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MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 401k Plan overview

Plan NameMARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN
Plan identification number 004

MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN Benefits

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

401k Sponsoring company profile

MARTIN CLEARWATER & BELL LLP has sponsored the creation of one or more 401k plans.

Company Name:MARTIN CLEARWATER & BELL LLP
Employer identification number (EIN):132811394
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about MARTIN CLEARWATER & BELL LLP

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2002-10-17
Company Identification Number: 2823621
Legal Registered Office Address: 220 East 42nd Street

New York
United States of America (USA)
10017

More information about MARTIN CLEARWATER & BELL LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01CATHERINE REILLY
0042016-01-01CATHERINE REILLY
0042015-01-01CATHERINE REILLY
0042014-01-01CATHERINE REILLY
0042013-01-01CATHERINE REILLY
0042012-01-01CATHERINE REILLY
0042011-01-01CATHERINE REILLY
0042010-01-01CATHERINE REILLY
0042009-01-01CATHERINE REILLY

Plan Statistics for MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN

401k plan membership statisitcs for MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN

Measure Date Value
2022: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01122
Total number of active participants reported on line 7a of the Form 55002022-01-0143
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0185
Total of all active and inactive participants2022-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01128
Number of participants with account balances2022-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01127
Total number of active participants reported on line 7a of the Form 55002021-01-0149
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0173
Total of all active and inactive participants2021-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01122
Number of participants with account balances2021-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0166
Total number of active participants reported on line 7a of the Form 55002020-01-0159
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0167
Total of all active and inactive participants2020-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01127
Number of participants with account balances2020-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01123
Total number of active participants reported on line 7a of the Form 55002019-01-0170
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0161
Total of all active and inactive participants2019-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01131
Number of participants with account balances2019-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01120
Total number of active participants reported on line 7a of the Form 55002018-01-0171
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01123
Number of participants with account balances2018-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01111
Total number of active participants reported on line 7a of the Form 55002017-01-0168
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0152
Total of all active and inactive participants2017-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01120
Number of participants with account balances2017-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01107
Total number of active participants reported on line 7a of the Form 55002016-01-0169
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0142
Total of all active and inactive participants2016-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01111
Number of participants with account balances2016-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01100
Total number of active participants reported on line 7a of the Form 55002015-01-0162
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01107
Number of participants with account balances2015-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01102
Total number of active participants reported on line 7a of the Form 55002014-01-0158
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01100
Number of participants with account balances2014-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01109
Total number of active participants reported on line 7a of the Form 55002013-01-0163
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01102
Number of participants with account balances2013-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01114
Total number of active participants reported on line 7a of the Form 55002012-01-0171
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01109
Number of participants with account balances2012-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01120
Total number of active participants reported on line 7a of the Form 55002011-01-0181
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01114
Number of participants with account balances2011-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01121
Total number of active participants reported on line 7a of the Form 55002010-01-0184
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0136
Total of all active and inactive participants2010-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01120
Number of participants with account balances2010-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01104
Total number of active participants reported on line 7a of the Form 55002009-01-0188
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01120
Number of participants with account balances2009-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN

Measure Date Value
2022 : MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,419,385
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$448,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$448,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$691,027
Value of total assets at end of year2022-12-31$10,956,597
Value of total assets at beginning of year2022-12-31$12,824,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$9,664
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$415,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$415,358
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$512,186
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$20,728
Other income not declared elsewhere2022-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,867,791
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,956,597
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,824,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,162,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,064,086
Interest earned on other investments2022-12-31$9,664
Value of interest in common/collective trusts at end of year2022-12-31$667,356
Value of interest in common/collective trusts at beginning of year2022-12-31$670,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$27,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,535,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$158,113
Employer contributions (assets) at end of year2022-12-31$99,020
Employer contributions (assets) at beginning of year2022-12-31$89,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$448,406
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EISNERAMPER, LLP
Accountancy firm EIN2022-12-31871363769
2021 : MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K 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$2,611,735
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,615,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,615,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$728,949
Value of total assets at end of year2021-12-31$12,824,388
Value of total assets at beginning of year2021-12-31$11,827,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$8,591
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$976,218
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$976,218
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$566,465
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$13,531
Other income not declared elsewhere2021-12-31$155
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$996,417
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,824,388
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,827,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,064,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,094,215
Interest earned on other investments2021-12-31$8,591
Value of interest in common/collective trusts at end of year2021-12-31$670,322
Value of interest in common/collective trusts at beginning of year2021-12-31$631,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$897,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$148,953
Employer contributions (assets) at end of year2021-12-31$89,980
Employer contributions (assets) at beginning of year2021-12-31$102,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,615,318
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 name2021-12-31EISNERAMPER, LLP
Accountancy firm EIN2021-12-31871363769
2020 : MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$350,891
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$3,216
Total income from all sources (including contributions)2020-12-31$2,429,893
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$190,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$190,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$782,263
Value of total assets at end of year2020-12-31$11,827,971
Value of total assets at beginning of year2020-12-31$9,943,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$11,584
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$426,267
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$426,267
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$573,272
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$44,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,216
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$2,238,933
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,827,971
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,939,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,094,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,338,136
Value of interest in common/collective trusts at end of year2020-12-31$631,543
Value of interest in common/collective trusts at beginning of year2020-12-31$529,087
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$11,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,209,779
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$164,749
Employer contributions (assets) at end of year2020-12-31$102,213
Employer contributions (assets) at beginning of year2020-12-31$75,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$190,960
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31RAICH ENDE MALTER & CO.
Accountancy firm EIN2020-12-31112336434
2019 : MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$1,075,738
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,216
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$28,450
Total income from all sources (including contributions)2019-12-31$2,829,751
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$860,420
Value of total assets at end of year2019-12-31$9,943,145
Value of total assets at beginning of year2019-12-31$8,224,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$345,855
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$345,855
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
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
Contributions received from participants2019-12-31$573,908
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$148,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$28,450
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$2,819,246
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,939,929
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,196,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,338,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,717,158
Value of interest in common/collective trusts at end of year2019-12-31$529,087
Value of interest in common/collective trusts at beginning of year2019-12-31$507,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,611,693
Net investment gain or loss from common/collective trusts2019-12-31$11,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$137,602
Employer contributions (assets) at end of year2019-12-31$75,922
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,505
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RAICH ENDE MALTER & CO.
Accountancy firm EIN2019-12-31112336434
2018 : MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K 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$28,450
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$727,204
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,913,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,913,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,039,694
Value of total assets at end of year2018-12-31$8,224,871
Value of total assets at beginning of year2018-12-31$9,382,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25
Total interest from all sources2018-12-31$38
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$399,290
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$399,290
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
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$459,690
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$1,505
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$580,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$28,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,186,486
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,196,421
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,382,907
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$25
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,717,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,886,378
Interest on participant loans2018-12-31$38
Value of interest in common/collective trusts at end of year2018-12-31$507,713
Value of interest in common/collective trusts at beginning of year2018-12-31$495,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-721,969
Net investment gain or loss from common/collective trusts2018-12-31$10,151
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,913,665
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 name2018-12-31RAICH ENDE MALTER & CO.
Accountancy firm EIN2018-12-31112336434
2017 : MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K 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$2,014,873
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$400,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$400,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$486,545
Value of total assets at end of year2017-12-31$9,382,907
Value of total assets at beginning of year2017-12-31$7,768,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25
Total interest from all sources2017-12-31$134
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$299,260
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$299,260
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
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$441,020
Participant contributions at end of year2017-12-31$1,505
Participant contributions at beginning of year2017-12-31$3,223
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$42,605
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$1,614,772
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,382,907
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,768,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$25
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,886,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,295,909
Interest on participant loans2017-12-31$134
Value of interest in common/collective trusts at end of year2017-12-31$495,024
Value of interest in common/collective trusts at beginning of year2017-12-31$469,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,220,417
Net investment gain or loss from common/collective trusts2017-12-31$8,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$400,076
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 name2017-12-31RAICH ENDE MALTER & CO.
Accountancy firm EIN2017-12-31112336434
2016 : MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K 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$1,054,569
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$444,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$444,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$401,959
Value of total assets at end of year2016-12-31$7,768,135
Value of total assets at beginning of year2016-12-31$7,157,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$31
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$221,751
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$221,751
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$400,008
Participant contributions at end of year2016-12-31$3,223
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,951
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$610,148
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,768,135
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,157,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,295,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,729,325
Interest on participant loans2016-12-31$31
Value of interest in common/collective trusts at end of year2016-12-31$469,003
Value of interest in common/collective trusts at beginning of year2016-12-31$428,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$422,112
Net investment gain or loss from common/collective trusts2016-12-31$8,716
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$444,421
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 name2016-12-31RAICH ENDE MALTER & CO.
Accountancy firm EIN2016-12-31112336434
2015 : MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K 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$398,497
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$312,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$312,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$385,593
Value of total assets at end of year2015-12-31$7,157,987
Value of total assets at beginning of year2015-12-31$7,071,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25
Total interest from all sources2015-12-31$309
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$271,765
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$271,765
Administrative expenses professional fees incurred2015-12-31$25
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$385,593
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$12,315
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$86,400
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,157,987
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,071,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,729,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,671,067
Interest on participant loans2015-12-31$309
Value of interest in common/collective trusts at end of year2015-12-31$428,662
Value of interest in common/collective trusts at beginning of year2015-12-31$388,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-266,827
Net investment gain or loss from common/collective trusts2015-12-31$7,657
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$312,072
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 name2015-12-31RAICH ENDE MALTER & CO.
Accountancy firm EIN2015-12-31112336434
2014 : MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K 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$1,213,285
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$195,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$195,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$624,272
Value of total assets at end of year2014-12-31$7,071,587
Value of total assets at beginning of year2014-12-31$6,053,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$50
Total interest from all sources2014-12-31$1,039
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$263,070
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$263,070
Administrative expenses professional fees incurred2014-12-31$50
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$366,372
Participant contributions at end of year2014-12-31$12,315
Participant contributions at beginning of year2014-12-31$26,015
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$257,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,017,877
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,071,587
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,053,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,671,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,711,569
Interest on participant loans2014-12-31$1,039
Value of interest in common/collective trusts at end of year2014-12-31$388,205
Value of interest in common/collective trusts at beginning of year2014-12-31$316,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$318,273
Net investment gain or loss from common/collective trusts2014-12-31$6,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$195,358
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 name2014-12-31RAICH ENDE MALTER & CO.
Accountancy firm EIN2014-12-31112336434
2013 : MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K 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$1,546,039
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$440,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$440,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$391,113
Value of total assets at end of year2013-12-31$6,053,710
Value of total assets at beginning of year2013-12-31$4,948,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25
Total interest from all sources2013-12-31$1,515
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$171,629
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$171,629
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$384,718
Participant contributions at end of year2013-12-31$26,015
Participant contributions at beginning of year2013-12-31$16,477
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$4,105
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,395
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$1,105,536
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,053,710
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,948,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,711,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,631,097
Interest on participant loans2013-12-31$1,515
Value of interest in common/collective trusts at end of year2013-12-31$316,126
Value of interest in common/collective trusts at beginning of year2013-12-31$296,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$976,557
Net investment gain or loss from common/collective trusts2013-12-31$5,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$440,478
Contract administrator fees2013-12-31$25
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 name2013-12-31RAICH ENDE MALTER & CO.
Accountancy firm EIN2013-12-31112336434
2012 : MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K 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$998,990
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$284,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$284,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$407,517
Value of total assets at end of year2012-12-31$4,948,174
Value of total assets at beginning of year2012-12-31$4,233,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$50
Total interest from all sources2012-12-31$1,238
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$128,058
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$128,058
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$407,517
Participant contributions at end of year2012-12-31$16,477
Participant contributions at beginning of year2012-12-31$41,230
Participant contributions at end of year2012-12-31$4,105
Participant contributions at beginning of year2012-12-31$4,665
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$714,453
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,948,174
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,233,721
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$4,631,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,901,411
Interest on participant loans2012-12-31$1,238
Value of interest in common/collective trusts at end of year2012-12-31$296,495
Value of interest in common/collective trusts at beginning of year2012-12-31$286,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$455,255
Net investment gain or loss from common/collective trusts2012-12-31$6,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$284,487
Contract administrator fees2012-12-31$50
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 name2012-12-31RAICH ENDE MALTER & CO.
Accountancy firm EIN2012-12-31112336434
2011 : MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$471,843
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$397,210
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$392,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$392,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$433,669
Value of total assets at end of year2011-12-31$4,233,721
Value of total assets at beginning of year2011-12-31$4,700,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25
Total interest from all sources2011-12-31$1,802
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$96,170
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$96,170
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$424,039
Participant contributions at end of year2011-12-31$41,230
Participant contributions at beginning of year2011-12-31$29,083
Participant contributions at end of year2011-12-31$4,665
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,630
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$5,031
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,233,721
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,700,533
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$3,901,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,342,451
Interest on participant loans2011-12-31$1,802
Value of interest in common/collective trusts at end of year2011-12-31$286,415
Value of interest in common/collective trusts at beginning of year2011-12-31$328,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-142,969
Net investment gain or loss from common/collective trusts2011-12-31$8,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$392,154
Contract administrator fees2011-12-31$25
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 name2011-12-31RAICH ENDE MALTER & CO.
Accountancy firm EIN2011-12-31112336434
2010 : MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K 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$1,037,896
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$124,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$121,838
Expenses. Certain deemed distributions of participant loans2010-12-31$2,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$495,910
Value of total assets at end of year2010-12-31$4,700,533
Value of total assets at beginning of year2010-12-31$3,786,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1,095
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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$474,473
Participant contributions at end of year2010-12-31$29,083
Participant contributions at beginning of year2010-12-31$2,500
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$21,437
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$913,558
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,700,533
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,786,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,342,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,485,807
Interest on participant loans2010-12-31$1,095
Value of interest in common/collective trusts at end of year2010-12-31$328,999
Value of interest in common/collective trusts at beginning of year2010-12-31$298,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$531,600
Net investment gain or loss from common/collective trusts2010-12-31$9,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$121,838
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 name2010-12-31RAICH ENDE MALTER & CO.
Accountancy firm EIN2010-12-31112336434
2009 : MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K 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 MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN

2022: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K 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: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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: MARTIN CLEARWATER & BELL LLP ASSOCIATE 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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