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RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 401k Plan overview

Plan NameRETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP
Plan identification number 004

RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

VENABLE LLP has sponsored the creation of one or more 401k plans.

Company Name:VENABLE LLP
Employer identification number (EIN):520517250
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about VENABLE LLP

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5290059

More information about VENABLE LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01BRUCE R. SIDELL
0042016-01-01BRUCE R. SIDELL
0042015-01-01BRUCE R. SIDELL
0042014-01-01BRUCE R. SIDELL
0042013-01-01BRUCE R. SIDELL
0042012-01-01BRUCE R. SIDELL
0042011-01-01BRUCE R. SIDELL BRUCE R. SIDELL2012-10-11
0042010-01-01BRUCE R. SIDELL
0042009-01-01BRUCE SIDELL

Plan Statistics for RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP

401k plan membership statisitcs for RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP

Measure Date Value
2022: RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2022 401k membership
Total participants, beginning-of-year2022-01-011,006
Total number of active participants reported on line 7a of the Form 55002022-01-01716
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01330
Total of all active and inactive participants2022-01-011,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-011,052
Number of participants with account balances2022-01-011,035
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2021 401k membership
Total participants, beginning-of-year2021-01-01951
Total number of active participants reported on line 7a of the Form 55002021-01-01682
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01318
Total of all active and inactive participants2021-01-011,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-011,006
Number of participants with account balances2021-01-01989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2020 401k membership
Total participants, beginning-of-year2020-01-01970
Total number of active participants reported on line 7a of the Form 55002020-01-01677
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01269
Total of all active and inactive participants2020-01-01946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01951
Number of participants with account balances2020-01-01915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2019 401k membership
Total participants, beginning-of-year2019-01-01913
Total number of active participants reported on line 7a of the Form 55002019-01-01706
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01260
Total of all active and inactive participants2019-01-01966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01970
Number of participants with account balances2019-01-01947
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2018 401k membership
Total participants, beginning-of-year2018-01-01963
Total number of active participants reported on line 7a of the Form 55002018-01-01681
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01229
Total of all active and inactive participants2018-01-01910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01913
Number of participants with account balances2018-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2017 401k membership
Total participants, beginning-of-year2017-01-01940
Total number of active participants reported on line 7a of the Form 55002017-01-01766
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01194
Total of all active and inactive participants2017-01-01960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01963
Number of participants with account balances2017-01-01720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2016 401k membership
Total participants, beginning-of-year2016-01-01378
Total number of active participants reported on line 7a of the Form 55002016-01-01771
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01167
Total of all active and inactive participants2016-01-01938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01940
Number of participants with account balances2016-01-01649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2015 401k membership
Total participants, beginning-of-year2015-01-01498
Total number of active participants reported on line 7a of the Form 55002015-01-01249
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01129
Total of all active and inactive participants2015-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01378
Number of participants with account balances2015-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2014 401k membership
Total participants, beginning-of-year2014-01-01360
Total number of active participants reported on line 7a of the Form 55002014-01-01396
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01102
Total of all active and inactive participants2014-01-01498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01498
Number of participants with account balances2014-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2013 401k membership
Total participants, beginning-of-year2013-01-01345
Total number of active participants reported on line 7a of the Form 55002013-01-01261
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0199
Total of all active and inactive participants2013-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01360
Number of participants with account balances2013-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2012 401k membership
Total participants, beginning-of-year2012-01-01319
Total number of active participants reported on line 7a of the Form 55002012-01-01243
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01102
Total of all active and inactive participants2012-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01345
Number of participants with account balances2012-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2011 401k membership
Total participants, beginning-of-year2011-01-01325
Total number of active participants reported on line 7a of the Form 55002011-01-01212
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01107
Total of all active and inactive participants2011-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01319
Number of participants with account balances2011-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2010 401k membership
Total participants, beginning-of-year2010-01-01321
Total number of active participants reported on line 7a of the Form 55002010-01-01221
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01104
Total of all active and inactive participants2010-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01325
Number of participants with account balances2010-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2009 401k membership
Total participants, beginning-of-year2009-01-01349
Total number of active participants reported on line 7a of the Form 55002009-01-01225
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0196
Total of all active and inactive participants2009-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01321
Number of participants with account balances2009-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP

Measure Date Value
2022 : RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$7,131,923
Total transfer of assets from this plan2022-12-31$1,647,930
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-14,775,726
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$19,546,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$19,350,489
Value of total corrective distributions2022-12-31$4,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$18,399,416
Value of total assets at end of year2022-12-31$164,142,404
Value of total assets at beginning of year2022-12-31$192,980,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$191,019
Total interest from all sources2022-12-31$61,036
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,592,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,592,934
Administrative expenses professional fees incurred2022-12-31$27,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$9,362,641
Participant contributions at end of year2022-12-31$1,347,271
Participant contributions at beginning of year2022-12-31$1,598,280
Assets. Other investments not covered elsewhere at end of year2022-12-31$3,090,122
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,287,247
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$876,780
Other income not declared elsewhere2022-12-31$-657,617
Administrative expenses (other) incurred2022-12-31$93,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-34,321,807
Value of net assets at end of year (total assets less liabilities)2022-12-31$164,142,404
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$192,980,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$70,224
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$79,544,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$100,776,223
Interest on participant loans2022-12-31$61,036
Value of interest in common/collective trusts at end of year2022-12-31$72,016,387
Value of interest in common/collective trusts at beginning of year2022-12-31$79,754,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,932,808
Net investment gain or loss from common/collective trusts2022-12-31$-11,238,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,159,995
Employer contributions (assets) at end of year2022-12-31$8,144,387
Employer contributions (assets) at beginning of year2022-12-31$7,563,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$19,350,489
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2022-12-31521743645
2021 : RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$2,787,793
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$47,179,371
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$19,317,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$19,139,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$21,733,889
Value of total assets at end of year2021-12-31$192,980,218
Value of total assets at beginning of year2021-12-31$167,905,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$178,263
Total interest from all sources2021-12-31$77,910
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,867,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,867,835
Administrative expenses professional fees incurred2021-12-31$25,600
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,998,356
Participant contributions at end of year2021-12-31$1,598,280
Participant contributions at beginning of year2021-12-31$1,642,461
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,287,247
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,327,653
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,157,385
Other income not declared elsewhere2021-12-31$270,319
Administrative expenses (other) incurred2021-12-31$84,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$27,862,015
Value of net assets at end of year (total assets less liabilities)2021-12-31$192,980,218
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$167,905,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$68,077
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$100,776,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$87,061,573
Interest on participant loans2021-12-31$76,953
Value of interest in common/collective trusts at end of year2021-12-31$79,754,480
Value of interest in common/collective trusts at beginning of year2021-12-31$61,379,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$8,195,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$8,195,459
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,535,519
Net investment gain or loss from common/collective trusts2021-12-31$8,693,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,578,148
Employer contributions (assets) at end of year2021-12-31$7,563,988
Employer contributions (assets) at beginning of year2021-12-31$7,299,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$19,139,093
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2021-12-31521743645
2020 : RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$1,697,545
Total transfer of assets from this plan2020-12-31$2,230,004
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$37,822,147
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,542,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,383,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,882,313
Value of total assets at end of year2020-12-31$167,905,996
Value of total assets at beginning of year2020-12-31$142,158,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$159,005
Total interest from all sources2020-12-31$113,752
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,915,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,915,695
Administrative expenses professional fees incurred2020-12-31$24,900
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$8,054,886
Participant contributions at end of year2020-12-31$1,642,461
Participant contributions at beginning of year2020-12-31$1,441,104
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,327,653
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,647,240
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$525,102
Other income not declared elsewhere2020-12-31$246,182
Administrative expenses (other) incurred2020-12-31$75,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$26,280,077
Value of net assets at end of year (total assets less liabilities)2020-12-31$167,905,996
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$142,158,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$58,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$87,061,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$85,198,992
Interest on participant loans2020-12-31$75,402
Value of interest in common/collective trusts at end of year2020-12-31$61,379,841
Value of interest in common/collective trusts at beginning of year2020-12-31$38,287,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$8,195,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,692,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,692,582
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$38,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,860,022
Net investment gain or loss from common/collective trusts2020-12-31$10,804,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,302,325
Employer contributions (assets) at end of year2020-12-31$7,299,009
Employer contributions (assets) at beginning of year2020-12-31$6,891,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,383,065
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2020-12-31521743645
2019 : RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$2,828,510
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$42,724,811
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,221,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,113,857
Value of total corrective distributions2019-12-31$1,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,544,169
Value of total assets at end of year2019-12-31$142,158,378
Value of total assets at beginning of year2019-12-31$108,826,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$105,905
Total interest from all sources2019-12-31$255,704
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,842,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,842,212
Administrative expenses professional fees incurred2019-12-31$24,500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$8,057,746
Participant contributions at end of year2019-12-31$1,441,104
Participant contributions at beginning of year2019-12-31$1,318,885
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,647,240
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,095,721
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,595,035
Other income not declared elsewhere2019-12-31$456,955
Administrative expenses (other) incurred2019-12-31$60,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$30,503,564
Value of net assets at end of year (total assets less liabilities)2019-12-31$142,158,378
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$108,826,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$20,986
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$85,198,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$64,106,259
Interest on participant loans2019-12-31$75,547
Value of interest in common/collective trusts at end of year2019-12-31$38,287,072
Value of interest in common/collective trusts at beginning of year2019-12-31$26,593,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,692,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,756,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,756,563
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$180,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,289,475
Net investment gain or loss from common/collective trusts2019-12-31$6,336,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,891,388
Employer contributions (assets) at end of year2019-12-31$6,891,388
Employer contributions (assets) at beginning of year2019-12-31$5,955,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,113,857
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2019-12-31521743645
2018 : RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$145,960
Total transfer of assets from this plan2018-12-31$4,564,099
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$13,861,148
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,582,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,412,026
Value of total corrective distributions2018-12-31$9,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$20,188,357
Value of total assets at end of year2018-12-31$108,826,304
Value of total assets at beginning of year2018-12-31$109,965,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$160,800
Total interest from all sources2018-12-31$198,421
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,014,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,014,608
Administrative expenses professional fees incurred2018-12-31$19,250
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,059,140
Participant contributions at end of year2018-12-31$1,318,885
Participant contributions at beginning of year2018-12-31$1,241,533
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,095,721
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,633,400
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,173,871
Other income not declared elsewhere2018-12-31$-115,602
Administrative expenses (other) incurred2018-12-31$68,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$3,278,885
Value of net assets at end of year (total assets less liabilities)2018-12-31$108,826,304
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$109,965,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$73,509
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$64,106,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$71,493,222
Interest on participant loans2018-12-31$58,871
Value of interest in common/collective trusts at end of year2018-12-31$26,593,530
Value of interest in common/collective trusts at beginning of year2018-12-31$22,107,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$8,756,563
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,685,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,685,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$139,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,742,886
Net investment gain or loss from common/collective trusts2018-12-31$-1,681,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,955,346
Employer contributions (assets) at end of year2018-12-31$5,955,346
Employer contributions (assets) at beginning of year2018-12-31$5,803,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,412,026
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2018-12-31521743645
2017 : RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,023,836
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$28,056,704
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,435,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,275,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,964,845
Value of total assets at end of year2017-12-31$109,965,558
Value of total assets at beginning of year2017-12-31$91,320,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$160,004
Total interest from all sources2017-12-31$106,122
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,319,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,319,313
Administrative expenses professional fees incurred2017-12-31$24,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,326,029
Participant contributions at end of year2017-12-31$1,241,533
Participant contributions at beginning of year2017-12-31$1,050,234
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,633,400
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,249,128
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,834,950
Other income not declared elsewhere2017-12-31$281,025
Administrative expenses (other) incurred2017-12-31$67,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$17,621,306
Value of net assets at end of year (total assets less liabilities)2017-12-31$109,965,558
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$91,320,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$68,140
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$71,493,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$60,074,696
Interest on participant loans2017-12-31$49,020
Value of interest in common/collective trusts at end of year2017-12-31$22,107,706
Value of interest in common/collective trusts at beginning of year2017-12-31$16,354,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,685,831
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,175,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,175,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$57,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,391,367
Net investment gain or loss from common/collective trusts2017-12-31$2,994,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,803,866
Employer contributions (assets) at end of year2017-12-31$5,803,866
Employer contributions (assets) at beginning of year2017-12-31$5,415,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,275,394
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2017-12-31521743645
2016 : RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$68,336,103
Total transfer of assets from this plan2016-12-31$7,211,010
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$22,513,301
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,057,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,937,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,237,745
Value of total assets at end of year2016-12-31$91,320,416
Value of total assets at beginning of year2016-12-31$15,739,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$119,897
Total interest from all sources2016-12-31$56,319
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,598,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,598,434
Administrative expenses professional fees incurred2016-12-31$32,545
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,829,007
Participant contributions at end of year2016-12-31$1,050,234
Participant contributions at beginning of year2016-12-31$76,968
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,249,128
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$10,447
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$977,595
Other income not declared elsewhere2016-12-31$285,167
Administrative expenses (other) incurred2016-12-31$35,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$14,455,868
Value of net assets at end of year (total assets less liabilities)2016-12-31$91,320,416
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,739,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$52,330
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$60,074,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,725,639
Interest on participant loans2016-12-31$40,593
Value of interest in common/collective trusts at end of year2016-12-31$16,354,908
Value of interest in common/collective trusts at beginning of year2016-12-31$3,127,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,175,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$798,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$798,791
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$15,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,536,871
Net investment gain or loss from common/collective trusts2016-12-31$1,798,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,431,143
Employer contributions (assets) at end of year2016-12-31$5,415,911
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,937,536
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2016-12-31521743645
2015 : RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$3,611,430
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
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$2,617,480
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,621,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,583,677
Value of total corrective distributions2015-12-31$321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,729,672
Value of total assets at end of year2015-12-31$15,739,455
Value of total assets at beginning of year2015-12-31$18,355,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,942
Total interest from all sources2015-12-31$3,251
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$427,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$427,407
Administrative expenses professional fees incurred2015-12-31$22,977
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,608,531
Participant contributions at end of year2015-12-31$76,968
Participant contributions at beginning of year2015-12-31$192,275
Assets. Other investments not covered elsewhere at end of year2015-12-31$10,447
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$121,141
Other income not declared elsewhere2015-12-31$-757
Administrative expenses (other) incurred2015-12-31$5,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$995,540
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,739,455
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,355,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$9,265
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,725,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,873,319
Interest on participant loans2015-12-31$3,140
Value of interest in common/collective trusts at end of year2015-12-31$3,127,610
Value of interest in common/collective trusts at beginning of year2015-12-31$3,510,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$798,791
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$778,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$778,753
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-465,793
Net investment gain or loss from common/collective trusts2015-12-31$-76,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,583,677
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2015-12-31521743645
2014 : RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$1,708,400
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning 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$3,903,307
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,895,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,859,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,649,935
Value of total assets at end of year2014-12-31$18,355,345
Value of total assets at beginning of year2014-12-31$18,055,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$36,326
Total interest from all sources2014-12-31$6,142
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$644,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$644,918
Administrative expenses professional fees incurred2014-12-31$20,768
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,434,662
Participant contributions at end of year2014-12-31$192,275
Participant contributions at beginning of year2014-12-31$268,610
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$215,273
Administrative expenses (other) incurred2014-12-31$5,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,007,786
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,355,345
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,055,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$10,230
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,873,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,475,512
Interest on participant loans2014-12-31$6,060
Value of interest in common/collective trusts at end of year2014-12-31$3,510,998
Value of interest in common/collective trusts at beginning of year2014-12-31$3,460,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$778,753
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$851,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$851,003
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$82
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$398,402
Net investment gain or loss from common/collective trusts2014-12-31$203,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,859,195
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2014-12-31521743645
2013 : RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$18,656
Total transfer of assets from this plan2013-12-31$1,126,892
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,557,431
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,016,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$973,680
Value of total corrective distributions2013-12-31$607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,311,035
Value of total assets at end of year2013-12-31$18,055,959
Value of total assets at beginning of year2013-12-31$14,623,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$42,506
Total interest from all sources2013-12-31$8,639
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$431,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$431,396
Administrative expenses professional fees incurred2013-12-31$20,850
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,297,254
Participant contributions at end of year2013-12-31$268,610
Participant contributions at beginning of year2013-12-31$197,545
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$13,781
Administrative expenses (other) incurred2013-12-31$12,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,540,638
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,055,959
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,623,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$9,562
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,475,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,543,260
Interest on participant loans2013-12-31$8,545
Value of interest in common/collective trusts at end of year2013-12-31$3,460,834
Value of interest in common/collective trusts at beginning of year2013-12-31$2,839,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$851,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,043,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,043,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$94
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,245,597
Net investment gain or loss from common/collective trusts2013-12-31$560,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$973,680
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2013-12-31521743645
2012 : RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$1,091,055
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,052,044
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,264,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,228,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,250,839
Value of total assets at end of year2012-12-31$14,623,557
Value of total assets at beginning of year2012-12-31$12,927,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$36,800
Total interest from all sources2012-12-31$7,161
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$307,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$307,642
Administrative expenses professional fees incurred2012-12-31$16,800
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,042,205
Participant contributions at end of year2012-12-31$197,545
Participant contributions at beginning of year2012-12-31$197,665
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$208,634
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,342
Administrative expenses (other) incurred2012-12-31$11,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,787,142
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,623,557
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,927,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$8,881
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,543,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,537,186
Interest on participant loans2012-12-31$7,044
Value of interest in common/collective trusts at end of year2012-12-31$2,839,432
Value of interest in common/collective trusts at beginning of year2012-12-31$3,037,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,043,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$151,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$151,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,138,289
Net investment gain or loss from common/collective trusts2012-12-31$348,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,228,102
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2012-12-31521743645
2011 : RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$1,100,134
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,966,580
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,311,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,278,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,228,545
Value of total assets at end of year2011-12-31$12,927,470
Value of total assets at beginning of year2011-12-31$13,372,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$32,824
Total interest from all sources2011-12-31$6,173
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$249,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$249,687
Administrative expenses professional fees incurred2011-12-31$16,275
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,022,033
Participant contributions at end of year2011-12-31$197,665
Participant contributions at beginning of year2011-12-31$195,774
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$206,512
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,342
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,024
Administrative expenses (other) incurred2011-12-31$8,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$654,861
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,927,470
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,372,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$8,507
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,537,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,894,100
Interest on participant loans2011-12-31$6,157
Value of interest in common/collective trusts at end of year2011-12-31$3,037,863
Value of interest in common/collective trusts at beginning of year2011-12-31$1,119,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$151,414
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$158,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$158,966
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-525,179
Net investment gain or loss from common/collective trusts2011-12-31$7,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,278,895
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2011-12-31521743645
2010 : RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$904,288
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,996,231
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$848,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$821,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,369,231
Value of total assets at end of year2010-12-31$13,372,743
Value of total assets at beginning of year2010-12-31$11,129,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$27,144
Total interest from all sources2010-12-31$4,911
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$170,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$170,359
Administrative expenses professional fees incurred2010-12-31$15,750
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,137,542
Participant contributions at end of year2010-12-31$195,774
Participant contributions at beginning of year2010-12-31$104,614
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$231,689
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,024
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,082
Administrative expenses (other) incurred2010-12-31$2,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,147,435
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,372,743
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,129,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$8,491
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,894,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,003,882
Interest on participant loans2010-12-31$4,899
Value of interest in common/collective trusts at end of year2010-12-31$1,119,879
Value of interest in common/collective trusts at beginning of year2010-12-31$934,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$158,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$83,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$83,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,407,949
Net investment gain or loss from common/collective trusts2010-12-31$43,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$821,652
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2010-12-31521743645
2009 : RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR ASSOCIATES OF VENABLE LLP

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

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