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Plan Name | HAZEN AND SAWYER, P.C. 401(K) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | HAZEN AND SAWYER, D.P.C. |
Employer identification number (EIN): | 132904652 |
NAIC Classification: | 541330 |
NAIC Description: | Engineering Services |
Additional information about HAZEN AND SAWYER, D.P.C.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1977-06-16 |
Company Identification Number: | 438326 |
Legal Registered Office Address: |
80 STATE STREET New York ALBANY United States of America (USA) 12207 |
More information about HAZEN AND SAWYER, D.P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | WILLIAM CRAYON | 2023-10-03 | ||
002 | 2021-01-01 | WILLIAM CRAYON | 2022-10-14 | ||
002 | 2020-01-01 | WILLIAM CRAYON | 2021-10-06 | ||
002 | 2019-01-01 | WILLIAM CRAYON | 2020-09-29 | ||
002 | 2018-01-01 | WILLIAM CRAYON | 2019-10-15 | ||
002 | 2017-01-01 | ||||
002 | 2016-01-01 | ||||
002 | 2015-01-01 | ||||
002 | 2014-01-01 | ||||
002 | 2013-01-01 | ||||
002 | 2012-01-01 | WILLIAM CRAYON | |||
002 | 2011-01-01 | WILLIAM CRAYON | |||
002 | 2009-01-01 | WILLIAM CRAYON | |||
002 | 2009-01-01 | WILLIAM CRAYON |
Measure | Date | Value |
---|---|---|
2022: HAZEN AND SAWYER, P.C. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,666 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,483 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 345 |
Total of all active and inactive participants | 2022-01-01 | 1,847 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 5 |
Total participants | 2022-01-01 | 1,852 |
Number of participants with account balances | 2022-01-01 | 1,620 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: HAZEN AND SAWYER, P.C. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,530 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,324 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 319 |
Total of all active and inactive participants | 2021-01-01 | 1,661 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 5 |
Total participants | 2021-01-01 | 1,666 |
Number of participants with account balances | 2021-01-01 | 1,509 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: HAZEN AND SAWYER, P.C. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,488 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,201 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 321 |
Total of all active and inactive participants | 2020-01-01 | 1,526 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 4 |
Total participants | 2020-01-01 | 1,530 |
Number of participants with account balances | 2020-01-01 | 1,411 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: HAZEN AND SAWYER, P.C. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,364 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,187 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 276 |
Total of all active and inactive participants | 2019-01-01 | 1,484 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 4 |
Total participants | 2019-01-01 | 1,488 |
Number of participants with account balances | 2019-01-01 | 1,353 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: HAZEN AND SAWYER, P.C. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,268 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,069 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 25 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 267 |
Total of all active and inactive participants | 2018-01-01 | 1,361 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 3 |
Total participants | 2018-01-01 | 1,364 |
Number of participants with account balances | 2018-01-01 | 1,247 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: HAZEN AND SAWYER, P.C. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1,360 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 986 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 281 |
Total of all active and inactive participants | 2017-01-01 | 1,267 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 1,268 |
Number of participants with account balances | 2017-01-01 | 1,186 |
2016: HAZEN AND SAWYER, P.C. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1,213 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 936 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 419 |
Total of all active and inactive participants | 2016-01-01 | 1,355 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 5 |
Total participants | 2016-01-01 | 1,360 |
Number of participants with account balances | 2016-01-01 | 1,272 |
2015: HAZEN AND SAWYER, P.C. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,163 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 818 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 390 |
Total of all active and inactive participants | 2015-01-01 | 1,208 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 5 |
Total participants | 2015-01-01 | 1,213 |
Number of participants with account balances | 2015-01-01 | 1,178 |
2014: HAZEN AND SAWYER, P.C. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 991 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 789 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 371 |
Total of all active and inactive participants | 2014-01-01 | 1,160 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 3 |
Total participants | 2014-01-01 | 1,163 |
Number of participants with account balances | 2014-01-01 | 1,125 |
2013: HAZEN AND SAWYER, P.C. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 945 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 738 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 250 |
Total of all active and inactive participants | 2013-01-01 | 988 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 3 |
Total participants | 2013-01-01 | 991 |
Number of participants with account balances | 2013-01-01 | 954 |
2012: HAZEN AND SAWYER, P.C. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 919 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 683 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 258 |
Total of all active and inactive participants | 2012-01-01 | 941 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 4 |
Total participants | 2012-01-01 | 945 |
Number of participants with account balances | 2012-01-01 | 923 |
2011: HAZEN AND SAWYER, P.C. 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 905 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 704 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 214 |
Total of all active and inactive participants | 2011-01-01 | 918 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 5 |
Total participants | 2011-01-01 | 923 |
Number of participants with account balances | 2011-01-01 | 911 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: HAZEN AND SAWYER, P.C. 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 864 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 676 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 252 |
Total of all active and inactive participants | 2009-01-01 | 928 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 932 |
Number of participants with account balances | 2009-01-01 | 924 |
Measure | Date | Value |
---|---|---|
2022 : HAZEN AND SAWYER, P.C. 401(K) PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $604 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $604 |
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 | $-68,073,600 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $13,844,510 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $13,839,201 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $27,860,164 |
Value of total assets at end of year | 2022-12-31 | $385,885,938 |
Value of total assets at beginning of year | 2022-12-31 | $467,804,048 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $5,309 |
Total interest from all sources | 2022-12-31 | $101,720 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $8,983,332 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $8,983,332 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $14,244,533 |
Participant contributions at end of year | 2022-12-31 | $2,077,914 |
Participant contributions at beginning of year | 2022-12-31 | $2,051,515 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $10,372,923 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $13,644,828 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,615,631 |
Administrative expenses (other) incurred | 2022-12-31 | $5,309 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-81,918,110 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $385,885,938 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $467,804,048 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $322,630,297 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $403,696,695 |
Interest on participant loans | 2022-12-31 | $101,720 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $38,804,804 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $37,811,010 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-105,678,876 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $659,456 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $12,000,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $12,000,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $10,600,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $13,839,201 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PKF O'CONNOR DAVIES, LLP |
Accountancy firm EIN | 2022-12-31 | 271728945 |
2021 : HAZEN AND SAWYER, P.C. 401(K) PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $906,163 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $906,163 |
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 | $82,647,823 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $23,687,527 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $23,481,282 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $24,883,426 |
Value of total assets at end of year | 2021-12-31 | $467,804,048 |
Value of total assets at beginning of year | 2021-12-31 | $408,843,752 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $206,245 |
Total interest from all sources | 2021-12-31 | $98,735 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $26,574,199 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $26,574,199 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $12,827,804 |
Participant contributions at end of year | 2021-12-31 | $2,051,515 |
Participant contributions at beginning of year | 2021-12-31 | $1,948,120 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $13,644,828 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $11,362,377 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,455,622 |
Other income not declared elsewhere | 2021-12-31 | $368,746 |
Administrative expenses (other) incurred | 2021-12-31 | $206,245 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $58,960,296 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $467,804,048 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $408,843,752 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $403,696,695 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $347,952,102 |
Interest on participant loans | 2021-12-31 | $98,735 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $37,811,010 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $37,881,153 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $29,269,418 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $547,136 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $10,600,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $10,600,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $9,700,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $23,481,282 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PKF O'CONNOR DAVIES, LLP |
Accountancy firm EIN | 2021-12-31 | 271728945 |
2020 : HAZEN AND SAWYER, P.C. 401(K) PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $1,930,373 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $1,930,373 |
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 | $89,315,737 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $22,099,412 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $21,899,992 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $23,244,481 |
Value of total assets at end of year | 2020-12-31 | $408,843,752 |
Value of total assets at beginning of year | 2020-12-31 | $341,627,427 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $199,420 |
Total interest from all sources | 2020-12-31 | $106,929 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $15,093,972 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $15,093,972 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $11,592,741 |
Participant contributions at end of year | 2020-12-31 | $1,948,120 |
Participant contributions at beginning of year | 2020-12-31 | $1,955,494 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $11,362,377 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $6,351,624 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,931,039 |
Other income not declared elsewhere | 2020-12-31 | $238,068 |
Administrative expenses (other) incurred | 2020-12-31 | $199,420 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $67,216,325 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $408,843,752 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $341,627,427 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $314,135,887 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $261,176,522 |
Interest on participant loans | 2020-12-31 | $106,929 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $71,697,368 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $62,943,787 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $48,164,152 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $537,762 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $9,720,701 |
Employer contributions (assets) at end of year | 2020-12-31 | $9,700,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $9,200,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $21,899,992 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | PKF O'CONNOR DAVIES, LLP |
Accountancy firm EIN | 2020-12-31 | 271728945 |
2019 : HAZEN AND SAWYER, P.C. 401(K) PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $891,484 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $891,484 |
Total income from all sources (including contributions) | 2019-12-31 | $85,784,299 |
Total of all expenses incurred | 2019-12-31 | $15,911,885 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $15,786,746 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $22,627,167 |
Value of total assets at end of year | 2019-12-31 | $341,627,427 |
Value of total assets at beginning of year | 2019-12-31 | $271,755,013 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $125,139 |
Total interest from all sources | 2019-12-31 | $97,930 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $11,875,074 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $11,875,074 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $11,044,881 |
Participant contributions at end of year | 2019-12-31 | $1,955,494 |
Participant contributions at beginning of year | 2019-12-31 | $1,672,836 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $6,351,624 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $4,244,909 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,381,797 |
Other income not declared elsewhere | 2019-12-31 | $144,731 |
Administrative expenses (other) incurred | 2019-12-31 | $125,139 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $69,872,414 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $341,627,427 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $271,755,013 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $261,176,522 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $203,089,700 |
Interest on participant loans | 2019-12-31 | $97,930 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $62,943,787 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $54,547,568 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $49,557,988 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $589,925 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $9,200,489 |
Employer contributions (assets) at end of year | 2019-12-31 | $9,200,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $8,200,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $15,786,746 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | ALBRECHT, VIGGIANO, ZURECK & CO PC |
Accountancy firm EIN | 2019-12-31 | 112556624 |
2018 : HAZEN AND SAWYER, P.C. 401(K) PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-325,395 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-325,395 |
Total income from all sources (including contributions) | 2018-12-31 | $12,025,399 |
Total of all expenses incurred | 2018-12-31 | $11,635,829 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $11,410,571 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $20,367,008 |
Value of total assets at end of year | 2018-12-31 | $271,755,013 |
Value of total assets at beginning of year | 2018-12-31 | $271,365,443 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $225,258 |
Total interest from all sources | 2018-12-31 | $76,217 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $14,240,175 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $14,240,175 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $9,889,203 |
Participant contributions at end of year | 2018-12-31 | $1,672,836 |
Participant contributions at beginning of year | 2018-12-31 | $1,681,159 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $4,244,909 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $3,140,463 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,261,371 |
Other income not declared elsewhere | 2018-12-31 | $290,658 |
Administrative expenses (other) incurred | 2018-12-31 | $225,258 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $389,570 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $271,755,013 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $271,365,443 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $203,089,700 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $204,004,027 |
Interest on participant loans | 2018-12-31 | $76,217 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $54,547,568 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $55,639,794 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-23,216,177 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $592,913 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $8,216,434 |
Employer contributions (assets) at end of year | 2018-12-31 | $8,200,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $6,900,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $11,410,571 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | ALBRECHT, VIGGIANO, ZURECK & CO PC |
Accountancy firm EIN | 2018-12-31 | 112556624 |
2017 : HAZEN AND SAWYER, P.C. 401(K) PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $312,106 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $312,106 |
Total income from all sources (including contributions) | 2017-12-31 | $61,339,219 |
Total of all expenses incurred | 2017-12-31 | $18,099,076 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $17,853,323 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $115,300 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $17,777,408 |
Value of total assets at end of year | 2017-12-31 | $271,365,443 |
Value of total assets at beginning of year | 2017-12-31 | $228,125,300 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $130,453 |
Total interest from all sources | 2017-12-31 | $77,415 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $9,417,038 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $9,417,038 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $8,899,601 |
Participant contributions at end of year | 2017-12-31 | $1,681,159 |
Participant contributions at beginning of year | 2017-12-31 | $1,822,645 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $3,140,463 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $1,846,279 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,974,706 |
Administrative expenses (other) incurred | 2017-12-31 | $130,453 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $43,240,143 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $271,365,443 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $228,125,300 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $204,004,027 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $168,626,649 |
Interest on participant loans | 2017-12-31 | $77,415 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $55,639,794 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $49,229,627 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $30,664,329 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $3,090,923 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $6,903,101 |
Employer contributions (assets) at end of year | 2017-12-31 | $6,900,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $6,600,100 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $17,853,323 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | ALBRECHT, VIGGIANO, ZURECK & CO PC |
Accountancy firm EIN | 2017-12-31 | 112556624 |
2016 : HAZEN AND SAWYER, P.C. 401(K) PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $45,275 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $45,275 |
Total income from all sources (including contributions) | 2016-12-31 | $31,742,663 |
Total of all expenses incurred | 2016-12-31 | $12,963,485 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $12,839,857 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $38,831 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $15,334,704 |
Value of total assets at end of year | 2016-12-31 | $228,125,300 |
Value of total assets at beginning of year | 2016-12-31 | $209,346,122 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $84,797 |
Total interest from all sources | 2016-12-31 | $82,360 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $5,745,927 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $5,745,927 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $7,649,459 |
Participant contributions at end of year | 2016-12-31 | $1,822,645 |
Participant contributions at beginning of year | 2016-12-31 | $1,789,723 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $1,846,279 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $1,533,554 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,078,262 |
Administrative expenses (other) incurred | 2016-12-31 | $84,797 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $18,779,178 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $228,125,300 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $209,346,122 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $168,626,649 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $154,168,010 |
Interest on participant loans | 2016-12-31 | $82,360 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $49,229,627 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $45,854,835 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $8,440,336 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $2,094,061 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $6,606,983 |
Employer contributions (assets) at end of year | 2016-12-31 | $6,600,100 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $6,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $12,839,857 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | ALBRECHT, VIGGIANO, ZURECK & CO PC |
Accountancy firm EIN | 2016-12-31 | 112556624 |
2015 : HAZEN AND SAWYER, P.C. 401(K) PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-624,811 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-624,811 |
Total income from all sources (including contributions) | 2015-12-31 | $18,242,168 |
Total of all expenses incurred | 2015-12-31 | $12,139,771 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $11,946,295 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $183,263 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $15,872,385 |
Value of total assets at end of year | 2015-12-31 | $209,346,122 |
Value of total assets at beginning of year | 2015-12-31 | $203,243,725 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $10,213 |
Total interest from all sources | 2015-12-31 | $75,368 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $12,033,554 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $12,033,554 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $6,951,705 |
Participant contributions at end of year | 2015-12-31 | $1,789,723 |
Participant contributions at beginning of year | 2015-12-31 | $1,745,349 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $1,533,554 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $1,438,595 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $2,920,680 |
Administrative expenses (other) incurred | 2015-12-31 | $10,213 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $6,102,397 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $209,346,122 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $203,243,725 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $154,168,010 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $147,421,944 |
Interest on participant loans | 2015-12-31 | $75,368 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $45,854,835 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $47,637,837 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-9,335,362 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $221,034 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $6,000,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $6,000,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $5,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $11,946,295 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | ALBRECHT, VIGGIANO, ZURECK & CO PC |
Accountancy firm EIN | 2015-12-31 | 112556624 |
2014 : HAZEN AND SAWYER, P.C. 401(K) PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-871,497 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-871,497 |
Total income from all sources (including contributions) | 2014-12-31 | $22,587,099 |
Total of all expenses incurred | 2014-12-31 | $5,819,916 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $5,729,577 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $86,717 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $12,618,614 |
Value of total assets at end of year | 2014-12-31 | $203,243,725 |
Value of total assets at beginning of year | 2014-12-31 | $186,476,542 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,622 |
Total interest from all sources | 2014-12-31 | $72,881 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $9,873,089 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $9,873,089 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $6,391,890 |
Participant contributions at end of year | 2014-12-31 | $1,745,349 |
Participant contributions at beginning of year | 2014-12-31 | $1,669,570 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $1,438,595 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $1,404,781 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $428,797 |
Administrative expenses (other) incurred | 2014-12-31 | $3,622 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $16,767,183 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $203,243,725 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $186,476,542 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $147,421,944 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $133,822,717 |
Interest on participant loans | 2014-12-31 | $72,881 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $47,637,837 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $44,579,370 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-1,153,920 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $2,047,932 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $5,797,927 |
Employer contributions (assets) at end of year | 2014-12-31 | $5,000,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $5,000,104 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $5,729,577 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | ALBRECHT, VIGGIANO, ZURECK & CO PC |
Accountancy firm EIN | 2014-12-31 | 112556624 |
2013 : HAZEN AND SAWYER, P.C. 401(K) PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $131,044 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $131,044 |
Total income from all sources (including contributions) | 2013-12-31 | $43,787,440 |
Total of all expenses incurred | 2013-12-31 | $11,959,147 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $11,793,711 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $161,664 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $11,845,578 |
Value of total assets at end of year | 2013-12-31 | $186,476,542 |
Value of total assets at beginning of year | 2013-12-31 | $154,648,249 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,772 |
Total interest from all sources | 2013-12-31 | $63,097 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $5,077,652 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $5,077,652 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $6,133,523 |
Participant contributions at end of year | 2013-12-31 | $1,669,570 |
Participant contributions at beginning of year | 2013-12-31 | $1,600,031 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $1,404,781 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $1,127,825 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $711,951 |
Administrative expenses (other) incurred | 2013-12-31 | $3,772 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $31,828,293 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $186,476,542 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $154,648,249 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $133,822,717 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $105,066,604 |
Interest on participant loans | 2013-12-31 | $63,097 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $44,579,370 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $41,669,021 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $22,994,317 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $3,675,752 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $5,000,104 |
Employer contributions (assets) at end of year | 2013-12-31 | $5,000,104 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $5,184,768 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $11,793,711 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | ALBRECHT, VIGGIANO, ZURECK & CO PC |
Accountancy firm EIN | 2013-12-31 | 112556624 |
2012 : HAZEN AND SAWYER, P.C. 401(K) PLAN 2012 401k financial data | ||
Total income from all sources (including contributions) | 2012-12-31 | $28,472,760 |
Total of all expenses incurred | 2012-12-31 | $11,853,280 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $11,707,054 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $98,600 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $12,341,384 |
Value of total assets at end of year | 2012-12-31 | $154,648,249 |
Value of total assets at beginning of year | 2012-12-31 | $138,028,769 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $47,626 |
Total interest from all sources | 2012-12-31 | $68,186 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $4,018,657 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $4,018,657 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $6,159,330 |
Participant contributions at end of year | 2012-12-31 | $1,600,031 |
Participant contributions at beginning of year | 2012-12-31 | $1,678,177 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $1,127,825 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $1,131,736 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $997,286 |
Administrative expenses (other) incurred | 2012-12-31 | $47,626 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $16,619,480 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $154,648,249 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $138,028,769 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $105,066,604 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $89,710,641 |
Interest on participant loans | 2012-12-31 | $68,186 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $41,669,021 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $40,145,591 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $10,094,211 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,950,322 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $5,184,768 |
Employer contributions (assets) at end of year | 2012-12-31 | $5,184,768 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $5,362,624 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $11,707,054 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2012-12-31 | 221478099 |
2011 : HAZEN AND SAWYER, P.C. 401(K) PLAN 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $12,091,018 |
Total of all expenses incurred | 2011-12-31 | $6,535,560 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $6,530,552 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $12,335,257 |
Value of total assets at end of year | 2011-12-31 | $138,028,769 |
Value of total assets at beginning of year | 2011-12-31 | $132,473,311 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $5,008 |
Total interest from all sources | 2011-12-31 | $72,340 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $4,173,538 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $4,173,538 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $6,158,706 |
Participant contributions at end of year | 2011-12-31 | $1,678,177 |
Participant contributions at beginning of year | 2011-12-31 | $1,504,816 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $1,131,736 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $932,627 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $813,927 |
Administrative expenses (other) incurred | 2011-12-31 | $5,008 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $5,555,458 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $138,028,769 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $132,473,311 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $89,710,641 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $84,829,279 |
Interest on participant loans | 2011-12-31 | $72,340 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $40,145,591 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $40,001,080 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-4,683,086 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $192,969 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $5,362,624 |
Employer contributions (assets) at end of year | 2011-12-31 | $5,362,624 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $5,205,509 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $6,530,552 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2011-12-31 | 221478099 |
2010 : HAZEN AND SAWYER, P.C. 401(K) PLAN 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $27,280,075 |
Total of all expenses incurred | 2010-12-31 | $2,830,899 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,825,626 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $11,623,712 |
Value of total assets at end of year | 2010-12-31 | $132,473,311 |
Value of total assets at beginning of year | 2010-12-31 | $108,024,135 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $5,273 |
Total interest from all sources | 2010-12-31 | $75,515 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $2,777,043 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $2,777,043 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $5,978,892 |
Participant contributions at end of year | 2010-12-31 | $1,504,816 |
Participant contributions at beginning of year | 2010-12-31 | $1,455,642 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $932,627 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $579,605 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $439,238 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $523 |
Other income not declared elsewhere | 2010-12-31 | $230,578 |
Administrative expenses (other) incurred | 2010-12-31 | $5,273 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $24,449,176 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $132,473,311 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $108,024,135 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $84,829,279 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $66,006,548 |
Interest on participant loans | 2010-12-31 | $75,515 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $40,001,080 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $35,379,949 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $12,322,318 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $250,909 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $5,205,582 |
Employer contributions (assets) at end of year | 2010-12-31 | $5,205,509 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $4,602,391 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,825,103 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | TEPEDINO & COMPANY LLP |
Accountancy firm EIN | 2010-12-31 | 112468656 |
2009 : HAZEN AND SAWYER, P.C. 401(K) PLAN 2009 401k financial data | ||
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2022: HAZEN AND SAWYER, P.C. 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: HAZEN AND SAWYER, P.C. 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: HAZEN AND SAWYER, P.C. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: HAZEN AND SAWYER, P.C. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HAZEN AND SAWYER, P.C. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: HAZEN AND SAWYER, P.C. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: HAZEN AND SAWYER, P.C. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HAZEN AND SAWYER, P.C. 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: HAZEN AND SAWYER, P.C. 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HAZEN AND SAWYER, P.C. 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: HAZEN AND SAWYER, P.C. 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HAZEN AND SAWYER, P.C. 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HAZEN AND SAWYER, P.C. 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |