| Plan Name | PALISADE CAPITAL MANAGEMENT, LLC 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | PALISADE CAPITAL MANAGEMENT, LLC |
| Employer identification number (EIN): | 223330047 |
| NAIC Classification: | 523900 |
Additional information about PALISADE CAPITAL MANAGEMENT, LLC
| Jurisdiction of Incorporation: | Nevada Department of State |
| Incorporation Date: | 2004-01-30 |
| Company Identification Number: | 20041018394 |
| Legal Registered Office Address: |
774 MAYS BLVD #10-180 INCLINE VILLAGE United States of America (USA) 89450 |
More information about PALISADE CAPITAL MANAGEMENT, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2017-01-01 | BRADLEY GOLDMAN | 2018-06-25 | ||
| 001 | 2016-01-01 | BARBARA TABACK | 2017-07-18 | JEFF SERKES | 2017-07-18 |
| 001 | 2015-01-01 | BARBARA TABACK | 2016-07-13 | JEFF SERKES | 2016-07-13 |
| 001 | 2014-01-01 | BARBARA TABACK | 2015-06-29 | ||
| 001 | 2013-01-01 | BARBARA TABACK | 2014-06-04 | ||
| 001 | 2012-01-01 | JEFFREY D. SERKES | 2013-06-18 | ||
| 001 | 2011-01-01 | BARBARA TABACK | 2012-05-16 | JEFFREY D. SERKES | 2012-05-16 |
| 001 | 2010-01-01 | BARBARA TABACK | |||
| 001 | 2009-01-01 | BARBARA TABACK |
| Measure | Date | Value |
|---|---|---|
| 2010 : PALISADE CAPITAL MANAGEMENT, LLC 401(K) PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $1,120,008 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $87,087 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $75,096 |
| Total plan assets at end of year | 2010-12-31 | $3,807,168 |
| Total plan assets at beginning of year | 2010-12-31 | $2,774,247 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $502,552 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $11,991 |
| Other income received | 2010-12-31 | $531,319 |
| Net income (gross income less expenses) | 2010-12-31 | $1,032,921 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,807,168 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,774,247 |
| Assets. Value of participant loans | 2010-12-31 | $37,052 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $86,137 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : PALISADE CAPITAL MANAGEMENT, LLC 401(K) PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2010: PALISADE CAPITAL MANAGEMENT, LLC 401(K) PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PALISADE CAPITAL MANAGEMENT, LLC 401(K) PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |