THE BRITISH EMBASSY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE BRITISH EMBASSY 401(K) PLAN
Measure | Date | Value |
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2022 : THE BRITISH EMBASSY 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $60 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $60 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,163,114 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,554,416 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,452,232 |
Value of total corrective distributions | 2022-12-31 | $13,991 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,067,349 |
Value of total assets at end of year | 2022-12-31 | $33,917,361 |
Value of total assets at beginning of year | 2022-12-31 | $38,634,891 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $88,193 |
Total interest from all sources | 2022-12-31 | $11,624 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,514,128 |
Participant contributions at end of year | 2022-12-31 | $268,389 |
Participant contributions at beginning of year | 2022-12-31 | $334,657 |
Participant contributions at end of year | 2022-12-31 | $80,828 |
Participant contributions at beginning of year | 2022-12-31 | $182 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $165,260 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $60 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $60 |
Other income not declared elsewhere | 2022-12-31 | $-198 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-4,717,530 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $33,917,301 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $38,634,831 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $41,949 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $32,692,301 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $37,733,129 |
Interest on participant loans | 2022-12-31 | $11,624 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $821,181 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $566,923 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-5,241,889 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,387,961 |
Employer contributions (assets) at end of year | 2022-12-31 | $54,662 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,452,232 |
Contract administrator fees | 2022-12-31 | $46,244 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BELFINT, LYONS & SHUMAN, P.A. |
Accountancy firm EIN | 2022-12-31 | 510232399 |
2021 : THE BRITISH EMBASSY 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $60 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $60 |
Total income from all sources (including contributions) | 2021-12-31 | $9,354,932 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,482,980 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,353,428 |
Value of total corrective distributions | 2021-12-31 | $20,932 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,135,752 |
Value of total assets at end of year | 2021-12-31 | $38,634,891 |
Value of total assets at beginning of year | 2021-12-31 | $31,762,939 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $108,620 |
Total interest from all sources | 2021-12-31 | $12,275 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,661,968 |
Participant contributions at end of year | 2021-12-31 | $334,657 |
Participant contributions at beginning of year | 2021-12-31 | $278,044 |
Participant contributions at end of year | 2021-12-31 | $182 |
Participant contributions at beginning of year | 2021-12-31 | $88,352 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $17,224 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $60 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $60 |
Other income not declared elsewhere | 2021-12-31 | $3,376 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $6,871,952 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $38,634,831 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $31,762,879 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $41,169 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $37,733,129 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $30,559,873 |
Interest on participant loans | 2021-12-31 | $12,275 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $566,923 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $785,775 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $5,203,529 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,456,560 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $50,895 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,353,428 |
Contract administrator fees | 2021-12-31 | $67,451 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BELFINT, LYONS & SHUMAN, P.A. |
Accountancy firm EIN | 2021-12-31 | 510232399 |
2020 : THE BRITISH EMBASSY 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $60 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $60 |
Total income from all sources (including contributions) | 2020-12-31 | $7,421,086 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,571,784 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,457,221 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $55 |
Value of total corrective distributions | 2020-12-31 | $21,742 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,002,529 |
Value of total assets at end of year | 2020-12-31 | $31,762,939 |
Value of total assets at beginning of year | 2020-12-31 | $25,913,637 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $92,766 |
Total interest from all sources | 2020-12-31 | $8,061 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,438,129 |
Participant contributions at end of year | 2020-12-31 | $278,044 |
Participant contributions at beginning of year | 2020-12-31 | $98,651 |
Participant contributions at end of year | 2020-12-31 | $88,352 |
Participant contributions at beginning of year | 2020-12-31 | $182 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $212,070 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $60 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $60 |
Other income not declared elsewhere | 2020-12-31 | $3,767 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $5,849,302 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $31,762,879 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $25,913,577 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $30,559,873 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $25,285,802 |
Interest on participant loans | 2020-12-31 | $8,061 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $785,775 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $529,002 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $3,406,729 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,352,330 |
Employer contributions (assets) at end of year | 2020-12-31 | $50,895 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,457,221 |
Contract administrator fees | 2020-12-31 | $92,766 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BELFINT, LYONS & SHUMAN, P.A. |
Accountancy firm EIN | 2020-12-31 | 510232399 |
2019 : THE BRITISH EMBASSY 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $60 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $19,406 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $19,406 |
Total income from all sources (including contributions) | 2019-12-31 | $7,878,149 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,464,400 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,434,861 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,434,861 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,681,725 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,681,725 |
Value of total assets at end of year | 2019-12-31 | $25,913,637 |
Value of total assets at end of year | 2019-12-31 | $25,913,637 |
Value of total assets at beginning of year | 2019-12-31 | $19,519,234 |
Value of total assets at beginning of year | 2019-12-31 | $19,519,234 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $29,539 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $29,539 |
Total interest from all sources | 2019-12-31 | $6,278 |
Total interest from all sources | 2019-12-31 | $6,278 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $28,488 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $28,488 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $28,488 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $28,488 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,221,590 |
Contributions received from participants | 2019-12-31 | $2,221,590 |
Participant contributions at end of year | 2019-12-31 | $98,651 |
Participant contributions at end of year | 2019-12-31 | $98,651 |
Participant contributions at beginning of year | 2019-12-31 | $177,877 |
Participant contributions at beginning of year | 2019-12-31 | $177,877 |
Participant contributions at end of year | 2019-12-31 | $182 |
Participant contributions at end of year | 2019-12-31 | $182 |
Participant contributions at beginning of year | 2019-12-31 | $168 |
Participant contributions at beginning of year | 2019-12-31 | $168 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $65,070 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $65,070 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $103,258 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $103,258 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $60 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $60 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $19,406 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $19,406 |
Other income not declared elsewhere | 2019-12-31 | $5,366 |
Other income not declared elsewhere | 2019-12-31 | $5,366 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $6,413,749 |
Value of net income/loss | 2019-12-31 | $6,413,749 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $25,913,577 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $25,913,577 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $19,499,828 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $19,499,828 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $18,162,372 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $18,162,372 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $25,285,802 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $25,285,802 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $0 |
Interest on participant loans | 2019-12-31 | $6,278 |
Interest on participant loans | 2019-12-31 | $6,278 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $529,002 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $529,002 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,113,747 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,113,747 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,216,862 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,216,862 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,939,430 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,939,430 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,356,877 |
Contributions received in cash from employer | 2019-12-31 | $1,356,877 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,434,861 |
Contract administrator fees | 2019-12-31 | $29,539 |
Contract administrator fees | 2019-12-31 | $29,539 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BELFINT, LYONS & SHUMAN, P.A. |
Accountancy firm name | 2019-12-31 | BELFINT, LYONS & SHUMAN, P.A. |
Accountancy firm EIN | 2019-12-31 | 510232399 |
2018 : THE BRITISH EMBASSY 401(K) PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $19,406 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $24,659 |
Total income from all sources (including contributions) | 2018-12-31 | $1,520,720 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,740,955 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,710,458 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $9,791 |
Value of total corrective distributions | 2018-12-31 | $19,406 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,185,692 |
Value of total assets at end of year | 2018-12-31 | $19,519,234 |
Value of total assets at beginning of year | 2018-12-31 | $19,744,722 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,300 |
Total interest from all sources | 2018-12-31 | $39,022 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $698 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $698 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,939,299 |
Participant contributions at end of year | 2018-12-31 | $177,877 |
Participant contributions at beginning of year | 2018-12-31 | $111,347 |
Participant contributions at end of year | 2018-12-31 | $168 |
Participant contributions at beginning of year | 2018-12-31 | $168 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $65,070 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $85,432 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $89,745 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $19,406 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $24,659 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-220,235 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $19,499,828 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $19,720,063 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $18,162,372 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $18,517,966 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $10,157 |
Interest earned on other investments | 2018-12-31 | $28,865 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,113,747 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $1,029,809 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,704,692 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,156,648 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,710,458 |
Contract administrator fees | 2018-12-31 | $1,300 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BELFINT, LYONS & SHUMAN, P. A. |
Accountancy firm EIN | 2018-12-31 | 510232399 |
2017 : THE BRITISH EMBASSY 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $24,659 |
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 | $6,299,343 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,336,112 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,262,935 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $19,147 |
Value of total corrective distributions | 2017-12-31 | $24,659 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,651,085 |
Value of total assets at end of year | 2017-12-31 | $19,744,722 |
Value of total assets at beginning of year | 2017-12-31 | $15,756,832 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $29,371 |
Total interest from all sources | 2017-12-31 | $31,372 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $29,171 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,717,247 |
Participant contributions at end of year | 2017-12-31 | $111,347 |
Participant contributions at beginning of year | 2017-12-31 | $153,620 |
Participant contributions at end of year | 2017-12-31 | $168 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $85,432 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $67,675 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $875,707 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $24,659 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,963,231 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $19,720,063 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $15,756,832 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $18,517,966 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $14,761,850 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $6,109 |
Interest earned on other investments | 2017-12-31 | $25,263 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,029,809 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $773,687 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,616,886 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,058,131 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,262,935 |
Contract administrator fees | 2017-12-31 | $200 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BELFINT, LYONS & SHUMAN, P. A. |
Accountancy firm EIN | 2017-12-31 | 510232399 |
2016 : THE BRITISH EMBASSY 401(K) PLAN 2016 401k financial data |
---|
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $12,153 |
Total income from all sources (including contributions) | 2016-12-31 | $3,719,949 |
Total of all expenses incurred | 2016-12-31 | $1,404,497 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,388,822 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $14,206 |
Value of total corrective distributions | 2016-12-31 | $669 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,806,279 |
Value of total assets at end of year | 2016-12-31 | $15,756,832 |
Value of total assets at beginning of year | 2016-12-31 | $13,453,533 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $800 |
Total interest from all sources | 2016-12-31 | $6,137 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,227 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,227 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,696,867 |
Participant contributions at end of year | 2016-12-31 | $153,620 |
Participant contributions at beginning of year | 2016-12-31 | $155,082 |
Participant contributions at beginning of year | 2016-12-31 | $65,212 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $67,675 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $44,907 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $60,474 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $12,153 |
Other income not declared elsewhere | 2016-12-31 | $22,001 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,315,452 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $15,756,832 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $13,441,380 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $14,761,850 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $12,345,826 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $6,137 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $773,687 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $790,061 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $884,305 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,048,938 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $52,445 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,388,822 |
Contract administrator fees | 2016-12-31 | $800 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BELFINT, LYONS & SHUMAN, P. A. |
Accountancy firm EIN | 2016-12-31 | 510232399 |
2015 : THE BRITISH EMBASSY 401(K) PLAN 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $13,776 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $12,153 |
Total income from all sources (including contributions) | 2015-12-31 | $2,477,299 |
Total of all expenses incurred | 2015-12-31 | $875,688 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $870,250 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,642,955 |
Value of total assets at end of year | 2015-12-31 | $13,458,899 |
Value of total assets at beginning of year | 2015-12-31 | $11,855,665 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $5,438 |
Total interest from all sources | 2015-12-31 | $6,833 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $19,443 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $19,443 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,594,839 |
Participant contributions at end of year | 2015-12-31 | $155,082 |
Participant contributions at beginning of year | 2015-12-31 | $190,984 |
Participant contributions at end of year | 2015-12-31 | $64,593 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $44,907 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $21,702 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $17,027 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $13,776 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $12,153 |
Administrative expenses (other) incurred | 2015-12-31 | $5,238 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,601,611 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $13,445,123 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,843,512 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $12,345,826 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $11,086,739 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $6,833 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $790,061 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $556,240 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-191,932 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,031,089 |
Employer contributions (assets) at end of year | 2015-12-31 | $58,430 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $870,250 |
Contract administrator fees | 2015-12-31 | $200 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BELFINT, LYONS & SHUMAN, P. A. |
Accountancy firm EIN | 2015-12-31 | 510232399 |
2014 : THE BRITISH EMBASSY 401(K) PLAN 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $12,153 |
Total income from all sources (including contributions) | 2014-12-31 | $3,032,148 |
Total of all expenses incurred | 2014-12-31 | $1,000,450 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $987,197 |
Value of total corrective distributions | 2014-12-31 | $12,153 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,460,974 |
Value of total assets at end of year | 2014-12-31 | $11,855,665 |
Value of total assets at beginning of year | 2014-12-31 | $9,811,814 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,100 |
Total interest from all sources | 2014-12-31 | $4,337 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,465,664 |
Participant contributions at end of year | 2014-12-31 | $190,984 |
Participant contributions at beginning of year | 2014-12-31 | $104,454 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $86 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $21,702 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $23,328 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,290 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $12,153 |
Administrative expenses (other) incurred | 2014-12-31 | $1,100 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,031,698 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $11,843,512 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,811,814 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $11,086,739 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $9,206,420 |
Interest on participant loans | 2014-12-31 | $4,337 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $556,240 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $476,058 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $15,279 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $551,558 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $994,020 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,468 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $987,197 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BELFINT, LYONS & SHUMAN, P. A. |
Accountancy firm EIN | 2014-12-31 | 510232399 |
2013 : THE BRITISH EMBASSY 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
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 | $3,723,939 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $525,403 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $514,049 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $10,654 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,353,470 |
Value of total assets at end of year | 2013-12-31 | $9,811,815 |
Value of total assets at beginning of year | 2013-12-31 | $6,613,279 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $700 |
Total interest from all sources | 2013-12-31 | $4,131 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,368,139 |
Participant contributions at end of year | 2013-12-31 | $104,454 |
Participant contributions at beginning of year | 2013-12-31 | $98,947 |
Participant contributions at end of year | 2013-12-31 | $86 |
Participant contributions at beginning of year | 2013-12-31 | $52,966 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $119,296 |
Administrative expenses (other) incurred | 2013-12-31 | $700 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $3,198,536 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $9,811,815 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,613,279 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $9,229,749 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,969,188 |
Interest on participant loans | 2013-12-31 | $4,131 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $476,058 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $454,764 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,366,338 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $866,035 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,468 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $37,414 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $514,049 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BELFINT, LYONS & SHUMAN, P.A. |
Accountancy firm EIN | 2013-12-31 | 510232399 |
2012 : THE BRITISH EMBASSY 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
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 | $688 |
Total income from all sources (including contributions) | 2012-12-31 | $3,012,249 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $729,173 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $692,869 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $35,704 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,372,268 |
Value of total assets at end of year | 2012-12-31 | $6,613,279 |
Value of total assets at beginning of year | 2012-12-31 | $4,330,891 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $600 |
Total interest from all sources | 2012-12-31 | $4,094 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,205,446 |
Participant contributions at end of year | 2012-12-31 | $98,947 |
Participant contributions at beginning of year | 2012-12-31 | $98,548 |
Participant contributions at end of year | 2012-12-31 | $52,966 |
Participant contributions at beginning of year | 2012-12-31 | $47,588 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $338,328 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $688 |
Administrative expenses (other) incurred | 2012-12-31 | $600 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,283,076 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,613,279 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,330,203 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,969,188 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,829,520 |
Interest on participant loans | 2012-12-31 | $4,094 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $454,764 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $321,362 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $635,887 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $828,494 |
Employer contributions (assets) at end of year | 2012-12-31 | $37,414 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $33,873 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $692,869 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BELFINT, LYONS & SHUMAN, P. A. |
Accountancy firm EIN | 2012-12-31 | 510232399 |
2011 : THE BRITISH EMBASSY 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $688 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $3,018 |
Total income from all sources (including contributions) | 2011-12-31 | $1,338,653 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $710,670 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $675,326 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $31,931 |
Value of total corrective distributions | 2011-12-31 | $2,713 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,475,981 |
Value of total assets at end of year | 2011-12-31 | $4,330,891 |
Value of total assets at beginning of year | 2011-12-31 | $3,705,238 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $700 |
Total interest from all sources | 2011-12-31 | $11,281 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $310,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $843,082 |
Participant contributions at end of year | 2011-12-31 | $98,548 |
Participant contributions at beginning of year | 2011-12-31 | $71,645 |
Participant contributions at end of year | 2011-12-31 | $47,588 |
Participant contributions at beginning of year | 2011-12-31 | $22,298 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $37,575 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $61 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $688 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $3,018 |
Administrative expenses (other) incurred | 2011-12-31 | $700 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $627,983 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,330,203 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,702,220 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,829,520 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,393,053 |
Interest on participant loans | 2011-12-31 | $3,392 |
Interest earned on other investments | 2011-12-31 | $7,889 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $321,362 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $202,380 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-148,609 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $595,324 |
Employer contributions (assets) at end of year | 2011-12-31 | $33,873 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $15,801 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $675,326 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BELFINT, LYONS & SHUMAN, P. A. |
Accountancy firm EIN | 2011-12-31 | 510232399 |
2010 : THE BRITISH EMBASSY 401(K) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $3,018 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $384 |
Total income from all sources (including contributions) | 2010-12-31 | $1,325,954 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $321,269 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $297,287 |
Value of total corrective distributions | 2010-12-31 | $23,382 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $924,546 |
Value of total assets at end of year | 2010-12-31 | $3,705,238 |
Value of total assets at beginning of year | 2010-12-31 | $2,697,919 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $600 |
Total interest from all sources | 2010-12-31 | $7,317 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $310,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $571,254 |
Participant contributions at end of year | 2010-12-31 | $71,645 |
Participant contributions at beginning of year | 2010-12-31 | $10,872 |
Participant contributions at end of year | 2010-12-31 | $22,298 |
Participant contributions at beginning of year | 2010-12-31 | $325 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $9,482 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $61 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $3,018 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $384 |
Other income not declared elsewhere | 2010-12-31 | $446 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,004,685 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,702,220 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,697,535 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,393,053 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,451,469 |
Interest on participant loans | 2010-12-31 | $739 |
Interest earned on other investments | 2010-12-31 | $6,578 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $202,380 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $164,655 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $393,645 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $343,810 |
Employer contributions (assets) at end of year | 2010-12-31 | $15,801 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $70,598 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $297,287 |
Contract administrator fees | 2010-12-31 | $600 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BELFINT, LYONS & SHUMAN, P.A. |
Accountancy firm EIN | 2010-12-31 | 510232399 |
2009 : THE BRITISH EMBASSY 401(K) PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |