?>
Logo

FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameFOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN
Plan identification number 003

FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.

401k Sponsoring company profile

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

Company Name:FOLEY HOAG LLP
Employer identification number (EIN):042150535
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01TERESA MARTLAND
0032016-01-01TERESA A. MARTLAND TERESA A. MARTLAND2017-08-08
0032015-01-01TERESA A. MARTLAND TERESA A. MARTLAND2016-07-14
0032014-01-01TERESA A. MARTLAND TERESA A. MARTLAND2015-07-30
0032013-01-01TERESA MARTLAND
0032012-01-01TERESA MARTLAND
0032011-01-01TERESA A. MARTLAND TERESA A. MARTLAND2012-07-25
0032010-01-01TERESA MARTLAND TERESA MARTLAND2011-07-25
0032009-01-01TERESA MARTLAND

Plan Statistics for FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01852
Total number of active participants reported on line 7a of the Form 55002022-01-01663
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01257
Total of all active and inactive participants2022-01-01920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-01928
Number of participants with account balances2022-01-01906
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01802
Total number of active participants reported on line 7a of the Form 55002021-01-01583
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01250
Total of all active and inactive participants2021-01-01833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01837
Number of participants with account balances2021-01-01814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01822
Total number of active participants reported on line 7a of the Form 55002020-01-01541
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01247
Total of all active and inactive participants2020-01-01788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-01795
Number of participants with account balances2020-01-01778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01756
Total number of active participants reported on line 7a of the Form 55002019-01-01531
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01278
Total of all active and inactive participants2019-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01813
Number of participants with account balances2019-01-01794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01706
Total number of active participants reported on line 7a of the Form 55002018-01-01486
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01262
Total of all active and inactive participants2018-01-01748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01751
Number of participants with account balances2018-01-01731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01681
Total number of active participants reported on line 7a of the Form 55002017-01-01463
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01226
Total of all active and inactive participants2017-01-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01693
Number of participants with account balances2017-01-01673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01656
Total number of active participants reported on line 7a of the Form 55002016-01-01470
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01200
Total of all active and inactive participants2016-01-01670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01674
Number of participants with account balances2016-01-01630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01640
Total number of active participants reported on line 7a of the Form 55002015-01-01455
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01189
Total of all active and inactive participants2015-01-01644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01649
Number of participants with account balances2015-01-01587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01652
Total number of active participants reported on line 7a of the Form 55002014-01-01435
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01200
Total of all active and inactive participants2014-01-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01638
Number of participants with account balances2014-01-01591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01682
Total number of active participants reported on line 7a of the Form 55002013-01-01445
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01204
Total of all active and inactive participants2013-01-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01650
Number of participants with account balances2013-01-01596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0118
2012: FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01683
Total number of active participants reported on line 7a of the Form 55002012-01-01447
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01221
Total of all active and inactive participants2012-01-01668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01669
Number of participants with account balances2012-01-01617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0126
2011: FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01666
Total number of active participants reported on line 7a of the Form 55002011-01-01460
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01212
Total of all active and inactive participants2011-01-01673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01673
Number of participants with account balances2011-01-01611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2010: FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01676
Total number of active participants reported on line 7a of the Form 55002010-01-01433
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01226
Total of all active and inactive participants2010-01-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01659
Number of participants with account balances2010-01-01616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0131
2009: FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01725
Total number of active participants reported on line 7a of the Form 55002009-01-01440
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01229
Total of all active and inactive participants2009-01-01669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01669
Number of participants with account balances2009-01-01634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0156

Financial Data on FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022 : FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-37,702,387
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$27,590,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$27,372,244
Value of total corrective distributions2022-12-31$1,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$18,629,805
Value of total assets at end of year2022-12-31$295,161,286
Value of total assets at beginning of year2022-12-31$360,454,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$217,067
Total interest from all sources2022-12-31$51,484
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$15,251,051
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$15,251,051
Administrative expenses professional fees incurred2022-12-31$13,495
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,433,509
Participant contributions at end of year2022-12-31$1,100,066
Participant contributions at beginning of year2022-12-31$962,364
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,944,946
Other income not declared elsewhere2022-12-31$305,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-65,293,304
Value of net assets at end of year (total assets less liabilities)2022-12-31$295,161,286
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$360,454,590
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$68,525
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$257,372,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$324,987,496
Value of interest in pooled separate accounts at end of year2022-12-31$29,497,971
Value of interest in pooled separate accounts at beginning of year2022-12-31$27,798,712
Interest on participant loans2022-12-31$51,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-72,635,069
Net investment gain or loss from common/collective trusts2022-12-31$694,466
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$7,251,350
Employer contributions (assets) at end of year2022-12-31$7,190,862
Employer contributions (assets) at beginning of year2022-12-31$6,706,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$27,372,244
Contract administrator fees2022-12-31$135,047
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 name2022-12-31GRAY, GRAY & GRAY, LLP
Accountancy firm EIN2022-12-31042088368
2021 : FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$71,337,126
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$22,334,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$22,093,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$16,510,923
Value of total assets at end of year2021-12-31$360,454,590
Value of total assets at beginning of year2021-12-31$311,451,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$240,898
Total interest from all sources2021-12-31$51,897
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$186,821
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$186,821
Administrative expenses professional fees incurred2021-12-31$6,494
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$7,627,478
Participant contributions at end of year2021-12-31$962,364
Participant contributions at beginning of year2021-12-31$1,082,622
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,113,344
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$2,218
Other income not declared elsewhere2021-12-31$233,548
Administrative expenses (other) incurred2021-12-31$114,752
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$49,002,704
Value of net assets at end of year (total assets less liabilities)2021-12-31$360,454,590
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$311,451,886
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$36,788
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$324,987,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$279,559,865
Value of interest in pooled separate accounts at end of year2021-12-31$27,798,712
Value of interest in pooled separate accounts at beginning of year2021-12-31$30,809,399
Interest on participant loans2021-12-31$51,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$53,805,428
Net investment gain/loss from pooled separate accounts2021-12-31$548,509
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,770,101
Employer contributions (assets) at end of year2021-12-31$6,706,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$22,091,306
Contract administrator fees2021-12-31$82,864
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31GRAY, GRAY & GRAY, LLP
Accountancy firm EIN2021-12-31042088368
2020 : FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$51,101,842
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,730,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,532,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,843,994
Value of total assets at end of year2020-12-31$311,451,886
Value of total assets at beginning of year2020-12-31$274,080,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$197,707
Total interest from all sources2020-12-31$56,453
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,454,846
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$3,454,846
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,501,611
Participant contributions at end of year2020-12-31$1,082,622
Participant contributions at beginning of year2020-12-31$1,085,527
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$647,515
Other income not declared elsewhere2020-12-31$668
Administrative expenses (other) incurred2020-12-31$197,707
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$37,371,287
Value of net assets at end of year (total assets less liabilities)2020-12-31$311,451,886
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$274,080,599
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$279,559,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$246,163,355
Value of interest in pooled separate accounts at end of year2020-12-31$30,809,399
Value of interest in pooled separate accounts at beginning of year2020-12-31$26,831,717
Interest on participant loans2020-12-31$56,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$34,064,679
Net investment gain or loss from common/collective trusts2020-12-31$681,202
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$5,694,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,532,848
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRAY, GRAY & GRAY
Accountancy firm EIN2020-12-31042088368
2019 : FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$81,984,198
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$11,479,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,302,166
Expenses. Certain deemed distributions of participant loans2019-12-31$-14,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$34,193,850
Value of total assets at end of year2019-12-31$274,080,599
Value of total assets at beginning of year2019-12-31$203,576,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$192,034
Total interest from all sources2019-12-31$59,580
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,153,691
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$4,153,691
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
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$6,170,786
Participant contributions at end of year2019-12-31$1,085,527
Participant contributions at beginning of year2019-12-31$972,222
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$22,706,911
Other income not declared elsewhere2019-12-31$1,268
Administrative expenses (other) incurred2019-12-31$192,034
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$70,504,349
Value of net assets at end of year (total assets less liabilities)2019-12-31$274,080,599
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$203,576,250
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$246,163,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$179,913,913
Value of interest in pooled separate accounts at end of year2019-12-31$26,831,717
Value of interest in pooled separate accounts at beginning of year2019-12-31$22,690,115
Interest on participant loans2019-12-31$59,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$42,954,676
Net investment gain or loss from common/collective trusts2019-12-31$621,133
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$5,316,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,302,166
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 name2019-12-31GRAY, GRAY & GRAY
Accountancy firm EIN2019-12-31042088368
2018 : FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$896,685
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$18,468,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$18,270,957
Expenses. Certain deemed distributions of participant loans2018-12-31$2,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,349,281
Value of total assets at end of year2018-12-31$203,576,250
Value of total assets at beginning of year2018-12-31$221,148,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$194,830
Total interest from all sources2018-12-31$54,494
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,273,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,273,411
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
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$5,607,220
Participant contributions at end of year2018-12-31$972,222
Participant contributions at beginning of year2018-12-31$1,268,328
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,484,762
Other income not declared elsewhere2018-12-31$34,167
Administrative expenses (other) incurred2018-12-31$194,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-17,572,063
Value of net assets at end of year (total assets less liabilities)2018-12-31$203,576,250
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$221,148,313
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$179,913,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$200,833,580
Value of interest in pooled separate accounts at end of year2018-12-31$22,690,115
Value of interest in pooled separate accounts at beginning of year2018-12-31$19,046,405
Interest on participant loans2018-12-31$54,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-15,228,318
Net investment gain or loss from common/collective trusts2018-12-31$413,650
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$5,257,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$18,270,957
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 name2018-12-31GRAY, GRAY & GRAY
Accountancy firm EIN2018-12-31042088368
2017 : FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$43,575,696
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,723,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,435,653
Expenses. Certain deemed distributions of participant loans2017-12-31$48,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,467,074
Value of total assets at end of year2017-12-31$221,148,313
Value of total assets at beginning of year2017-12-31$186,296,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$239,098
Total interest from all sources2017-12-31$51,588
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,676,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,676,817
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,162,787
Participant contributions at end of year2017-12-31$1,268,328
Participant contributions at beginning of year2017-12-31$1,272,204
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$445,936
Other income not declared elsewhere2017-12-31$-87
Administrative expenses (other) incurred2017-12-31$239,098
Total non interest bearing cash at beginning of year2017-12-31$5,994
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$34,852,294
Value of net assets at end of year (total assets less liabilities)2017-12-31$221,148,313
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$186,296,019
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$200,833,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$166,424,118
Value of interest in pooled separate accounts at end of year2017-12-31$19,046,405
Value of interest in pooled separate accounts at beginning of year2017-12-31$18,593,703
Interest on participant loans2017-12-31$51,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$30,023,935
Net investment gain or loss from common/collective trusts2017-12-31$356,369
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$4,858,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,435,653
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 name2017-12-31GRAY, GRAY & GRAY
Accountancy firm EIN2017-12-31042088368
2016 : FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$26,706,164
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,826,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,690,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,166,000
Value of total assets at end of year2016-12-31$186,296,019
Value of total assets at beginning of year2016-12-31$171,415,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$135,501
Total interest from all sources2016-12-31$55,394
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,840,832
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$2,840,832
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,996,666
Participant contributions at end of year2016-12-31$1,272,204
Participant contributions at beginning of year2016-12-31$1,478,856
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,261,326
Other income not declared elsewhere2016-12-31$713
Administrative expenses (other) incurred2016-12-31$135,501
Total non interest bearing cash at end of year2016-12-31$5,994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$14,880,042
Value of net assets at end of year (total assets less liabilities)2016-12-31$186,296,019
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$171,415,977
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$166,424,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$150,075,729
Value of interest in pooled separate accounts at end of year2016-12-31$18,593,703
Value of interest in pooled separate accounts at beginning of year2016-12-31$19,861,392
Interest on participant loans2016-12-31$55,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$11,313,909
Net investment gain or loss from common/collective trusts2016-12-31$329,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,908,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,690,621
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 name2016-12-31GRAY, GRAY & GRAY LLP
Accountancy firm EIN2016-12-31042088368
2015 : FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$11,123,917
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,652,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,480,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,357,130
Value of total assets at end of year2015-12-31$171,415,977
Value of total assets at beginning of year2015-12-31$167,944,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$172,494
Total interest from all sources2015-12-31$62,282
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,392,158
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$2,392,158
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$4,553,244
Participant contributions at end of year2015-12-31$1,478,856
Participant contributions at beginning of year2015-12-31$1,441,492
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,015,028
Other income not declared elsewhere2015-12-31$-13
Administrative expenses (other) incurred2015-12-31$172,494
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$3,471,370
Value of net assets at end of year (total assets less liabilities)2015-12-31$171,415,977
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$167,944,607
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$150,075,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$148,056,506
Value of interest in pooled separate accounts at end of year2015-12-31$19,861,392
Value of interest in pooled separate accounts at beginning of year2015-12-31$18,446,609
Interest on participant loans2015-12-31$62,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,021,359
Net investment gain/loss from pooled separate accounts2015-12-31$333,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,788,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,480,053
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31GRAY, GRAY & GRAY LLP
Accountancy firm EIN2015-12-31042088368
2014 : FOLEY HOAG LLP SAVINGS AND RETIREMENT 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$20,364,274
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,943,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,813,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,013,710
Value of total assets at end of year2014-12-31$167,944,607
Value of total assets at beginning of year2014-12-31$158,523,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$129,931
Total interest from all sources2014-12-31$61,389
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,641,418
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$2,641,418
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$4,331,993
Participant contributions at end of year2014-12-31$1,441,492
Participant contributions at beginning of year2014-12-31$1,300,985
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$47,411
Other income not declared elsewhere2014-12-31$159,561
Administrative expenses (other) incurred2014-12-31$129,931
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$9,420,699
Value of net assets at end of year (total assets less liabilities)2014-12-31$167,944,607
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$158,523,908
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$148,056,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$139,077,148
Value of interest in pooled separate accounts at end of year2014-12-31$18,446,609
Value of interest in pooled separate accounts at beginning of year2014-12-31$18,145,775
Interest on participant loans2014-12-31$61,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$8,488,196
Net investment gain/loss from pooled separate accounts2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,634,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,813,644
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31GRAY, GRAY & GRAY LLP
Accountancy firm EIN2014-12-31042088368
2013 : FOLEY HOAG LLP SAVINGS AND RETIREMENT 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$39,940,656
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,178,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,153,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,848,119
Value of total assets at end of year2013-12-31$158,523,908
Value of total assets at beginning of year2013-12-31$129,761,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,070
Total interest from all sources2013-12-31$59,283
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,760,311
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$1,760,311
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,395,723
Participant contributions at end of year2013-12-31$1,300,985
Participant contributions at beginning of year2013-12-31$1,241,261
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,000,380
Other income not declared elsewhere2013-12-31$314,791
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$28,761,919
Value of net assets at end of year (total assets less liabilities)2013-12-31$158,523,908
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$129,761,989
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$15,076
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$139,077,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$113,167,678
Value of interest in pooled separate accounts at end of year2013-12-31$18,145,775
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$59,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$15,353,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$25,957,305
Net investment gain/loss from pooled separate accounts2013-12-31$847
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$4,452,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,153,667
Contract administrator fees2013-12-31$9,994
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 name2013-12-31GRAY, GRAY & GRAY LLP
Accountancy firm EIN2013-12-31042088368
2012 : FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$18,006,978
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$20,271,878
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,888,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,863,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,859,974
Value of total assets at end of year2012-12-31$129,761,989
Value of total assets at beginning of year2012-12-31$95,371,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,600
Total interest from all sources2012-12-31$58,777
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,637,620
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$1,637,620
Administrative expenses professional fees incurred2012-12-31$9,800
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
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$4,325,121
Participant contributions at end of year2012-12-31$1,241,261
Participant contributions at beginning of year2012-12-31$1,266,669
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$530,634
Other income not declared elsewhere2012-12-31$272,061
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$16,383,800
Value of net assets at end of year (total assets less liabilities)2012-12-31$129,761,989
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$95,371,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$3,329
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$113,167,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$81,897,110
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,956,159
Interest on participant loans2012-12-31$58,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$15,353,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,251,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$10,440,958
Net investment gain/loss from pooled separate accounts2012-12-31$2,488
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$3,004,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,863,478
Contract administrator fees2012-12-31$11,471
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 name2012-12-31GRAY, GRAY & GRAY LLP
Accountancy firm EIN2012-12-31042088368
2011 : FOLEY HOAG LLP SAVINGS AND RETIREMENT 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$6,319,224
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,746,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,734,916
Value of total corrective distributions2011-12-31$824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,146,326
Value of total assets at end of year2011-12-31$95,371,211
Value of total assets at beginning of year2011-12-31$92,798,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,447
Total interest from all sources2011-12-31$68,021
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,355,792
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$1,355,792
Administrative expenses professional fees incurred2011-12-31$7,198
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
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$4,028,633
Participant contributions at end of year2011-12-31$1,266,669
Participant contributions at beginning of year2011-12-31$1,270,741
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$290,518
Other income not declared elsewhere2011-12-31$119,729
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$2,573,037
Value of net assets at end of year (total assets less liabilities)2011-12-31$95,371,211
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$92,798,174
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$81,897,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$80,862,926
Value of interest in pooled separate accounts at end of year2011-12-31$1,956,159
Value of interest in pooled separate accounts at beginning of year2011-12-31$10,664,507
Interest on participant loans2011-12-31$68,021
Value of interest in common/collective trusts at beginning of year2011-12-31$0
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 end of year2011-12-31$10,251,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,528,120
Net investment gain/loss from pooled separate accounts2011-12-31$157,476
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
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$2,827,175
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,734,916
Contract administrator fees2011-12-31$3,249
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 name2011-12-31GRAY, GRAY & GRAY LLP
Accountancy firm EIN2011-12-31042088368
2010 : FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
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$17,464,650
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,266,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,263,594
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,895,944
Value of total assets at end of year2010-12-31$92,798,174
Value of total assets at beginning of year2010-12-31$79,600,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,800
Total interest from all sources2010-12-31$73,654
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$887,363
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$887,363
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,868,903
Participant contributions at end of year2010-12-31$1,270,741
Participant contributions at beginning of year2010-12-31$1,100,367
Participant contributions at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$201,348
Other income not declared elsewhere2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$13,198,077
Value of net assets at end of year (total assets less liabilities)2010-12-31$92,798,174
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$79,600,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$80,862,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$67,313,759
Value of interest in pooled separate accounts at end of year2010-12-31$10,664,507
Value of interest in pooled separate accounts at beginning of year2010-12-31$11,185,971
Interest on participant loans2010-12-31$73,654
Value of interest in common/collective trusts at end 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 earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$9,351,370
Net investment gain/loss from pooled separate accounts2010-12-31$256,319
Net investment gain or loss from common/collective trusts2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$0
Contributions received in cash from employer2010-12-31$2,825,693
Employer contributions (assets) at end of year2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,263,594
Contract administrator fees2010-12-31$2,800
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
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 name2010-12-31GRAY, GRAY & GRAY LLP
Accountancy firm EIN2010-12-31042088368

Form 5500 Responses for FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN

2022: FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FOLEY HOAG LLP SAVINGS AND RETIREMENT 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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FOLEY HOAG LLP SAVINGS AND RETIREMENT 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 – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FOLEY HOAG LLP SAVINGS AND RETIREMENT 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 – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FOLEY HOAG LLP SAVINGS AND RETIREMENT 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FOLEY HOAG LLP SAVINGS AND RETIREMENT 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FOLEY HOAG LLP SAVINGS AND RETIREMENT 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FOLEY HOAG LLP SAVINGS AND RETIREMENT 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 – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FOLEY HOAG LLP SAVINGS AND RETIREMENT 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 - TrustYes
2010: FOLEY HOAG LLP SAVINGS AND RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FOLEY HOAG LLP SAVINGS AND RETIREMENT 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 – InsuranceYes
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 number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered928
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered837
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered203
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered226
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered220
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered215
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered229
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered245
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 2
Insurance contract or identification number31505
Number of Individuals Covered596
Insurance policy start date2013-12-31
Insurance policy end date2013-12-31
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 numberGA28087
Policy instance 1
Insurance contract or identification numberGA28087
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
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 numberGA28087
Policy instance 1
Insurance contract or identification numberGA28087
Number of Individuals Covered617
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
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 number30500
Policy instance 2
Insurance contract or identification number30500
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-02-01
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 number30500
Policy instance 2
Insurance contract or identification number30500
Number of Individuals Covered611
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
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 numberGA28087
Policy instance 1
Insurance contract or identification numberGA28087
Number of Individuals Covered611
Insurance policy start date2011-03-01
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?Yes
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 number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered616
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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3