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STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 401k Plan overview

Plan NameSTANDISH MANAGEMENT, LLC CASH BALANCE PLAN
Plan identification number 002

STANDISH MANAGEMENT, LLC CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STANDISH MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:STANDISH MANAGEMENT, LLC
Employer identification number (EIN):262785172
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about STANDISH MANAGEMENT, LLC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1999-05-28
Company Identification Number: 69332683
Legal Registered Office Address: 2870 NANSEN DR

MEDFORD
United States of America (USA)
97504

More information about STANDISH MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STANDISH MANAGEMENT, LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ROWENA BAGINSKI
0022016-01-01ROWENA BAGINSKI
0022015-01-01ROWENA BAGINSKI
0022014-01-01ROWENA BAGINSKI
0022013-01-01ROWENA BAGINSKI

Plan Statistics for STANDISH MANAGEMENT, LLC CASH BALANCE PLAN

401k plan membership statisitcs for STANDISH MANAGEMENT, LLC CASH BALANCE PLAN

Measure Date Value
2020: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01113
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-311,374,625
Acturial value of plan assets2019-12-311,374,625
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3128
Fundng target for terminated vested participants2019-12-31115,086
Active participant vested funding target2019-12-31106,466
Number of active participants2019-12-31105
Total funding liabilities for active participants2019-12-311,254,516
Total participant count2019-12-31133
Total funding target for all participants2019-12-311,369,602
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3198,296
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31104,204
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31727,189
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31675,966
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31280,196
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31275,173
Additional cash requirement2019-12-31275,173
Contributions allocatedtoward minimum required contributions for current year2019-12-31675,966
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01118
Total number of active participants reported on line 7a of the Form 55002019-01-0186
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-311,226,088
Acturial value of plan assets2018-12-311,226,088
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-318
Fundng target for terminated vested participants2018-12-3167,379
Active participant vested funding target2018-12-31820,378
Number of active participants2018-12-31110
Total funding liabilities for active participants2018-12-31898,675
Total participant count2018-12-31118
Total funding target for all participants2018-12-31966,054
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31226,242
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31226,242
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31153,200
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31148,537
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31310,275
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3150,241
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3150,241
Contributions allocatedtoward minimum required contributions for current year2018-12-31148,537
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01105
Total number of active participants reported on line 7a of the Form 55002018-01-01110
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31939,948
Acturial value of plan assets2017-12-31939,948
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3114
Fundng target for terminated vested participants2017-12-3146,964
Active participant vested funding target2017-12-31651,453
Number of active participants2017-12-3191
Total funding liabilities for active participants2017-12-31689,120
Total participant count2017-12-31105
Total funding target for all participants2017-12-31736,084
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31233,080
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31233,080
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31300,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31290,661
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31268,283
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3164,419
Additional cash requirement2017-12-3164,419
Contributions allocatedtoward minimum required contributions for current year2017-12-31290,661
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0158
Total number of active participants reported on line 7a of the Form 55002017-01-0191
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01105
Number of participants with account balances2017-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-31624,303
Acturial value of plan assets2016-12-31624,303
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3115
Fundng target for terminated vested participants2016-12-3131,037
Active participant vested funding target2016-12-31413,717
Number of active participants2016-12-3150
Total funding liabilities for active participants2016-12-31431,676
Total participant count2016-12-3165
Total funding target for all participants2016-12-31462,713
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31170,447
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31170,447
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31300,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31290,409
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31218,919
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3157,329
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3157,329
Contributions allocatedtoward minimum required contributions for current year2016-12-31290,409
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0157
Total number of active participants reported on line 7a of the Form 55002016-01-0150
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0158
Number of participants with account balances2016-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0142
Total number of active participants reported on line 7a of the Form 55002015-01-0149
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0140
Total number of active participants reported on line 7a of the Form 55002014-01-0139
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total number of active participants reported on line 7a of the Form 55002013-01-0139
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0140
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on STANDISH MANAGEMENT, LLC CASH BALANCE PLAN

Measure Date Value
2020 : STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$26,959
Expenses. Total of all expenses incurred2020-12-31$2,195,588
Benefits paid (including direct rollovers)2020-12-31$2,195,588
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$2,168,629
Value of fidelity bond covering the plan2020-12-31$300,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$26,959
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-2,168,629
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,168,629
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$797,519
Expenses. Total of all expenses incurred2019-12-31$8,178
Benefits paid (including direct rollovers)2019-12-31$8,178
Total plan assets at end of year2019-12-31$2,168,629
Total plan assets at beginning of year2019-12-31$1,379,288
Value of fidelity bond covering the plan2019-12-31$300,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$70,330
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$789,341
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,168,629
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,379,288
Total contributions received or receivable from employer(s)2019-12-31$727,189
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$139,340
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$1,379,288
Total plan assets at beginning of year2018-12-31$1,239,948
Value of fidelity bond covering the plan2018-12-31$300,000
Other income received2018-12-31$-13,860
Net income (gross income less expenses)2018-12-31$139,340
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,379,288
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,239,948
Total contributions received or receivable from employer(s)2018-12-31$153,200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$319,834
Expenses. Total of all expenses incurred2017-12-31$4,189
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,239,948
Total plan assets at beginning of year2017-12-31$924,303
Value of fidelity bond covering the plan2017-12-31$300,000
Expenses. Other expenses not covered elsewhere2017-12-31$0
Other income received2017-12-31$19,834
Net income (gross income less expenses)2017-12-31$315,645
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,239,948
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$924,303
Total contributions received or receivable from employer(s)2017-12-31$300,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,189
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$308,110
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$924,303
Total plan assets at beginning of year2016-12-31$616,193
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$8,110
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$308,110
Net plan assets at end of year (total assets less liabilities)2016-12-31$924,303
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$616,193
Total contributions received or receivable from employer(s)2016-12-31$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$252,242
Expenses. Total of all expenses incurred2015-12-31$10
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$616,193
Total plan assets at beginning of year2015-12-31$363,961
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$10
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$3,042
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$252,232
Net plan assets at end of year (total assets less liabilities)2015-12-31$616,193
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$363,961
Total contributions received or receivable from employer(s)2015-12-31$249,200
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$177,824
Expenses. Total of all expenses incurred2014-12-31$58
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$363,961
Total plan assets at beginning of year2014-12-31$186,195
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$6,097
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$177,766
Net plan assets at end of year (total assets less liabilities)2014-12-31$363,961
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$186,195
Total contributions received or receivable from employer(s)2014-12-31$171,727
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$58
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2013 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Form 5500 Responses for STANDISH MANAGEMENT, LLC CASH BALANCE PLAN

2020: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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