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RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

THE WATSON INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:THE WATSON INSTITUTE
Employer identification number (EIN):251561504
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01MELISSA PAINTER
0012016-07-01MELISSA PAINTER
0012015-07-01MELISSA PAINTER
0012014-07-01MELISSA PAINTER
0012013-07-01MELISSA PAINTER
0012012-07-01MELISSA PAINTER
0012011-07-01MELISSA PAINTER
0012010-07-01MELISSA PAINTER
0012009-07-01MELISSA PAINTER

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE

Measure Date Value
2023: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2023 401k membership
Market value of plan assets2023-06-3045,873,038
Acturial value of plan assets2023-06-3049,747,189
Funding target for retired participants and beneficiaries receiving payment2023-06-3016,024,091
Number of terminated vested participants2023-06-3098
Fundng target for terminated vested participants2023-06-305,028,694
Active participant vested funding target2023-06-3013,214,235
Number of active participants2023-06-3068
Total funding liabilities for active participants2023-06-3013,276,349
Total participant count2023-06-30311
Total funding target for all participants2023-06-3034,329,134
Balance at beginning of prior year after applicable adjustments2023-06-300
Prefunding balance at beginning of prior year after applicable adjustments2023-06-309,593,663
Carryover balanced portion elected for use to offset prior years funding requirement2023-06-300
Prefunding balanced used to offset prior years funding requirement2023-06-300
Amount remaining of carryover balance2023-06-300
Amount remaining of prefunding balance2023-06-309,593,663
Present value of excess contributions2023-06-302,141,233
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-302,141,233
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-06-300
Reductions in caryover balances due to elections or deemed elections2023-06-300
Reductions in prefunding balances due to elections or deemed elections2023-06-300
Balance of carryovers at beginning of current year2023-06-300
Balance of prefunding at beginning of current year2023-06-308,511,498
Total employer contributions2023-06-301,800,000
Total employee contributions2023-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-06-300
Contributions made to avoid restrictions adjusted to valuation date2023-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-06-301,779,895
Unpaid minimum required contributions for all prior years2023-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-06-300
Remaining amount of unpaid minimum required contributions2023-06-300
Minimum required contributions for current year target normal cost2023-06-30696,566
Net shortfall amortization installment of oustanding balance2023-06-300
Total funding amount beforereflecting carryover/prefunding balances2023-06-300
Additional cash requirement2023-06-300
Contributions allocatedtoward minimum required contributions for current year2023-06-301,779,895
Unpaid minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for all years2023-06-300
2022: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2022 401k membership
Total participants, beginning-of-year2022-07-01311
Total number of active participants reported on line 7a of the Form 55002022-07-0154
Number of retired or separated participants receiving benefits2022-07-01142
Number of other retired or separated participants entitled to future benefits2022-07-01100
Total of all active and inactive participants2022-07-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-0111
Total participants2022-07-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
Market value of plan assets2022-06-3050,976,503
Acturial value of plan assets2022-06-3047,038,855
Funding target for retired participants and beneficiaries receiving payment2022-06-3013,997,131
Number of terminated vested participants2022-06-3097
Fundng target for terminated vested participants2022-06-305,010,840
Active participant vested funding target2022-06-3013,498,582
Number of active participants2022-06-3080
Total funding liabilities for active participants2022-06-3013,583,944
Total participant count2022-06-30317
Total funding target for all participants2022-06-3032,591,915
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-307,947,695
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-307,947,695
Present value of excess contributions2022-06-301,562,805
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-301,647,665
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-309,593,663
Total employer contributions2022-06-302,200,000
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-302,141,233
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30680,696
Net shortfall amortization installment of oustanding balance2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-302,141,233
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2021 401k membership
Total participants, beginning-of-year2021-07-01317
Total number of active participants reported on line 7a of the Form 55002021-07-0168
Number of retired or separated participants receiving benefits2021-07-01135
Number of other retired or separated participants entitled to future benefits2021-07-0198
Total of all active and inactive participants2021-07-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0110
Total participants2021-07-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-3041,968,177
Acturial value of plan assets2021-06-3042,394,372
Funding target for retired participants and beneficiaries receiving payment2021-06-3012,664,556
Number of terminated vested participants2021-06-3098
Fundng target for terminated vested participants2021-06-305,144,261
Active participant vested funding target2021-06-3013,997,266
Number of active participants2021-06-3092
Total funding liabilities for active participants2021-06-3014,086,521
Total participant count2021-06-30325
Total funding target for all participants2021-06-3031,895,338
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-307,607,634
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-307,607,634
Present value of excess contributions2021-06-303,099,054
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-303,272,291
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-307,947,695
Total employer contributions2021-06-301,600,000
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-301,562,805
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30723,980
Net shortfall amortization installment of oustanding balance2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-301,562,805
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2020 401k membership
Total participants, beginning-of-year2020-07-01325
Total number of active participants reported on line 7a of the Form 55002020-07-0180
Number of retired or separated participants receiving benefits2020-07-01132
Number of other retired or separated participants entitled to future benefits2020-07-0197
Total of all active and inactive participants2020-07-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-018
Total participants2020-07-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-013
Market value of plan assets2020-06-3038,114,958
Acturial value of plan assets2020-06-3038,142,705
Funding target for retired participants and beneficiaries receiving payment2020-06-3011,410,721
Number of terminated vested participants2020-06-3094
Fundng target for terminated vested participants2020-06-303,980,647
Active participant vested funding target2020-06-3014,161,197
Number of active participants2020-06-30101
Total funding liabilities for active participants2020-06-3014,298,935
Total participant count2020-06-30328
Total funding target for all participants2020-06-3029,690,303
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-307,167,547
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-307,167,547
Present value of excess contributions2020-06-301,911,086
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-302,021,165
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-307,607,634
Total employer contributions2020-06-303,200,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-303,099,054
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30815,856
Net shortfall amortization installment of oustanding balance2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-303,099,054
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2019 401k membership
Total participants, beginning-of-year2019-07-01328
Total number of active participants reported on line 7a of the Form 55002019-07-0192
Number of retired or separated participants receiving benefits2019-07-01128
Number of other retired or separated participants entitled to future benefits2019-07-0198
Total of all active and inactive participants2019-07-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-017
Total participants2019-07-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-3034,146,095
Acturial value of plan assets2019-06-3033,690,376
Funding target for retired participants and beneficiaries receiving payment2019-06-309,594,498
Number of terminated vested participants2019-06-3092
Fundng target for terminated vested participants2019-06-303,179,576
Active participant vested funding target2019-06-3013,635,336
Number of active participants2019-06-30109
Total funding liabilities for active participants2019-06-3013,748,755
Total participant count2019-06-30332
Total funding target for all participants2019-06-3026,522,829
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-305,500,222
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-305,500,222
Present value of excess contributions2019-06-302,283,506
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-302,419,831
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-301,320,261
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-307,167,547
Total employer contributions2019-06-302,800,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-302,711,976
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30800,890
Net shortfall amortization installment of oustanding balance2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-30800,890
Additional cash requirement2019-06-30800,890
Contributions allocatedtoward minimum required contributions for current year2019-06-302,711,976
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2018 401k membership
Total participants, beginning-of-year2018-07-01332
Total number of active participants reported on line 7a of the Form 55002018-07-01101
Number of retired or separated participants receiving benefits2018-07-01124
Number of other retired or separated participants entitled to future benefits2018-07-0194
Total of all active and inactive participants2018-07-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-019
Total participants2018-07-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-013
Market value of plan assets2018-06-3029,889,597
Acturial value of plan assets2018-06-3029,842,102
Funding target for retired participants and beneficiaries receiving payment2018-06-309,090,077
Number of terminated vested participants2018-06-3087
Fundng target for terminated vested participants2018-06-302,676,540
Active participant vested funding target2018-06-3012,470,326
Number of active participants2018-06-30120
Total funding liabilities for active participants2018-06-3012,575,263
Total participant count2018-06-30334
Total funding target for all participants2018-06-3024,341,880
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-305,480,340
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-305,480,340
Present value of excess contributions2018-06-301,871,466
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-301,986,748
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-30629,538
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-305,500,222
Total employer contributions2018-06-303,200,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-303,076,704
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30793,198
Net shortfall amortization installment of oustanding balance2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-30793,198
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-30793,198
Contributions allocatedtoward minimum required contributions for current year2018-06-303,076,704
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2017 401k membership
Total participants, beginning-of-year2017-07-01334
Total number of active participants reported on line 7a of the Form 55002017-07-01109
Number of retired or separated participants receiving benefits2017-07-01123
Number of other retired or separated participants entitled to future benefits2017-07-0192
Total of all active and inactive participants2017-07-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-018
Total participants2017-07-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-014
Market value of plan assets2017-06-3026,351,777
Acturial value of plan assets2017-06-3028,752,189
Funding target for retired participants and beneficiaries receiving payment2017-06-308,225,378
Number of terminated vested participants2017-06-30130
Fundng target for terminated vested participants2017-06-303,932,309
Active participant vested funding target2017-06-3010,953,499
Number of active participants2017-06-30132
Total funding liabilities for active participants2017-06-3011,114,162
Total participant count2017-06-30381
Total funding target for all participants2017-06-3023,271,849
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-304,753,661
Prefunding balanced used to offset prior years funding requirement2017-06-30164,708
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-304,588,953
Present value of excess contributions2017-06-302,014,702
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-302,126,659
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-301,045,117
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-305,480,340
Total employer contributions2017-06-302,700,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-302,617,467
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30746,001
Net shortfall amortization installment of oustanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-30746,001
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-30746,001
Contributions allocatedtoward minimum required contributions for current year2017-06-302,617,467
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2016 401k membership
Total participants, beginning-of-year2016-07-01381
Total number of active participants reported on line 7a of the Form 55002016-07-01120
Number of retired or separated participants receiving benefits2016-07-01120
Number of other retired or separated participants entitled to future benefits2016-07-0187
Total of all active and inactive participants2016-07-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-017
Total participants2016-07-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-013
2015: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2015 401k membership
Total participants, beginning-of-year2015-07-01388
Total number of active participants reported on line 7a of the Form 55002015-07-01132
Number of retired or separated participants receiving benefits2015-07-01112
Number of other retired or separated participants entitled to future benefits2015-07-01130
Total of all active and inactive participants2015-07-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-017
Total participants2015-07-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-016
2014: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2014 401k membership
Total participants, beginning-of-year2014-07-01475
Total number of active participants reported on line 7a of the Form 55002014-07-01144
Number of retired or separated participants receiving benefits2014-07-01109
Number of other retired or separated participants entitled to future benefits2014-07-01130
Total of all active and inactive participants2014-07-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-015
Total participants2014-07-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-019
2013: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2013 401k membership
Total participants, beginning-of-year2013-07-01477
Total number of active participants reported on line 7a of the Form 55002013-07-01156
Number of retired or separated participants receiving benefits2013-07-01107
Number of other retired or separated participants entitled to future benefits2013-07-01207
Total of all active and inactive participants2013-07-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-015
Total participants2013-07-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2012 401k membership
Total participants, beginning-of-year2012-07-01476
Total number of active participants reported on line 7a of the Form 55002012-07-01157
Number of retired or separated participants receiving benefits2012-07-0196
Number of other retired or separated participants entitled to future benefits2012-07-01212
Total of all active and inactive participants2012-07-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-014
Total participants2012-07-01469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0112
2011: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2011 401k membership
Total participants, beginning-of-year2011-07-01470
Total number of active participants reported on line 7a of the Form 55002011-07-01157
Number of retired or separated participants receiving benefits2011-07-0189
Number of other retired or separated participants entitled to future benefits2011-07-01219
Total of all active and inactive participants2011-07-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-012
Total participants2011-07-01467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-018
2010: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2010 401k membership
Total participants, beginning-of-year2010-07-01469
Total number of active participants reported on line 7a of the Form 55002010-07-01164
Number of retired or separated participants receiving benefits2010-07-0185
Number of other retired or separated participants entitled to future benefits2010-07-01215
Total of all active and inactive participants2010-07-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-012
Total participants2010-07-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0113
2009: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2009 401k membership
Total participants, beginning-of-year2009-07-01460
Total number of active participants reported on line 7a of the Form 55002009-07-01168
Number of retired or separated participants receiving benefits2009-07-0181
Number of other retired or separated participants entitled to future benefits2009-07-01213
Total of all active and inactive participants2009-07-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-012
Total participants2009-07-01464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0111

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE

Measure Date Value
2023 : RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-06-30$-1,020,955
Total unrealized appreciation/depreciation of assets2023-06-30$-1,020,955
Total income from all sources (including contributions)2023-06-30$2,472,933
Total loss/gain on sale of assets2023-06-30$-736,738
Total of all expenses incurred2023-06-30$1,685,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$1,555,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$1,800,000
Value of total assets at end of year2023-06-30$46,660,806
Value of total assets at beginning of year2023-06-30$45,873,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$129,723
Total interest from all sources2023-06-30$1,487,616
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$133,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$83,714
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Assets. Other investments not covered elsewhere at end of year2023-06-30$3,896,620
Assets. Other investments not covered elsewhere at beginning of year2023-06-30$5,601,261
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$439,518
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$208,800
Total non interest bearing cash at end of year2023-06-30$27,790
Total non interest bearing cash at beginning of year2023-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$787,768
Value of net assets at end of year (total assets less liabilities)2023-06-30$46,660,806
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$45,873,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$129,723
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$4,098,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$9,337,126
Income. Interest from US Government securities2023-06-30$318,053
Income. Interest from corporate debt instruments2023-06-30$1,127,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$632,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$598,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$598,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$42,278
Asset value of US Government securities at end of year2023-06-30$7,196,599
Asset value of US Government securities at beginning of year2023-06-30$16,092,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$809,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30Yes
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$1,800,000
Income. Dividends from common stock2023-06-30$49,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$1,555,442
Asset. Corporate debt instrument debt (other) at end of year2023-06-30$29,752,789
Asset. Corporate debt instrument debt (other) at beginning of year2023-06-30$13,314,762
Assets. Corporate common stocks other than exployer securities at end of year2023-06-30$616,891
Assets. Corporate common stocks other than exployer securities at beginning of year2023-06-30$719,388
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Aggregate proceeds on sale of assets2023-06-30$67,438,546
Aggregate carrying amount (costs) on sale of assets2023-06-30$68,175,284
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30SCHNEIDER DOWNS & CO INC.
Accountancy firm EIN2023-06-30251408702
2022 : RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-3,755,598
Total unrealized appreciation/depreciation of assets2022-06-30$-3,755,598
Total income from all sources (including contributions)2022-06-30$-3,588,159
Total loss/gain on sale of assets2022-06-30$-888,788
Total of all expenses incurred2022-06-30$1,515,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,383,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$2,200,000
Value of total assets at end of year2022-06-30$45,873,038
Value of total assets at beginning of year2022-06-30$50,976,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$131,985
Total interest from all sources2022-06-30$850,126
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$548,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$544,425
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Assets. Other investments not covered elsewhere at end of year2022-06-30$5,601,261
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$7,758,623
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$208,800
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$145,222
Total non interest bearing cash at end of year2022-06-30$0
Total non interest bearing cash at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-5,103,465
Value of net assets at end of year (total assets less liabilities)2022-06-30$45,873,038
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$50,976,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$131,985
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$9,337,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$15,502,567
Income. Interest from US Government securities2022-06-30$408,715
Income. Interest from corporate debt instruments2022-06-30$439,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$598,771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$1,233,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$1,233,077
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$1,498
Asset value of US Government securities at end of year2022-06-30$16,092,930
Asset value of US Government securities at beginning of year2022-06-30$15,193,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-2,542,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$2,200,000
Income. Dividends from common stock2022-06-30$3,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,383,321
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$13,314,762
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$9,786,443
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$719,388
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$1,356,865
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$40,370,112
Aggregate carrying amount (costs) on sale of assets2022-06-30$41,258,900
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30SCHNEIDER DOWNS & CO INC
Accountancy firm EIN2022-06-30251408702
2021 : RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$139,684
Total unrealized appreciation/depreciation of assets2021-06-30$139,684
Total income from all sources (including contributions)2021-06-30$10,320,335
Total loss/gain on sale of assets2021-06-30$1,549,370
Total of all expenses incurred2021-06-30$1,312,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,236,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,600,000
Value of total assets at end of year2021-06-30$50,976,503
Value of total assets at beginning of year2021-06-30$41,968,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$75,860
Total interest from all sources2021-06-30$436,374
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$724,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$602,508
Administrative expenses professional fees incurred2021-06-30$0
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Assets. Other investments not covered elsewhere at end of year2021-06-30$7,758,623
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$7,686,759
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$145,222
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$77,408
Administrative expenses (other) incurred2021-06-30$0
Total non interest bearing cash at end of year2021-06-30$0
Total non interest bearing cash at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$9,008,326
Value of net assets at end of year (total assets less liabilities)2021-06-30$50,976,503
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$41,968,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$75,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$15,502,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$17,421,825
Income. Interest from US Government securities2021-06-30$211,317
Income. Interest from corporate debt instruments2021-06-30$224,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$1,233,077
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$887,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$887,824
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$242
Asset value of US Government securities at end of year2021-06-30$15,193,706
Asset value of US Government securities at beginning of year2021-06-30$7,435,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$5,870,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,600,000
Income. Dividends from common stock2021-06-30$122,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,236,149
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$9,786,443
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$6,608,215
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$1,356,865
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$1,850,947
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$22,179,722
Aggregate carrying amount (costs) on sale of assets2021-06-30$20,630,352
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30SCHNEIDER DOWNS & CO. INC
Accountancy firm EIN2021-06-30251408702
2020 : RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$599,494
Total unrealized appreciation/depreciation of assets2020-06-30$599,494
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$4,950,383
Total loss/gain on sale of assets2020-06-30$182,372
Total of all expenses incurred2020-06-30$1,097,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,064,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$3,200,000
Value of total assets at end of year2020-06-30$41,968,177
Value of total assets at beginning of year2020-06-30$38,114,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$33,160
Total interest from all sources2020-06-30$263,071
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$799,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$629,861
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-06-30$0
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Assets. Other investments not covered elsewhere at end of year2020-06-30$7,686,759
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$8,315,723
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$77,408
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$25,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$3,853,219
Value of net assets at end of year (total assets less liabilities)2020-06-30$41,968,177
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$38,114,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$33,160
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$17,421,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$27,634,192
Income. Interest from US Government securities2020-06-30$132,383
Income. Interest from corporate debt instruments2020-06-30$123,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$887,824
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$477,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$477,373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$6,978
Asset value of US Government securities at end of year2020-06-30$7,435,199
Asset value of US Government securities at beginning of year2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-93,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$3,200,000
Income. Dividends from common stock2020-06-30$169,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,064,004
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$6,608,215
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$1,850,947
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$1,662,605
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$14,546,046
Aggregate carrying amount (costs) on sale of assets2020-06-30$14,363,674
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30SCHNEIDER DOWNS & CO. INC.
Accountancy firm EIN2020-06-30251408702
2019 : RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
2018 : RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-48
Total unrealized appreciation/depreciation of assets2018-06-30$-48
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$5,158,232
Total loss/gain on sale of assets2018-06-30$465,599
Total of all expenses incurred2018-06-30$901,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$900,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$3,200,000
Value of total assets at end of year2018-06-30$34,146,095
Value of total assets at beginning of year2018-06-30$29,889,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,124
Total interest from all sources2018-06-30$6,391
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$933,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$933,105
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Assets. Other investments not covered elsewhere at end of year2018-06-30$7,045,583
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$4,888,495
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$17,715
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$10,654
Other income not declared elsewhere2018-06-30$112,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$4,256,498
Value of net assets at end of year (total assets less liabilities)2018-06-30$34,146,095
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$29,889,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$1,124
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$25,039,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$24,532,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$624,382
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$457,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$457,461
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$6,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$439,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$3,200,000
Income. Dividends from common stock2018-06-30$726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$900,610
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$1,418,789
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$0
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$3,982,899
Aggregate carrying amount (costs) on sale of assets2018-06-30$3,517,300
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30SCHNEIDER DOWNS & CO. INC.
Accountancy firm EIN2018-06-30251408702
2017 : RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$5,846,632
Total loss/gain on sale of assets2017-06-30$-14,766
Total of all expenses incurred2017-06-30$2,308,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$2,308,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,700,000
Value of total assets at end of year2017-06-30$29,889,597
Value of total assets at beginning of year2017-06-30$26,351,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$0
Total interest from all sources2017-06-30$2,042
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$609,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$609,648
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Assets. Other investments not covered elsewhere at end of year2017-06-30$4,888,495
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$3,583,909
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$10,654
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$8,229
Other income not declared elsewhere2017-06-30$304,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$3,537,820
Value of net assets at end of year (total assets less liabilities)2017-06-30$29,889,597
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$26,351,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$24,532,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$22,145,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$457,461
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$614,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$614,451
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$2,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,245,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$2,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$2,308,812
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$1,300,000
Aggregate carrying amount (costs) on sale of assets2017-06-30$1,314,766
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30SCHNEIDER DOWNS & CO. INC.
Accountancy firm EIN2017-06-30251408702
2016 : RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,819,020
Total loss/gain on sale of assets2016-06-30$-1,152,435
Total of all expenses incurred2016-06-30$790,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$790,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,700,000
Value of total assets at end of year2016-06-30$26,351,777
Value of total assets at beginning of year2016-06-30$25,323,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$290
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$566,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$566,547
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Other investments not covered elsewhere at end of year2016-06-30$3,583,909
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$3,788,361
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$8,229
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$6,624
Other income not declared elsewhere2016-06-30$215,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,028,426
Value of net assets at end of year (total assets less liabilities)2016-06-30$26,351,777
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$25,323,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$22,145,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$20,935,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$614,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$592,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$592,648
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-510,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$2,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$790,594
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$4,269,012
Aggregate carrying amount (costs) on sale of assets2016-06-30$5,421,447
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30SCHNEIDER DOWNS & CO. INC.
Accountancy firm EIN2016-06-30251408702
2015 : RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$2,526,911
Total loss/gain on sale of assets2015-06-30$68,840
Total of all expenses incurred2015-06-30$1,840,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,840,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,700,000
Value of total assets at end of year2015-06-30$25,323,351
Value of total assets at beginning of year2015-06-30$24,636,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$297
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$603,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$603,357
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$3,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Assets. Other investments not covered elsewhere at end of year2015-06-30$3,788,361
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$3,607,052
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$6,624
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$5,013
Other income not declared elsewhere2015-06-30$112,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$686,570
Value of net assets at end of year (total assets less liabilities)2015-06-30$25,323,351
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$24,636,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$20,935,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$20,292,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$592,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$732,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$732,692
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-958,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$2,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,840,341
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$4,791,339
Aggregate carrying amount (costs) on sale of assets2015-06-30$4,722,499
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30SCHNEIDER DOWNS & CO. INC.
Accountancy firm EIN2015-06-30251408702
2014 : RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$5,480,992
Total loss/gain on sale of assets2014-06-30$92,687
Total of all expenses incurred2014-06-30$548,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$548,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,300,000
Value of total assets at end of year2014-06-30$24,636,781
Value of total assets at beginning of year2014-06-30$19,704,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$168
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$553,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$553,654
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$3,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Assets. Other investments not covered elsewhere at end of year2014-06-30$3,607,052
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$2,777,148
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$5,013
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$4,581
Other income not declared elsewhere2014-06-30$219,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$4,932,006
Value of net assets at end of year (total assets less liabilities)2014-06-30$24,636,781
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$19,704,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$20,292,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$16,614,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$732,692
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$308,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$308,078
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$2,315,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$2,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$548,986
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$2,893,252
Aggregate carrying amount (costs) on sale of assets2014-06-30$2,800,565
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30SCHNEIDER DOWNS & CO. INC
Accountancy firm EIN2014-06-30251408702
2013 : RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$4,186,213
Total loss/gain on sale of assets2013-06-30$111,431
Total of all expenses incurred2013-06-30$440,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$440,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$2,300,000
Value of total assets at end of year2013-06-30$19,704,775
Value of total assets at beginning of year2013-06-30$15,958,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$574
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$430,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$430,895
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$3,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Assets. Other investments not covered elsewhere at end of year2013-06-30$2,777,148
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$2,422,372
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$4,581
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$22,038
Other income not declared elsewhere2013-06-30$347,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$3,745,831
Value of net assets at end of year (total assets less liabilities)2013-06-30$19,704,775
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$15,958,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$16,614,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$12,154,674
Value of interest in common/collective trusts at beginning of year2013-06-30$1,019,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$308,078
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$340,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$340,538
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$995,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$2,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$440,382
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$2,845,442
Aggregate carrying amount (costs) on sale of assets2013-06-30$2,734,011
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30SCHNEIDER DOWNS & CO. INC.
Accountancy firm EIN2013-06-30251408702
2012 : RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,630,457
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$408,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$408,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,080,000
Value of total assets at end of year2012-06-30$15,958,944
Value of total assets at beginning of year2012-06-30$14,736,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$474
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$387,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$387,755
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$3,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Assets. Other investments not covered elsewhere at end of year2012-06-30$2,422,372
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$2,001,895
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$22,038
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$7,225
Other income not declared elsewhere2012-06-30$35,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,222,233
Value of net assets at end of year (total assets less liabilities)2012-06-30$15,958,944
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$14,736,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$12,154,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$11,852,871
Value of interest in common/collective trusts at end of year2012-06-30$1,019,322
Value of interest in common/collective trusts at beginning of year2012-06-30$806,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$340,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$68,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$68,288
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-660,952
Net investment gain or loss from common/collective trusts2012-06-30$-211,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$2,080,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$408,224
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2012-06-30251408702
2011 : RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$4,074,167
Total loss/gain on sale of assets2011-06-30$19,107
Total of all expenses incurred2011-06-30$340,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$340,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,860,000
Value of total assets at end of year2011-06-30$14,736,711
Value of total assets at beginning of year2011-06-30$11,003,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$769
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$310,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$310,228
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$3,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Assets. Other investments not covered elsewhere at end of year2011-06-30$2,001,895
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$1,621,186
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$7,225
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$6,978
Other income not declared elsewhere2011-06-30$182,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$3,733,683
Value of net assets at end of year (total assets less liabilities)2011-06-30$14,736,711
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$11,003,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$11,852,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$8,259,230
Value of interest in common/collective trusts at end of year2011-06-30$806,432
Value of interest in common/collective trusts at beginning of year2011-06-30$635,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$68,288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$479,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$479,687
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,531,196
Net investment gain or loss from common/collective trusts2011-06-30$170,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,860,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$340,484
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$2,192,855
Aggregate carrying amount (costs) on sale of assets2011-06-30$2,173,748
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2011-06-30251408702
2010 : RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE

2022: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF THE WATSON INSTITUTE 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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