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CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN
Plan identification number 014

CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CONNELL LIMITED PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name:CONNELL LIMITED PARTNERSHIP
Employer identification number (EIN):042953203
NAIC Classification:332900

Additional information about CONNELL LIMITED PARTNERSHIP

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2114478

More information about CONNELL LIMITED PARTNERSHIP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0142022-01-01
0142021-01-01
0142020-01-01
0142019-01-01
0142018-01-01
0142017-01-01CATHERINE R. GALLAGHER CATHERINE R. GALLAGHER2018-09-12
0142016-01-01CATHERINE R. GALLAGHER
0142015-01-01CATHERINE R. GALLAGHER CATHERINE R. GALLAGHER2016-07-21
0142014-01-01CATHERINE R. GALLAGHER CATHERINE R. GALLAGHER2015-07-21
0142013-01-01CATHERINE R. GALLAGHER
0142012-01-01CATHERINE R. GALLAGHER
0142011-01-01CATHERINE R. GALLAGHER

Plan Statistics for CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN

Measure Date Value
2022: CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01565
Total number of active participants reported on line 7a of the Form 55002022-01-01268
Number of retired or separated participants receiving benefits2022-01-0120
Number of other retired or separated participants entitled to future benefits2022-01-01203
Total of all active and inactive participants2022-01-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01493
Number of participants with account balances2022-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01595
Total number of active participants reported on line 7a of the Form 55002021-01-01366
Number of retired or separated participants receiving benefits2021-01-0116
Number of other retired or separated participants entitled to future benefits2021-01-01182
Total of all active and inactive participants2021-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01565
Number of participants with account balances2021-01-01485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01593
Total number of active participants reported on line 7a of the Form 55002020-01-01350
Number of retired or separated participants receiving benefits2020-01-0117
Number of other retired or separated participants entitled to future benefits2020-01-01225
Total of all active and inactive participants2020-01-01592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01595
Number of participants with account balances2020-01-01589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01667
Total number of active participants reported on line 7a of the Form 55002019-01-01358
Number of retired or separated participants receiving benefits2019-01-0119
Number of other retired or separated participants entitled to future benefits2019-01-01215
Total of all active and inactive participants2019-01-01592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01593
Number of participants with account balances2019-01-01591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01652
Total number of active participants reported on line 7a of the Form 55002018-01-01447
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-01204
Total of all active and inactive participants2018-01-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01667
Number of participants with account balances2018-01-01657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01628
Total number of active participants reported on line 7a of the Form 55002017-01-01429
Number of retired or separated participants receiving benefits2017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-01207
Total of all active and inactive participants2017-01-01651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01652
Number of participants with account balances2017-01-01643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01643
Total number of active participants reported on line 7a of the Form 55002016-01-01395
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-01221
Total of all active and inactive participants2016-01-01628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01628
Number of participants with account balances2016-01-01619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01537
Total number of active participants reported on line 7a of the Form 55002015-01-01405
Number of retired or separated participants receiving benefits2015-01-0112
Number of other retired or separated participants entitled to future benefits2015-01-01226
Total of all active and inactive participants2015-01-01643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01643
Number of participants with account balances2015-01-01611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01530
Total number of active participants reported on line 7a of the Form 55002014-01-01295
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-01232
Total of all active and inactive participants2014-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01537
Number of participants with account balances2014-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01448
Total number of active participants reported on line 7a of the Form 55002013-01-01295
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-01225
Total of all active and inactive participants2013-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01530
Number of participants with account balances2013-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,109
Total number of active participants reported on line 7a of the Form 55002012-01-01189
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-01252
Total of all active and inactive participants2012-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01448
Number of participants with account balances2012-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,091
Total number of active participants reported on line 7a of the Form 55002011-01-01795
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-01308
Total of all active and inactive participants2011-01-011,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,109
Number of participants with account balances2011-01-011,090

Financial Data on CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-3,641,482
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,775,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,741,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,809,329
Value of total assets at end of year2022-12-31$36,837,678
Value of total assets at beginning of year2022-12-31$43,254,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$33,816
Total interest from all sources2022-12-31$10,084
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,238,087
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,238,087
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,075,802
Participant contributions at end of year2022-12-31$243,538
Participant contributions at beginning of year2022-12-31$195,465
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$90,278
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,401
Other income not declared elsewhere2022-12-31$1,781
Administrative expenses (other) incurred2022-12-31$33,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,417,161
Value of net assets at end of year (total assets less liabilities)2022-12-31$36,837,678
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$43,254,839
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$33,344,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$40,554,583
Interest on participant loans2022-12-31$10,084
Value of interest in common/collective trusts at end of year2022-12-31$3,249,825
Value of interest in common/collective trusts at beginning of year2022-12-31$2,504,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,741,635
Net investment gain or loss from common/collective trusts2022-12-31$40,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$643,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,740,462
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 name2022-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2022-12-31431947695
2021 : CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$4,836,816
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$9,818,657
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,027,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,989,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,203,267
Value of total assets at end of year2021-12-31$43,254,839
Value of total assets at beginning of year2021-12-31$46,300,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$37,627
Total interest from all sources2021-12-31$13,974
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,461,000
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$4,461,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,200,675
Participant contributions at end of year2021-12-31$195,465
Participant contributions at beginning of year2021-12-31$390,485
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,286,143
Administrative expenses (other) incurred2021-12-31$37,627
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$1,791,591
Value of net assets at end of year (total assets less liabilities)2021-12-31$43,254,839
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$46,300,064
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$40,554,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$43,582,389
Interest on participant loans2021-12-31$13,974
Value of interest in common/collective trusts at end of year2021-12-31$2,504,791
Value of interest in common/collective trusts at beginning of year2021-12-31$2,327,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,117,611
Net investment gain or loss from common/collective trusts2021-12-31$22,805
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$716,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,989,439
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 name2021-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2021-12-31431947695
2020 : CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS 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$8,092,356
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,355,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,315,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,590,888
Value of total assets at end of year2020-12-31$46,300,064
Value of total assets at beginning of year2020-12-31$41,563,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$40,553
Total interest from all sources2020-12-31$17,517
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,691,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,691,872
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,216,092
Participant contributions at end of year2020-12-31$390,485
Participant contributions at beginning of year2020-12-31$335,686
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$10,711
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$34,133
Administrative expenses (other) incurred2020-12-31$40,553
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$4,736,759
Value of net assets at end of year (total assets less liabilities)2020-12-31$46,300,064
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$41,563,305
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$43,582,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$39,879,499
Interest on participant loans2020-12-31$17,517
Value of interest in common/collective trusts at end of year2020-12-31$2,327,190
Value of interest in common/collective trusts at beginning of year2020-12-31$1,331,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,748,026
Net investment gain or loss from common/collective trusts2020-12-31$44,053
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$340,663
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$5,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,315,044
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2020-12-31431947695
2019 : CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$946,859
Total transfer of assets from this plan2019-12-31$8,107,211
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$10,704,565
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,984,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,960,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,958,284
Value of total assets at end of year2019-12-31$41,563,305
Value of total assets at beginning of year2019-12-31$43,003,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,373
Total interest from all sources2019-12-31$17,882
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,439,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,439,121
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,300,556
Participant contributions at end of year2019-12-31$335,686
Participant contributions at beginning of year2019-12-31$618,723
Participant contributions at end of year2019-12-31$10,711
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$226,645
Administrative expenses (other) incurred2019-12-31$24,373
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$5,720,136
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,563,305
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,003,521
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$39,879,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$39,387,917
Interest on participant loans2019-12-31$17,882
Value of interest in common/collective trusts at end of year2019-12-31$1,331,801
Value of interest in common/collective trusts at beginning of year2019-12-31$2,987,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,244,005
Net investment gain or loss from common/collective trusts2019-12-31$45,273
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$431,083
Employer contributions (assets) at end of year2019-12-31$5,608
Employer contributions (assets) at beginning of year2019-12-31$9,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,960,056
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 name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2019-12-31431947695
2018 : CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS 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$2,365,163
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,428,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,396,153
Value of total corrective distributions2018-12-31$11,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,650,057
Value of total assets at end of year2018-12-31$43,003,521
Value of total assets at beginning of year2018-12-31$45,066,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,846
Total interest from all sources2018-12-31$27,032
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,008,212
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$2,008,212
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,473,655
Participant contributions at end of year2018-12-31$618,723
Participant contributions at beginning of year2018-12-31$652,800
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,323,463
Administrative expenses (other) incurred2018-12-31$20,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,063,317
Value of net assets at end of year (total assets less liabilities)2018-12-31$43,003,521
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$45,066,838
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$39,387,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$42,544,246
Interest on participant loans2018-12-31$27,032
Value of interest in common/collective trusts at end of year2018-12-31$2,987,672
Value of interest in common/collective trusts at beginning of year2018-12-31$1,861,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,320,138
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$852,939
Employer contributions (assets) at end of year2018-12-31$9,209
Employer contributions (assets) at beginning of year2018-12-31$8,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,396,153
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 name2018-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2018-12-31431947695
2017 : CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS 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$9,589,945
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,046,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,024,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,143,460
Value of total assets at end of year2017-12-31$45,066,838
Value of total assets at beginning of year2017-12-31$38,523,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,250
Total interest from all sources2017-12-31$27,350
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,682,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,682,422
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,159,168
Participant contributions at end of year2017-12-31$652,800
Participant contributions at beginning of year2017-12-31$664,109
Participant contributions at beginning of year2017-12-31$9,643
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$312,558
Other income not declared elsewhere2017-12-31$2,661
Administrative expenses (other) incurred2017-12-31$22,250
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$6,542,995
Value of net assets at end of year (total assets less liabilities)2017-12-31$45,066,838
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$38,523,843
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$42,544,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$35,628,064
Interest on participant loans2017-12-31$27,350
Value of interest in common/collective trusts at end of year2017-12-31$1,861,442
Value of interest in common/collective trusts at beginning of year2017-12-31$2,210,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,695,714
Net investment gain or loss from common/collective trusts2017-12-31$38,338
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$671,734
Employer contributions (assets) at end of year2017-12-31$8,350
Employer contributions (assets) at beginning of year2017-12-31$11,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,024,700
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 name2017-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2017-12-31431947695
2016 : CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS 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$11,312,918
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,131,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,104,182
Value of total corrective distributions2016-12-31$7,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,433,236
Value of total assets at end of year2016-12-31$38,523,843
Value of total assets at beginning of year2016-12-31$29,342,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,077
Total interest from all sources2016-12-31$20,957
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,231,949
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$1,231,949
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,619,975
Participant contributions at end of year2016-12-31$664,109
Participant contributions at beginning of year2016-12-31$485,219
Participant contributions at end of year2016-12-31$9,643
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,236,212
Administrative expenses (other) incurred2016-12-31$20,077
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$9,181,577
Value of net assets at end of year (total assets less liabilities)2016-12-31$38,523,843
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$29,342,266
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$35,628,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$27,477,480
Interest on participant loans2016-12-31$20,957
Value of interest in common/collective trusts at end of year2016-12-31$2,210,512
Value of interest in common/collective trusts at beginning of year2016-12-31$1,379,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,596,728
Net investment gain or loss from common/collective trusts2016-12-31$30,048
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$577,049
Employer contributions (assets) at end of year2016-12-31$11,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,104,182
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 name2016-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2016-12-31431947695
2015 : CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS 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$4,521,513
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,329,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,308,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,904,864
Value of total assets at end of year2015-12-31$29,342,266
Value of total assets at beginning of year2015-12-31$28,150,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,690
Total interest from all sources2015-12-31$15,097
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,328,984
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$1,328,984
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$977,769
Participant contributions at end of year2015-12-31$485,219
Participant contributions at beginning of year2015-12-31$337,720
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,555,960
Other income not declared elsewhere2015-12-31$220
Administrative expenses (other) incurred2015-12-31$21,690
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$1,191,766
Value of net assets at end of year (total assets less liabilities)2015-12-31$29,342,266
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$28,150,500
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$27,477,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,881,848
Interest on participant loans2015-12-31$15,097
Value of interest in common/collective trusts at end of year2015-12-31$1,379,567
Value of interest in common/collective trusts at beginning of year2015-12-31$930,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,748,192
Net investment gain or loss from common/collective trusts2015-12-31$20,540
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$371,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,308,057
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 name2015-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2015-12-31431947695
2014 : CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS 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$3,499,356
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,143,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,127,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,303,647
Value of total assets at end of year2014-12-31$28,150,500
Value of total assets at beginning of year2014-12-31$28,794,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,022
Total interest from all sources2014-12-31$14,243
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,300,488
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$1,300,488
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$860,809
Participant contributions at end of year2014-12-31$337,720
Participant contributions at beginning of year2014-12-31$294,680
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$71,194
Other income not declared elsewhere2014-12-31$26
Administrative expenses (other) incurred2014-12-31$16,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-643,730
Value of net assets at end of year (total assets less liabilities)2014-12-31$28,150,500
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,794,230
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$26,881,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$27,504,312
Interest on participant loans2014-12-31$14,243
Value of interest in common/collective trusts at end of year2014-12-31$930,932
Value of interest in common/collective trusts at beginning of year2014-12-31$995,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$859,845
Net investment gain or loss from common/collective trusts2014-12-31$21,107
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$371,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,127,064
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 name2014-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2014-12-31431947695
2013 : CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS 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$6,291,017
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,205,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,194,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$810,887
Value of total assets at end of year2013-12-31$28,794,230
Value of total assets at beginning of year2013-12-31$24,708,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,071
Total interest from all sources2013-12-31$13,721
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$905,873
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$905,873
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$618,991
Participant contributions at end of year2013-12-31$294,680
Participant contributions at beginning of year2013-12-31$368,101
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,507
Other income not declared elsewhere2013-12-31$17,819
Administrative expenses (other) incurred2013-12-31$11,071
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$4,085,327
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,794,230
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,708,903
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$27,504,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,414,259
Interest on participant loans2013-12-31$13,721
Value of interest in common/collective trusts at end of year2013-12-31$995,238
Value of interest in common/collective trusts at beginning of year2013-12-31$926,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,523,384
Net investment gain or loss from common/collective trusts2013-12-31$19,333
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$188,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,194,619
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2013-12-31431947695
2012 : CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$6,061,505
Total transfer of assets from this plan2012-12-31$54,980,898
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$10,303,161
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,168,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,135,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,551,015
Value of total assets at end of year2012-12-31$24,708,903
Value of total assets at beginning of year2012-12-31$70,493,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$33,039
Total interest from all sources2012-12-31$74,588
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$790,245
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$790,245
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,427,244
Participant contributions at end of year2012-12-31$368,101
Participant contributions at beginning of year2012-12-31$1,883,587
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$27,301
Administrative expenses (other) incurred2012-12-31$33,039
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$3,135,114
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,708,903
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$70,493,182
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,414,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$50,976,381
Interest on participant loans2012-12-31$74,588
Value of interest in common/collective trusts at end of year2012-12-31$926,543
Value of interest in common/collective trusts at beginning of year2012-12-31$17,633,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,539,052
Net investment gain or loss from common/collective trusts2012-12-31$348,261
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$1,096,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,135,008
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2012-12-31431947695
2011 : CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS 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$4,254,674
Total loss/gain on sale of assets2011-12-31$17,897
Total of all expenses incurred2011-12-31$4,593,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,558,097
Expenses. Certain deemed distributions of participant loans2011-12-31$-1,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,787,758
Value of total assets at end of year2011-12-31$70,493,182
Value of total assets at beginning of year2011-12-31$70,831,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$36,846
Total interest from all sources2011-12-31$92,981
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,338,852
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$1,338,852
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,593,249
Participant contributions at end of year2011-12-31$1,883,587
Participant contributions at beginning of year2011-12-31$1,980,228
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$427,456
Administrative expenses (other) incurred2011-12-31$36,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-338,757
Value of net assets at end of year (total assets less liabilities)2011-12-31$70,493,182
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$70,831,939
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$50,976,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$50,311,607
Interest on participant loans2011-12-31$92,981
Interest earned on other investments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$17,633,214
Value of interest in common/collective trusts at beginning of year2011-12-31$18,074,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,444,744
Net investment gain or loss from common/collective trusts2011-12-31$461,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$767,053
Employer contributions (assets) at end of year2011-12-31$0
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$4,558,097
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$465,890
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
Aggregate proceeds on sale of assets2011-12-31$483,787
Aggregate carrying amount (costs) on sale of assets2011-12-31$465,890
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 name2011-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2011-12-31431947695

Form 5500 Responses for CONNELL LIMITED PARTNERSHIP EMPLOYEE RETIREMENT SAVINGS PLAN

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

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