STANDISH MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STANDISH MANAGEMENT, LLC CASH BALANCE PLAN
| Measure | Date | Value |
|---|
| 2020 : STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $26,959 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $2,195,588 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $2,195,588 |
| Total plan assets at end of year | 2020-12-31 | $0 |
| Total plan assets at beginning of year | 2020-12-31 | $2,168,629 |
| Value of fidelity bond covering the plan | 2020-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $26,959 |
| Noncash contributions received | 2020-12-31 | $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 loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $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 securities | 2020-12-31 | $0 |
| 2019 : STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $797,519 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $8,178 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $8,178 |
| Total plan assets at end of year | 2019-12-31 | $2,168,629 |
| Total plan assets at beginning of year | 2019-12-31 | $1,379,288 |
| Value of fidelity bond covering the plan | 2019-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $70,330 |
| Noncash contributions received | 2019-12-31 | $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 loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $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 securities | 2019-12-31 | $0 |
| 2018 : STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $139,340 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $1,379,288 |
| Total plan assets at beginning of year | 2018-12-31 | $1,239,948 |
| Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
| Other income received | 2018-12-31 | $-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 securities | 2018-12-31 | $0 |
| 2017 : STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $319,834 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $4,189 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $1,239,948 |
| Total plan assets at beginning of year | 2017-12-31 | $924,303 |
| Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $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 loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $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 securities | 2017-12-31 | $0 |
| 2016 : STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $308,110 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $924,303 |
| Total plan assets at beginning of year | 2016-12-31 | $616,193 |
| Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $8,110 |
| Noncash contributions received | 2016-12-31 | $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 securities | 2016-12-31 | $0 |
| 2015 : STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $252,242 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $10 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $616,193 |
| Total plan assets at beginning of year | 2015-12-31 | $363,961 |
| Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $10 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $3,042 |
| Noncash contributions received | 2015-12-31 | $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 loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $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 securities | 2015-12-31 | $0 |
| 2014 : STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $177,824 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $58 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $363,961 |
| Total plan assets at beginning of year | 2014-12-31 | $186,195 |
| Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $6,097 |
| Noncash contributions received | 2014-12-31 | $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 loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $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 securities | 2014-12-31 | $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 securities | 2013-12-31 | $0 |
| 2020: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | Yes |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: STANDISH MANAGEMENT, LLC CASH BALANCE PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | First time form 5500 has been submitted | Yes |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
