ALFRED BENESCH & COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY
| Measure | Date | Value |
|---|
| 2023 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-12-31 | $66,417,666 |
| Total of all expenses incurred | 2023-12-31 | $17,865,961 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $17,508,041 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $21,934,711 |
| Value of total assets at end of year | 2023-12-31 | $277,325,085 |
| Value of total assets at beginning of year | 2023-12-31 | $228,773,380 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $357,920 |
| Total interest from all sources | 2023-12-31 | $80,650 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $10,396,489 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $10,396,489 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $9,894,563 |
| Participant contributions at end of year | 2023-12-31 | $1,479,789 |
| Participant contributions at beginning of year | 2023-12-31 | $1,438,477 |
| Participant contributions at end of year | 2023-12-31 | $266,675 |
| Participant contributions at beginning of year | 2023-12-31 | $216,383 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $1,384,258 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $0 |
| Other income not declared elsewhere | 2023-12-31 | $145,150 |
| Administrative expenses (other) incurred | 2023-12-31 | $6,500 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $48,551,705 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $277,325,085 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $228,773,380 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $125,511 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $248,562,469 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $200,506,868 |
| Interest on participant loans | 2023-12-31 | $80,650 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $20,642,576 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $25,934,684 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $33,860,666 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $10,655,890 |
| Employer contributions (assets) at end of year | 2023-12-31 | $6,373,576 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $676,968 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $17,508,041 |
| Contract administrator fees | 2023-12-31 | $225,909 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | MATHIESON MOYSKI AUSTIN & CO. LLP |
| Accountancy firm EIN | 2023-12-31 | 363480013 |
| Total income from all sources (including contributions) | 2023-01-01 | $66,417,666 |
| Total of all expenses incurred | 2023-01-01 | $17,865,961 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $17,508,041 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $21,934,711 |
| Value of total assets at end of year | 2023-01-01 | $277,325,085 |
| Value of total assets at beginning of year | 2023-01-01 | $228,773,380 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $357,920 |
| Total interest from all sources | 2023-01-01 | $80,650 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $10,396,489 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $10,396,489 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $9,894,563 |
| Participant contributions at end of year | 2023-01-01 | $1,479,789 |
| Participant contributions at beginning of year | 2023-01-01 | $1,438,477 |
| Participant contributions at end of year | 2023-01-01 | $266,675 |
| Participant contributions at beginning of year | 2023-01-01 | $216,383 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $1,384,258 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-01-01 | $0 |
| Other income not declared elsewhere | 2023-01-01 | $145,150 |
| Administrative expenses (other) incurred | 2023-01-01 | $6,500 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $48,551,705 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $277,325,085 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $228,773,380 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $125,511 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $248,562,469 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $200,506,868 |
| Interest on participant loans | 2023-01-01 | $80,650 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $20,642,576 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $25,934,684 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $33,860,666 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $10,655,890 |
| Employer contributions (assets) at end of year | 2023-01-01 | $6,373,576 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $676,968 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $17,508,041 |
| Contract administrator fees | 2023-01-01 | $225,909 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | MATHIESON MOYSKI AUSTIN & CO. LLP |
| Accountancy firm EIN | 2023-01-01 | 363480013 |
| 2022 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $-26,645,987 |
| Total of all expenses incurred | 2022-12-31 | $11,279,890 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $10,916,099 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $25,109 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $24,374,998 |
| Value of total assets at end of year | 2022-12-31 | $228,773,380 |
| Value of total assets at beginning of year | 2022-12-31 | $266,699,257 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $338,682 |
| Total interest from all sources | 2022-12-31 | $66,547 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $18,271,920 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $18,271,920 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $8,256,751 |
| Participant contributions at end of year | 2022-12-31 | $1,438,477 |
| Participant contributions at beginning of year | 2022-12-31 | $1,399,754 |
| Participant contributions at end of year | 2022-12-31 | $216,383 |
| Participant contributions at beginning of year | 2022-12-31 | $172,232 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $6,735,584 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-37,925,877 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $228,773,380 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $266,699,257 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $58,983 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $200,506,868 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $240,277,808 |
| Interest on participant loans | 2022-12-31 | $66,547 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $25,934,684 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $24,360,034 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-69,359,452 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $9,382,663 |
| Employer contributions (assets) at end of year | 2022-12-31 | $676,968 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $489,429 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $10,916,099 |
| Contract administrator fees | 2022-12-31 | $279,699 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | MATHIESON MOYSKI AUSTIN & CO. LLP |
| Accountancy firm EIN | 2022-12-31 | 363480013 |
| Total income from all sources (including contributions) | 2022-01-01 | $-26,645,987 |
| Total of all expenses incurred | 2022-01-01 | $11,279,890 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $10,916,099 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $25,109 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $24,374,998 |
| Value of total assets at end of year | 2022-01-01 | $228,773,380 |
| Value of total assets at beginning of year | 2022-01-01 | $266,699,257 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $338,682 |
| Total interest from all sources | 2022-01-01 | $66,547 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $18,271,920 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $18,271,920 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $8,256,751 |
| Participant contributions at end of year | 2022-01-01 | $1,438,477 |
| Participant contributions at beginning of year | 2022-01-01 | $1,399,754 |
| Participant contributions at end of year | 2022-01-01 | $216,383 |
| Participant contributions at beginning of year | 2022-01-01 | $172,232 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $6,735,584 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-37,925,877 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $228,773,380 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $266,699,257 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $58,983 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $200,506,868 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $240,277,808 |
| Interest on participant loans | 2022-01-01 | $66,547 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $25,934,684 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $24,360,034 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-69,359,452 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $9,382,663 |
| Employer contributions (assets) at end of year | 2022-01-01 | $676,968 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $489,429 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $10,916,099 |
| Contract administrator fees | 2022-01-01 | $279,699 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | MATHIESON MOYSKI AUSTIN & CO. LLP |
| Accountancy firm EIN | 2022-01-01 | 363480013 |
| 2021 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $52,041,919 |
| Total of all expenses incurred | 2021-12-31 | $10,080,458 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $9,763,255 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $16,396,781 |
| Value of total assets at end of year | 2021-12-31 | $266,699,257 |
| Value of total assets at beginning of year | 2021-12-31 | $224,737,796 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $317,203 |
| Total interest from all sources | 2021-12-31 | $66,004 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $613,895 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $613,895 |
| Administrative expenses professional fees incurred | 2021-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $6,733,616 |
| Participant contributions at end of year | 2021-12-31 | $1,399,754 |
| Participant contributions at beginning of year | 2021-12-31 | $1,398,630 |
| Participant contributions at end of year | 2021-12-31 | $172,232 |
| Participant contributions at beginning of year | 2021-12-31 | $145,936 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $2,050,641 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $41,961,461 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $266,699,257 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $224,737,796 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $240,277,808 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $200,155,829 |
| Interest on participant loans | 2021-12-31 | $66,004 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $24,360,034 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $22,614,956 |
| Net gain/loss from 103.12 investment entities | 2021-12-31 | $34,965,239 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $7,612,524 |
| Employer contributions (assets) at end of year | 2021-12-31 | $489,429 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $422,445 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $9,763,255 |
| Contract administrator fees | 2021-12-31 | $317,203 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | MATHIESON MOYSKI AUSTIN & CO. LLP |
| Accountancy firm EIN | 2021-12-31 | 363480013 |
| 2020 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $49,873,890 |
| Total of all expenses incurred | 2020-12-31 | $7,732,614 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $7,630,911 |
| Value of total corrective distributions | 2020-12-31 | $2,867 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $14,966,059 |
| Value of total assets at end of year | 2020-12-31 | $224,737,796 |
| Value of total assets at beginning of year | 2020-12-31 | $182,596,520 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $98,836 |
| Total interest from all sources | 2020-12-31 | $76,954 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $438,873 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $438,873 |
| Administrative expenses professional fees incurred | 2020-12-31 | $98,836 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $6,081,076 |
| Participant contributions at end of year | 2020-12-31 | $1,398,630 |
| Participant contributions at beginning of year | 2020-12-31 | $1,456,080 |
| Participant contributions at end of year | 2020-12-31 | $145,936 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,852,216 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $42,141,276 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $224,737,796 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $182,596,520 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $200,155,829 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $163,164,406 |
| Interest on participant loans | 2020-12-31 | $76,954 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $22,614,956 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $17,722,880 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $34,392,004 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $7,032,767 |
| Employer contributions (assets) at end of year | 2020-12-31 | $422,445 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $253,154 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $7,630,911 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | MATHIESON MOYSKI AUSTIN & CO. LLP |
| Accountancy firm EIN | 2020-12-31 | 363480013 |
| 2019 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $48,297,960 |
| Total income from all sources (including contributions) | 2019-12-31 | $48,297,960 |
| Total of all expenses incurred | 2019-12-31 | $9,891,788 |
| Total of all expenses incurred | 2019-12-31 | $9,891,788 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $9,789,435 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $9,789,435 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $13,461,705 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $13,461,705 |
| Value of total assets at end of year | 2019-12-31 | $182,596,520 |
| Value of total assets at end of year | 2019-12-31 | $182,596,520 |
| Value of total assets at beginning of year | 2019-12-31 | $144,190,348 |
| Value of total assets at beginning of year | 2019-12-31 | $144,190,348 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $102,353 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $102,353 |
| Total interest from all sources | 2019-12-31 | $501,545 |
| Total interest from all sources | 2019-12-31 | $501,545 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $102,353 |
| Administrative expenses professional fees incurred | 2019-12-31 | $102,353 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $5,234,132 |
| Contributions received from participants | 2019-12-31 | $5,234,132 |
| Participant contributions at end of year | 2019-12-31 | $1,456,080 |
| Participant contributions at end of year | 2019-12-31 | $1,456,080 |
| Participant contributions at beginning of year | 2019-12-31 | $1,567,939 |
| Participant contributions at beginning of year | 2019-12-31 | $1,567,939 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,147,693 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,147,693 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $38,406,172 |
| Value of net income/loss | 2019-12-31 | $38,406,172 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $182,596,520 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $182,596,520 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $144,190,348 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $144,190,348 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $163,164,406 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $163,164,406 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $127,490,744 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $127,490,744 |
| Interest on participant loans | 2019-12-31 | $85,324 |
| Interest on participant loans | 2019-12-31 | $85,324 |
| Interest earned on other investments | 2019-12-31 | $416,221 |
| Interest earned on other investments | 2019-12-31 | $416,221 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $17,722,880 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $17,722,880 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $14,986,189 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $14,986,189 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $34,334,710 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $34,334,710 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $6,079,880 |
| Contributions received in cash from employer | 2019-12-31 | $6,079,880 |
| Employer contributions (assets) at end of year | 2019-12-31 | $253,154 |
| Employer contributions (assets) at end of year | 2019-12-31 | $253,154 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $145,476 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $145,476 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,789,435 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,789,435 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | MATHIESON MOYSKI AUSTIN & CO. LLP |
| Accountancy firm name | 2019-12-31 | MATHIESON MOYSKI AUSTIN & CO. LLP |
| Accountancy firm EIN | 2019-12-31 | 363480013 |
| Accountancy firm EIN | 2019-12-31 | 363480013 |
| 2018 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $4,909,121 |
| Total of all expenses incurred | 2018-12-31 | $6,912,791 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $6,784,223 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $23,465 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $11,648,716 |
| Value of total assets at end of year | 2018-12-31 | $144,190,348 |
| Value of total assets at beginning of year | 2018-12-31 | $146,194,018 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $105,103 |
| Total interest from all sources | 2018-12-31 | $73,624 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $105,103 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $4,538,459 |
| Participant contributions at end of year | 2018-12-31 | $1,567,939 |
| Participant contributions at beginning of year | 2018-12-31 | $1,479,805 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,922,556 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Income. Non cash contributions | 2018-12-31 | $9,917 |
| Value of net income/loss | 2018-12-31 | $-2,003,670 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $144,190,348 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $146,194,018 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $127,490,744 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $129,256,176 |
| Interest on participant loans | 2018-12-31 | $73,624 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $14,986,189 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $15,349,924 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-6,813,219 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $5,177,784 |
| Employer contributions (assets) at end of year | 2018-12-31 | $145,476 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $108,113 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,784,223 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | MATHIESON MOYSKI AUSTIN & CO. LLP |
| Accountancy firm EIN | 2018-12-31 | 363480013 |
| 2017 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $32,881,839 |
| Total of all expenses incurred | 2017-12-31 | $5,912,362 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $5,883,152 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $10,076,281 |
| Value of total assets at end of year | 2017-12-31 | $146,194,018 |
| Value of total assets at beginning of year | 2017-12-31 | $119,224,541 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $29,210 |
| Total interest from all sources | 2017-12-31 | $64,076 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $4,320,991 |
| Participant contributions at end of year | 2017-12-31 | $1,479,805 |
| Participant contributions at beginning of year | 2017-12-31 | $1,565,775 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $851,700 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $26,969,477 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $146,194,018 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $119,224,541 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $129,256,176 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $115,316,145 |
| Interest on participant loans | 2017-12-31 | $64,076 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $15,349,924 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $2,261,017 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $22,741,482 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $4,903,590 |
| Employer contributions (assets) at end of year | 2017-12-31 | $108,113 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $81,604 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,883,152 |
| Contract administrator fees | 2017-12-31 | $29,210 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | MATHIESON MOYSKI AUSTIN & CO. LLP |
| Accountancy firm EIN | 2017-12-31 | 363480013 |
| 2016 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $18,248,350 |
| Total of all expenses incurred | 2016-12-31 | $2,882,607 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,859,959 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $5 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $9,519,831 |
| Value of total assets at end of year | 2016-12-31 | $119,224,541 |
| Value of total assets at beginning of year | 2016-12-31 | $103,858,798 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $22,643 |
| Total interest from all sources | 2016-12-31 | $61,683 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $4,283,571 |
| Participant contributions at end of year | 2016-12-31 | $1,565,775 |
| Participant contributions at beginning of year | 2016-12-31 | $1,486,367 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $363,180 |
| Other income not declared elsewhere | 2016-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $15,365,743 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $119,224,541 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $103,858,798 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $115,316,145 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $93,773,921 |
| Interest on participant loans | 2016-12-31 | $61,683 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $8,455,307 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $2,261,017 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $8,666,836 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $4,873,080 |
| Employer contributions (assets) at end of year | 2016-12-31 | $81,604 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $143,203 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,859,959 |
| Contract administrator fees | 2016-12-31 | $22,643 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | MATHIESON MOYSKI AUSTIN & CO. LLP |
| Accountancy firm EIN | 2016-12-31 | 363480013 |
| 2015 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2015 401k financial data |
|---|
| Total transfer of assets to this plan | 2015-12-31 | $25,051,971 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $12,886,156 |
| Total of all expenses incurred | 2015-12-31 | $5,417,634 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,361,219 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $21,740 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $11,480,459 |
| Value of total assets at end of year | 2015-12-31 | $103,858,798 |
| Value of total assets at beginning of year | 2015-12-31 | $71,338,305 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $34,675 |
| Total interest from all sources | 2015-12-31 | $61,137 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $3,969,454 |
| Participant contributions at end of year | 2015-12-31 | $1,486,367 |
| Participant contributions at beginning of year | 2015-12-31 | $1,283,826 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $2,931,996 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $7,468,522 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $103,858,798 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $71,338,305 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $93,773,921 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $65,168,895 |
| Interest on participant loans | 2015-12-31 | $61,137 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $8,455,307 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $4,822,414 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $1,344,560 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $4,579,009 |
| Employer contributions (assets) at end of year | 2015-12-31 | $143,203 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $63,170 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,361,219 |
| Contract administrator fees | 2015-12-31 | $34,675 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | MATHIESON MOYSKI AUSTIN & CO. LLP |
| Accountancy firm EIN | 2015-12-31 | 363480013 |
| 2014 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $6,813,590 |
| Total of all expenses incurred | 2014-12-31 | $1,529,174 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,510,401 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $12,413 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,695,885 |
| Value of total assets at end of year | 2014-12-31 | $71,338,305 |
| Value of total assets at beginning of year | 2014-12-31 | $66,053,889 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $6,360 |
| Total interest from all sources | 2014-12-31 | $31,846 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $1,851,383 |
| Participant contributions at end of year | 2014-12-31 | $1,283,826 |
| Participant contributions at beginning of year | 2014-12-31 | $1,130,772 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $842,029 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $5,284,416 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $71,338,305 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $66,053,889 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $64,867,245 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $65,168,895 |
| Interest on participant loans | 2014-12-31 | $31,846 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $4,822,414 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $3,085,859 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $1,002,473 |
| Employer contributions (assets) at end of year | 2014-12-31 | $63,170 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $55,872 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,510,401 |
| Contract administrator fees | 2014-12-31 | $6,360 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Liabilities. Value of acquisition indebtedness at end of year | 2014-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | MATHIESON MOYSKI AUSTIN & CO. LLP |
| Accountancy firm EIN | 2014-12-31 | 363480013 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $2,987 |
| Total income from all sources (including contributions) | 2014-05-31 | $17,038,105 |
| Total of all expenses incurred | 2014-05-31 | $3,263,686 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-05-31 | $3,252,512 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-05-31 | $8,392,540 |
| Value of total assets at end of year | 2014-05-31 | $66,053,889 |
| Value of total assets at beginning of year | 2014-05-31 | $52,282,457 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-05-31 | $11,174 |
| Total interest from all sources | 2014-05-31 | $48,990 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-05-31 | No |
| Was this plan covered by a fidelity bond | 2014-05-31 | Yes |
| Value of fidelity bond cover | 2014-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-05-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-05-31 | No |
| Contributions received from participants | 2014-05-31 | $3,426,692 |
| Participant contributions at end of year | 2014-05-31 | $1,130,772 |
| Participant contributions at beginning of year | 2014-05-31 | $967,317 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-05-31 | $3,268,900 |
| Administrative expenses (other) incurred | 2014-05-31 | $5,655 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
| Value of net income/loss | 2014-05-31 | $13,774,419 |
| Value of net assets at end of year (total assets less liabilities) | 2014-05-31 | $66,053,889 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-05-31 | $52,279,470 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-05-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-05-31 | $64,867,245 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-05-31 | $51,221,804 |
| Interest on participant loans | 2014-05-31 | $43,791 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-05-31 | $5,199 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-05-31 | $8,596,575 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-05-31 | No |
| Contributions received in cash from employer | 2014-05-31 | $1,696,948 |
| Employer contributions (assets) at end of year | 2014-05-31 | $55,872 |
| Employer contributions (assets) at beginning of year | 2014-05-31 | $93,336 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-05-31 | $3,252,512 |
| Contract administrator fees | 2014-05-31 | $5,519 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-05-31 | $2,987 |
| Did the plan have assets held for investment | 2014-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-05-31 | Disclaimer |
| Accountancy firm name | 2014-05-31 | MATHIESON MOYSKI AUSTIN & CO. LLP |
| Accountancy firm EIN | 2014-05-31 | 363480013 |
| 2013 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $2,987 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $16,821 |
| Total income from all sources (including contributions) | 2013-05-31 | $15,314,462 |
| Total loss/gain on sale of assets | 2013-05-31 | $0 |
| Total of all expenses incurred | 2013-05-31 | $2,189,816 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-05-31 | $2,153,167 |
| Expenses. Certain deemed distributions of participant loans | 2013-05-31 | $33,159 |
| Value of total corrective distributions | 2013-05-31 | $1,755 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-05-31 | $7,153,382 |
| Value of total assets at end of year | 2013-05-31 | $52,282,457 |
| Value of total assets at beginning of year | 2013-05-31 | $39,171,645 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-05-31 | $1,735 |
| Total interest from all sources | 2013-05-31 | $74,064 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-05-31 | No |
| Was this plan covered by a fidelity bond | 2013-05-31 | Yes |
| Value of fidelity bond cover | 2013-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-05-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-05-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-05-31 | No |
| Contributions received from participants | 2013-05-31 | $2,821,936 |
| Participant contributions at end of year | 2013-05-31 | $967,317 |
| Participant contributions at beginning of year | 2013-05-31 | $960,198 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-05-31 | $2,850,117 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
| Value of net income/loss | 2013-05-31 | $13,124,646 |
| Value of net assets at end of year (total assets less liabilities) | 2013-05-31 | $52,279,470 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-05-31 | $39,154,824 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-05-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-05-31 | $51,221,804 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-05-31 | $38,096,662 |
| Interest on participant loans | 2013-05-31 | $43,041 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-05-31 | $31,023 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-05-31 | $8,087,016 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-05-31 | No |
| Contributions received in cash from employer | 2013-05-31 | $1,481,329 |
| Employer contributions (assets) at end of year | 2013-05-31 | $93,336 |
| Employer contributions (assets) at beginning of year | 2013-05-31 | $114,785 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-05-31 | $2,153,167 |
| Contract administrator fees | 2013-05-31 | $1,735 |
| Liabilities. Value of benefit claims payable at end of year | 2013-05-31 | $2,987 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-05-31 | $16,821 |
| Did the plan have assets held for investment | 2013-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-05-31 | Disclaimer |
| Accountancy firm name | 2013-05-31 | CORCORAN ENDER & ASSOCIATES LLC |
| Accountancy firm EIN | 2013-05-31 | 364323082 |
| 2012 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $16,821 |
| Total income from all sources (including contributions) | 2012-05-31 | $2,918,999 |
| Total of all expenses incurred | 2012-05-31 | $1,519,373 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-05-31 | $1,475,446 |
| Expenses. Certain deemed distributions of participant loans | 2012-05-31 | $43,127 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-05-31 | $4,453,492 |
| Value of total assets at end of year | 2012-05-31 | $39,171,645 |
| Value of total assets at beginning of year | 2012-05-31 | $37,755,198 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-05-31 | $800 |
| Total interest from all sources | 2012-05-31 | $84,234 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-05-31 | No |
| Was this plan covered by a fidelity bond | 2012-05-31 | Yes |
| Value of fidelity bond cover | 2012-05-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-05-31 | No |
| Contributions received from participants | 2012-05-31 | $2,399,942 |
| Participant contributions at end of year | 2012-05-31 | $960,198 |
| Participant contributions at beginning of year | 2012-05-31 | $917,776 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-05-31 | $773,109 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
| Value of net income/loss | 2012-05-31 | $1,399,626 |
| Value of net assets at end of year (total assets less liabilities) | 2012-05-31 | $39,154,824 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-05-31 | $37,755,198 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-05-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-05-31 | $38,096,662 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-05-31 | $36,711,501 |
| Interest on participant loans | 2012-05-31 | $43,417 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-05-31 | $40,817 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-05-31 | $-1,618,727 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-05-31 | No |
| Contributions received in cash from employer | 2012-05-31 | $1,280,441 |
| Employer contributions (assets) at end of year | 2012-05-31 | $114,785 |
| Employer contributions (assets) at beginning of year | 2012-05-31 | $125,921 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-05-31 | $1,475,446 |
| Contract administrator fees | 2012-05-31 | $800 |
| Liabilities. Value of benefit claims payable at end of year | 2012-05-31 | $16,821 |
| Did the plan have assets held for investment | 2012-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-05-31 | Disclaimer |
| Accountancy firm name | 2012-05-31 | CORCORAN ENDER & ASSOCIATES LLC |
| Accountancy firm EIN | 2012-05-31 | 364323082 |
| 2011 : EMPLOYEES PROFIT SHARING 401(K) PLAN OF ALFRED BENESCH & COMPANY 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-05-31 | $15,762,164 |
| Total of all expenses incurred | 2011-05-31 | $856,440 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-05-31 | $855,841 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-05-31 | $9,233,018 |
| Value of total assets at end of year | 2011-05-31 | $37,755,198 |
| Value of total assets at beginning of year | 2011-05-31 | $22,849,474 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-05-31 | $599 |
| Total interest from all sources | 2011-05-31 | $103,826 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-05-31 | No |
| Was this plan covered by a fidelity bond | 2011-05-31 | Yes |
| Value of fidelity bond cover | 2011-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-05-31 | No |
| Contributions received from participants | 2011-05-31 | $2,183,688 |
| Participant contributions at end of year | 2011-05-31 | $917,776 |
| Participant contributions at beginning of year | 2011-05-31 | $634,513 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-05-31 | $5,862,231 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
| Value of net income/loss | 2011-05-31 | $14,905,724 |
| Value of net assets at end of year (total assets less liabilities) | 2011-05-31 | $37,755,198 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-05-31 | $22,849,474 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-05-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-05-31 | $36,711,501 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-05-31 | $22,192,622 |
| Interest on participant loans | 2011-05-31 | $39,308 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-05-31 | $64,518 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-05-31 | $6,425,320 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-05-31 | No |
| Contributions received in cash from employer | 2011-05-31 | $1,187,099 |
| Employer contributions (assets) at end of year | 2011-05-31 | $125,921 |
| Employer contributions (assets) at beginning of year | 2011-05-31 | $22,339 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-05-31 | $855,841 |
| Contract administrator fees | 2011-05-31 | $599 |
| Did the plan have assets held for investment | 2011-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-05-31 | Disclaimer |
| Accountancy firm name | 2011-05-31 | CORCORAN ENDER & ASSOCIATES LLC |
| Accountancy firm EIN | 2011-05-31 | 364323082 |
