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WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 401k Plan overview

Plan NameWILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT
Plan identification number 001

WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WILLIAM RAVEIS REAL ESTATE, INC has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM RAVEIS REAL ESTATE, INC
Employer identification number (EIN):061160140
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT

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
0012019-01-01
0012018-01-01
0012017-01-01DEBI STEFAN DEBI STEFAN2018-10-15
0012016-01-01DEBI STEFAN
0012015-01-01DEBI STEFAN
0012014-01-01ALLISON KATINGER
0012013-01-01DEBI STEFAN DEBI STEFAN2014-10-13
0012012-01-01JOHN W. DAVIS JOHN W. DAVIS2013-09-30
0012011-01-01JOHN W. DAVIS
0012009-01-01JOHN DAVIS

Plan Statistics for WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT

401k plan membership statisitcs for WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT

Measure Date Value
2022: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2022 401k membership
Total participants, beginning-of-year2022-01-01570
Total number of active participants reported on line 7a of the Form 55002022-01-01410
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01199
Total of all active and inactive participants2022-01-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01609
Number of participants with account balances2022-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0168
2021: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2021 401k membership
Total participants, beginning-of-year2021-01-01529
Total number of active participants reported on line 7a of the Form 55002021-01-01459
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01111
Total of all active and inactive participants2021-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01570
Number of participants with account balances2021-01-01536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0133
2020: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2020 401k membership
Total participants, beginning-of-year2020-01-01503
Total number of active participants reported on line 7a of the Form 55002020-01-01377
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01151
Total of all active and inactive participants2020-01-01528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01529
Number of participants with account balances2020-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0131
2019: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2019 401k membership
Total participants, beginning-of-year2019-01-01512
Total number of active participants reported on line 7a of the Form 55002019-01-01375
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01101
Total of all active and inactive participants2019-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01478
Number of participants with account balances2019-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2018 401k membership
Total participants, beginning-of-year2018-01-01448
Total number of active participants reported on line 7a of the Form 55002018-01-01383
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01108
Total of all active and inactive participants2018-01-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01492
Number of participants with account balances2018-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0124
2017: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2017 401k membership
Total participants, beginning-of-year2017-01-01477
Total number of active participants reported on line 7a of the Form 55002017-01-01364
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0167
Total of all active and inactive participants2017-01-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01432
Number of participants with account balances2017-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0132
2016: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2016 401k membership
Total participants, beginning-of-year2016-01-01426
Total number of active participants reported on line 7a of the Form 55002016-01-01361
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0193
Total of all active and inactive participants2016-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01455
Number of participants with account balances2016-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2015 401k membership
Total participants, beginning-of-year2015-01-01396
Total number of active participants reported on line 7a of the Form 55002015-01-01354
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0158
Total of all active and inactive participants2015-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01413
Number of participants with account balances2015-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2014 401k membership
Total participants, beginning-of-year2014-01-01398
Total number of active participants reported on line 7a of the Form 55002014-01-01334
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0155
Total of all active and inactive participants2014-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01390
Number of participants with account balances2014-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2013 401k membership
Total participants, beginning-of-year2013-01-01352
Total number of active participants reported on line 7a of the Form 55002013-01-01332
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01371
Number of participants with account balances2013-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2012 401k membership
Total participants, beginning-of-year2012-01-01329
Total number of active participants reported on line 7a of the Form 55002012-01-01300
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01334
Number of participants with account balances2012-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2011 401k membership
Total participants, beginning-of-year2011-01-01326
Total number of active participants reported on line 7a of the Form 55002011-01-01279
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01314
Number of participants with account balances2011-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2009 401k membership
Total participants, beginning-of-year2009-01-01298
Total number of active participants reported on line 7a of the Form 55002009-01-01242
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01275
Number of participants with account balances2009-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT

Measure Date Value
2022 : WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,348,776
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,659,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,557,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,935,888
Value of total assets at end of year2022-12-31$27,010,492
Value of total assets at beginning of year2022-12-31$31,019,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$102,256
Total interest from all sources2022-12-31$13,487
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$102,256
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$2,754,282
Participant contributions at end of year2022-12-31$313,839
Participant contributions at beginning of year2022-12-31$264,302
Participant contributions at end of year2022-12-31$66,628
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$181,606
Other income not declared elsewhere2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$1,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,008,735
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,010,492
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,019,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,846,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$29,296,053
Interest on participant loans2022-12-31$13,487
Value of interest in common/collective trusts at end of year2022-12-31$1,783,146
Value of interest in common/collective trusts at beginning of year2022-12-31$1,211,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,298,151
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$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$246,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,557,703
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,623,324
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,122,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,021,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,306,017
Value of total assets at end of year2021-12-31$31,019,227
Value of total assets at beginning of year2021-12-31$25,518,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$101,019
Total interest from all sources2021-12-31$10,058
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$446,424
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$446,424
Administrative expenses professional fees incurred2021-12-31$101,019
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,670,834
Participant contributions at end of year2021-12-31$264,302
Participant contributions at beginning of year2021-12-31$210,710
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$21
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$388,446
Total non interest bearing cash at end of year2021-12-31$1,205
Total non interest bearing cash at beginning of year2021-12-31$12,782
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$5,500,726
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,019,227
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,518,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$29,296,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,641,701
Income. Interest from loans (other than to participants)2021-12-31$10,058
Value of interest in common/collective trusts at end of year2021-12-31$1,211,124
Value of interest in common/collective trusts at beginning of year2021-12-31$1,224,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,860,825
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$246,737
Employer contributions (assets) at end of year2021-12-31$246,543
Employer contributions (assets) at beginning of year2021-12-31$428,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,021,579
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,807,156
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,765,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,690,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,719,825
Value of total assets at end of year2020-12-31$25,518,501
Value of total assets at beginning of year2020-12-31$21,476,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$75,133
Total interest from all sources2020-12-31$14,876
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$328,470
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$328,470
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,241,758
Participant contributions at end of year2020-12-31$210,710
Participant contributions at beginning of year2020-12-31$323,933
Participant contributions at end of year2020-12-31$21
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$49,186
Total non interest bearing cash at end of year2020-12-31$12,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,041,505
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,518,501
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,476,996
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$40,383
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,641,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,918,317
Interest on participant loans2020-12-31$14,876
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$1,224,406
Value of interest in common/collective trusts at beginning of year2020-12-31$1,052,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,721,126
Net investment gain or loss from common/collective trusts2020-12-31$22,859
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$428,881
Employer contributions (assets) at end of year2020-12-31$428,881
Employer contributions (assets) at beginning of year2020-12-31$182,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,690,518
Contract administrator fees2020-12-31$34,750
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$5,998,911
Total income from all sources (including contributions)2019-12-31$5,998,911
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,964,642
Total of all expenses incurred2019-12-31$1,964,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,888,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,888,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,133,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,133,785
Value of total assets at end of year2019-12-31$21,476,996
Value of total assets at end of year2019-12-31$21,476,996
Value of total assets at beginning of year2019-12-31$17,442,727
Value of total assets at beginning of year2019-12-31$17,442,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,114
Total interest from all sources2019-12-31$17,591
Total interest from all sources2019-12-31$17,591
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$366,337
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$366,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$366,337
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$366,337
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,931,781
Contributions received from participants2019-12-31$1,931,781
Participant contributions at end of year2019-12-31$323,933
Participant contributions at end of year2019-12-31$323,933
Participant contributions at beginning of year2019-12-31$260,104
Participant contributions at beginning of year2019-12-31$260,104
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$19,967
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$19,967
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
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$4,034,269
Value of net income/loss2019-12-31$4,034,269
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,476,996
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,476,996
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,442,727
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,442,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$37,496
Investment advisory and management fees2019-12-31$37,496
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,918,317
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,918,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,140,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,140,497
Interest on participant loans2019-12-31$17,591
Interest on participant loans2019-12-31$17,591
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$1,052,730
Value of interest in common/collective trusts at end of year2019-12-31$1,052,730
Value of interest in common/collective trusts at beginning of year2019-12-31$1,042,126
Value of interest in common/collective trusts at beginning of year2019-12-31$1,042,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,460,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,460,205
Net investment gain or loss from common/collective trusts2019-12-31$20,993
Net investment gain or loss from common/collective trusts2019-12-31$20,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$182,037
Contributions received in cash from employer2019-12-31$182,037
Employer contributions (assets) at end of year2019-12-31$182,016
Employer contributions (assets) at end of year2019-12-31$182,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,888,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,888,528
Contract administrator fees2019-12-31$38,618
Contract administrator fees2019-12-31$38,618
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLUM SHAPIRO & CO. PC
Accountancy firm name2019-12-31BLUM SHAPIRO & CO. PC
Accountancy firm EIN2019-12-31061009205
Accountancy firm EIN2019-12-31061009205
2018 : WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$884,448
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$707,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$638,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,339,520
Value of total assets at end of year2018-12-31$17,442,727
Value of total assets at beginning of year2018-12-31$17,265,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$69,159
Total interest from all sources2018-12-31$13,073
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$316,312
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$316,312
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,838,112
Participant contributions at end of year2018-12-31$260,104
Participant contributions at beginning of year2018-12-31$237,373
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$501,408
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$176,754
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,442,727
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,265,973
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$35,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,140,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,460,870
Interest on participant loans2018-12-31$13,073
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$1,042,126
Value of interest in common/collective trusts at beginning of year2018-12-31$1,402,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,804,395
Net investment gain or loss from common/collective trusts2018-12-31$19,938
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$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$165,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$638,535
Contract administrator fees2018-12-31$33,397
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BLUM SHAPIRO & CO. PC
Accountancy firm EIN2018-12-31061009205
2017 : WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,645,566
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,421,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,367,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,278,081
Value of total assets at end of year2017-12-31$17,265,973
Value of total assets at beginning of year2017-12-31$15,041,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$53,786
Total interest from all sources2017-12-31$11,757
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$259,213
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$259,213
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,737,062
Participant contributions at end of year2017-12-31$237,373
Participant contributions at beginning of year2017-12-31$278,077
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$375,975
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$2,224,318
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,265,973
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,041,655
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$32,320
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,460,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,098,236
Interest on participant loans2017-12-31$11,757
Value of interest in common/collective trusts at end of year2017-12-31$1,402,686
Value of interest in common/collective trusts at beginning of year2017-12-31$1,503,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,076,491
Net investment gain or loss from common/collective trusts2017-12-31$20,024
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$165,044
Employer contributions (assets) at end of year2017-12-31$165,044
Employer contributions (assets) at beginning of year2017-12-31$161,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,367,462
Contract administrator fees2017-12-31$21,466
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BLUM SHAPIRO & CO. PC
Accountancy firm EIN2017-12-31061009205
2016 : WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,123,565
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,035,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$983,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,864,098
Value of total assets at end of year2016-12-31$15,041,655
Value of total assets at beginning of year2016-12-31$12,953,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,585
Total interest from all sources2016-12-31$12,619
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$232,470
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$232,470
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,646,501
Participant contributions at end of year2016-12-31$278,077
Participant contributions at beginning of year2016-12-31$304,636
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$35,004
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$56,095
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$2,088,200
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,041,655
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,953,455
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$33,178
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,098,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,017,506
Interest on participant loans2016-12-31$12,619
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$1,503,840
Value of interest in common/collective trusts at beginning of year2016-12-31$1,401,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$992,365
Net investment gain or loss from common/collective trusts2016-12-31$22,013
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$161,502
Employer contributions (assets) at end of year2016-12-31$161,502
Employer contributions (assets) at beginning of year2016-12-31$195,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$983,780
Contract administrator fees2016-12-31$18,407
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SHEPTOFF, REUBER, AND COMPANY PC
Accountancy firm EIN2016-12-31061026561
2015 : WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,496,316
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,407,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,353,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,708,110
Value of total assets at end of year2015-12-31$12,953,455
Value of total assets at beginning of year2015-12-31$12,864,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$54,200
Total interest from all sources2015-12-31$11,574
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$181,900
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$181,900
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,443,019
Participant contributions at end of year2015-12-31$304,636
Participant contributions at beginning of year2015-12-31$300,825
Participant contributions at end of year2015-12-31$35,004
Participant contributions at beginning of year2015-12-31$35,407
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$70,040
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$88,645
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,953,455
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,864,810
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$30,769
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,017,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,128,178
Interest on participant loans2015-12-31$11,574
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$1,401,258
Value of interest in common/collective trusts at beginning of year2015-12-31$1,400,327
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$73
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$73
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-393,750
Net investment gain or loss from common/collective trusts2015-12-31$-11,518
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$195,051
Employer contributions (assets) at end of year2015-12-31$195,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,353,471
Contract administrator fees2015-12-31$23,431
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SHEPTOFF, REUBER, AND COMPANY PC
Accountancy firm EIN2015-12-31061026561
2014 : WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,992,220
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$920,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$870,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,337,427
Value of total assets at end of year2014-12-31$12,864,810
Value of total assets at beginning of year2014-12-31$11,793,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$49,926
Total interest from all sources2014-12-31$12,219
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$189,554
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$189,554
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,274,486
Participant contributions at end of year2014-12-31$300,825
Participant contributions at beginning of year2014-12-31$308,977
Participant contributions at end of year2014-12-31$35,407
Participant contributions at beginning of year2014-12-31$387
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$62,941
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$1,071,544
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,864,810
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,793,266
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$29,843
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,128,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,908,563
Interest on participant loans2014-12-31$12,219
Value of interest in common/collective trusts at end of year2014-12-31$1,400,327
Value of interest in common/collective trusts at beginning of year2014-12-31$1,419,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$73
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$24
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$438,769
Net investment gain or loss from common/collective trusts2014-12-31$14,251
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
Employer contributions (assets) at beginning of year2014-12-31$155,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$870,750
Contract administrator fees2014-12-31$20,083
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SHEPTOFF, REUBER, AND COMPANY PC
Accountancy firm EIN2014-12-31061026561
2013 : WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,380,581
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$492,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$485,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,409,106
Value of total assets at end of year2013-12-31$11,793,266
Value of total assets at beginning of year2013-12-31$8,905,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,954
Total interest from all sources2013-12-31$10,402
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$118,096
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$118,096
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,163,364
Participant contributions at end of year2013-12-31$308,977
Participant contributions at beginning of year2013-12-31$205,478
Participant contributions at end of year2013-12-31$387
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$90,236
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$2,888,155
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,793,266
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,905,111
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$2,183
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,908,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,407,962
Interest on participant loans2013-12-31$10,244
Value of interest in common/collective trusts at end of year2013-12-31$1,419,809
Value of interest in common/collective trusts at beginning of year2013-12-31$1,030,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$24
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,830,750
Net investment gain or loss from common/collective trusts2013-12-31$12,227
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$155,506
Employer contributions (assets) at end of year2013-12-31$155,506
Employer contributions (assets) at beginning of year2013-12-31$260,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$485,472
Contract administrator fees2013-12-31$4,771
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SHEPTOFF, REUBER, AND COMPANY PC
Accountancy firm EIN2013-12-31061026561
2012 : WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,310,257
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$521,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$482,109
Value of total corrective distributions2012-12-31$36,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,300,678
Value of total assets at end of year2012-12-31$8,905,111
Value of total assets at beginning of year2012-12-31$7,116,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,165
Total interest from all sources2012-12-31$9,446
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$105,752
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$105,752
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,021,406
Participant contributions at end of year2012-12-31$205,478
Participant contributions at beginning of year2012-12-31$245,058
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$18,455
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$1,788,584
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,905,111
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,116,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,407,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,939,472
Interest on participant loans2012-12-31$9,446
Value of interest in common/collective trusts at end of year2012-12-31$1,030,854
Value of interest in common/collective trusts at beginning of year2012-12-31$931,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$882,226
Net investment gain or loss from common/collective trusts2012-12-31$12,155
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$260,817
Employer contributions (assets) at end of year2012-12-31$260,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$482,109
Contract administrator fees2012-12-31$3,165
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SHEPTOFF, REUBER, AND COMPANY PC
Accountancy firm EIN2012-12-31061026561
2011 : WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$736,409
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$432,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$417,079
Value of total corrective distributions2011-12-31$12,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$938,070
Value of total assets at end of year2011-12-31$7,116,527
Value of total assets at beginning of year2011-12-31$6,812,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,934
Total interest from all sources2011-12-31$9,373
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$87,417
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$87,417
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$938,070
Participant contributions at end of year2011-12-31$245,058
Participant contributions at beginning of year2011-12-31$234,911
Administrative expenses (other) incurred2011-12-31$14
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$303,797
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,116,527
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,812,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,939,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,801,363
Interest on participant loans2011-12-31$9,373
Value of interest in common/collective trusts at end of year2011-12-31$931,997
Value of interest in common/collective trusts at beginning of year2011-12-31$776,436
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$20
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-310,474
Net investment gain or loss from common/collective trusts2011-12-31$12,023
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$417,079
Contract administrator fees2011-12-31$2,920
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SHEPTOFF, REUBER, AND COMPANY PC
Accountancy firm EIN2011-12-31061026561
2010 : WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,580,075
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$541,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$539,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$878,079
Value of total assets at end of year2010-12-31$6,812,730
Value of total assets at beginning of year2010-12-31$5,773,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,555
Total interest from all sources2010-12-31$9,559
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$74,664
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$74,664
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$844,572
Participant contributions at end of year2010-12-31$234,911
Participant contributions at beginning of year2010-12-31$191,502
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$33,507
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$1,039,039
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,812,730
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,773,691
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,801,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,909,879
Interest on participant loans2010-12-31$9,549
Value of interest in common/collective trusts at end of year2010-12-31$776,436
Value of interest in common/collective trusts at beginning of year2010-12-31$672,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$20
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$10
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$10
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$609,672
Net investment gain or loss from common/collective trusts2010-12-31$8,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$539,481
Contract administrator fees2010-12-31$1,555
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
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 name2010-12-31SHEPTOFF, REUBER, AND COMPANY PC
Accountancy firm EIN2010-12-31061026561
2009 : WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT

2022: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 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: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 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: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 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: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 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: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 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: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 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: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 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: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 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: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 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: WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT 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

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