
| Assets. Value of participant loans | 2013-12-31 | $127,100 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $400,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $243,006 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,244 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $1,160,243 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $219,684 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $219,684 |
| Total plan assets at end of year | 2012-12-31 | $8,863,797 |
| Total plan assets at beginning of year | 2012-12-31 | $7,923,238 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $249,141 |
| Other income received | 2012-12-31 | $692,123 |
| Net income (gross income less expenses) | 2012-12-31 | $940,559 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $8,863,797 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,923,238 |
| Assets. Value of participant loans | 2012-12-31 | $151,373 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $400,000 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $218,979 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $606,838 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $663,173 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $662,112 |
| Total plan assets at end of year | 2011-12-31 | $7,923,238 |
| Total plan assets at beginning of year | 2011-12-31 | $7,979,573 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $245,847 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $1,061 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $20,727 |
| Other income received | 2011-12-31 | $69,126 |
| Net income (gross income less expenses) | 2011-12-31 | $-56,335 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $7,923,238 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,979,573 |
| Assets. Value of participant loans | 2011-12-31 | $108,414 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $400,000 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $271,138 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $1,224,476 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $56,345 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $55,545 |
| Total plan assets at end of year | 2010-12-31 | $7,979,573 |
| Total plan assets at beginning of year | 2010-12-31 | $6,811,442 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $305,561 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $800 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $650,927 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $1,168,131 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,979,573 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,811,442 |
| Assets. Value of participant loans | 2010-12-31 | $79,190 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $400,000 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $267,988 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2016: RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |