CW FINANCIAL SERVICES LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CW FINANCIAL SERVICES LLC INVESTMENT PLAN
Measure | Date | Value |
---|
2022 : CW FINANCIAL SERVICES LLC INVESTMENT PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $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 | $-4,944,032 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,016,174 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,888,617 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,484,856 |
Value of total assets at end of year | 2022-12-31 | $27,462,425 |
Value of total assets at beginning of year | 2022-12-31 | $34,422,631 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $127,557 |
Total interest from all sources | 2022-12-31 | $6,304 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $338,489 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $338,489 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,029,165 |
Participant contributions at end of year | 2022-12-31 | $139,884 |
Participant contributions at beginning of year | 2022-12-31 | $105,486 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $30,376 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $127,854 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-6,960,206 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $27,462,425 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $34,422,631 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $63,215 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $25,347,497 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $32,171,780 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $1,975,044 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $2,105,245 |
Interest on participant loans | 2022-12-31 | $6,304 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,823,267 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $49,586 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $327,837 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $9,744 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,888,617 |
Contract administrator fees | 2022-12-31 | $64,342 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | KPMG |
Accountancy firm EIN | 2022-12-31 | 013556520 |
2021 : CW FINANCIAL SERVICES LLC INVESTMENT PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $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 | $6,374,870 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,196,113 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,056,389 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,291,878 |
Value of total assets at end of year | 2021-12-31 | $34,422,631 |
Value of total assets at beginning of year | 2021-12-31 | $30,243,874 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $139,724 |
Total interest from all sources | 2021-12-31 | $3,837 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $325,895 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $325,895 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,041,331 |
Participant contributions at end of year | 2021-12-31 | $105,486 |
Participant contributions at beginning of year | 2021-12-31 | $49,695 |
Participant contributions at end of year | 2021-12-31 | $30,376 |
Participant contributions at beginning of year | 2021-12-31 | $26,909 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $74,299 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $4,178,757 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $34,422,631 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $30,243,874 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $65,360 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $32,171,780 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $28,281,674 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $2,105,245 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $1,876,468 |
Interest on participant loans | 2021-12-31 | $3,837 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,716,493 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $36,767 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $176,248 |
Employer contributions (assets) at end of year | 2021-12-31 | $9,744 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $9,128 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,056,389 |
Contract administrator fees | 2021-12-31 | $74,364 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | KPMG |
Accountancy firm EIN | 2021-12-31 | 013556520 |
2020 : CW FINANCIAL SERVICES LLC INVESTMENT PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $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 | $6,010,106 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $895,611 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $781,179 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,305,870 |
Value of total assets at end of year | 2020-12-31 | $30,243,874 |
Value of total assets at beginning of year | 2020-12-31 | $25,129,379 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $114,432 |
Total interest from all sources | 2020-12-31 | $3,787 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $298,676 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $298,676 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $970,080 |
Participant contributions at end of year | 2020-12-31 | $49,695 |
Participant contributions at beginning of year | 2020-12-31 | $103,101 |
Participant contributions at end of year | 2020-12-31 | $26,909 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $31,195 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $5,114,495 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $30,243,874 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $25,129,379 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $57,473 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $28,281,674 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $23,551,790 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $1,876,468 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $1,474,488 |
Interest on participant loans | 2020-12-31 | $3,787 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,362,708 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $39,065 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $304,595 |
Employer contributions (assets) at end of year | 2020-12-31 | $9,128 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $781,179 |
Contract administrator fees | 2020-12-31 | $56,959 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | KPMG |
Accountancy firm EIN | 2020-12-31 | 013556520 |
2019 : CW FINANCIAL SERVICES LLC INVESTMENT PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $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 | $6,209,757 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,990,829 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,884,222 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,141,403 |
Value of total assets at end of year | 2019-12-31 | $25,129,379 |
Value of total assets at beginning of year | 2019-12-31 | $20,910,451 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $106,607 |
Total interest from all sources | 2019-12-31 | $8,498 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $228,326 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $228,326 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $938,529 |
Participant contributions at end of year | 2019-12-31 | $103,101 |
Participant contributions at beginning of year | 2019-12-31 | $200,587 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $28,422 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,218,928 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $25,129,379 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $20,910,451 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $53,188 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $23,551,790 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $19,222,408 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $1,474,488 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,487,456 |
Interest on participant loans | 2019-12-31 | $8,498 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,793,190 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $38,340 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $174,452 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,884,222 |
Contract administrator fees | 2019-12-31 | $53,419 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | KPMG |
Accountancy firm EIN | 2019-12-31 | 013556520 |
2018 : CW FINANCIAL SERVICES LLC INVESTMENT PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $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 | $112,481 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,769,386 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,689,152 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,386,344 |
Value of total assets at end of year | 2018-12-31 | $20,910,451 |
Value of total assets at beginning of year | 2018-12-31 | $24,567,356 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $80,234 |
Total interest from all sources | 2018-12-31 | $11,526 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $164,245 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $164,245 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,065,386 |
Participant contributions at end of year | 2018-12-31 | $200,587 |
Participant contributions at beginning of year | 2018-12-31 | $220,796 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $203,238 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-3,656,905 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $20,910,451 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $24,567,356 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $61,090 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $19,222,408 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $22,791,877 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $1,487,456 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $1,554,683 |
Interest on participant loans | 2018-12-31 | $11,526 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,456,581 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $6,947 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $117,720 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,689,152 |
Contract administrator fees | 2018-12-31 | $19,144 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | KPMG |
Accountancy firm EIN | 2018-12-31 | 013556520 |
2017 : CW FINANCIAL SERVICES LLC INVESTMENT PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $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 | $5,469,323 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,015,799 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,938,897 |
Value of total corrective distributions | 2017-12-31 | $777 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,590,876 |
Value of total assets at end of year | 2017-12-31 | $24,567,356 |
Value of total assets at beginning of year | 2017-12-31 | $22,113,832 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $76,125 |
Total interest from all sources | 2017-12-31 | $10,558 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $129,242 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $129,242 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,135,142 |
Participant contributions at end of year | 2017-12-31 | $220,796 |
Participant contributions at beginning of year | 2017-12-31 | $278,083 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $183,017 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,453,524 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $24,567,356 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $22,113,832 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $56,821 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $22,791,877 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $20,297,161 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $1,554,683 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $1,521,211 |
Interest on participant loans | 2017-12-31 | $10,558 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,717,989 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $20,658 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $272,717 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $17,377 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,938,897 |
Contract administrator fees | 2017-12-31 | $19,304 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | KPMG |
Accountancy firm EIN | 2017-12-31 | 013556520 |
2016 : CW FINANCIAL SERVICES LLC INVESTMENT PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
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 | $3,172,767 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,791,734 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,739,975 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,562,927 |
Value of total assets at end of year | 2016-12-31 | $22,113,832 |
Value of total assets at beginning of year | 2016-12-31 | $20,732,799 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $51,759 |
Total interest from all sources | 2016-12-31 | $12,032 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $151,252 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $151,252 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,178,249 |
Participant contributions at end of year | 2016-12-31 | $278,083 |
Participant contributions at beginning of year | 2016-12-31 | $298,956 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $197,478 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,381,033 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $22,113,832 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $20,732,799 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $50,984 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $20,297,161 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $18,982,765 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $1,521,211 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $1,451,078 |
Interest on participant loans | 2016-12-31 | $12,032 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,434,647 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $11,909 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $187,200 |
Employer contributions (assets) at end of year | 2016-12-31 | $17,377 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,739,975 |
Contract administrator fees | 2016-12-31 | $775 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | KPMG |
Accountancy firm EIN | 2016-12-31 | 013556520 |
2015 : CW FINANCIAL SERVICES LLC INVESTMENT PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
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 | $1,621,841 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,751,073 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,693,727 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,716,459 |
Value of total assets at end of year | 2015-12-31 | $20,732,799 |
Value of total assets at beginning of year | 2015-12-31 | $20,862,031 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $57,346 |
Total interest from all sources | 2015-12-31 | $9,069 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $144,640 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $144,640 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $40,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,224,831 |
Participant contributions at end of year | 2015-12-31 | $298,956 |
Participant contributions at beginning of year | 2015-12-31 | $217,165 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $193,024 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-129,232 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $20,732,799 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $20,862,031 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $52,269 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $18,982,765 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $19,319,665 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $1,451,078 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $1,277,192 |
Interest on participant loans | 2015-12-31 | $9,069 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-264,344 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $16,017 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $298,604 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $48,009 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,693,727 |
Contract administrator fees | 2015-12-31 | $5,077 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | KPMG |
Accountancy firm EIN | 2015-12-31 | 013556520 |
2014 : CW FINANCIAL SERVICES LLC INVESTMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $3,871,883 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $3,711,826 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,660,034 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,682,617 |
Value of total assets at end of year | 2014-12-31 | $20,862,031 |
Value of total assets at beginning of year | 2014-12-31 | $20,701,974 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $51,792 |
Total interest from all sources | 2014-12-31 | $8,961 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $161,827 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $161,827 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,268,119 |
Participant contributions at end of year | 2014-12-31 | $217,165 |
Participant contributions at beginning of year | 2014-12-31 | $211,246 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $201,837 |
Administrative expenses (other) incurred | 2014-12-31 | $50,226 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $160,057 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $20,862,031 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $20,701,974 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $1,566 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $19,319,665 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $18,973,946 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $1,277,192 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $1,516,782 |
Interest on participant loans | 2014-12-31 | $8,961 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,000,404 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $18,074 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,212,661 |
Employer contributions (assets) at end of year | 2014-12-31 | $48,009 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,660,034 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | KPMG |
Accountancy firm EIN | 2014-12-31 | 013556520 |
2013 : CW FINANCIAL SERVICES LLC INVESTMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $6,904,586 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $5,010,937 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,961,102 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,614,041 |
Value of total assets at end of year | 2013-12-31 | $20,701,974 |
Value of total assets at beginning of year | 2013-12-31 | $18,808,325 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $49,835 |
Total interest from all sources | 2013-12-31 | $7,348 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $124,196 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $124,196 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,318,305 |
Participant contributions at end of year | 2013-12-31 | $211,246 |
Participant contributions at beginning of year | 2013-12-31 | $242,661 |
Participant contributions at beginning of year | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $211,531 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,893,649 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $20,701,974 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $18,808,325 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $48,935 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $18,973,946 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $17,103,951 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $1,516,782 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $1,461,713 |
Interest on participant loans | 2013-12-31 | $7,348 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $4,159,001 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,084,205 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,961,102 |
Contract administrator fees | 2013-12-31 | $900 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | KPMG |
Accountancy firm EIN | 2013-12-31 | 013556520 |