?>
Logo

MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 401k Plan overview

Plan NameMURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN
Plan identification number 001

MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

MURTHA CULLINA LLP has sponsored the creation of one or more 401k plans.

Company Name:MURTHA CULLINA LLP
Employer identification number (EIN):060686015
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012018-01-01
0012017-01-01MICHAEL ORCE
0012016-01-01MICHAEL ORCE
0012015-01-01MICHAEL ORCE
0012014-01-01MICHAEL ORCE
0012013-01-01WILLIAM J. KEENAN, JR.
0012012-01-01WILLIAM J. KEENAN, JR.
0012011-01-01GARY CEBALLOS
0012009-01-01GARY CEBALLOS WILLIAM J. KEENAN, JR.2010-10-05

Plan Statistics for MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN

401k plan membership statisitcs for MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2022: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01278
Total number of active participants reported on line 7a of the Form 55002022-01-01139
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01131
Total of all active and inactive participants2022-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01279
Number of participants with account balances2022-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01281
Total number of active participants reported on line 7a of the Form 55002021-01-01150
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01126
Total of all active and inactive participants2021-01-01278
Total participants2021-01-01278
Number of participants with account balances2021-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01293
Total number of active participants reported on line 7a of the Form 55002020-01-01157
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01122
Total of all active and inactive participants2020-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01281
Number of participants with account balances2020-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0121
2019: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01271
Total number of active participants reported on line 7a of the Form 55002019-01-01185
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01106
Total of all active and inactive participants2019-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01293
Number of participants with account balances2019-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01278
Total number of active participants reported on line 7a of the Form 55002018-01-01161
Number of other retired or separated participants entitled to future benefits2018-01-01108
Total of all active and inactive participants2018-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01271
Number of participants with account balances2018-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01272
Total number of active participants reported on line 7a of the Form 55002017-01-01175
Number of other retired or separated participants entitled to future benefits2017-01-01100
Total of all active and inactive participants2017-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01278
Number of participants with account balances2017-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01285
Total number of active participants reported on line 7a of the Form 55002016-01-01177
Number of other retired or separated participants entitled to future benefits2016-01-0189
Total of all active and inactive participants2016-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-01272
Number of participants with account balances2016-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01320
Total number of active participants reported on line 7a of the Form 55002015-01-01180
Number of other retired or separated participants entitled to future benefits2015-01-01100
Total of all active and inactive participants2015-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01285
Number of participants with account balances2015-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01311
Total number of active participants reported on line 7a of the Form 55002014-01-01202
Number of other retired or separated participants entitled to future benefits2014-01-01114
Total of all active and inactive participants2014-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01320
Number of participants with account balances2014-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01304
Total number of active participants reported on line 7a of the Form 55002013-01-01216
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0192
Total of all active and inactive participants2013-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01311
Number of participants with account balances2013-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01300
Total number of active participants reported on line 7a of the Form 55002012-01-01226
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0174
Total of all active and inactive participants2012-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01300
Number of participants with account balances2012-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01309
Total number of active participants reported on line 7a of the Form 55002011-01-01222
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0178
Total of all active and inactive participants2011-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01300
Number of participants with account balances2011-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2009: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01290
Total number of active participants reported on line 7a of the Form 55002009-01-01235
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0166
Total of all active and inactive participants2009-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01304
Number of participants with account balances2009-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN

Measure Date Value
2022 : MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,476,038
Total unrealized appreciation/depreciation of assets2022-12-31$-1,476,038
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$0
Total income from all sources (including contributions)2022-12-31$-18,378,520
Total loss/gain on sale of assets2022-12-31$-2,198,135
Total of all expenses incurred2022-12-31$11,748,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,588,367
Expenses. Certain deemed distributions of participant loans2022-12-31$1,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,296,296
Value of total assets at end of year2022-12-31$97,789,961
Value of total assets at beginning of year2022-12-31$127,916,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$158,767
Total interest from all sources2022-12-31$172,186
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,234,951
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$3,968,904
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,571,894
Participant contributions at end of year2022-12-31$377,506
Participant contributions at beginning of year2022-12-31$438,511
Assets. Other investments not covered elsewhere at end of year2022-12-31$29,307,678
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$39,733,942
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$115,390
Other income not declared elsewhere2022-12-31$69,383
Administrative expenses (other) incurred2022-12-31$136,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-30,126,842
Value of net assets at end of year (total assets less liabilities)2022-12-31$97,789,961
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$127,916,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$22,094
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$65,042,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$84,785,298
Interest on participant loans2022-12-31$21,557
Income. Interest from US Government securities2022-12-31$20,843
Income. Interest from corporate debt instruments2022-12-31$71,404
Value of interest in common/collective trusts at end of year2022-12-31$1,885,669
Value of interest in common/collective trusts at beginning of year2022-12-31$1,707,915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$58,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-22,505,122
Net investment gain or loss from common/collective trusts2022-12-31$27,959
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$1,609,012
Employer contributions (assets) at end of year2022-12-31$1,176,943
Employer contributions (assets) at beginning of year2022-12-31$1,251,137
Income. Dividends from preferred stock2022-12-31$3,594
Income. Dividends from common stock2022-12-31$262,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,588,367
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
Aggregate proceeds on sale of assets2022-12-31$11,493,516
Aggregate carrying amount (costs) on sale of assets2022-12-31$13,691,651
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$4,142,360
Total unrealized appreciation/depreciation of assets2021-12-31$4,142,360
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$22,294,010
Total loss/gain on sale of assets2021-12-31$234,373
Total of all expenses incurred2021-12-31$11,348,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,129,378
Expenses. Certain deemed distributions of participant loans2021-12-31$1,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,083,095
Value of total assets at end of year2021-12-31$127,916,803
Value of total assets at beginning of year2021-12-31$116,971,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$218,002
Total interest from all sources2021-12-31$120,126
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,641,392
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$7,360,844
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$95,758
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$1,444,251
Participant contributions at end of year2021-12-31$438,511
Participant contributions at beginning of year2021-12-31$660,925
Assets. Other investments not covered elsewhere at end of year2021-12-31$39,733,942
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$992,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$56,250
Administrative expenses (other) incurred2021-12-31$200,265
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$10,945,491
Value of net assets at end of year (total assets less liabilities)2021-12-31$127,916,803
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$116,971,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$17,737
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$84,785,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$87,286,140
Interest on participant loans2021-12-31$36,086
Income. Interest from corporate debt instruments2021-12-31$62,565
Value of interest in common/collective trusts at end of year2021-12-31$1,707,915
Value of interest in common/collective trusts at beginning of year2021-12-31$2,209,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,984,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,984,973
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$21,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,983,087
Net investment gain or loss from common/collective trusts2021-12-31$33,327
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,646,756
Employer contributions (assets) at end of year2021-12-31$1,251,137
Employer contributions (assets) at beginning of year2021-12-31$1,267,388
Income. Dividends from preferred stock2021-12-31$3,890
Income. Dividends from common stock2021-12-31$276,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,129,378
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$1,762,577
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$17,704,272
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
Aggregate proceeds on sale of assets2021-12-31$4,335,783
Aggregate carrying amount (costs) on sale of assets2021-12-31$4,101,410
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,882,986
Total unrealized appreciation/depreciation of assets2020-12-31$2,882,986
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$21,949,527
Total loss/gain on sale of assets2020-12-31$-516,388
Total of all expenses incurred2020-12-31$18,621,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,456,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,692,680
Value of total assets at end of year2020-12-31$116,971,312
Value of total assets at beginning of year2020-12-31$113,642,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$164,824
Total interest from all sources2020-12-31$181,552
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,800,535
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$4,531,916
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$95,758
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$53,400
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$1,504,047
Participant contributions at end of year2020-12-31$660,925
Participant contributions at beginning of year2020-12-31$587,722
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$226
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$405,338
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$91,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other income not declared elsewhere2020-12-31$50,000
Administrative expenses (other) incurred2020-12-31$150,711
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$3,328,523
Value of net assets at end of year (total assets less liabilities)2020-12-31$116,971,312
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$113,642,789
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
Investment advisory and management fees2020-12-31$14,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$87,286,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$80,446,006
Interest on participant loans2020-12-31$26,224
Income. Interest from US Government securities2020-12-31$2,063
Income. Interest from corporate debt instruments2020-12-31$85,397
Value of interest in common/collective trusts at end of year2020-12-31$2,209,279
Value of interest in common/collective trusts at beginning of year2020-12-31$2,196,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,984,973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$9,157,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$9,157,932
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$67,868
Asset value of US Government securities at beginning of year2020-12-31$325,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,815,348
Net investment gain or loss from common/collective trusts2020-12-31$42,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,783,295
Employer contributions (assets) at end of year2020-12-31$1,267,388
Employer contributions (assets) at beginning of year2020-12-31$1,375,585
Income. Dividends from preferred stock2020-12-31$4,588
Income. Dividends from common stock2020-12-31$264,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,456,180
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$1,762,577
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$3,046,936
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$17,704,272
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$16,361,910
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
Aggregate proceeds on sale of assets2020-12-31$10,279,666
Aggregate carrying amount (costs) on sale of assets2020-12-31$10,796,054
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,646,518
Total unrealized appreciation/depreciation of assets2019-12-31$3,646,518
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$25,028,385
Total loss/gain on sale of assets2019-12-31$422,962
Total of all expenses incurred2019-12-31$12,265,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,092,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,140,286
Value of total assets at end of year2019-12-31$113,642,789
Value of total assets at beginning of year2019-12-31$100,879,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$172,683
Total interest from all sources2019-12-31$288,739
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,055,181
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$3,761,982
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$53,400
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$54,830
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$1,336,472
Participant contributions at end of year2019-12-31$587,722
Participant contributions at beginning of year2019-12-31$677,923
Assets. Other investments not covered elsewhere at end of year2019-12-31$226
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$909,436
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$91,436
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$92,258
Other income not declared elsewhere2019-12-31$50,000
Administrative expenses (other) incurred2019-12-31$150,007
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$12,763,343
Value of net assets at end of year (total assets less liabilities)2019-12-31$113,642,789
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$100,879,446
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
Investment advisory and management fees2019-12-31$22,676
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$80,446,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$71,917,513
Interest on participant loans2019-12-31$34,294
Income. Interest from US Government securities2019-12-31$3,681
Income. Interest from corporate debt instruments2019-12-31$108,304
Value of interest in common/collective trusts at end of year2019-12-31$2,196,482
Value of interest in common/collective trusts at beginning of year2019-12-31$1,518,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,157,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,143,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,143,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$142,460
Asset value of US Government securities at end of year2019-12-31$325,154
Asset value of US Government securities at beginning of year2019-12-31$469,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,386,583
Net investment gain or loss from common/collective trusts2019-12-31$38,116
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,894,378
Employer contributions (assets) at end of year2019-12-31$1,375,585
Employer contributions (assets) at beginning of year2019-12-31$1,179,809
Income. Dividends from preferred stock2019-12-31$3,667
Income. Dividends from common stock2019-12-31$289,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,092,359
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$3,046,936
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$3,423,433
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$16,361,910
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$14,403,003
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
Aggregate proceeds on sale of assets2019-12-31$10,777,861
Aggregate carrying amount (costs) on sale of assets2019-12-31$10,354,899
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLUM SHAPIRO & CO.
Accountancy firm EIN2019-12-31061009205
2018 : MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,025,576
Total unrealized appreciation/depreciation of assets2018-12-31$-1,025,576
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$2,104,858
Total loss/gain on sale of assets2018-12-31$-95,967
Total of all expenses incurred2018-12-31$21,322,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$21,121,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,372,145
Value of total assets at end of year2018-12-31$100,879,446
Value of total assets at beginning of year2018-12-31$120,097,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$200,941
Total interest from all sources2018-12-31$246,669
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,458,156
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$5,119,212
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$54,830
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$102,556
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$1,337,340
Participant contributions at end of year2018-12-31$677,923
Participant contributions at beginning of year2018-12-31$652,676
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,333,032
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$92,258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$92,923
Other income not declared elsewhere2018-12-31$50,000
Administrative expenses (other) incurred2018-12-31$179,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-19,218,028
Value of net assets at end of year (total assets less liabilities)2018-12-31$100,879,446
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$120,097,474
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
Investment advisory and management fees2018-12-31$21,048
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$71,917,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$84,994,905
Interest on participant loans2018-12-31$31,844
Income. Interest from US Government securities2018-12-31$406
Income. Interest from corporate debt instruments2018-12-31$116,918
Value of interest in common/collective trusts at end of year2018-12-31$1,518,005
Value of interest in common/collective trusts at beginning of year2018-12-31$2,608,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$7,143,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,802,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,802,195
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$97,501
Asset value of US Government securities at end of year2018-12-31$469,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,947,208
Net investment gain or loss from common/collective trusts2018-12-31$46,639
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$1,701,773
Employer contributions (assets) at end of year2018-12-31$1,179,809
Employer contributions (assets) at beginning of year2018-12-31$1,538,066
Income. Dividends from preferred stock2018-12-31$4,246
Income. Dividends from common stock2018-12-31$334,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$21,121,945
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$3,423,433
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$3,597,744
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$14,403,003
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$18,707,607
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
Aggregate proceeds on sale of assets2018-12-31$8,688,212
Aggregate carrying amount (costs) on sale of assets2018-12-31$8,784,179
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 name2018-12-31BLUM SHAPIRO & CO.
Accountancy firm EIN2018-12-31061009205
2017 : MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,951,937
Total unrealized appreciation/depreciation of assets2017-12-31$2,951,937
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$23,512,770
Total loss/gain on sale of assets2017-12-31$398,948
Total of all expenses incurred2017-12-31$15,228,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,013,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,417,280
Value of total assets at end of year2017-12-31$120,097,474
Value of total assets at beginning of year2017-12-31$111,813,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$215,190
Total interest from all sources2017-12-31$210,890
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,934,812
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$4,535,654
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$102,556
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$144,626
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$1,352,657
Participant contributions at end of year2017-12-31$652,676
Participant contributions at beginning of year2017-12-31$534,800
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$464
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$152
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$802,294
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$92,923
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$95,180
Other income not declared elsewhere2017-12-31$52,058
Administrative expenses (other) incurred2017-12-31$193,977
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$8,284,051
Value of net assets at end of year (total assets less liabilities)2017-12-31$120,097,474
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$111,813,423
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
Investment advisory and management fees2017-12-31$21,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$84,994,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$78,432,886
Interest on participant loans2017-12-31$25,363
Income. Interest from US Government securities2017-12-31$2,297
Income. Interest from corporate debt instruments2017-12-31$142,247
Value of interest in common/collective trusts at end of year2017-12-31$2,608,802
Value of interest in common/collective trusts at beginning of year2017-12-31$647,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,802,195
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,606,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,606,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$40,983
Asset value of US Government securities at beginning of year2017-12-31$50,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,522,232
Net investment gain or loss from common/collective trusts2017-12-31$24,613
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$2,262,329
Employer contributions (assets) at end of year2017-12-31$1,538,066
Employer contributions (assets) at beginning of year2017-12-31$1,479,323
Income. Dividends from preferred stock2017-12-31$8,066
Income. Dividends from common stock2017-12-31$391,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,013,529
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$3,597,744
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$3,085,984
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$18,707,607
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$19,735,063
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
Aggregate proceeds on sale of assets2017-12-31$9,799,791
Aggregate carrying amount (costs) on sale of assets2017-12-31$9,400,843
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 name2017-12-31BLUM SHAPIRO & CO
Accountancy firm EIN2017-12-31061009205
2016 : MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,423,600
Total unrealized appreciation/depreciation of assets2016-12-31$1,423,600
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$10,410,170
Total loss/gain on sale of assets2016-12-31$-59,976
Total of all expenses incurred2016-12-31$6,816,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,601,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,759,987
Value of total assets at end of year2016-12-31$111,813,423
Value of total assets at beginning of year2016-12-31$108,219,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$214,472
Total interest from all sources2016-12-31$132,608
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,315,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,819,546
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$144,626
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$121,634
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$1,401,459
Participant contributions at end of year2016-12-31$534,800
Participant contributions at beginning of year2016-12-31$730,505
Participant contributions at end of year2016-12-31$464
Assets. Other investments not covered elsewhere at end of year2016-12-31$152
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$45
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$25,478
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$95,180
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$96,299
Other income not declared elsewhere2016-12-31$50,000
Administrative expenses (other) incurred2016-12-31$193,904
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$3,593,798
Value of net assets at end of year (total assets less liabilities)2016-12-31$111,813,423
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$108,219,625
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
Investment advisory and management fees2016-12-31$20,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$78,432,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$76,839,440
Interest on participant loans2016-12-31$27,205
Income. Interest from US Government securities2016-12-31$1,125
Income. Interest from corporate debt instruments2016-12-31$96,049
Value of interest in common/collective trusts at end of year2016-12-31$647,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,606,756
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,300,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,300,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$8,229
Asset value of US Government securities at end of year2016-12-31$50,901
Asset value of US Government securities at beginning of year2016-12-31$51,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,784,991
Net investment gain or loss from common/collective trusts2016-12-31$3,559
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$2,333,050
Employer contributions (assets) at end of year2016-12-31$1,479,323
Employer contributions (assets) at beginning of year2016-12-31$1,617,938
Income. Dividends from preferred stock2016-12-31$7,679
Income. Dividends from common stock2016-12-31$488,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,601,900
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$3,085,984
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$2,739,219
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$19,735,063
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$18,722,349
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
Aggregate proceeds on sale of assets2016-12-31$10,815,151
Aggregate carrying amount (costs) on sale of assets2016-12-31$10,875,127
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BLUM SHAPRIO & CO.
Accountancy firm EIN2016-12-31061009205
2015 : MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-249,175
Total unrealized appreciation/depreciation of assets2015-12-31$-249,175
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$5,033,000
Total loss/gain on sale of assets2015-12-31$-417,753
Total of all expenses incurred2015-12-31$8,105,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,884,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,142,238
Value of total assets at end of year2015-12-31$108,219,625
Value of total assets at beginning of year2015-12-31$111,292,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$221,341
Total interest from all sources2015-12-31$127,599
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,191,493
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$3,711,776
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$121,634
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$113,806
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$1,387,745
Participant contributions at end of year2015-12-31$730,505
Participant contributions at beginning of year2015-12-31$828,351
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$45
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$316
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$383,541
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$96,299
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$146,396
Other income not declared elsewhere2015-12-31$50,000
Administrative expenses (other) incurred2015-12-31$204,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,072,516
Value of net assets at end of year (total assets less liabilities)2015-12-31$108,219,625
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$111,292,141
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
Investment advisory and management fees2015-12-31$16,830
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$76,839,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$77,445,335
Interest on participant loans2015-12-31$31,835
Income. Interest from US Government securities2015-12-31$562
Income. Interest from corporate debt instruments2015-12-31$89,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,300,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$9,095,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$9,095,840
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5,354
Asset value of US Government securities at end of year2015-12-31$51,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,811,402
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$2,370,952
Employer contributions (assets) at end of year2015-12-31$1,617,938
Employer contributions (assets) at beginning of year2015-12-31$1,736,018
Income. Dividends from preferred stock2015-12-31$7,181
Income. Dividends from common stock2015-12-31$472,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,884,175
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$2,739,219
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$2,839,427
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$18,722,349
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$19,086,652
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
Aggregate proceeds on sale of assets2015-12-31$11,340,577
Aggregate carrying amount (costs) on sale of assets2015-12-31$11,758,330
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 name2015-12-31BLUM SHAPIRO & CO.
Accountancy firm EIN2015-12-31061009205
2014 : MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,367,082
Total unrealized appreciation/depreciation of assets2014-12-31$1,367,082
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$10,399,860
Total loss/gain on sale of assets2014-12-31$-570,936
Total of all expenses incurred2014-12-31$3,083,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,901,780
Expenses. Certain deemed distributions of participant loans2014-12-31$20,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,074,110
Value of total assets at end of year2014-12-31$111,292,141
Value of total assets at beginning of year2014-12-31$103,975,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$161,096
Total interest from all sources2014-12-31$144,688
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,440,090
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$4,940,587
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$113,806
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$84,558
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$1,469,340
Participant contributions at end of year2014-12-31$828,351
Participant contributions at beginning of year2014-12-31$780,447
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$53,387
Assets. Other investments not covered elsewhere at end of year2014-12-31$316
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$136
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$800
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$146,396
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$138,098
Other income not declared elsewhere2014-12-31$25,000
Administrative expenses (other) incurred2014-12-31$152,176
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$7,316,482
Value of net assets at end of year (total assets less liabilities)2014-12-31$111,292,141
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$103,975,659
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
Investment advisory and management fees2014-12-31$8,920
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$77,445,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$70,071,858
Interest on participant loans2014-12-31$36,002
Income. Interest from corporate debt instruments2014-12-31$102,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$9,095,840
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,494,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$9,494,461
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-80,174
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$2,603,970
Employer contributions (assets) at end of year2014-12-31$1,736,018
Employer contributions (assets) at beginning of year2014-12-31$1,808,502
Income. Dividends from preferred stock2014-12-31$6,014
Income. Dividends from common stock2014-12-31$493,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,901,780
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$2,839,427
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$2,822,951
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$19,086,652
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$18,721,261
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
Aggregate proceeds on sale of assets2014-12-31$9,475,034
Aggregate carrying amount (costs) on sale of assets2014-12-31$10,045,970
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 name2014-12-31BLUM SHAPIRO & CO.
Accountancy firm EIN2014-12-31061009205
2013 : MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$2,797,202
Total unrealized appreciation/depreciation of assets2013-12-31$2,797,202
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$21,542,455
Total loss/gain on sale of assets2013-12-31$701,491
Total of all expenses incurred2013-12-31$3,340,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,106,186
Expenses. Certain deemed distributions of participant loans2013-12-31$58,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,590,018
Value of total assets at end of year2013-12-31$103,975,659
Value of total assets at beginning of year2013-12-31$85,773,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$175,104
Total interest from all sources2013-12-31$163,684
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,411,278
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$2,949,599
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$84,558
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$107,769
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,593,944
Participant contributions at end of year2013-12-31$780,447
Participant contributions at beginning of year2013-12-31$749,404
Participant contributions at end of year2013-12-31$53,387
Participant contributions at beginning of year2013-12-31$53,739
Assets. Other investments not covered elsewhere at end of year2013-12-31$136
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,590
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$83,988
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$138,098
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$159,055
Administrative expenses (other) incurred2013-12-31$168,399
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$18,202,293
Value of net assets at end of year (total assets less liabilities)2013-12-31$103,975,659
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$85,773,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$6,705
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$70,071,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$58,665,353
Interest on participant loans2013-12-31$30,701
Income. Interest from corporate debt instruments2013-12-31$125,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,494,461
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,757,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,757,694
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$7,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,878,782
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$2,912,086
Employer contributions (assets) at end of year2013-12-31$1,808,502
Employer contributions (assets) at beginning of year2013-12-31$1,948,416
Income. Dividends from preferred stock2013-12-31$6,966
Income. Dividends from common stock2013-12-31$454,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,106,186
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$2,822,951
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$2,760,533
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$18,721,261
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$14,569,813
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
Aggregate proceeds on sale of assets2013-12-31$9,377,395
Aggregate carrying amount (costs) on sale of assets2013-12-31$8,675,904
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 name2013-12-31BLUM SHAPIRO & CO
Accountancy firm EIN2013-12-31061009205
2012 : MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,310,310
Total unrealized appreciation/depreciation of assets2012-12-31$1,310,310
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$14,339,391
Total loss/gain on sale of assets2012-12-31$626,230
Total of all expenses incurred2012-12-31$2,521,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,353,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,834,992
Value of total assets at end of year2012-12-31$85,773,366
Value of total assets at beginning of year2012-12-31$73,955,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$167,446
Total interest from all sources2012-12-31$154,966
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,969,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,584,358
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$107,769
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$4,969
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,668,458
Participant contributions at end of year2012-12-31$749,404
Participant contributions at beginning of year2012-12-31$769,434
Participant contributions at end of year2012-12-31$53,739
Participant contributions at beginning of year2012-12-31$150,709
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,590
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$844
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$985
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$159,055
Administrative expenses (other) incurred2012-12-31$161,592
Total non interest bearing cash at beginning of year2012-12-31$108,730
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$11,818,119
Value of net assets at end of year (total assets less liabilities)2012-12-31$85,773,366
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$73,955,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$5,854
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$58,665,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$50,945,832
Interest on participant loans2012-12-31$32,903
Income. Interest from corporate debt instruments2012-12-31$116,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,757,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$7,113,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$7,113,807
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$5,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,443,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,165,549
Employer contributions (assets) at end of year2012-12-31$1,948,416
Employer contributions (assets) at beginning of year2012-12-31$1,905,494
Income. Dividends from preferred stock2012-12-31$7,347
Income. Dividends from common stock2012-12-31$377,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,353,826
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$2,760,533
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,168,448
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$14,569,813
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$11,786,980
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
Aggregate proceeds on sale of assets2012-12-31$21,310,893
Aggregate carrying amount (costs) on sale of assets2012-12-31$20,684,663
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BLUM SHAPIRO & CO.
Accountancy firm EIN2012-12-31061009205
2011 : MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-343,994
Total unrealized appreciation/depreciation of assets2011-12-31$-343,994
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$3,716,031
Total loss/gain on sale of assets2011-12-31$-145,891
Total of all expenses incurred2011-12-31$2,804,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,659,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,659,226
Value of total assets at end of year2011-12-31$73,955,247
Value of total assets at beginning of year2011-12-31$73,043,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$144,762
Total interest from all sources2011-12-31$81,984
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,595,361
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$1,354,975
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$4,969
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$39,996
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,626,353
Participant contributions at end of year2011-12-31$769,434
Participant contributions at beginning of year2011-12-31$659,803
Participant contributions at end of year2011-12-31$150,709
Participant contributions at beginning of year2011-12-31$23,654
Assets. Other investments not covered elsewhere at end of year2011-12-31$844
Administrative expenses (other) incurred2011-12-31$140,044
Total non interest bearing cash at end of year2011-12-31$108,730
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$912,022
Value of net assets at end of year (total assets less liabilities)2011-12-31$73,955,247
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$73,043,225
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
Investment advisory and management fees2011-12-31$4,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$50,945,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$50,422,740
Interest on participant loans2011-12-31$33,274
Income. Interest from US Government securities2011-12-31$1,250
Income. Interest from corporate debt instruments2011-12-31$38,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$7,113,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$7,072,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$7,072,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$8,574
Asset value of US Government securities at beginning of year2011-12-31$50,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,130,655
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$3,032,873
Employer contributions (assets) at end of year2011-12-31$1,905,494
Employer contributions (assets) at beginning of year2011-12-31$1,825,261
Income. Dividends from preferred stock2011-12-31$1,254
Income. Dividends from common stock2011-12-31$239,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,659,247
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,168,448
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$721,169
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$11,786,980
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$12,227,915
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$11,665,924
Aggregate carrying amount (costs) on sale of assets2011-12-31$11,811,815
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 name2011-12-31BLUM SHAPIRO & CO.
Accountancy firm EIN2011-12-31061009205
2010 : MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$975,226
Total unrealized appreciation/depreciation of assets2010-12-31$975,226
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$12,187,295
Total loss/gain on sale of assets2010-12-31$78,106
Total of all expenses incurred2010-12-31$1,976,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,841,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,734,750
Value of total assets at end of year2010-12-31$73,043,225
Value of total assets at beginning of year2010-12-31$62,832,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$135,280
Total interest from all sources2010-12-31$93,038
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$955,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$758,807
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$39,996
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$82,822
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,642,489
Participant contributions at end of year2010-12-31$659,803
Participant contributions at beginning of year2010-12-31$673,793
Participant contributions at end of year2010-12-31$23,654
Participant contributions at beginning of year2010-12-31$43,729
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$102,019
Administrative expenses (other) incurred2010-12-31$134,436
Total non interest bearing cash at beginning of year2010-12-31$100,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,210,416
Value of net assets at end of year (total assets less liabilities)2010-12-31$73,043,225
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$62,832,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$844
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$50,422,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$41,884,915
Interest on participant loans2010-12-31$36,501
Income. Interest from US Government securities2010-12-31$5,743
Income. Interest from corporate debt instruments2010-12-31$42,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$7,072,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,779,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,779,754
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8,181
Asset value of US Government securities at end of year2010-12-31$50,423
Asset value of US Government securities at beginning of year2010-12-31$163,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,350,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,990,242
Employer contributions (assets) at end of year2010-12-31$1,825,261
Employer contributions (assets) at beginning of year2010-12-31$1,832,106
Income. Dividends from preferred stock2010-12-31$2,732
Income. Dividends from common stock2010-12-31$194,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,841,599
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$721,169
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$732,105
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$12,227,915
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$10,539,951
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$7,985,765
Aggregate carrying amount (costs) on sale of assets2010-12-31$7,907,659
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BLUM SHAPIRO & CO
Accountancy firm EIN2010-12-31061009005

Form 5500 Responses for MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN

2022: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT 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: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT 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: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MURTHA CULLINA LLP PROFIT SHARING RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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

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

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

See full terms and conditions

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