FEELEY & DRISCOLL, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FEELEY & DRISCOLL, P.C. 401 K PLAN
| Measure | Date | Value |
|---|
| 2017 : FEELEY & DRISCOLL, P.C. 401 K PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-03-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $0 |
| Total income from all sources (including contributions) | 2017-03-31 | $572,235 |
| Total loss/gain on sale of assets | 2017-03-31 | $0 |
| Total of all expenses incurred | 2017-03-31 | $13,827,092 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $13,806,082 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-03-31 | $74,221 |
| Value of total assets at end of year | 2017-03-31 | $397,827 |
| Value of total assets at beginning of year | 2017-03-31 | $13,652,684 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $21,010 |
| Total interest from all sources | 2017-03-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-03-31 | $154,997 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-03-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-03-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-03-31 | $154,997 |
| Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
| Value of fidelity bond cover | 2017-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-03-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
| Contributions received from participants | 2017-03-31 | $74,221 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
| Value of net income/loss | 2017-03-31 | $-13,254,857 |
| Value of net assets at end of year (total assets less liabilities) | 2017-03-31 | $397,827 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-03-31 | $13,652,684 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
| Investment advisory and management fees | 2017-03-31 | $12,958 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-03-31 | $394,846 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-03-31 | $12,843,659 |
| Value of interest in common/collective trusts at end of year | 2017-03-31 | $2,981 |
| Value of interest in common/collective trusts at beginning of year | 2017-03-31 | $687,187 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-03-31 | $339,818 |
| Net investment gain or loss from common/collective trusts | 2017-03-31 | $3,199 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
| Employer contributions (assets) at end of year | 2017-03-31 | $0 |
| Employer contributions (assets) at beginning of year | 2017-03-31 | $121,838 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $13,806,082 |
| Contract administrator fees | 2017-03-31 | $8,052 |
| Did the plan have assets held for investment | 2017-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Disclaimer |
| Accountancy firm name | 2017-03-31 | MACDONALD PAGE & CO, LLC |
| Accountancy firm EIN | 2017-03-31 | 010242373 |
| 2016 : FEELEY & DRISCOLL, P.C. 401 K PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-03-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $0 |
| Total income from all sources (including contributions) | 2016-03-31 | $686,520 |
| Total loss/gain on sale of assets | 2016-03-31 | $0 |
| Total of all expenses incurred | 2016-03-31 | $1,057,987 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $1,038,205 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-03-31 | $929,977 |
| Value of total assets at end of year | 2016-03-31 | $13,652,684 |
| Value of total assets at beginning of year | 2016-03-31 | $14,024,151 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $19,782 |
| Total interest from all sources | 2016-03-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-03-31 | $663,612 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-03-31 | $663,612 |
| Was this plan covered by a fidelity bond | 2016-03-31 | Yes |
| Value of fidelity bond cover | 2016-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-03-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
| Contributions received from participants | 2016-03-31 | $807,745 |
| Participant contributions at end of year | 2016-03-31 | $0 |
| Participant contributions at beginning of year | 2016-03-31 | $18,000 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-03-31 | $394 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
| Value of net income/loss | 2016-03-31 | $-371,467 |
| Value of net assets at end of year (total assets less liabilities) | 2016-03-31 | $13,652,684 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-03-31 | $14,024,151 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
| Investment advisory and management fees | 2016-03-31 | $17,755 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-03-31 | $12,843,659 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-03-31 | $13,240,237 |
| Value of interest in common/collective trusts at end of year | 2016-03-31 | $687,187 |
| Value of interest in common/collective trusts at beginning of year | 2016-03-31 | $645,297 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-03-31 | $-913,307 |
| Net investment gain or loss from common/collective trusts | 2016-03-31 | $6,238 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
| Contributions received in cash from employer | 2016-03-31 | $121,838 |
| Employer contributions (assets) at end of year | 2016-03-31 | $121,838 |
| Employer contributions (assets) at beginning of year | 2016-03-31 | $120,617 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $1,038,205 |
| Contract administrator fees | 2016-03-31 | $2,027 |
| Did the plan have assets held for investment | 2016-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Disclaimer |
| Accountancy firm name | 2016-03-31 | MACDONALD PAGE & CO, LLC |
| Accountancy firm EIN | 2016-03-31 | 010242373 |
| 2015 : FEELEY & DRISCOLL, P.C. 401 K PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-03-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $0 |
| Total income from all sources (including contributions) | 2015-03-31 | $2,054,434 |
| Total loss/gain on sale of assets | 2015-03-31 | $0 |
| Total of all expenses incurred | 2015-03-31 | $1,812,983 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $1,790,071 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-31 | $966,384 |
| Value of total assets at end of year | 2015-03-31 | $14,024,151 |
| Value of total assets at beginning of year | 2015-03-31 | $13,782,700 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $22,912 |
| Total interest from all sources | 2015-03-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-03-31 | $806,601 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-03-31 | $806,601 |
| Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
| Value of fidelity bond cover | 2015-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-03-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
| Contributions received from participants | 2015-03-31 | $845,767 |
| Participant contributions at end of year | 2015-03-31 | $18,000 |
| Participant contributions at beginning of year | 2015-03-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
| Value of net income/loss | 2015-03-31 | $241,451 |
| Value of net assets at end of year (total assets less liabilities) | 2015-03-31 | $14,024,151 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-03-31 | $13,782,700 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
| Investment advisory and management fees | 2015-03-31 | $19,495 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-03-31 | $13,240,237 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-03-31 | $12,924,065 |
| Value of interest in common/collective trusts at end of year | 2015-03-31 | $645,297 |
| Value of interest in common/collective trusts at beginning of year | 2015-03-31 | $734,818 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-03-31 | $275,029 |
| Net investment gain or loss from common/collective trusts | 2015-03-31 | $6,420 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
| Contributions received in cash from employer | 2015-03-31 | $120,617 |
| Employer contributions (assets) at end of year | 2015-03-31 | $120,617 |
| Employer contributions (assets) at beginning of year | 2015-03-31 | $123,817 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $1,790,071 |
| Contract administrator fees | 2015-03-31 | $3,417 |
| Did the plan have assets held for investment | 2015-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Disclaimer |
| Accountancy firm name | 2015-03-31 | MACDONALD PAGE & CO, LLC |
| Accountancy firm EIN | 2015-03-31 | 010242373 |
| 2014 : FEELEY & DRISCOLL, P.C. 401 K PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-03-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $0 |
| Total income from all sources (including contributions) | 2014-03-31 | $3,047,579 |
| Total loss/gain on sale of assets | 2014-03-31 | $0 |
| Total of all expenses incurred | 2014-03-31 | $646,428 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $626,574 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-03-31 | $1,024,332 |
| Value of total assets at end of year | 2014-03-31 | $13,782,700 |
| Value of total assets at beginning of year | 2014-03-31 | $11,381,549 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $19,854 |
| Total interest from all sources | 2014-03-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-03-31 | $578,530 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-03-31 | $578,530 |
| Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
| Value of fidelity bond cover | 2014-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-03-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
| Contributions received from participants | 2014-03-31 | $825,362 |
| Participant contributions at end of year | 2014-03-31 | $0 |
| Participant contributions at beginning of year | 2014-03-31 | $5,500 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-03-31 | $75,153 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
| Value of net income/loss | 2014-03-31 | $2,401,151 |
| Value of net assets at end of year (total assets less liabilities) | 2014-03-31 | $13,782,700 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-03-31 | $11,381,549 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
| Investment advisory and management fees | 2014-03-31 | $17,085 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-03-31 | $12,924,065 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-03-31 | $10,612,645 |
| Value of interest in common/collective trusts at end of year | 2014-03-31 | $734,818 |
| Value of interest in common/collective trusts at beginning of year | 2014-03-31 | $640,820 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-03-31 | $1,437,434 |
| Net investment gain or loss from common/collective trusts | 2014-03-31 | $7,283 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
| Contributions received in cash from employer | 2014-03-31 | $123,817 |
| Employer contributions (assets) at end of year | 2014-03-31 | $123,817 |
| Employer contributions (assets) at beginning of year | 2014-03-31 | $122,584 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $626,574 |
| Contract administrator fees | 2014-03-31 | $2,769 |
| Did the plan have assets held for investment | 2014-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Disclaimer |
| Accountancy firm name | 2014-03-31 | MACDONALD PAGE & CO, LLC |
| Accountancy firm EIN | 2014-03-31 | 010242373 |
| 2013 : FEELEY & DRISCOLL, P.C. 401 K PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-03-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $0 |
| Total income from all sources (including contributions) | 2013-03-31 | $2,046,946 |
| Total loss/gain on sale of assets | 2013-03-31 | $0 |
| Total of all expenses incurred | 2013-03-31 | $706,539 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $697,228 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-03-31 | $925,803 |
| Value of total assets at end of year | 2013-03-31 | $11,381,549 |
| Value of total assets at beginning of year | 2013-03-31 | $10,041,142 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $9,311 |
| Total interest from all sources | 2013-03-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-03-31 | $334,419 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-03-31 | $334,419 |
| Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
| Value of fidelity bond cover | 2013-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-03-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
| Contributions received from participants | 2013-03-31 | $803,219 |
| Participant contributions at end of year | 2013-03-31 | $5,500 |
| Participant contributions at beginning of year | 2013-03-31 | $-441 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
| Value of net income/loss | 2013-03-31 | $1,340,407 |
| Value of net assets at end of year (total assets less liabilities) | 2013-03-31 | $11,381,549 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-03-31 | $10,041,142 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
| Investment advisory and management fees | 2013-03-31 | $6,870 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-03-31 | $10,612,645 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-03-31 | $9,000,377 |
| Value of interest in common/collective trusts at end of year | 2013-03-31 | $640,820 |
| Value of interest in common/collective trusts at beginning of year | 2013-03-31 | $928,239 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-03-31 | $775,134 |
| Net investment gain or loss from common/collective trusts | 2013-03-31 | $11,590 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
| Contributions received in cash from employer | 2013-03-31 | $122,584 |
| Employer contributions (assets) at end of year | 2013-03-31 | $122,584 |
| Employer contributions (assets) at beginning of year | 2013-03-31 | $112,967 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $697,228 |
| Contract administrator fees | 2013-03-31 | $2,441 |
| Did the plan have assets held for investment | 2013-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Disclaimer |
| Accountancy firm name | 2013-03-31 | MACDONALD PAGE & CO, LLC |
| Accountancy firm EIN | 2013-03-31 | 010242373 |
| 2012 : FEELEY & DRISCOLL, P.C. 401 K PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-03-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $0 |
| Total income from all sources (including contributions) | 2012-03-31 | $1,012,832 |
| Total loss/gain on sale of assets | 2012-03-31 | $0 |
| Total of all expenses incurred | 2012-03-31 | $1,810,666 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $1,799,821 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-03-31 | $830,031 |
| Value of total assets at end of year | 2012-03-31 | $10,041,142 |
| Value of total assets at beginning of year | 2012-03-31 | $10,838,976 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-31 | $10,845 |
| Total interest from all sources | 2012-03-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-03-31 | $263,575 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-03-31 | $263,575 |
| Was this plan covered by a fidelity bond | 2012-03-31 | Yes |
| Value of fidelity bond cover | 2012-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-03-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
| Contributions received from participants | 2012-03-31 | $716,511 |
| Participant contributions at end of year | 2012-03-31 | $-441 |
| Participant contributions at beginning of year | 2012-03-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-03-31 | $553 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
| Value of net income/loss | 2012-03-31 | $-797,834 |
| Value of net assets at end of year (total assets less liabilities) | 2012-03-31 | $10,041,142 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-03-31 | $10,838,976 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
| Investment advisory and management fees | 2012-03-31 | $6,404 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-03-31 | $9,000,377 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-03-31 | $10,266,566 |
| Value of interest in common/collective trusts at end of year | 2012-03-31 | $928,239 |
| Value of interest in common/collective trusts at beginning of year | 2012-03-31 | $461,600 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-03-31 | $-92,275 |
| Net investment gain or loss from common/collective trusts | 2012-03-31 | $11,501 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
| Contributions received in cash from employer | 2012-03-31 | $112,967 |
| Employer contributions (assets) at end of year | 2012-03-31 | $112,967 |
| Employer contributions (assets) at beginning of year | 2012-03-31 | $110,810 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $1,799,821 |
| Contract administrator fees | 2012-03-31 | $4,441 |
| Did the plan have assets held for investment | 2012-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-03-31 | Disclaimer |
| Accountancy firm name | 2012-03-31 | MACDONALD PAGE & CO, LLC |
| Accountancy firm EIN | 2012-03-31 | 010242373 |
| 2011 : FEELEY & DRISCOLL, P.C. 401 K PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-03-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $0 |
| Total income from all sources (including contributions) | 2011-03-31 | $2,237,804 |
| Total loss/gain on sale of assets | 2011-03-31 | $0 |
| Total of all expenses incurred | 2011-03-31 | $332,120 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $300,880 |
| Value of total corrective distributions | 2011-03-31 | $23,223 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-03-31 | $927,491 |
| Value of total assets at end of year | 2011-03-31 | $10,838,976 |
| Value of total assets at beginning of year | 2011-03-31 | $8,933,292 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-03-31 | $8,017 |
| Total interest from all sources | 2011-03-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-03-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-03-31 | No |
| Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
| Value of fidelity bond cover | 2011-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-03-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
| Contributions received from participants | 2011-03-31 | $816,681 |
| Participant contributions at end of year | 2011-03-31 | $0 |
| Participant contributions at beginning of year | 2011-03-31 | $30,161 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
| Value of net income/loss | 2011-03-31 | $1,905,684 |
| Value of net assets at end of year (total assets less liabilities) | 2011-03-31 | $10,838,976 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-03-31 | $8,933,292 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
| Investment advisory and management fees | 2011-03-31 | $4,078 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-03-31 | $10,266,566 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-03-31 | $8,419,880 |
| Value of interest in common/collective trusts at end of year | 2011-03-31 | $461,600 |
| Value of interest in common/collective trusts at beginning of year | 2011-03-31 | $350,281 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-03-31 | $1,300,387 |
| Net investment gain or loss from common/collective trusts | 2011-03-31 | $9,926 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
| Contributions received in cash from employer | 2011-03-31 | $110,810 |
| Employer contributions (assets) at end of year | 2011-03-31 | $110,810 |
| Employer contributions (assets) at beginning of year | 2011-03-31 | $132,970 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $300,880 |
| Contract administrator fees | 2011-03-31 | $3,939 |
| Did the plan have assets held for investment | 2011-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Disclaimer |
| Accountancy firm name | 2011-03-31 | MACDONALD PAGE & CO, LLC |
| Accountancy firm EIN | 2011-03-31 | 010242373 |
| 2010 : FEELEY & DRISCOLL, P.C. 401 K PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-03-31 | $0 |
