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 |
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2016: RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 64 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 56 |
Number of participants with account balances | 2016-01-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 50 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 14 |
Total of all active and inactive participants | 2015-01-01 | 64 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 64 |
Number of participants with account balances | 2015-01-01 | 64 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 14 |
Total of all active and inactive participants | 2014-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 61 |
Number of participants with account balances | 2014-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 13 |
Total of all active and inactive participants | 2013-01-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 59 |
Number of participants with account balances | 2013-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 48 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 19 |
Total of all active and inactive participants | 2012-01-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 67 |
Number of participants with account balances | 2012-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 48 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 19 |
Total of all active and inactive participants | 2011-01-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 67 |
Number of participants with account balances | 2011-01-01 | 67 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 64 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 48 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 21 |
Total of all active and inactive participants | 2009-01-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 69 |
Number of participants with account balances | 2009-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2016 : RETIREMENT PLAN OF CRAMER & ANDERSON, LLP 2016 401k financial data |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |