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SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 401k Plan overview

Plan NameSATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN
Plan identification number 003

SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) 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.
  • 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.
  • 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

SATTERLEE STEPHENS LLP has sponsored the creation of one or more 401k plans.

Company Name:SATTERLEE STEPHENS LLP
Employer identification number (EIN):131810943
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01CAROL ANN VERRATTI2023-10-16
0032021-01-01
0032020-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JAMES REGAN
0032016-01-01MICHAEL MCALLISTER
0032015-01-01MICHAEL MCALLISTER
0032014-01-01MICHAEL MCALLISTER
0032013-01-01MICHAEL MCALLISTER
0032012-01-01KIRK H. O'FERRALL
0032011-01-01JUDITH A. DELANEY MICHAEL MCALLISTER2012-07-03
0032010-01-01JUDITH A. DELANEY MICHAEL J. MCALLISTER2011-09-13
0032009-01-01JUDITH A. DELANEY KIRK H. O'FERRALL2010-09-14
0032009-01-01JUDITH A. DELANEY KIRK H. O'FERRALL2010-09-13

Plan Statistics for SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN

401k plan membership statisitcs for SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN

Measure Date Value
2021: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01123
Total number of active participants reported on line 7a of the Form 55002021-01-0164
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01104
Number of participants with account balances2021-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01126
Total number of active participants reported on line 7a of the Form 55002020-01-0178
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01114
Number of participants with account balances2020-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01130
Total number of active participants reported on line 7a of the Form 55002019-01-0189
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01126
Number of participants with account balances2019-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01134
Total number of active participants reported on line 7a of the Form 55002018-01-0192
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01130
Number of participants with account balances2018-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01146
Total number of active participants reported on line 7a of the Form 55002017-01-0195
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0139
Total of all active and inactive participants2017-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01134
Number of participants with account balances2017-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01151
Total number of active participants reported on line 7a of the Form 55002016-01-01100
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01139
Number of participants with account balances2016-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01141
Total number of active participants reported on line 7a of the Form 55002015-01-01110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0141
Total of all active and inactive participants2015-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01151
Number of participants with account balances2015-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01142
Total number of active participants reported on line 7a of the Form 55002014-01-01108
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01141
Number of participants with account balances2014-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01145
Total number of active participants reported on line 7a of the Form 55002013-01-01116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0126
Total of all active and inactive participants2013-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01142
Number of participants with account balances2013-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01151
Total number of active participants reported on line 7a of the Form 55002012-01-01118
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01144
Number of participants with account balances2012-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01149
Total number of active participants reported on line 7a of the Form 55002011-01-01113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01151
Number of participants with account balances2011-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01151
Total number of active participants reported on line 7a of the Form 55002010-01-01114
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0135
Total of all active and inactive participants2010-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01149
Number of participants with account balances2010-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01156
Total number of active participants reported on line 7a of the Form 55002009-01-01116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01151
Number of participants with account balances2009-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN

Measure Date Value
2021 : SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 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$7,538,159
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,584,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,378,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$115,187
Value of total assets at end of year2021-12-31$51,004,206
Value of total assets at beginning of year2021-12-31$47,050,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$205,966
Total interest from all sources2021-12-31$17,764
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$564,073
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$564,073
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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
Participant contributions at end of year2021-12-31$328,796
Participant contributions at beginning of year2021-12-31$350,253
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$115,187
Other income not declared elsewhere2021-12-31$115,187
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$3,953,565
Value of net assets at end of year (total assets less liabilities)2021-12-31$51,004,206
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$47,050,641
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$67,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$44,317,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$38,768,485
Value of interest in pooled separate accounts at end of year2021-12-31$6,358,163
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,931,903
Interest on participant loans2021-12-31$17,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,705,570
Net investment gain/loss from pooled separate accounts2021-12-31$135,565
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,378,628
Contract administrator fees2021-12-31$138,966
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 name2021-12-31BDO USA LLP
Accountancy firm EIN2021-12-31135381590
2020 : SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,939,330
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$26,261,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$26,034,192
Value of total corrective distributions2020-12-31$158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,277,477
Value of total assets at end of year2020-12-31$47,050,641
Value of total assets at beginning of year2020-12-31$67,373,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$227,566
Total interest from all sources2020-12-31$16,084
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$660,147
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$660,147
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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$237,240
Participant contributions at end of year2020-12-31$350,253
Participant contributions at beginning of year2020-12-31$382,388
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$131,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-20,322,586
Value of net assets at end of year (total assets less liabilities)2020-12-31$47,050,641
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$67,373,227
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$67,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$38,768,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$59,493,955
Value of interest in pooled separate accounts at end of year2020-12-31$7,931,903
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,496,884
Interest on participant loans2020-12-31$16,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,792,439
Net investment gain/loss from pooled separate accounts2020-12-31$193,183
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$908,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$26,034,192
Contract administrator fees2020-12-31$160,566
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 name2020-12-31MBAF CPAS LLC
Accountancy firm EIN2020-12-31133842744
2019 : SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 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$15,408,767
Total income from all sources (including contributions)2019-12-31$15,408,767
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,404,350
Total of all expenses incurred2019-12-31$3,404,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,179,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,179,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,353,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,353,727
Value of total assets at end of year2019-12-31$67,373,227
Value of total assets at end of year2019-12-31$67,373,227
Value of total assets at beginning of year2019-12-31$55,368,810
Value of total assets at beginning of year2019-12-31$55,368,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$224,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$224,868
Total interest from all sources2019-12-31$24,032
Total interest from all sources2019-12-31$24,032
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$892,267
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$892,267
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$892,267
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$892,267
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$1,124,765
Contributions received from participants2019-12-31$1,124,765
Participant contributions at end of year2019-12-31$382,388
Participant contributions at end of year2019-12-31$382,388
Participant contributions at beginning of year2019-12-31$417,818
Participant contributions at beginning of year2019-12-31$417,818
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,887
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$21,887
Other income not declared elsewhere2019-12-31$146,837
Other income not declared elsewhere2019-12-31$146,837
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$12,004,417
Value of net income/loss2019-12-31$12,004,417
Value of net assets at end of year (total assets less liabilities)2019-12-31$67,373,227
Value of net assets at end of year (total assets less liabilities)2019-12-31$67,373,227
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$55,368,810
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$55,368,810
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$67,750
Investment advisory and management fees2019-12-31$67,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$59,493,955
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$59,493,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,347,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,347,891
Value of interest in pooled separate accounts at end of year2019-12-31$7,496,884
Value of interest in pooled separate accounts at end of year2019-12-31$7,496,884
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,603,101
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,603,101
Interest on participant loans2019-12-31$24,032
Interest on participant loans2019-12-31$24,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,812,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,812,108
Net investment gain/loss from pooled separate accounts2019-12-31$179,796
Net investment gain/loss from pooled separate accounts2019-12-31$179,796
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$1,207,075
Contributions received in cash from employer2019-12-31$1,207,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,179,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,179,482
Contract administrator fees2019-12-31$157,118
Contract administrator fees2019-12-31$157,118
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 name2019-12-31MBAF CPAS LLC
Accountancy firm name2019-12-31MBAF CPAS LLC
Accountancy firm EIN2019-12-31133842744
Accountancy firm EIN2019-12-31133842744
2018 : SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$649,427
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,544,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,445,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,513,020
Value of total assets at end of year2018-12-31$55,368,810
Value of total assets at beginning of year2018-12-31$56,263,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$98,642
Total interest from all sources2018-12-31$23,998
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$741,031
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$741,031
Administrative expenses professional fees incurred2018-12-31$21,000
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$1,099,870
Participant contributions at end of year2018-12-31$417,818
Participant contributions at beginning of year2018-12-31$417,970
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$286,467
Other income not declared elsewhere2018-12-31$123,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-895,110
Value of net assets at end of year (total assets less liabilities)2018-12-31$55,368,810
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$56,263,920
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$70,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$48,347,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$49,106,361
Value of interest in pooled separate accounts at end of year2018-12-31$6,603,101
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,739,589
Interest on participant loans2018-12-31$23,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,879,279
Net investment gain/loss from pooled separate accounts2018-12-31$127,186
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$1,126,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,445,895
Contract administrator fees2018-12-31$7,642
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 name2018-12-31MBAF CPAS LLC
Accountancy firm EIN2018-12-31133842744
2017 : SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$12,859,506
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,834,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,732,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,266,199
Value of total assets at end of year2017-12-31$56,263,920
Value of total assets at beginning of year2017-12-31$49,239,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$102,881
Total interest from all sources2017-12-31$19,010
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$568,707
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$568,707
Administrative expenses professional fees incurred2017-12-31$20,000
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$1,064,219
Participant contributions at end of year2017-12-31$417,970
Participant contributions at beginning of year2017-12-31$360,718
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,058,462
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$7,024,525
Value of net assets at end of year (total assets less liabilities)2017-12-31$56,263,920
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$49,239,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$49,106,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$41,491,504
Value of interest in pooled separate accounts at end of year2017-12-31$6,739,589
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,387,173
Interest on participant loans2017-12-31$19,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,866,812
Net investment gain/loss from pooled separate accounts2017-12-31$138,778
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$1,143,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,732,100
Contract administrator fees2017-12-31$82,881
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 name2017-12-31MBAF CPAS LLC
Accountancy firm EIN2017-12-31133842744
2016 : SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,673,785
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,067,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,976,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,497,872
Value of total assets at end of year2016-12-31$49,239,395
Value of total assets at beginning of year2016-12-31$50,633,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$90,700
Total interest from all sources2016-12-31$19,138
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$551,814
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$551,814
Administrative expenses professional fees incurred2016-12-31$20,000
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
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$1,166,483
Participant contributions at end of year2016-12-31$360,718
Participant contributions at beginning of year2016-12-31$421,887
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$101,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,393,749
Value of net assets at end of year (total assets less liabilities)2016-12-31$49,239,395
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$50,633,144
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$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$41,491,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$42,484,325
Value of interest in pooled separate accounts at end of year2016-12-31$7,387,173
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,726,611
Interest on participant loans2016-12-31$19,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$321
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,487,010
Net investment gain/loss from pooled separate accounts2016-12-31$117,951
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$1,229,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,976,834
Contract administrator fees2016-12-31$35,700
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 name2016-12-31MBAF CPAS LLC
Accountancy firm EIN2016-12-31133842744
2015 : SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,074,908
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,303,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,201,847
Value of total corrective distributions2015-12-31$10,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,500,282
Value of total assets at end of year2015-12-31$50,633,144
Value of total assets at beginning of year2015-12-31$55,861,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$91,293
Total interest from all sources2015-12-31$21,674
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$600,832
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$600,832
Administrative expenses professional fees incurred2015-12-31$15,500
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
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$1,133,549
Participant contributions at end of year2015-12-31$421,887
Participant contributions at beginning of year2015-12-31$481,494
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$111,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,228,410
Value of net assets at end of year (total assets less liabilities)2015-12-31$50,633,144
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$55,861,554
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$70,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$42,484,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$46,864,232
Value of interest in pooled separate accounts at end of year2015-12-31$7,726,611
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,515,828
Interest on participant loans2015-12-31$21,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$321
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-182,808
Net investment gain/loss from pooled separate accounts2015-12-31$134,928
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$1,255,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,201,847
Contract administrator fees2015-12-31$5,793
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 name2015-12-31MBAF CPAS LLC
Accountancy firm EIN2015-12-31133842744
2014 : SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,665,622
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,334,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,243,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,544,185
Value of total assets at end of year2014-12-31$55,861,554
Value of total assets at beginning of year2014-12-31$50,530,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$90,349
Total interest from all sources2014-12-31$23,532
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$609,152
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$609,152
Administrative expenses professional fees incurred2014-12-31$15,000
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
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$1,131,336
Participant contributions at end of year2014-12-31$481,494
Participant contributions at beginning of year2014-12-31$473,576
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$142,856
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$5,331,523
Value of net assets at end of year (total assets less liabilities)2014-12-31$55,861,554
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$50,530,031
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$70,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$46,864,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$41,740,995
Value of interest in pooled separate accounts at end of year2014-12-31$8,515,828
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,315,460
Interest on participant loans2014-12-31$23,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,346,873
Net investment gain/loss from pooled separate accounts2014-12-31$141,880
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,269,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,243,750
Contract administrator fees2014-12-31$5,349
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 name2014-12-31MBAF CPAS LLC
Accountancy firm EIN2014-12-31133842744
2013 : SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$11,822,219
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,501,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,422,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,706,422
Value of total assets at end of year2013-12-31$50,530,031
Value of total assets at beginning of year2013-12-31$43,209,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$79,200
Total interest from all sources2013-12-31$28,001
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$546,824
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$546,824
Administrative expenses professional fees incurred2013-12-31$7,750
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
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$1,212,680
Participant contributions at end of year2013-12-31$473,576
Participant contributions at beginning of year2013-12-31$563,263
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$299,600
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$7,320,911
Value of net assets at end of year (total assets less liabilities)2013-12-31$50,530,031
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$43,209,120
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$70,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$41,740,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$35,647,391
Value of interest in pooled separate accounts at end of year2013-12-31$8,315,460
Value of interest in pooled separate accounts at beginning of year2013-12-31$878,892
Interest on participant loans2013-12-31$28,001
Value of interest in common/collective trusts at beginning of year2013-12-31$6,119,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,416,532
Net investment gain/loss from pooled separate accounts2013-12-31$94,815
Net investment gain or loss from common/collective trusts2013-12-31$29,625
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$1,194,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,422,108
Contract administrator fees2013-12-31$1,450
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 name2013-12-31EISNERAMPER LLP
Accountancy firm EIN2013-12-31131639826
2012 : SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 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$7,153,233
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,725,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,721,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,323,475
Value of total assets at end of year2012-12-31$43,209,120
Value of total assets at beginning of year2012-12-31$40,781,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,800
Total interest from all sources2012-12-31$18,001
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$614,836
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$614,836
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$1,165,640
Participant contributions at end of year2012-12-31$563,263
Participant contributions at beginning of year2012-12-31$306,123
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$2,427,959
Value of net assets at end of year (total assets less liabilities)2012-12-31$43,209,120
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$40,781,161
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$35,647,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$31,568,026
Value of interest in pooled separate accounts at end of year2012-12-31$878,892
Interest on participant loans2012-12-31$18,001
Value of interest in common/collective trusts at end of year2012-12-31$6,119,574
Value of interest in common/collective trusts at beginning of year2012-12-31$8,907,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,069,983
Net investment gain/loss from pooled separate accounts2012-12-31$3,941
Net investment gain or loss from common/collective trusts2012-12-31$122,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,157,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,721,474
Contract administrator fees2012-12-31$3,800
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 name2012-12-31RIBET & GORDON
Accountancy firm EIN2012-12-31133592944
2011 : SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,871,712
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,111,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,109,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,712,828
Value of total assets at end of year2011-12-31$40,781,161
Value of total assets at beginning of year2011-12-31$40,020,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,050
Total interest from all sources2011-12-31$20,942
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$563,433
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$563,433
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$1,229,741
Participant contributions at end of year2011-12-31$306,123
Participant contributions at beginning of year2011-12-31$375,435
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$256,175
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$760,372
Value of net assets at end of year (total assets less liabilities)2011-12-31$40,781,161
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$40,020,789
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$31,568,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$33,709,470
Interest on participant loans2011-12-31$20,942
Value of interest in common/collective trusts at end of year2011-12-31$8,907,012
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,935,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,935,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,553,744
Net investment gain or loss from common/collective trusts2011-12-31$128,253
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$1,226,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,109,290
Contract administrator fees2011-12-31$2,050
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 name2011-12-31RIBET & GORDON
Accountancy firm EIN2011-12-31133592944
2010 : SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 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$6,429,672
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,636,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,545,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,348,544
Value of total assets at end of year2010-12-31$40,020,789
Value of total assets at beginning of year2010-12-31$35,227,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$91,618
Total interest from all sources2010-12-31$115,284
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$440,784
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$440,784
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
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$1,144,568
Participant contributions at end of year2010-12-31$375,435
Participant contributions at beginning of year2010-12-31$359,336
Administrative expenses (other) incurred2010-12-31$3,150
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$4,793,035
Value of net assets at end of year (total assets less liabilities)2010-12-31$40,020,789
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$35,227,754
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$88,468
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$33,709,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$28,604,760
Interest on participant loans2010-12-31$23,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,935,884
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,263,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,263,658
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$91,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,525,060
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
Contributions received in cash from employer2010-12-31$1,203,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,545,019
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 name2010-12-31RIBET & GORDON
Accountancy firm EIN2010-12-31133592944
2009 : SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 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 SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN

2021: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) 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
2010: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SATTERLEE STEPHENS BURKE & BURKE, LLP PROFIT SHARING & 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered98
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 1
Insurance contract or identification number31507
Number of Individuals Covered109
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31507
Policy instance 2
Insurance contract or identification number31507
Number of Individuals Covered126
Insurance policy start date2019-01-11
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-01-11
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered128
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered132
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered142
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered136
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered141
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered139
Insurance policy start date2012-09-12
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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