WIGGIN & DANA LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF
401k plan membership statisitcs for WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF
Measure | Date | Value |
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2022 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $393,614 |
Total transfer of assets from this plan | 2022-12-31 | $99,124 |
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 | $-17,073,586 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $15,078,686 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $15,051,410 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,853,196 |
Value of total assets at end of year | 2022-12-31 | $107,171,740 |
Value of total assets at beginning of year | 2022-12-31 | $139,029,522 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $27,276 |
Total interest from all sources | 2022-12-31 | $20,337 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $4,462,503 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $4,462,503 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,823,419 |
Participant contributions at end of year | 2022-12-31 | $376,879 |
Participant contributions at beginning of year | 2022-12-31 | $505,673 |
Participant contributions at end of year | 2022-12-31 | $154,770 |
Participant contributions at beginning of year | 2022-12-31 | $159,500 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $1,137,027 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $1,390,553 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $527,250 |
Other income not declared elsewhere | 2022-12-31 | $-253,526 |
Administrative expenses (other) incurred | 2022-12-31 | $27,276 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-32,152,272 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $107,171,740 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $139,029,522 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $92,998,810 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $126,264,336 |
Interest on participant loans | 2022-12-31 | $20,337 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $12,098,713 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $10,243,587 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-26,334,887 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $178,791 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,502,527 |
Employer contributions (assets) at end of year | 2022-12-31 | $405,541 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $465,873 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $15,051,410 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PRICEWATERHOUSECOOPERS |
Accountancy firm EIN | 2022-12-31 | 134008324 |
2021 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $100,838 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $20,070,592 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,121,900 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,095,797 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,065,775 |
Value of total assets at end of year | 2021-12-31 | $139,029,522 |
Value of total assets at beginning of year | 2021-12-31 | $121,979,992 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $26,103 |
Total interest from all sources | 2021-12-31 | $24,566 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $5,817,087 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $5,817,087 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,499,388 |
Participant contributions at end of year | 2021-12-31 | $505,673 |
Participant contributions at beginning of year | 2021-12-31 | $509,619 |
Participant contributions at end of year | 2021-12-31 | $159,500 |
Participant contributions at beginning of year | 2021-12-31 | $143,382 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $1,390,553 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $1,325,957 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $201,977 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $11,311 |
Other income not declared elsewhere | 2021-12-31 | $64,596 |
Administrative expenses (other) incurred | 2021-12-31 | $26,103 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $16,948,692 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $139,029,522 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $121,979,992 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $126,264,336 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $108,422,395 |
Interest on participant loans | 2021-12-31 | $24,566 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $10,243,587 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $11,056,011 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $9,938,102 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $160,466 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,364,410 |
Employer contributions (assets) at end of year | 2021-12-31 | $465,873 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $522,628 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,084,486 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $187,498 |
Total transfer of assets from this plan | 2020-12-31 | $95,355 |
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 | $17,558,615 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $10,137,486 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $10,112,773 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,695,742 |
Value of total assets at end of year | 2020-12-31 | $121,979,992 |
Value of total assets at beginning of year | 2020-12-31 | $114,466,720 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $24,713 |
Total interest from all sources | 2020-12-31 | $25,908 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $3,427,153 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $3,427,153 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,378,795 |
Participant contributions at end of year | 2020-12-31 | $509,619 |
Participant contributions at beginning of year | 2020-12-31 | $488,623 |
Participant contributions at end of year | 2020-12-31 | $143,382 |
Participant contributions at beginning of year | 2020-12-31 | $37,468 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $1,325,957 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $1,247,277 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $105,000 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $11,652 |
Other income not declared elsewhere | 2020-12-31 | $78,680 |
Administrative expenses (other) incurred | 2020-12-31 | $24,713 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $7,421,129 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $121,979,992 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $114,466,720 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $108,422,395 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $101,981,006 |
Interest on participant loans | 2020-12-31 | $25,908 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $11,056,011 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $10,306,883 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $10,095,730 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $235,402 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,211,947 |
Employer contributions (assets) at end of year | 2020-12-31 | $522,628 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $405,463 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $10,101,121 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $158,776 |
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 | $23,767,654 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $6,226,704 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,203,290 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,833,827 |
Value of total assets at end of year | 2019-12-31 | $114,466,720 |
Value of total assets at beginning of year | 2019-12-31 | $96,766,994 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $23,414 |
Total interest from all sources | 2019-12-31 | $27,583 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $4,108,695 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $4,108,695 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,333,192 |
Participant contributions at end of year | 2019-12-31 | $488,623 |
Participant contributions at beginning of year | 2019-12-31 | $434,385 |
Participant contributions at end of year | 2019-12-31 | $37,468 |
Participant contributions at beginning of year | 2019-12-31 | $141,592 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $1,247,277 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $1,162,023 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $232,427 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $14,730 |
Other income not declared elsewhere | 2019-12-31 | $85,254 |
Administrative expenses (other) incurred | 2019-12-31 | $23,414 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $17,540,950 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $114,466,720 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $96,766,994 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $101,981,006 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $83,645,590 |
Interest on participant loans | 2019-12-31 | $27,583 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $10,306,883 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $10,814,782 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $15,459,086 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $253,209 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,268,208 |
Employer contributions (assets) at end of year | 2019-12-31 | $405,463 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $568,622 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,188,560 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BLUM SHAPIRO & COMPANY, P.C. |
Accountancy firm EIN | 2019-12-31 | 061009205 |
2018 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $33,978 |
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 | $-1,266,181 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $6,752,392 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $6,727,654 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,886,098 |
Value of total assets at end of year | 2018-12-31 | $96,766,994 |
Value of total assets at beginning of year | 2018-12-31 | $104,751,589 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $24,738 |
Total interest from all sources | 2018-12-31 | $21,266 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $5,115,377 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $5,115,377 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,349,647 |
Participant contributions at end of year | 2018-12-31 | $434,385 |
Participant contributions at beginning of year | 2018-12-31 | $469,531 |
Participant contributions at end of year | 2018-12-31 | $141,592 |
Participant contributions at beginning of year | 2018-12-31 | $121,600 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $1,162,023 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $1,134,444 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $378,221 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $11,736 |
Other income not declared elsewhere | 2018-12-31 | $27,579 |
Administrative expenses (other) incurred | 2018-12-31 | $24,738 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-8,018,573 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $96,766,994 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $104,751,589 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $83,645,590 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $91,611,397 |
Interest on participant loans | 2018-12-31 | $21,266 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $10,814,782 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $11,067,811 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-10,564,800 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $248,299 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,158,230 |
Employer contributions (assets) at end of year | 2018-12-31 | $568,622 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $346,806 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,715,918 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BLUM SHAPIRO & COMPANY, P.C. |
Accountancy firm EIN | 2018-12-31 | 061009205 |
2017 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $18,173,437 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $4,055,529 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $4,026,151 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,464,004 |
Value of total assets at end of year | 2017-12-31 | $104,751,589 |
Value of total assets at beginning of year | 2017-12-31 | $90,633,681 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $29,378 |
Total interest from all sources | 2017-12-31 | $20,341 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $3,670,195 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $3,670,195 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,434,167 |
Participant contributions at end of year | 2017-12-31 | $469,531 |
Participant contributions at beginning of year | 2017-12-31 | $438,473 |
Participant contributions at end of year | 2017-12-31 | $121,600 |
Participant contributions at beginning of year | 2017-12-31 | $28,000 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $1,134,444 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $1,059,390 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,769 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $8,742 |
Other income not declared elsewhere | 2017-12-31 | $75,054 |
Administrative expenses (other) incurred | 2017-12-31 | $29,378 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $14,117,908 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $104,751,589 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $90,633,681 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $91,611,397 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $79,084,730 |
Interest on participant loans | 2017-12-31 | $20,341 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $11,067,811 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $9,677,372 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $10,761,412 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $182,431 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,027,068 |
Employer contributions (assets) at end of year | 2017-12-31 | $346,806 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $345,716 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $4,017,409 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BLUM SHAPIRO & COMPANY, P.C. |
Accountancy firm EIN | 2017-12-31 | 061009205 |
2016 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $243,842 |
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 | $10,253,927 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,806,846 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,783,895 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,620,473 |
Value of total assets at end of year | 2016-12-31 | $90,633,681 |
Value of total assets at beginning of year | 2016-12-31 | $82,942,758 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $22,951 |
Total interest from all sources | 2016-12-31 | $16,530 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,380,400 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $2,380,400 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,376,366 |
Participant contributions at end of year | 2016-12-31 | $438,473 |
Participant contributions at beginning of year | 2016-12-31 | $349,412 |
Participant contributions at end of year | 2016-12-31 | $28,000 |
Participant contributions at beginning of year | 2016-12-31 | $10,000 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $1,059,390 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $1,002,032 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $200,816 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $11,736 |
Other income not declared elsewhere | 2016-12-31 | $57,358 |
Administrative expenses (other) incurred | 2016-12-31 | $22,951 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $7,447,081 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $90,633,681 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $82,942,758 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $79,084,730 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $73,196,971 |
Interest on participant loans | 2016-12-31 | $16,530 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $9,677,372 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $7,929,411 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $3,994,243 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $184,923 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,043,291 |
Employer contributions (assets) at end of year | 2016-12-31 | $345,716 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $454,932 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,772,159 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BLUM SHAPIRO & COMPANY, P.C. |
Accountancy firm EIN | 2016-12-31 | 061009205 |
2015 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $179,520 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,917,556 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $7,626,309 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $7,602,469 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,726,374 |
Value of total assets at end of year | 2015-12-31 | $82,942,758 |
Value of total assets at beginning of year | 2015-12-31 | $87,471,991 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $23,840 |
Total interest from all sources | 2015-12-31 | $13,778 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $3,329,435 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $3,329,435 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,476,586 |
Participant contributions at end of year | 2015-12-31 | $349,412 |
Participant contributions at beginning of year | 2015-12-31 | $297,465 |
Participant contributions at end of year | 2015-12-31 | $10,000 |
Participant contributions at beginning of year | 2015-12-31 | $49,613 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $1,002,032 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $956,793 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $301 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $14,730 |
Other income not declared elsewhere | 2015-12-31 | $45,239 |
Administrative expenses (other) incurred | 2015-12-31 | $23,840 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $37,658,101 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-4,708,753 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $82,942,758 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $87,471,991 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $73,196,971 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $32,542,597 |
Interest on participant loans | 2015-12-31 | $13,778 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $7,929,411 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $15,458,633 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-4,422,802 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $225,532 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,249,487 |
Employer contributions (assets) at end of year | 2015-12-31 | $454,932 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $508,789 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $7,587,739 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BLUM SHAPIRO & COMPANY, P.C. |
Accountancy firm EIN | 2015-12-31 | 061009205 |
2014 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $37,707,714 |
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 | $5,266,513 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $4,135,304 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,134,404 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,168,385 |
Value of total assets at end of year | 2014-12-31 | $87,471,991 |
Value of total assets at beginning of year | 2014-12-31 | $48,633,068 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $900 |
Total interest from all sources | 2014-12-31 | $9,894 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,494,480 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $2,494,480 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Participant contributions at end of year | 2014-12-31 | $297,465 |
Participant contributions at beginning of year | 2014-12-31 | $257,621 |
Participant contributions at end of year | 2014-12-31 | $49,613 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $956,793 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $920,027 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $11,735 |
Other income not declared elsewhere | 2014-12-31 | $47,456 |
Administrative expenses (other) incurred | 2014-12-31 | $900 |
Total non interest bearing cash at end of year | 2014-12-31 | $37,658,101 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,131,209 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $87,471,991 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $48,633,068 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $32,542,597 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $40,553,525 |
Interest on participant loans | 2014-12-31 | $9,894 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $15,458,633 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $6,338,333 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $337,711 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $208,587 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,168,385 |
Employer contributions (assets) at end of year | 2014-12-31 | $508,789 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $563,562 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,122,669 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BLUM SHAPIRO & COMPANY, P.C. |
Accountancy firm EIN | 2014-12-31 | 061009205 |
2013 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $9,194,499 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $712,713 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $711,713 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,282,506 |
Value of total assets at end of year | 2013-12-31 | $48,633,068 |
Value of total assets at beginning of year | 2013-12-31 | $40,151,282 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,000 |
Total interest from all sources | 2013-12-31 | $8,984 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,669,372 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,669,372 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Participant contributions at end of year | 2013-12-31 | $257,621 |
Participant contributions at beginning of year | 2013-12-31 | $223,954 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $920,027 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $846,028 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $41,759 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $9,237 |
Other income not declared elsewhere | 2013-12-31 | $73,999 |
Administrative expenses (other) incurred | 2013-12-31 | $1,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $8,481,786 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $48,633,068 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $40,151,282 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $40,553,525 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $32,727,389 |
Interest on participant loans | 2013-12-31 | $8,984 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $6,338,333 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $5,883,740 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $5,183,302 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-23,664 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,240,747 |
Employer contributions (assets) at end of year | 2013-12-31 | $563,562 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $470,171 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $702,476 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BLUM SHAPIRO & COMPANY, P.C. |
Accountancy firm EIN | 2013-12-31 | 061009205 |
2012 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $6,211,442 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,816,140 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,815,151 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,099,223 |
Value of total assets at end of year | 2012-12-31 | $40,151,282 |
Value of total assets at beginning of year | 2012-12-31 | $35,755,980 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $989 |
Total interest from all sources | 2012-12-31 | $10,354 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $885,284 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $885,284 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Participant contributions at end of year | 2012-12-31 | $223,954 |
Participant contributions at beginning of year | 2012-12-31 | $262,490 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $846,028 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $790,131 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $9,237 |
Other income not declared elsewhere | 2012-12-31 | $55,897 |
Administrative expenses (other) incurred | 2012-12-31 | $989 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $4,395,302 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $40,151,282 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $35,755,980 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $32,727,389 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $27,822,641 |
Interest on participant loans | 2012-12-31 | $10,354 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $5,883,740 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $6,468,361 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,036,225 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $124,459 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $2,099,223 |
Employer contributions (assets) at end of year | 2012-12-31 | $470,171 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $412,357 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,805,914 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BLUM SHAPIRO & COMPANY, P.C. |
Accountancy firm EIN | 2012-12-31 | 061009205 |
2011 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $107,361 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $107,361 |
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 | $2,579,255 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $289,327 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $286,428 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,503,764 |
Value of total assets at end of year | 2011-12-31 | $35,755,980 |
Value of total assets at beginning of year | 2011-12-31 | $33,466,052 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,899 |
Total interest from all sources | 2011-12-31 | $11,771 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $692,886 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $692,886 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Participant contributions at end of year | 2011-12-31 | $262,490 |
Participant contributions at beginning of year | 2011-12-31 | $285,892 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $790,131 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $752,279 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $25,669 |
Other income not declared elsewhere | 2011-12-31 | $37,852 |
Administrative expenses (other) incurred | 2011-12-31 | $2,899 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $2,289,928 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $35,755,980 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $33,466,052 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $27,822,641 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $27,479,470 |
Interest on participant loans | 2011-12-31 | $11,771 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $6,468,361 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $4,879,984 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $12,248 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-928,223 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $153,844 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $2,478,095 |
Employer contributions (assets) at end of year | 2011-12-31 | $412,357 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $68,427 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $274,180 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BLUM SHAPIRO & COMPANY, P.C. |
Accountancy firm EIN | 2011-12-31 | 061009205 |
2010 : WIGGIN & DANA RETIREMENT AND SAVINGS PLAN FOR PARTNERS & STAFF 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $6,083,239 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,848,057 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,842,828 |
Value of total corrective distributions | 2010-12-31 | $3,901 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,221,206 |
Value of total assets at end of year | 2010-12-31 | $33,466,052 |
Value of total assets at beginning of year | 2010-12-31 | $29,230,870 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,328 |
Total interest from all sources | 2010-12-31 | $67,277 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $526,936 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $526,936 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Participant contributions at end of year | 2010-12-31 | $285,892 |
Participant contributions at beginning of year | 2010-12-31 | $238,830 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $752,279 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $698,147 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $337,084 |
Administrative expenses (other) incurred | 2010-12-31 | $1,328 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,235,182 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $33,466,052 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $29,230,870 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $27,479,470 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $22,877,431 |
Interest on participant loans | 2010-12-31 | $13,145 |
Interest earned on other investments | 2010-12-31 | $54,132 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $4,879,984 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $5,299,881 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,810,671 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $457,149 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,884,122 |
Employer contributions (assets) at end of year | 2010-12-31 | $68,427 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $116,581 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,842,828 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MCGLADREY AND PULLEN, LLP |
Accountancy firm EIN | 2010-12-31 | 420714325 |