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RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 401k Plan overview

Plan NameRETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP
Plan identification number 001

RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP Benefits

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

401k Sponsoring company profile

LEVENE, GOULDIN & THOMPSON, LLP has sponsored the creation of one or more 401k plans.

Company Name:LEVENE, GOULDIN & THOMPSON, LLP
Employer identification number (EIN):150556063
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about LEVENE, GOULDIN & THOMPSON, LLP

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1995-06-29
Company Identification Number: 1935352
Legal Registered Office Address: 450 PLAZA DRIVE

VESTAL
United States of America (USA)
13850

More information about LEVENE, GOULDIN & THOMPSON, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JEFFREY A. LOEW2023-10-03
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PAUL HOFFMANN
0012016-01-01PAUL HOFFMANN
0012015-01-01PAUL HOFFMANN
0012014-01-01PAUL HOFFMAN
0012013-01-01PAUL HOFFMAN
0012012-01-01PAUL HOFFMAN
0012011-01-01PAUL HOFFMAN
0012009-01-01JOHN J. POLLOCK

Plan Statistics for RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP

401k plan membership statisitcs for RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP

Measure Date Value
2021: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2021 401k membership
Total participants, beginning-of-year2021-01-01102
Total number of active participants reported on line 7a of the Form 55002021-01-0190
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0194
Number of participants with account balances2021-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2020 401k membership
Total participants, beginning-of-year2020-01-01111
Total number of active participants reported on line 7a of the Form 55002020-01-0186
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-0198
Total participants2020-01-0198
Number of participants with account balances2020-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2019 401k membership
Total participants, beginning-of-year2019-01-01128
Total number of active participants reported on line 7a of the Form 55002019-01-0198
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-01108
Total participants2019-01-01108
Number of participants with account balances2019-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2018 401k membership
Total participants, beginning-of-year2018-01-01129
Total number of active participants reported on line 7a of the Form 55002018-01-01100
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01116
Total participants2018-01-01116
Number of participants with account balances2018-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2017 401k membership
Total participants, beginning-of-year2017-01-01126
Total number of active participants reported on line 7a of the Form 55002017-01-01104
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01121
Number of participants with account balances2017-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2016 401k membership
Total participants, beginning-of-year2016-01-01149
Total number of active participants reported on line 7a of the Form 55002016-01-01113
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01124
Total participants2016-01-01124
Number of participants with account balances2016-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2015 401k membership
Total participants, beginning-of-year2015-01-01149
Total number of active participants reported on line 7a of the Form 55002015-01-01118
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01149
Total participants2015-01-01149
Number of participants with account balances2015-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2014 401k membership
Total participants, beginning-of-year2014-01-01144
Total number of active participants reported on line 7a of the Form 55002014-01-01115
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01149
Total participants2014-01-01149
Number of participants with account balances2014-01-01132
2013: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2013 401k membership
Total participants, beginning-of-year2013-01-01131
Total number of active participants reported on line 7a of the Form 55002013-01-01128
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01144
Number of participants with account balances2013-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2012 401k membership
Total participants, beginning-of-year2012-01-01121
Total number of active participants reported on line 7a of the Form 55002012-01-01109
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01125
Total participants2012-01-01125
Number of participants with account balances2012-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2011 401k membership
Total participants, beginning-of-year2011-01-01121
Total number of active participants reported on line 7a of the Form 55002011-01-01109
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01121
Total participants2011-01-01121
Number of participants with account balances2011-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2009 401k membership
Total participants, beginning-of-year2009-01-01130
Total number of active participants reported on line 7a of the Form 55002009-01-01106
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01121
Number of participants with account balances2009-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP

Measure Date Value
2021 : RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$676,528
Total unrealized appreciation/depreciation of assets2021-12-31$676,528
Total income from all sources (including contributions)2021-12-31$5,532,909
Total loss/gain on sale of assets2021-12-31$265,494
Total of all expenses incurred2021-12-31$2,931,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,934,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$937,289
Value of total assets at end of year2021-12-31$33,477,690
Value of total assets at beginning of year2021-12-31$30,876,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$-2,150
Total interest from all sources2021-12-31$14,577
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,858,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,690,507
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$540,755
Participant contributions at end of year2021-12-31$237,905
Participant contributions at beginning of year2021-12-31$298,357
Participant contributions at end of year2021-12-31$359,585
Participant contributions at beginning of year2021-12-31$296,049
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$170,813
Total non interest bearing cash at beginning of year2021-12-31$146,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,600,922
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,477,690
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,876,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$-2,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,892,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,951,814
Interest on participant loans2021-12-31$14,145
Value of interest in common/collective trusts at end of year2021-12-31$58,289
Value of interest in common/collective trusts at beginning of year2021-12-31$90,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,681,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,724,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,724,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,780,180
Net investment gain or loss from common/collective trusts2021-12-31$825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$396,534
Employer contributions (assets) at end of year2021-12-31$227,261
Employer contributions (assets) at beginning of year2021-12-31$188,040
Income. Dividends from common stock2021-12-31$167,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,934,137
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$6,849,989
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$6,181,321
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$1,390,048
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,124,554
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PIAKER & LYONS, P.C.
Accountancy firm EIN2021-12-31161152552
2020 : RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$139,911
Total unrealized appreciation/depreciation of assets2020-12-31$139,911
Total income from all sources (including contributions)2020-12-31$3,550,122
Total loss/gain on sale of assets2020-12-31$40,361
Total of all expenses incurred2020-12-31$1,874,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,868,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$829,581
Value of total assets at end of year2020-12-31$30,876,768
Value of total assets at beginning of year2020-12-31$29,200,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,715
Total interest from all sources2020-12-31$29,523
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$988,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$841,435
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$451,185
Participant contributions at end of year2020-12-31$298,357
Participant contributions at beginning of year2020-12-31$329,763
Participant contributions at end of year2020-12-31$296,049
Participant contributions at beginning of year2020-12-31$303,695
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$124,663
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$45,310
Administrative expenses (other) incurred2020-12-31$3,025
Total non interest bearing cash at end of year2020-12-31$146,587
Total non interest bearing cash at beginning of year2020-12-31$174,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,675,803
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,876,768
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,200,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$2,690
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,951,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,148,382
Interest on participant loans2020-12-31$18,192
Value of interest in common/collective trusts at end of year2020-12-31$90,151
Value of interest in common/collective trusts at beginning of year2020-12-31$41,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,724,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,777,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,777,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$11,331
Asset value of US Government securities at beginning of year2020-12-31$100,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,520,341
Net investment gain or loss from common/collective trusts2020-12-31$1,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$333,086
Employer contributions (assets) at end of year2020-12-31$188,040
Employer contributions (assets) at beginning of year2020-12-31$185,386
Income. Dividends from common stock2020-12-31$147,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,868,604
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$5,684
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$6,181,321
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$6,010,282
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$790,754
Aggregate carrying amount (costs) on sale of assets2020-12-31$750,393
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PIAKER & LYONS, P.C.
Accountancy firm EIN2020-12-31161152552
2019 : RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$918,200
Total unrealized appreciation/depreciation of assets2019-12-31$918,200
Total income from all sources (including contributions)2019-12-31$6,069,435
Total loss/gain on sale of assets2019-12-31$70,836
Total of all expenses incurred2019-12-31$4,387,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,378,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$825,302
Value of total assets at end of year2019-12-31$29,200,965
Value of total assets at beginning of year2019-12-31$27,519,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,869
Total interest from all sources2019-12-31$85,951
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$923,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$781,569
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$467,210
Participant contributions at end of year2019-12-31$329,763
Participant contributions at beginning of year2019-12-31$164,047
Participant contributions at end of year2019-12-31$303,695
Participant contributions at beginning of year2019-12-31$324,933
Assets. Other investments not covered elsewhere at end of year2019-12-31$124,663
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$100,205
Other income not declared elsewhere2019-12-31$24,458
Administrative expenses (other) incurred2019-12-31$3,330
Total non interest bearing cash at end of year2019-12-31$174,246
Total non interest bearing cash at beginning of year2019-12-31$252,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,681,862
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,200,965
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,519,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$5,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,148,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,974,120
Interest on participant loans2019-12-31$15,124
Income. Interest from US Government securities2019-12-31$2,000
Income. Interest from corporate debt instruments2019-12-31$256
Value of interest in common/collective trusts at end of year2019-12-31$41,837
Value of interest in common/collective trusts at beginning of year2019-12-31$44,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,777,027
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,197,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,197,504
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$68,571
Asset value of US Government securities at end of year2019-12-31$100,000
Asset value of US Government securities at beginning of year2019-12-31$49,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,220,581
Net investment gain or loss from common/collective trusts2019-12-31$936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$358,092
Employer contributions (assets) at end of year2019-12-31$185,386
Employer contributions (assets) at beginning of year2019-12-31$341,118
Income. Dividends from common stock2019-12-31$141,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,378,704
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$5,684
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$5,025
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$6,010,282
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$5,065,059
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$18,039,111
Aggregate carrying amount (costs) on sale of assets2019-12-31$17,968,275
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PIAKER & LYONS, P.C.
Accountancy firm EIN2019-12-31161152552
2018 : RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-517,669
Total unrealized appreciation/depreciation of assets2018-12-31$-517,669
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$26
Total income from all sources (including contributions)2018-12-31$-495,243
Total loss/gain on sale of assets2018-12-31$-16,350
Total of all expenses incurred2018-12-31$1,600,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,594,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,123,539
Value of total assets at end of year2018-12-31$27,519,103
Value of total assets at beginning of year2018-12-31$29,614,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,961
Total interest from all sources2018-12-31$69,079
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,175,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,043,370
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$516,493
Participant contributions at end of year2018-12-31$164,047
Participant contributions at beginning of year2018-12-31$147,933
Participant contributions at end of year2018-12-31$324,933
Participant contributions at beginning of year2018-12-31$356,724
Assets. Other investments not covered elsewhere at end of year2018-12-31$100,205
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$112,922
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,996
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$26
Other income not declared elsewhere2018-12-31$-12,717
Administrative expenses (other) incurred2018-12-31$913
Total non interest bearing cash at end of year2018-12-31$252,763
Total non interest bearing cash at beginning of year2018-12-31$243,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,095,743
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,519,103
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,614,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$5,048
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,974,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,456,064
Interest on participant loans2018-12-31$6,756
Income. Interest from US Government securities2018-12-31$6,270
Income. Interest from corporate debt instruments2018-12-31$2,576
Value of interest in common/collective trusts at end of year2018-12-31$44,442
Value of interest in common/collective trusts at beginning of year2018-12-31$42,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,197,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,555,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,555,544
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$53,477
Asset value of US Government securities at end of year2018-12-31$49,887
Asset value of US Government securities at beginning of year2018-12-31$155,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,317,783
Net investment gain or loss from common/collective trusts2018-12-31$679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$596,050
Employer contributions (assets) at end of year2018-12-31$341,118
Employer contributions (assets) at beginning of year2018-12-31$344,949
Income. Dividends from common stock2018-12-31$132,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,594,539
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$5,025
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$287,457
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$5,065,059
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$5,911,616
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$13,809,362
Aggregate carrying amount (costs) on sale of assets2018-12-31$13,825,712
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PIAKER & LYONS, P.C.
Accountancy firm EIN2018-12-31161152552
2017 : RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$803,903
Total unrealized appreciation/depreciation of assets2017-12-31$803,903
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$26
Total income from all sources (including contributions)2017-12-31$4,839,352
Total loss/gain on sale of assets2017-12-31$75,633
Total of all expenses incurred2017-12-31$6,969,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,963,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$888,096
Value of total assets at end of year2017-12-31$29,614,872
Value of total assets at beginning of year2017-12-31$31,744,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,674
Total interest from all sources2017-12-31$41,158
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$895,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$759,598
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$44,593
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$540,128
Participant contributions at end of year2017-12-31$147,933
Participant contributions at beginning of year2017-12-31$166,344
Participant contributions at end of year2017-12-31$356,724
Participant contributions at beginning of year2017-12-31$453,927
Assets. Other investments not covered elsewhere at end of year2017-12-31$112,922
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$95,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$26
Other income not declared elsewhere2017-12-31$18,262
Administrative expenses (other) incurred2017-12-31$1,828
Total non interest bearing cash at end of year2017-12-31$243,942
Total non interest bearing cash at beginning of year2017-12-31$219,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-2,129,965
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,614,846
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$31,744,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$3,846
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,456,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,981,827
Interest on participant loans2017-12-31$6,974
Income. Interest from US Government securities2017-12-31$3,798
Income. Interest from corporate debt instruments2017-12-31$9,024
Value of interest in common/collective trusts at end of year2017-12-31$42,694
Value of interest in common/collective trusts at beginning of year2017-12-31$225,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,555,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,379,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,379,852
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$21,362
Asset value of US Government securities at end of year2017-12-31$155,027
Asset value of US Government securities at beginning of year2017-12-31$95,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,115,542
Net investment gain or loss from common/collective trusts2017-12-31$932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$347,968
Employer contributions (assets) at end of year2017-12-31$344,949
Employer contributions (assets) at beginning of year2017-12-31$548,206
Income. Dividends from preferred stock2017-12-31$115
Income. Dividends from common stock2017-12-31$136,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,963,643
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$287,457
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$261,144
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$5,911,616
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$10,273,362
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$8,346,205
Aggregate carrying amount (costs) on sale of assets2017-12-31$8,270,572
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PIAKER & LYONS, P.C.
Accountancy firm EIN2017-12-31161152552
2016 : RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,009,915
Total unrealized appreciation/depreciation of assets2016-12-31$1,009,915
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$75
Total income from all sources (including contributions)2016-12-31$3,543,205
Total loss/gain on sale of assets2016-12-31$80,552
Total of all expenses incurred2016-12-31$1,815,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,811,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,056,127
Value of total assets at end of year2016-12-31$31,744,811
Value of total assets at beginning of year2016-12-31$30,017,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,699
Total interest from all sources2016-12-31$19,038
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$836,852
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$566,497
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$44,593
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$9,925
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$507,921
Participant contributions at end of year2016-12-31$166,344
Participant contributions at beginning of year2016-12-31$197,123
Participant contributions at end of year2016-12-31$453,927
Participant contributions at beginning of year2016-12-31$454,733
Assets. Other investments not covered elsewhere at end of year2016-12-31$95,037
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$88,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$75
Other income not declared elsewhere2016-12-31$-16,716
Administrative expenses (other) incurred2016-12-31$1,131
Total non interest bearing cash at end of year2016-12-31$219,388
Total non interest bearing cash at beginning of year2016-12-31$242,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,727,729
Value of net assets at end of year (total assets less liabilities)2016-12-31$31,744,811
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$30,017,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$2,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,981,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,804,374
Interest on participant loans2016-12-31$7,545
Income. Interest from US Government securities2016-12-31$1,571
Income. Interest from corporate debt instruments2016-12-31$6,506
Value of interest in common/collective trusts at end of year2016-12-31$225,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,379,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,655,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,655,837
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,416
Asset value of US Government securities at end of year2016-12-31$95,243
Asset value of US Government securities at beginning of year2016-12-31$75,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$554,780
Net investment gain or loss from common/collective trusts2016-12-31$2,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$548,206
Employer contributions (assets) at end of year2016-12-31$548,206
Employer contributions (assets) at beginning of year2016-12-31$610,193
Income. Dividends from preferred stock2016-12-31$1,191
Income. Dividends from common stock2016-12-31$269,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,811,777
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$261,144
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$219,595
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$10,273,362
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$9,658,659
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$2,035,032
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,954,480
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PIAKER & LYONS, P.C.
Accountancy firm EIN2016-12-31161152552
2015 : RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-231,947
Total unrealized appreciation/depreciation of assets2015-12-31$-231,947
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$75
Total income from all sources (including contributions)2015-12-31$1,225,053
Total loss/gain on sale of assets2015-12-31$-22,754
Total of all expenses incurred2015-12-31$4,486,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,482,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,234,151
Value of total assets at end of year2015-12-31$30,017,157
Value of total assets at beginning of year2015-12-31$33,278,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,513
Total interest from all sources2015-12-31$16,636
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,014,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$754,997
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$9,925
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$9,470
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$648,179
Participant contributions at end of year2015-12-31$197,123
Participant contributions at beginning of year2015-12-31$212,324
Participant contributions at end of year2015-12-31$454,733
Participant contributions at beginning of year2015-12-31$429,121
Assets. Other investments not covered elsewhere at end of year2015-12-31$88,721
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$92,036
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,396
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$75
Other income not declared elsewhere2015-12-31$27,553
Administrative expenses (other) incurred2015-12-31$1,196
Total non interest bearing cash at end of year2015-12-31$242,420
Total non interest bearing cash at beginning of year2015-12-31$211,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,261,004
Value of net assets at end of year (total assets less liabilities)2015-12-31$30,017,082
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$33,278,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,317
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,804,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,639,761
Interest on participant loans2015-12-31$8,632
Income. Interest from US Government securities2015-12-31$1,157
Income. Interest from corporate debt instruments2015-12-31$6,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,655,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,908,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,908,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$419
Asset value of US Government securities at end of year2015-12-31$75,577
Asset value of US Government securities at beginning of year2015-12-31$60,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-813,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$584,576
Employer contributions (assets) at end of year2015-12-31$610,193
Employer contributions (assets) at beginning of year2015-12-31$601,452
Income. Dividends from preferred stock2015-12-31$475
Income. Dividends from common stock2015-12-31$259,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,482,544
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$219,595
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$244,128
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$9,658,659
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$10,869,210
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$2,719,028
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,741,782
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PIAKER & LYONS, P.C.
Accountancy firm EIN2015-12-31161152552
2014 : RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$933,163
Total unrealized appreciation/depreciation of assets2014-12-31$933,163
Total income from all sources (including contributions)2014-12-31$3,522,555
Total loss/gain on sale of assets2014-12-31$-3,429
Total of all expenses incurred2014-12-31$2,547,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,543,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,178,719
Value of total assets at end of year2014-12-31$33,278,086
Value of total assets at beginning of year2014-12-31$32,302,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,886
Total interest from all sources2014-12-31$14,356
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,315,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,033,593
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$9,470
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$9,025
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$586,686
Participant contributions at end of year2014-12-31$212,324
Participant contributions at beginning of year2014-12-31$172,056
Participant contributions at end of year2014-12-31$429,121
Participant contributions at beginning of year2014-12-31$515,573
Assets. Other investments not covered elsewhere at end of year2014-12-31$92,036
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$86,894
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$929
Other income not declared elsewhere2014-12-31$-16,767
Administrative expenses (other) incurred2014-12-31$1,306
Total non interest bearing cash at end of year2014-12-31$211,577
Total non interest bearing cash at beginning of year2014-12-31$233,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$975,516
Value of net assets at end of year (total assets less liabilities)2014-12-31$33,278,086
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,302,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,580
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,639,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,432,793
Interest on participant loans2014-12-31$6,952
Income. Interest from US Government securities2014-12-31$854
Income. Interest from corporate debt instruments2014-12-31$6,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,908,553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,424,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,424,547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$494
Asset value of US Government securities at end of year2014-12-31$60,454
Asset value of US Government securities at beginning of year2014-12-31$55,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$100,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$591,104
Employer contributions (assets) at end of year2014-12-31$601,452
Employer contributions (assets) at beginning of year2014-12-31$552,404
Income. Dividends from preferred stock2014-12-31$473
Income. Dividends from common stock2014-12-31$281,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,543,153
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$244,128
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$201,675
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$10,869,210
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$10,618,793
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$2,396,417
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,399,846
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PIAKER & LYONS, P.C.
Accountancy firm EIN2014-12-31161152552
2013 : RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$6,367,428
Total of all expenses incurred2013-12-31$971,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$967,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,257,378
Value of total assets at end of year2013-12-31$32,302,570
Value of total assets at beginning of year2013-12-31$26,906,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,256
Total interest from all sources2013-12-31$8,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$9,025
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$526,767
Participant contributions at end of year2013-12-31$172,056
Participant contributions at beginning of year2013-12-31$224,667
Participant contributions at end of year2013-12-31$515,573
Participant contributions at beginning of year2013-12-31$397,494
Assets. Other investments not covered elsewhere at end of year2013-12-31$86,894
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$25,495,019
Other income not declared elsewhere2013-12-31$5,101,346
Administrative expenses (other) incurred2013-12-31$1,117
Total non interest bearing cash at end of year2013-12-31$233,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,396,239
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,302,570
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,906,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,139
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,432,793
Interest on participant loans2013-12-31$8,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,424,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$218,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$218,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$465
Asset value of US Government securities at end of year2013-12-31$55,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$730,611
Employer contributions (assets) at end of year2013-12-31$552,404
Employer contributions (assets) at beginning of year2013-12-31$570,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$967,933
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$201,675
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$10,618,793
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PIAKER AND LYONS
Accountancy firm EIN2013-12-31161152552
2012 : RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,959,019
Total of all expenses incurred2012-12-31$1,087,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,084,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,344,806
Value of total assets at end of year2012-12-31$26,906,331
Value of total assets at beginning of year2012-12-31$24,034,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,155
Total interest from all sources2012-12-31$10,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$559,492
Participant contributions at end of year2012-12-31$224,667
Participant contributions at beginning of year2012-12-31$256,995
Participant contributions at end of year2012-12-31$397,494
Participant contributions at beginning of year2012-12-31$387,542
Assets. Other investments not covered elsewhere at end of year2012-12-31$25,495,019
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$22,765,447
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$450
Other income not declared elsewhere2012-12-31$2,603,927
Administrative expenses (other) incurred2012-12-31$1,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,871,733
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,906,331
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$24,034,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,761
Interest on participant loans2012-12-31$10,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$218,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$201,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$201,748
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$784,864
Employer contributions (assets) at end of year2012-12-31$570,877
Employer contributions (assets) at beginning of year2012-12-31$422,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,084,131
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PIAKER AND LYONS
Accountancy firm EIN2012-12-31161152552
2011 : RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$852,012
Total of all expenses incurred2011-12-31$543,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$537,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,165,200
Value of total assets at end of year2011-12-31$24,034,598
Value of total assets at beginning of year2011-12-31$23,726,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,160
Total interest from all sources2011-12-31$10,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$5,786
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$544,155
Participant contributions at end of year2011-12-31$256,995
Participant contributions at beginning of year2011-12-31$245,191
Participant contributions at end of year2011-12-31$387,542
Participant contributions at beginning of year2011-12-31$366,442
Assets. Other investments not covered elsewhere at end of year2011-12-31$22,765,447
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$22,501,414
Other income not declared elsewhere2011-12-31$-324,003
Administrative expenses (other) incurred2011-12-31$264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$308,544
Value of net assets at end of year (total assets less liabilities)2011-12-31$24,034,598
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,726,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$110
Interest on participant loans2011-12-31$10,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$201,748
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$186,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$186,675
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$621,045
Employer contributions (assets) at end of year2011-12-31$422,866
Employer contributions (assets) at beginning of year2011-12-31$426,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$537,308
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PIAKER AND LYONS
Accountancy firm EIN2011-12-31161152552
2010 : RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,415,285
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$687,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$680,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,123,067
Value of total assets at end of year2010-12-31$23,726,054
Value of total assets at beginning of year2010-12-31$20,998,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,918
Total interest from all sources2010-12-31$9,331
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$6,632
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$509,285
Participant contributions at end of year2010-12-31$245,191
Participant contributions at beginning of year2010-12-31$158,223
Participant contributions at end of year2010-12-31$366,442
Participant contributions at beginning of year2010-12-31$326,704
Assets. Other investments not covered elsewhere at end of year2010-12-31$22,501,414
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$19,882,890
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,572
Other income not declared elsewhere2010-12-31$2,282,887
Administrative expenses (other) incurred2010-12-31$196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,728,029
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,726,054
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,998,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$90
Interest on participant loans2010-12-31$9,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$186,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$192,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$192,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$610,210
Employer contributions (assets) at end of year2010-12-31$426,332
Employer contributions (assets) at beginning of year2010-12-31$437,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$680,338
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PIAKER AND LYONS
Accountancy firm EIN2010-12-31161152552

Form 5500 Responses for RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP

2021: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT SAVINGS PLAN FOR LEVENE, GOULDIN & THOMPSON, LLP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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