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PIERCE ATWOOD LLP 401(K) PLAN 401k Plan overview

Plan NamePIERCE ATWOOD LLP 401(K) PLAN
Plan identification number 001

PIERCE ATWOOD LLP 401(K) PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:PIERCE ATWOOD LLP
Employer identification number (EIN):010190452
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PIERCE ATWOOD LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHARLES VRTIS
0012016-01-01CHARLES VRTIS
0012015-01-01CHARLES VRTIS
0012014-01-01CHARLES VRTIS
0012014-01-01CHARLES VRTIS
0012013-01-01CHARLES VRTIS
0012012-01-01MARGARET CALLICRATE
0012011-01-01TARA JENKINS
0012009-01-01TARA JENKINS
0012009-01-01TARA JENKINS

Plan Statistics for PIERCE ATWOOD LLP 401(K) PLAN

401k plan membership statisitcs for PIERCE ATWOOD LLP 401(K) PLAN

Measure Date Value
2022: PIERCE ATWOOD LLP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01239
Total number of active participants reported on line 7a of the Form 55002022-01-01177
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0165
Total of all active and inactive participants2022-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01243
Number of participants with account balances2022-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: PIERCE ATWOOD LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01239
Total number of active participants reported on line 7a of the Form 55002021-01-01178
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0159
Total of all active and inactive participants2021-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01239
Number of participants with account balances2021-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: PIERCE ATWOOD LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01230
Total number of active participants reported on line 7a of the Form 55002020-01-01181
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0157
Total of all active and inactive participants2020-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01239
Number of participants with account balances2020-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: PIERCE ATWOOD LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01220
Total number of active participants reported on line 7a of the Form 55002019-01-01174
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0154
Total of all active and inactive participants2019-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01230
Number of participants with account balances2019-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: PIERCE ATWOOD LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01227
Total number of active participants reported on line 7a of the Form 55002018-01-01169
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0150
Total of all active and inactive participants2018-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01220
Number of participants with account balances2018-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: PIERCE ATWOOD LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01227
Total number of active participants reported on line 7a of the Form 55002017-01-01173
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0152
Total of all active and inactive participants2017-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01227
Number of participants with account balances2017-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: PIERCE ATWOOD LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01225
Total number of active participants reported on line 7a of the Form 55002016-01-01169
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0157
Total of all active and inactive participants2016-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01227
Number of participants with account balances2016-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: PIERCE ATWOOD LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01304
Total number of active participants reported on line 7a of the Form 55002015-01-01159
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0164
Total of all active and inactive participants2015-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01225
Number of participants with account balances2015-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: PIERCE ATWOOD LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01303
Total number of active participants reported on line 7a of the Form 55002014-01-01230
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0171
Total of all active and inactive participants2014-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01304
Number of participants with account balances2014-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: PIERCE ATWOOD LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01302
Total number of active participants reported on line 7a of the Form 55002013-01-01233
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0168
Total of all active and inactive participants2013-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01303
Number of participants with account balances2013-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: PIERCE ATWOOD LLP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01291
Total number of active participants reported on line 7a of the Form 55002012-01-01236
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0165
Total of all active and inactive participants2012-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01302
Number of participants with account balances2012-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: PIERCE ATWOOD LLP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01287
Total number of active participants reported on line 7a of the Form 55002011-01-01230
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0160
Total of all active and inactive participants2011-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01291
Number of participants with account balances2011-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2009: PIERCE ATWOOD LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01277
Total number of active participants reported on line 7a of the Form 55002009-01-01234
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0162
Total of all active and inactive participants2009-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01300
Number of participants with account balances2009-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on PIERCE ATWOOD LLP 401(K) PLAN

Measure Date Value
2022 : PIERCE ATWOOD LLP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$648,825
Total transfer of assets from this plan2022-12-31$8,266,628
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$0
Total income from all sources (including contributions)2022-12-31$-12,527,307
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,355,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,194,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,967,168
Value of total assets at end of year2022-12-31$97,024,325
Value of total assets at beginning of year2022-12-31$119,525,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$161,742
Total interest from all sources2022-12-31$15,372
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,050,583
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$1,050,583
Administrative expenses professional fees incurred2022-12-31$12,400
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$2,620,890
Participant contributions at end of year2022-12-31$313,254
Participant contributions at beginning of year2022-12-31$347,798
Participant contributions at end of year2022-12-31$125,318
Participant contributions at beginning of year2022-12-31$158,613
Assets. Other investments not covered elsewhere at end of year2022-12-31$25,516,404
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$36,627,721
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$327,270
Other income not declared elsewhere2022-12-31$-3,908,517
Administrative expenses (other) incurred2022-12-31$53,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,883,205
Value of net assets at end of year (total assets less liabilities)2022-12-31$97,024,325
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$119,525,333
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$95,714
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$35,602,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$43,995,943
Value of interest in pooled separate accounts at end of year2022-12-31$4,176,367
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,501,635
Interest on participant loans2022-12-31$15,372
Value of interest in common/collective trusts at end of year2022-12-31$28,271,215
Value of interest in common/collective trusts at beginning of year2022-12-31$32,036,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,885,997
Net investment gain/loss from pooled separate accounts2022-12-31$90,674
Net investment gain or loss from common/collective trusts2022-12-31$-5,856,590
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$3,019,008
Employer contributions (assets) at end of year2022-12-31$3,019,008
Employer contributions (assets) at beginning of year2022-12-31$2,857,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,194,156
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 name2022-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2022-12-31010494526
2021 : PIERCE ATWOOD LLP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,340,050
Total transfer of assets from this plan2021-12-31$2,352,186
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$20,128,667
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,926,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,769,708
Value of total corrective distributions2021-12-31$256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,437,820
Value of total assets at end of year2021-12-31$119,525,333
Value of total assets at beginning of year2021-12-31$107,335,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$156,874
Total interest from all sources2021-12-31$16,466
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,225,167
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$2,225,167
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$2,425,993
Participant contributions at end of year2021-12-31$347,798
Participant contributions at beginning of year2021-12-31$402,102
Participant contributions at end of year2021-12-31$158,613
Participant contributions at beginning of year2021-12-31$131,132
Assets. Other investments not covered elsewhere at end of year2021-12-31$36,627,721
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$34,190,552
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$154,467
Other income not declared elsewhere2021-12-31$4,530,584
Administrative expenses (other) incurred2021-12-31$50,900
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$13,201,829
Value of net assets at end of year (total assets less liabilities)2021-12-31$119,525,333
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$107,335,640
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$105,974
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$43,995,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$38,872,580
Value of interest in pooled separate accounts at end of year2021-12-31$3,501,635
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,931,973
Interest on participant loans2021-12-31$16,466
Value of interest in common/collective trusts at end of year2021-12-31$32,036,286
Value of interest in common/collective trusts at beginning of year2021-12-31$27,109,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,411,370
Net investment gain/loss from pooled separate accounts2021-12-31$73,831
Net investment gain or loss from common/collective trusts2021-12-31$3,433,429
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$2,857,360
Employer contributions (assets) at end of year2021-12-31$2,857,337
Employer contributions (assets) at beginning of year2021-12-31$2,697,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,769,708
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 name2021-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2021-12-31010494526
2020 : PIERCE ATWOOD LLP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$2,300,810
Total transfer of assets from this plan2020-12-31$2,883
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$18,501,620
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,149,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,971,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,122,951
Value of total assets at end of year2020-12-31$107,335,640
Value of total assets at beginning of year2020-12-31$92,685,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$178,276
Total interest from all sources2020-12-31$19,093
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,140,481
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$1,140,481
Administrative expenses professional fees incurred2020-12-31$12,300
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$2,220,033
Participant contributions at end of year2020-12-31$402,102
Participant contributions at beginning of year2020-12-31$349,917
Participant contributions at end of year2020-12-31$131,132
Participant contributions at beginning of year2020-12-31$78,876
Assets. Other investments not covered elsewhere at end of year2020-12-31$34,190,552
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$33,046,662
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$205,358
Other income not declared elsewhere2020-12-31$3,425,222
Administrative expenses (other) incurred2020-12-31$41,275
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$12,351,883
Value of net assets at end of year (total assets less liabilities)2020-12-31$107,335,640
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$92,685,830
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$124,701
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$38,872,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,442,346
Value of interest in pooled separate accounts at end of year2020-12-31$3,931,973
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,216,776
Interest on participant loans2020-12-31$19,093
Value of interest in common/collective trusts at end of year2020-12-31$27,109,741
Value of interest in common/collective trusts at beginning of year2020-12-31$21,077,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,357,761
Net investment gain/loss from pooled separate accounts2020-12-31$78,158
Net investment gain or loss from common/collective trusts2020-12-31$3,357,954
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$2,697,560
Employer contributions (assets) at end of year2020-12-31$2,697,560
Employer contributions (assets) at beginning of year2020-12-31$2,474,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,971,461
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2020-12-31010494526
2019 : PIERCE ATWOOD LLP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$978,652
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$20,997,435
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,000,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,820,973
Value of total corrective distributions2019-12-31$449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,347,950
Value of total assets at end of year2019-12-31$92,685,830
Value of total assets at beginning of year2019-12-31$79,710,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$179,157
Total interest from all sources2019-12-31$19,610
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,241,321
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$1,241,321
Administrative expenses professional fees incurred2019-12-31$2,200
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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$1,874,417
Participant contributions at end of year2019-12-31$349,917
Participant contributions at beginning of year2019-12-31$426,822
Participant contributions at end of year2019-12-31$78,876
Participant contributions at beginning of year2019-12-31$86,050
Assets. Other investments not covered elsewhere at end of year2019-12-31$33,046,662
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$29,002,395
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$999,442
Other income not declared elsewhere2019-12-31$5,236,337
Administrative expenses (other) incurred2019-12-31$63,218
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$11,996,856
Value of net assets at end of year (total assets less liabilities)2019-12-31$92,685,830
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$79,710,322
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$113,739
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,442,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,388,631
Value of interest in pooled separate accounts at end of year2019-12-31$3,216,776
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,040,764
Interest on participant loans2019-12-31$19,610
Value of interest in common/collective trusts at end of year2019-12-31$21,077,162
Value of interest in common/collective trusts at beginning of year2019-12-31$17,520,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,470,647
Net investment gain/loss from pooled separate accounts2019-12-31$102,551
Net investment gain or loss from common/collective trusts2019-12-31$3,579,019
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,474,091
Employer contributions (assets) at end of year2019-12-31$2,474,091
Employer contributions (assets) at beginning of year2019-12-31$2,245,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,820,973
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 name2019-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2019-12-31010494526
2018 : PIERCE ATWOOD LLP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$733,336
Total transfer of assets from this plan2018-12-31$7,134,673
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$868,692
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,844,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,678,040
Value of total corrective distributions2018-12-31$1,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,417,239
Value of total assets at end of year2018-12-31$79,710,322
Value of total assets at beginning of year2018-12-31$90,087,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$165,338
Total interest from all sources2018-12-31$21,076
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,361,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$9,983
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$1,733,138
Participant contributions at end of year2018-12-31$426,822
Participant contributions at beginning of year2018-12-31$470,206
Participant contributions at end of year2018-12-31$86,050
Participant contributions at beginning of year2018-12-31$80,524
Assets. Other investments not covered elsewhere at end of year2018-12-31$29,002,395
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$37,023,689
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$438,519
Other income not declared elsewhere2018-12-31$-907,964
Administrative expenses (other) incurred2018-12-31$65,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,975,860
Value of net assets at end of year (total assets less liabilities)2018-12-31$79,710,322
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$90,087,519
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$89,533
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$25,388,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,050,660
Value of interest in pooled separate accounts at end of year2018-12-31$5,040,764
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,479,729
Interest on participant loans2018-12-31$21,076
Value of interest in common/collective trusts at end of year2018-12-31$17,520,078
Value of interest in common/collective trusts at beginning of year2018-12-31$19,914,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,000,390
Net investment gain/loss from pooled separate accounts2018-12-31$80,327
Net investment gain or loss from common/collective trusts2018-12-31$-1,102,719
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,245,582
Employer contributions (assets) at end of year2018-12-31$2,245,582
Employer contributions (assets) at beginning of year2018-12-31$2,067,969
Income. Dividends from preferred stock2018-12-31$1,361,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,678,040
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 name2018-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2018-12-31010494526
2017 : PIERCE ATWOOD LLP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$224,108
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$16,251,526
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,444,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,191,318
Value of total corrective distributions2017-12-31$37,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,047,407
Value of total assets at end of year2017-12-31$90,087,519
Value of total assets at beginning of year2017-12-31$76,056,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$214,972
Total interest from all sources2017-12-31$20,619
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,180,931
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$1,180,931
Administrative expenses professional fees incurred2017-12-31$12,445
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$1,777,927
Participant contributions at end of year2017-12-31$470,206
Participant contributions at beginning of year2017-12-31$488,318
Participant contributions at end of year2017-12-31$80,524
Participant contributions at beginning of year2017-12-31$42,000
Assets. Other investments not covered elsewhere at end of year2017-12-31$37,023,689
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$31,620,876
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$201,511
Other income not declared elsewhere2017-12-31$4,889,038
Administrative expenses (other) incurred2017-12-31$73,059
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$13,807,347
Value of net assets at end of year (total assets less liabilities)2017-12-31$90,087,519
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$76,056,064
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$129,468
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$27,050,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,570,813
Value of interest in pooled separate accounts at end of year2017-12-31$3,479,729
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,238,400
Interest on participant loans2017-12-31$20,619
Value of interest in common/collective trusts at end of year2017-12-31$19,914,742
Value of interest in common/collective trusts at beginning of year2017-12-31$16,715,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,368,572
Net investment gain/loss from pooled separate accounts2017-12-31$54,042
Net investment gain or loss from common/collective trusts2017-12-31$2,690,917
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$2,067,969
Employer contributions (assets) at end of year2017-12-31$2,067,969
Employer contributions (assets) at beginning of year2017-12-31$1,380,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,191,318
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 name2017-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2017-12-31010494526
2016 : PIERCE ATWOOD LLP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$278,925
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$13,367,096
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,030,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,865,043
Value of total corrective distributions2016-12-31$2
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,722,112
Value of total assets at end of year2016-12-31$76,056,064
Value of total assets at beginning of year2016-12-31$65,440,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$165,729
Total interest from all sources2016-12-31$22,121
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$675,338
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$675,338
Administrative expenses professional fees incurred2016-12-31$11,173
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$1,550,650
Participant contributions at end of year2016-12-31$488,318
Participant contributions at beginning of year2016-12-31$515,110
Participant contributions at end of year2016-12-31$42,000
Participant contributions at beginning of year2016-12-31$41,760
Assets. Other investments not covered elsewhere at end of year2016-12-31$31,620,876
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$27,231,609
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,790,708
Other income not declared elsewhere2016-12-31$1,887,713
Administrative expenses (other) incurred2016-12-31$28,508
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$10,336,322
Value of net assets at end of year (total assets less liabilities)2016-12-31$76,056,064
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$65,440,817
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$60,604
Investment advisory and management fees2016-12-31$126,048
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,570,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,002,460
Value of interest in pooled separate accounts at end of year2016-12-31$2,238,400
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,088,467
Interest on participant loans2016-12-31$22,121
Value of interest in common/collective trusts at end of year2016-12-31$16,715,036
Value of interest in common/collective trusts at beginning of year2016-12-31$14,644,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,032,740
Net investment gain/loss from pooled separate accounts2016-12-31$32,721
Net investment gain or loss from common/collective trusts2016-12-31$994,351
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,380,754
Employer contributions (assets) at end of year2016-12-31$1,380,621
Employer contributions (assets) at beginning of year2016-12-31$1,856,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,865,043
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 name2016-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2016-12-31010494526
2015 : PIERCE ATWOOD LLP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$30,704,266
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$2,663,783
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,305,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,178,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,133,024
Value of total assets at end of year2015-12-31$65,440,817
Value of total assets at beginning of year2015-12-31$101,787,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$127,097
Total interest from all sources2015-12-31$18,989
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$980,988
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$980,988
Administrative expenses professional fees incurred2015-12-31$10,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$1,359,270
Participant contributions at end of year2015-12-31$515,110
Participant contributions at beginning of year2015-12-31$596,714
Participant contributions at end of year2015-12-31$41,760
Participant contributions at beginning of year2015-12-31$38,543
Assets. Other investments not covered elsewhere at end of year2015-12-31$27,231,609
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$58,759,466
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,668
Other income not declared elsewhere2015-12-31$-318,395
Administrative expenses (other) incurred2015-12-31$10,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,642,199
Value of net assets at end of year (total assets less liabilities)2015-12-31$65,440,817
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$101,787,282
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
Assets. partnership/joint venture interests at end of year2015-12-31$60,604
Assets. partnership/joint venture interests at beginning of year2015-12-31$49,770
Investment advisory and management fees2015-12-31$106,355
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,002,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,556,009
Value of interest in pooled separate accounts at end of year2015-12-31$2,088,467
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,717,564
Interest on participant loans2015-12-31$18,989
Value of interest in common/collective trusts at end of year2015-12-31$14,644,541
Value of interest in common/collective trusts at beginning of year2015-12-31$18,006,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,162,362
Net investment gain/loss from pooled separate accounts2015-12-31$34,170
Net investment gain or loss from common/collective trusts2015-12-31$-22,631
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,771,086
Employer contributions (assets) at end of year2015-12-31$1,856,266
Employer contributions (assets) at beginning of year2015-12-31$2,062,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,178,885
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 name2015-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2015-12-31010494526
2014 : PIERCE ATWOOD LLP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$10,442,814
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,996,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,886,786
Value of total corrective distributions2014-12-31$4,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,835,267
Value of total assets at end of year2014-12-31$101,787,282
Value of total assets at beginning of year2014-12-31$96,341,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$105,425
Total interest from all sources2014-12-31$20,979
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$834,447
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$834,447
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$2,013,578
Participant contributions at end of year2014-12-31$596,714
Participant contributions at beginning of year2014-12-31$430,779
Participant contributions at end of year2014-12-31$38,543
Participant contributions at beginning of year2014-12-31$32,061
Assets. Other investments not covered elsewhere at end of year2014-12-31$58,759,466
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$58,028,858
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$839,311
Other income not declared elsewhere2014-12-31$3,263,514
Administrative expenses (other) incurred2014-12-31$1,680
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$5,446,124
Value of net assets at end of year (total assets less liabilities)2014-12-31$101,787,282
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$96,341,158
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
Assets. partnership/joint venture interests at end of year2014-12-31$49,770
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$103,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,556,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,285,846
Value of interest in pooled separate accounts at end of year2014-12-31$2,717,564
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,828,376
Interest on participant loans2014-12-31$20,979
Value of interest in common/collective trusts at end of year2014-12-31$18,006,343
Value of interest in common/collective trusts at beginning of year2014-12-31$15,720,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$440,489
Net investment gain/loss from pooled separate accounts2014-12-31$50,846
Net investment gain or loss from common/collective trusts2014-12-31$997,272
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,982,378
Employer contributions (assets) at end of year2014-12-31$2,062,873
Employer contributions (assets) at beginning of year2014-12-31$2,014,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,886,786
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 name2014-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2014-12-31010494526
2013 : PIERCE ATWOOD LLP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$17,864,571
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,572,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,399,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,284,672
Value of total assets at end of year2013-12-31$96,341,158
Value of total assets at beginning of year2013-12-31$86,048,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$172,138
Total interest from all sources2013-12-31$16,033
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$434,428
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$434,428
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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$1,864,315
Participant contributions at end of year2013-12-31$430,779
Participant contributions at beginning of year2013-12-31$426,037
Participant contributions at end of year2013-12-31$32,061
Participant contributions at beginning of year2013-12-31$19,598
Assets. Other investments not covered elsewhere at end of year2013-12-31$58,028,858
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$53,091,719
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$330,182
Other income not declared elsewhere2013-12-31$7,854,043
Administrative expenses (other) incurred2013-12-31$1,725
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$10,292,553
Value of net assets at end of year (total assets less liabilities)2013-12-31$96,341,158
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$86,048,605
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$170,413
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,285,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,907,199
Value of interest in pooled separate accounts at end of year2013-12-31$2,828,376
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,700,979
Interest on participant loans2013-12-31$16,033
Value of interest in common/collective trusts at end of year2013-12-31$15,720,484
Value of interest in common/collective trusts at beginning of year2013-12-31$13,821,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,786,008
Net investment gain/loss from pooled separate accounts2013-12-31$57,336
Net investment gain or loss from common/collective trusts2013-12-31$2,432,051
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
Contributions received in cash from employer2013-12-31$2,090,175
Employer contributions (assets) at end of year2013-12-31$2,014,754
Employer contributions (assets) at beginning of year2013-12-31$2,081,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,399,880
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 name2013-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2013-12-31010494526
2012 : PIERCE ATWOOD LLP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$0
Total income from all sources (including contributions)2012-12-31$12,244,323
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,619,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,601,949
Value of total corrective distributions2012-12-31$7,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,153,556
Value of total assets at end of year2012-12-31$86,048,605
Value of total assets at beginning of year2012-12-31$76,423,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,065
Total interest from all sources2012-12-31$22,370
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$325,372
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$325,372
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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$1,801,592
Participant contributions at end of year2012-12-31$426,037
Participant contributions at beginning of year2012-12-31$691,492
Participant contributions at end of year2012-12-31$19,598
Participant contributions at beginning of year2012-12-31$7,000
Assets. Other investments not covered elsewhere at end of year2012-12-31$53,091,719
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$47,502,242
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$14,982
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$7,789
Other income not declared elsewhere2012-12-31$4,610,861
Administrative expenses (other) incurred2012-12-31$994
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$9,624,874
Value of net assets at end of year (total assets less liabilities)2012-12-31$86,048,605
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$76,423,731
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
Assets. partnership/joint venture interests at beginning of year2012-12-31$13,302
Investment advisory and management fees2012-12-31$9,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,907,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,412,733
Value of interest in pooled separate accounts at end of year2012-12-31$2,700,979
Interest on participant loans2012-12-31$22,370
Value of interest in common/collective trusts at end of year2012-12-31$13,821,772
Value of interest in common/collective trusts at beginning of year2012-12-31$14,971,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,429,628
Net investment gain/loss from pooled separate accounts2012-12-31$34,780
Net investment gain or loss from common/collective trusts2012-12-31$1,667,756
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
Contributions received in cash from employer2012-12-31$2,336,982
Employer contributions (assets) at end of year2012-12-31$2,081,301
Employer contributions (assets) at beginning of year2012-12-31$1,817,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,601,949
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 name2012-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2012-12-31010494526
2011 : PIERCE ATWOOD LLP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$3,469,582
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,665,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,650,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,587,821
Value of total assets at end of year2011-12-31$76,423,731
Value of total assets at beginning of year2011-12-31$75,619,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,496
Total interest from all sources2011-12-31$34,131
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$240,270
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$240,270
Administrative expenses professional fees incurred2011-12-31$2,304
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$1,641,983
Participant contributions at end of year2011-12-31$691,492
Participant contributions at beginning of year2011-12-31$707,173
Participant contributions at end of year2011-12-31$7,000
Participant contributions at beginning of year2011-12-31$8,625
Assets. Other investments not covered elsewhere at end of year2011-12-31$47,502,242
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$47,630,071
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$121,159
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$7,789
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$9,566
Other income not declared elsewhere2011-12-31$460,279
Administrative expenses (other) incurred2011-12-31$5,262
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$803,817
Value of net assets at end of year (total assets less liabilities)2011-12-31$76,423,731
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$75,619,914
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
Assets. partnership/joint venture interests at end of year2011-12-31$13,302
Assets. partnership/joint venture interests at beginning of year2011-12-31$51,942
Investment advisory and management fees2011-12-31$7,930
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,412,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,436,034
Interest on participant loans2011-12-31$34,131
Value of interest in common/collective trusts at end of year2011-12-31$14,971,745
Value of interest in common/collective trusts at beginning of year2011-12-31$14,347,621
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-696,429
Net investment gain or loss from common/collective trusts2011-12-31$-156,490
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
Contributions received in cash from employer2011-12-31$1,824,679
Employer contributions (assets) at end of year2011-12-31$1,817,428
Employer contributions (assets) at beginning of year2011-12-31$1,428,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,650,269
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
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 name2011-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2011-12-31010494526
2010 : PIERCE ATWOOD LLP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
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$11,128,534
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,676,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,640,811
Expenses. Certain deemed distributions of participant loans2010-12-31$20,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,497,951
Value of total assets at end of year2010-12-31$75,619,914
Value of total assets at beginning of year2010-12-31$66,167,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,552
Total interest from all sources2010-12-31$23,300
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$243,723
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$243,723
Administrative expenses professional fees incurred2010-12-31$13,052
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$229,434
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
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$1,547,837
Participant contributions at end of year2010-12-31$707,173
Participant contributions at beginning of year2010-12-31$540,009
Participant contributions at end of year2010-12-31$8,625
Assets. Other investments not covered elsewhere at end of year2010-12-31$47,630,071
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$177,677
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$9,566
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$117,793
Other income not declared elsewhere2010-12-31$3,964,387
Administrative expenses (other) incurred2010-12-31$1,500
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$9,452,289
Value of net assets at end of year (total assets less liabilities)2010-12-31$75,619,914
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$66,167,625
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
Assets. partnership/joint venture interests at end of year2010-12-31$51,942
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,436,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$30,578,928
Interest on participant loans2010-12-31$23,300
Value of interest in common/collective trusts at end of year2010-12-31$14,347,621
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$10,887,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$10,887,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$1,769,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,803,042
Net investment gain or loss from common/collective trusts2010-12-31$1,596,131
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
Contributions received in cash from employer2010-12-31$1,772,437
Employer contributions (assets) at end of year2010-12-31$1,428,882
Employer contributions (assets) at beginning of year2010-12-31$1,454,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,640,811
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$3,127,281
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$17,463,111
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 name2010-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2010-12-31010494526
2009 : PIERCE ATWOOD LLP 401(K) PLAN 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 PIERCE ATWOOD LLP 401(K) PLAN

2022: PIERCE ATWOOD LLP 401(K) PLAN 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PIERCE ATWOOD LLP 401(K) PLAN 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PIERCE ATWOOD LLP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PIERCE ATWOOD LLP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PIERCE ATWOOD LLP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PIERCE ATWOOD LLP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PIERCE ATWOOD LLP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PIERCE ATWOOD LLP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PIERCE ATWOOD LLP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PIERCE ATWOOD LLP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PIERCE ATWOOD LLP 401(K) PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PIERCE ATWOOD LLP 401(K) PLAN 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PIERCE ATWOOD LLP 401(K) PLAN 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

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31541
Policy instance 1
Insurance contract or identification numberGA31541
Number of Individuals Covered57
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31541
Policy instance 1
Insurance contract or identification numberGA31541
Number of Individuals Covered52
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31541
Policy instance 1
Insurance contract or identification numberGA31541
Number of Individuals Covered56
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31541
Policy instance 1
Insurance contract or identification numberGA31541
Number of Individuals Covered53
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31541
Policy instance 1
Insurance contract or identification numberGA31541
Number of Individuals Covered63
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31541
Policy instance 1
Insurance contract or identification numberGA31541
Number of Individuals Covered68
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31541
Policy instance 1
Insurance contract or identification numberGA31541
Number of Individuals Covered82
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31541
Policy instance 1
Insurance contract or identification numberGA31541
Number of Individuals Covered85
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31541
Policy instance 1
Insurance contract or identification numberGA31541
Number of Individuals Covered86
Insurance policy start date2012-04-16
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1384614
Policy instance 2
Insurance contract or identification number1384614
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1459292
Policy instance 1
Insurance contract or identification number1459292
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1384614
Policy instance 2
Insurance contract or identification number1384614
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1459292
Policy instance 1
Insurance contract or identification number1459292
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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