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Plan Name | SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SHIPMAN & GOODWIN LLP |
Employer identification number (EIN): | 060640174 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about SHIPMAN & GOODWIN LLP
Jurisdiction of Incorporation: | Secretary of State Rhode Island |
Incorporation Date: | 2018-06-14 |
Company Identification Number: | 1685382 |
Legal Registered Office Address: |
222 JEFFERSON BOULEVARD, SUITE 200 WARWICK United States of America (USA) 02888 |
More information about SHIPMAN & GOODWIN LLP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | RICHARD I. COHEN | 2023-10-10 | ||
002 | 2021-01-01 | RICHARD I. COHEN | 2022-10-07 | ||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | RICHARD I. COHEN | RICHARD I. COHEN | 2018-07-25 | |
002 | 2016-01-01 | RICHARD I. COHEN | RICHARD I. COHEN | 2017-07-31 | |
002 | 2015-01-01 | RICHARD I. COHEN | RICHARD I. COHEN | 2016-09-26 | |
002 | 2014-01-01 | RICHARD I. COHEN | RICHARD I. COHEN | 2015-07-28 | |
002 | 2013-01-01 | RICHARD I. COHEN | RICHARD I. COHEN | 2014-07-29 | |
002 | 2012-01-01 | RICHARD I. COHEN | RICHARD I. COHEN | 2013-09-19 | |
002 | 2011-01-01 | RICHARD I. COHEN | RICHARD I. COHEN | 2012-07-31 | |
002 | 2010-01-01 | RICHARD I. COHEN | RICHARD I. COHEN | 2011-07-29 | |
002 | 2009-01-01 | RICHARD I. COHEN | RICHARD I. COHEN | 2010-07-30 |
Measure | Date | Value |
---|---|---|
2022: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 183 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 108 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 73 |
Total of all active and inactive participants | 2022-01-01 | 185 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 185 |
Number of participants with account balances | 2022-01-01 | 162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 182 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 107 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 72 |
Total of all active and inactive participants | 2021-01-01 | 183 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 183 |
Number of participants with account balances | 2021-01-01 | 158 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 195 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 100 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 80 |
Total of all active and inactive participants | 2020-01-01 | 182 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 182 |
Number of participants with account balances | 2020-01-01 | 158 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 189 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 134 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 61 |
Total of all active and inactive participants | 2019-01-01 | 195 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 195 |
Number of participants with account balances | 2019-01-01 | 170 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 196 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 138 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 51 |
Total of all active and inactive participants | 2018-01-01 | 189 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 189 |
Number of participants with account balances | 2018-01-01 | 163 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 195 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 144 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 51 |
Total of all active and inactive participants | 2017-01-01 | 196 |
Total participants | 2017-01-01 | 196 |
Number of participants with account balances | 2017-01-01 | 168 |
2016: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 195 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 141 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 53 |
Total of all active and inactive participants | 2016-01-01 | 195 |
Total participants | 2016-01-01 | 195 |
Number of participants with account balances | 2016-01-01 | 168 |
2015: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 185 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 141 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 53 |
Total of all active and inactive participants | 2015-01-01 | 195 |
Total participants | 2015-01-01 | 195 |
Number of participants with account balances | 2015-01-01 | 166 |
2014: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 133 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 52 |
Total of all active and inactive participants | 2014-01-01 | 185 |
Total participants | 2014-01-01 | 185 |
Number of participants with account balances | 2014-01-01 | 159 |
2013: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 162 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 117 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 52 |
Total of all active and inactive participants | 2013-01-01 | 169 |
Total participants | 2013-01-01 | 169 |
Number of participants with account balances | 2013-01-01 | 143 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 109 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 53 |
Total of all active and inactive participants | 2012-01-01 | 162 |
Total participants | 2012-01-01 | 162 |
Number of participants with account balances | 2012-01-01 | 138 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 151 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 113 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 44 |
Total of all active and inactive participants | 2011-01-01 | 157 |
Total participants | 2011-01-01 | 157 |
Number of participants with account balances | 2011-01-01 | 133 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 4 |
2010: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 103 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 48 |
Total of all active and inactive participants | 2010-01-01 | 151 |
Total participants | 2010-01-01 | 151 |
Number of participants with account balances | 2010-01-01 | 127 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 3 |
2009: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 133 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 95 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 44 |
Total of all active and inactive participants | 2009-01-01 | 139 |
Total participants | 2009-01-01 | 139 |
Number of participants with account balances | 2009-01-01 | 122 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2022 401k financial data | ||
Total income from all sources (including contributions) | 2022-12-31 | $-4,873,234 |
Total of all expenses incurred | 2022-12-31 | $2,111,054 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,107,547 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,085,910 |
Value of total assets at end of year | 2022-12-31 | $22,778,881 |
Value of total assets at beginning of year | 2022-12-31 | $29,763,169 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,507 |
Total interest from all sources | 2022-12-31 | $1,045 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $959,623 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $959,623 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,071,288 |
Participant contributions at end of year | 2022-12-31 | $46,352 |
Participant contributions at beginning of year | 2022-12-31 | $22,534 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $107,448 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $127,303 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $14,622 |
Other income not declared elsewhere | 2022-12-31 | $-19,728 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-6,984,288 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $22,778,881 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $29,763,169 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $22,533,450 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $29,529,398 |
Interest on participant loans | 2022-12-31 | $1,045 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $91,631 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $83,934 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,900,084 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,107,547 |
Contract administrator fees | 2022-12-31 | $3,507 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2022-12-31 | 221478099 |
2021 : SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2021 401k financial data | ||
Total income from all sources (including contributions) | 2021-12-31 | $5,249,884 |
Total of all expenses incurred | 2021-12-31 | $3,775,047 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,770,041 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,311,470 |
Value of total assets at end of year | 2021-12-31 | $29,763,169 |
Value of total assets at beginning of year | 2021-12-31 | $28,288,332 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $5,006 |
Total interest from all sources | 2021-12-31 | $1,165 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,715,316 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,715,316 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,153,088 |
Participant contributions at end of year | 2021-12-31 | $22,534 |
Participant contributions at beginning of year | 2021-12-31 | $83,729 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $127,303 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $158,382 |
Other income not declared elsewhere | 2021-12-31 | $-4,327 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,474,837 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $29,763,169 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $28,288,332 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $29,529,398 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $28,121,256 |
Interest on participant loans | 2021-12-31 | $1,165 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $83,934 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $83,347 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,225,018 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $1,242 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,770,041 |
Contract administrator fees | 2021-12-31 | $5,006 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2021-12-31 | 221478099 |
2020 : SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2020 401k financial data | ||
Total income from all sources (including contributions) | 2020-12-31 | $5,879,956 |
Total of all expenses incurred | 2020-12-31 | $1,044,992 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,041,135 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,227,465 |
Value of total assets at end of year | 2020-12-31 | $28,288,332 |
Value of total assets at beginning of year | 2020-12-31 | $23,453,368 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,857 |
Total interest from all sources | 2020-12-31 | $1,560 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $914,745 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $914,745 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,104,332 |
Participant contributions at end of year | 2020-12-31 | $83,729 |
Participant contributions at beginning of year | 2020-12-31 | $56,257 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $123,133 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $4,834,964 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $28,288,332 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $23,453,368 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $28,121,256 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $23,317,608 |
Interest on participant loans | 2020-12-31 | $1,560 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $83,347 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $79,503 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,733,878 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $2,308 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,041,135 |
Contract administrator fees | 2020-12-31 | $3,857 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2020-12-31 | 221478099 |
2019 : SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2019 401k financial data | ||
Total income from all sources (including contributions) | 2019-12-31 | $6,417,133 |
Total of all expenses incurred | 2019-12-31 | $3,194,788 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,191,149 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,376,630 |
Value of total assets at end of year | 2019-12-31 | $23,453,368 |
Value of total assets at beginning of year | 2019-12-31 | $20,231,023 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,639 |
Total interest from all sources | 2019-12-31 | $2,108 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $774,203 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $774,203 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,359,300 |
Participant contributions at end of year | 2019-12-31 | $56,257 |
Participant contributions at beginning of year | 2019-12-31 | $62,265 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $17,330 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,222,345 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $23,453,368 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $20,231,023 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $23,317,608 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $19,983,416 |
Interest on participant loans | 2019-12-31 | $2,108 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $79,503 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $185,342 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,259,268 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $4,924 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,191,149 |
Contract administrator fees | 2019-12-31 | $3,639 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2019-12-31 | 221478099 |
2018 : SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2018 401k financial data | ||
Total income from all sources (including contributions) | 2018-12-31 | $135,189 |
Total of all expenses incurred | 2018-12-31 | $2,530,130 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,526,039 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,354,954 |
Value of total assets at end of year | 2018-12-31 | $20,231,023 |
Value of total assets at beginning of year | 2018-12-31 | $22,625,964 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,091 |
Total interest from all sources | 2018-12-31 | $2,898 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,023,154 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,023,154 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,333,055 |
Participant contributions at end of year | 2018-12-31 | $62,265 |
Participant contributions at beginning of year | 2018-12-31 | $102,608 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $21,899 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,394,941 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $20,231,023 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $22,625,964 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $19,983,416 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $22,476,831 |
Interest on participant loans | 2018-12-31 | $2,898 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $185,342 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $46,525 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,247,484 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $1,667 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,526,039 |
Contract administrator fees | 2018-12-31 | $4,091 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2018-12-31 | 221478099 |
2017 : SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2017 401k financial data | ||
Total income from all sources (including contributions) | 2017-12-31 | $5,432,742 |
Total of all expenses incurred | 2017-12-31 | $1,060,911 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,057,077 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,483,145 |
Value of total assets at end of year | 2017-12-31 | $22,625,964 |
Value of total assets at beginning of year | 2017-12-31 | $18,254,133 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,834 |
Total interest from all sources | 2017-12-31 | $3,512 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $867,004 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $867,004 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,449,861 |
Participant contributions at end of year | 2017-12-31 | $102,608 |
Participant contributions at beginning of year | 2017-12-31 | $48,699 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $76,124 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $33,284 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $4,371,831 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $22,625,964 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $18,254,133 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $22,476,831 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $17,966,088 |
Interest on participant loans | 2017-12-31 | $3,512 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $46,525 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $163,222 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,078,097 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $984 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,057,077 |
Contract administrator fees | 2017-12-31 | $3,834 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2017-12-31 | 221478099 |
2016 : SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2016 401k financial data | ||
Total income from all sources (including contributions) | 2016-12-31 | $3,595,953 |
Total of all expenses incurred | 2016-12-31 | $853,503 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $850,563 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,099,418 |
Value of total assets at end of year | 2016-12-31 | $18,254,133 |
Value of total assets at beginning of year | 2016-12-31 | $15,511,683 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,940 |
Total interest from all sources | 2016-12-31 | $1,661 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $532,294 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $532,294 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,405,317 |
Participant contributions at end of year | 2016-12-31 | $48,699 |
Participant contributions at beginning of year | 2016-12-31 | $62,431 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $76,124 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $31,186 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $694,101 |
Other income not declared elsewhere | 2016-12-31 | $10,677 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,742,450 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $18,254,133 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $15,511,683 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $17,966,088 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $15,122,037 |
Interest on participant loans | 2016-12-31 | $1,661 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $163,222 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $296,029 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $948,500 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $3,403 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $850,563 |
Contract administrator fees | 2016-12-31 | $2,940 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2016-12-31 | 221478099 |
2015 : SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2015 401k financial data | ||
Total income from all sources (including contributions) | 2015-12-31 | $1,268,410 |
Total of all expenses incurred | 2015-12-31 | $413,468 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $410,786 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,313,148 |
Value of total assets at end of year | 2015-12-31 | $15,511,683 |
Value of total assets at beginning of year | 2015-12-31 | $14,656,741 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,682 |
Total interest from all sources | 2015-12-31 | $2,749 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $688,865 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $688,865 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,289,390 |
Participant contributions at end of year | 2015-12-31 | $62,431 |
Participant contributions at beginning of year | 2015-12-31 | $160,188 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $31,186 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $23,758 |
Other income not declared elsewhere | 2015-12-31 | $-663 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $854,942 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $15,511,683 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $14,656,741 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $15,122,037 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $14,257,304 |
Interest on participant loans | 2015-12-31 | $2,749 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $296,029 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $239,249 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-741,046 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $5,357 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $410,786 |
Contract administrator fees | 2015-12-31 | $2,682 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2015-12-31 | 221478099 |
2014 : SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2014 401k financial data | ||
Total income from all sources (including contributions) | 2014-12-31 | $2,431,095 |
Total of all expenses incurred | 2014-12-31 | $414,879 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $412,447 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,470,202 |
Value of total assets at end of year | 2014-12-31 | $14,656,741 |
Value of total assets at beginning of year | 2014-12-31 | $12,640,525 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,432 |
Total interest from all sources | 2014-12-31 | $4,684 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $593,896 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $593,896 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,133,031 |
Participant contributions at end of year | 2014-12-31 | $160,188 |
Participant contributions at beginning of year | 2014-12-31 | $157,108 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $337,171 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,016,216 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $14,656,741 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $12,640,525 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $14,257,304 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $12,297,446 |
Interest on participant loans | 2014-12-31 | $4,684 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $239,249 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $185,971 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $359,524 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $2,789 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $412,447 |
Contract administrator fees | 2014-12-31 | $2,432 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2014-12-31 | 221478099 |
2013 : SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2013 401k financial data | ||
Total income from all sources (including contributions) | 2013-12-31 | $3,712,856 |
Total of all expenses incurred | 2013-12-31 | $1,317,452 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,315,618 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,108,502 |
Value of total assets at end of year | 2013-12-31 | $12,640,525 |
Value of total assets at beginning of year | 2013-12-31 | $10,245,121 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,834 |
Total interest from all sources | 2013-12-31 | $5,044 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $399,693 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $399,693 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $991,748 |
Participant contributions at end of year | 2013-12-31 | $157,108 |
Participant contributions at beginning of year | 2013-12-31 | $114,269 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $116,754 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,395,404 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $12,640,525 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,245,121 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $12,297,446 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $9,792,964 |
Interest on participant loans | 2013-12-31 | $5,044 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $185,971 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $337,888 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,195,785 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $3,832 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,315,618 |
Contract administrator fees | 2013-12-31 | $1,834 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2013-12-31 | 221478099 |
2012 : SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-12-31 | $2,230,774 |
Total of all expenses incurred | 2012-12-31 | $766,982 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $765,606 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $989,396 |
Value of total assets at end of year | 2012-12-31 | $10,245,121 |
Value of total assets at beginning of year | 2012-12-31 | $8,781,329 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,376 |
Total interest from all sources | 2012-12-31 | $2,888 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $969,736 |
Participant contributions at end of year | 2012-12-31 | $114,269 |
Participant contributions at beginning of year | 2012-12-31 | $83,407 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $14,169 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $19,660 |
Other income not declared elsewhere | 2012-12-31 | $3,697 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,463,792 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $10,245,121 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,781,329 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $9,792,964 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $8,445,409 |
Interest on participant loans | 2012-12-31 | $2,888 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $337,888 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $238,344 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,229,089 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $5,704 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $765,606 |
Contract administrator fees | 2012-12-31 | $1,376 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2012-12-31 | 221478099 |
2011 : SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $823,344 |
Total of all expenses incurred | 2011-12-31 | $711,414 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $709,977 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,014,897 |
Value of total assets at end of year | 2011-12-31 | $8,781,329 |
Value of total assets at beginning of year | 2011-12-31 | $8,669,399 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,437 |
Total interest from all sources | 2011-12-31 | $2,315 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $956,842 |
Participant contributions at end of year | 2011-12-31 | $83,407 |
Participant contributions at beginning of year | 2011-12-31 | $13,086 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $14,169 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $58,055 |
Other income not declared elsewhere | 2011-12-31 | $-882 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $111,930 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,781,329 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,669,399 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $8,445,409 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $8,520,451 |
Interest on participant loans | 2011-12-31 | $2,315 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $238,344 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $135,862 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-197,120 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $4,134 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $709,977 |
Contract administrator fees | 2011-12-31 | $1,437 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | JH COHN LLP |
Accountancy firm EIN | 2011-12-31 | 221478099 |
2010 : SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $2,080,261 |
Total of all expenses incurred | 2010-12-31 | $299,756 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $298,709 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $988,144 |
Value of total assets at end of year | 2010-12-31 | $8,669,399 |
Value of total assets at beginning of year | 2010-12-31 | $6,888,894 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,047 |
Total interest from all sources | 2010-12-31 | $1,685 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $871,999 |
Participant contributions at end of year | 2010-12-31 | $13,086 |
Participant contributions at beginning of year | 2010-12-31 | $30,208 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $116,145 |
Administrative expenses (other) incurred | 2010-12-31 | $1,047 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,780,505 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $8,669,399 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,888,894 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $8,520,451 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,677,051 |
Interest on participant loans | 2010-12-31 | $1,685 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $135,862 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $181,635 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,084,965 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $5,467 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $298,709 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | J.H. COHN LLP |
Accountancy firm EIN | 2010-12-31 | 221478099 |
2022: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SHIPMAN & GOODWIN LLP 401(K) PROFIT SHARING PLAN FOR LAWYER EMPLOYEES 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |