BUCK GLOBAL, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BUCK CONSULTANTS RETIREMENT PLAN
Measure | Date | Value |
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2022: BUCK CONSULTANTS RETIREMENT PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 83,794,981 |
Acturial value of plan assets | 2022-12-31 | 79,395,479 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 22,166,557 |
Number of terminated vested participants | 2022-12-31 | 866 |
Fundng target for terminated vested participants | 2022-12-31 | 39,009,210 |
Active participant vested funding target | 2022-12-31 | 23,031,282 |
Number of active participants | 2022-12-31 | 320 |
Total funding liabilities for active participants | 2022-12-31 | 23,031,282 |
Total participant count | 2022-12-31 | 1,436 |
Total funding target for all participants | 2022-12-31 | 84,207,049 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 297,650 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 243,900 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 53,750 |
Present value of excess contributions | 2022-12-31 | 7 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 8 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 60,587 |
Total employer contributions | 2022-12-31 | 1,660,462 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 1,593,447 |
Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 1,070,000 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 4,872,157 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 1,654,034 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 60,587 |
Additional cash requirement | 2022-12-31 | 1,593,447 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 1,593,447 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 1,436 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 288 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 264 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 830 |
Total of all active and inactive participants | 2022-01-01 | 1,382 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 29 |
Total participants | 2022-01-01 | 1,411 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: BUCK CONSULTANTS RETIREMENT PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 75,501,710 |
Acturial value of plan assets | 2021-12-31 | 70,603,047 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 16,534,138 |
Number of terminated vested participants | 2021-12-31 | 873 |
Fundng target for terminated vested participants | 2021-12-31 | 36,359,686 |
Active participant vested funding target | 2021-12-31 | 23,839,730 |
Number of active participants | 2021-12-31 | 363 |
Total funding liabilities for active participants | 2021-12-31 | 24,132,198 |
Total participant count | 2021-12-31 | 1,441 |
Total funding target for all participants | 2021-12-31 | 77,026,022 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 1,885,573 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 1,664,494 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 221,079 |
Present value of excess contributions | 2021-12-31 | 46,640 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 51,854 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 51,854 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 297,650 |
Total employer contributions | 2021-12-31 | 1,590,797 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 1,527,369 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 1,050,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 6,720,625 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 1,771,262 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 243,900 |
Additional cash requirement | 2021-12-31 | 1,527,362 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 1,527,369 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 1,441 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 320 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 235 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 859 |
Total of all active and inactive participants | 2021-01-01 | 1,414 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 22 |
Total participants | 2021-01-01 | 1,436 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: BUCK CONSULTANTS RETIREMENT PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 68,295,900 |
Acturial value of plan assets | 2020-12-31 | 65,493,215 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 14,556,644 |
Number of terminated vested participants | 2020-12-31 | 874 |
Fundng target for terminated vested participants | 2020-12-31 | 34,780,247 |
Active participant vested funding target | 2020-12-31 | 22,818,631 |
Number of active participants | 2020-12-31 | 386 |
Total funding liabilities for active participants | 2020-12-31 | 23,143,472 |
Total participant count | 2020-12-31 | 1,445 |
Total funding target for all participants | 2020-12-31 | 72,480,363 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 819,336 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 819,336 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 1,667,380 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 1,885,576 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 1,885,573 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 1,885,573 |
Total employer contributions | 2020-12-31 | 305,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 276,689 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 1,010,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 8,872,721 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 1,894,543 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 1,664,494 |
Additional cash requirement | 2020-12-31 | 230,049 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 276,689 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 1,445 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 363 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 195 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 866 |
Total of all active and inactive participants | 2020-01-01 | 1,424 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 17 |
Total participants | 2020-01-01 | 1,441 |
2019: BUCK CONSULTANTS RETIREMENT PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 55,896,563 |
Acturial value of plan assets | 2019-12-31 | 59,773,441 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 13,279,477 |
Number of terminated vested participants | 2019-12-31 | 889 |
Fundng target for terminated vested participants | 2019-12-31 | 35,583,976 |
Active participant vested funding target | 2019-12-31 | 22,311,013 |
Number of active participants | 2019-12-31 | 390 |
Total funding liabilities for active participants | 2019-12-31 | 22,648,180 |
Total participant count | 2019-12-31 | 1,449 |
Total funding target for all participants | 2019-12-31 | 71,511,633 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 3,152,877 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 2,277,425 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 875,452 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 819,336 |
Total employer contributions | 2019-12-31 | 1,450,535 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 1,384,896 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 930,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 12,557,528 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 3,756,734 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 819,336 |
Additional cash requirement | 2019-12-31 | 2,937,398 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 1,384,896 |
Unpaid minimum required contributions for current year | 2019-12-31 | 1,552,502 |
Unpaid minimum required contributions for all years | 2019-12-31 | 1,552,502 |
Total participants, beginning-of-year | 2019-01-01 | 1,449 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 386 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 177 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 866 |
Total of all active and inactive participants | 2019-01-01 | 1,429 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 16 |
Total participants | 2019-01-01 | 1,445 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: BUCK CONSULTANTS RETIREMENT PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 61,765,344 |
Acturial value of plan assets | 2018-12-31 | 61,765,344 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 11,804,848 |
Number of terminated vested participants | 2018-12-31 | 821 |
Fundng target for terminated vested participants | 2018-12-31 | 29,407,254 |
Active participant vested funding target | 2018-12-31 | 24,960,364 |
Number of active participants | 2018-12-31 | 481 |
Total funding liabilities for active participants | 2018-12-31 | 25,538,410 |
Total participant count | 2018-12-31 | 1,453 |
Total funding target for all participants | 2018-12-31 | 66,750,512 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 3,466,166 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 758,672 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 2,707,494 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 3,152,877 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 910,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 8,138,045 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 2,277,425 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 2,277,425 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 1,453 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 390 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 163 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 881 |
Total of all active and inactive participants | 2018-01-01 | 1,434 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 15 |
Total participants | 2018-01-01 | 1,449 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 7 |
2017: BUCK CONSULTANTS RETIREMENT PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 52,641,329 |
Acturial value of plan assets | 2017-12-31 | 54,026,731 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 9,562,536 |
Number of terminated vested participants | 2017-12-31 | 760 |
Fundng target for terminated vested participants | 2017-12-31 | 24,979,757 |
Active participant vested funding target | 2017-12-31 | 24,053,419 |
Number of active participants | 2017-12-31 | 569 |
Total funding liabilities for active participants | 2017-12-31 | 25,114,538 |
Total participant count | 2017-12-31 | 1,458 |
Total funding target for all participants | 2017-12-31 | 59,656,831 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 3,037,310 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 3,037,310 |
Present value of excess contributions | 2017-12-31 | 179,107 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 190,427 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 190,427 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 3,466,166 |
Total employer contributions | 2017-12-31 | 2,238,522 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 2,167,019 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 910,000 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 9,096,266 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 2,925,693 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 758,674 |
Additional cash requirement | 2017-12-31 | 2,167,019 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 2,167,019 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 1,458 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 481 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 146 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 815 |
Total of all active and inactive participants | 2017-01-01 | 1,442 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 11 |
Total participants | 2017-01-01 | 1,453 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 12 |
2016: BUCK CONSULTANTS RETIREMENT PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 48,121,412 |
Acturial value of plan assets | 2016-12-31 | 51,781,837 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 7,214,325 |
Number of terminated vested participants | 2016-12-31 | 695 |
Fundng target for terminated vested participants | 2016-12-31 | 18,995,060 |
Active participant vested funding target | 2016-12-31 | 26,034,266 |
Number of active participants | 2016-12-31 | 700 |
Total funding liabilities for active participants | 2016-12-31 | 27,680,851 |
Total participant count | 2016-12-31 | 1,505 |
Total funding target for all participants | 2016-12-31 | 53,890,236 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 801,695 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 801,695 |
Present value of excess contributions | 2016-12-31 | 2,126,459 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 2,262,552 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 2,262,552 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 3,037,310 |
Total employer contributions | 2016-12-31 | 2,283,466 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 2,176,420 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 790,000 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 5,145,709 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 1,997,313 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 1,997,313 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 2,176,420 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 1,505 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 569 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 124 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 755 |
Total of all active and inactive participants | 2016-01-01 | 1,448 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 10 |
Total participants | 2016-01-01 | 1,458 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 48 |
2015: BUCK CONSULTANTS RETIREMENT PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 1,552 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 700 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 108 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 691 |
Total of all active and inactive participants | 2015-01-01 | 1,499 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 6 |
Total participants | 2015-01-01 | 1,505 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 46 |
2014: BUCK CONSULTANTS RETIREMENT PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 1,442 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 957 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 87 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 504 |
Total of all active and inactive participants | 2014-01-01 | 1,548 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 4 |
Total participants | 2014-01-01 | 1,552 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 40 |
2013: BUCK CONSULTANTS RETIREMENT PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 1,359 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 909 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 69 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 460 |
Total of all active and inactive participants | 2013-01-01 | 1,438 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 4 |
Total participants | 2013-01-01 | 1,442 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 27 |
2012: BUCK CONSULTANTS RETIREMENT PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 1,324 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 911 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 47 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 399 |
Total of all active and inactive participants | 2012-01-01 | 1,357 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 1,359 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 34 |
2011: BUCK CONSULTANTS RETIREMENT PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 1,322 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 914 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 31 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 378 |
Total of all active and inactive participants | 2011-01-01 | 1,323 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 1,324 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 71 |
2009: BUCK CONSULTANTS RETIREMENT PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 1,268 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,051 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 262 |
Total of all active and inactive participants | 2009-01-01 | 1,332 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 1,333 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 59 |
Measure | Date | Value |
---|
2022 : BUCK CONSULTANTS RETIREMENT PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $44,897 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $27,697 |
Total income from all sources (including contributions) | 2022-12-31 | $-13,506,994 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,089,643 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,173,126 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,660,462 |
Value of total assets at end of year | 2022-12-31 | $67,402,679 |
Value of total assets at beginning of year | 2022-12-31 | $83,982,116 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $916,517 |
Total interest from all sources | 2022-12-31 | $10,846 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,201,935 |
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 | $1,201,935 |
Administrative expenses professional fees incurred | 2022-12-31 | $13,114 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $1,365 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $44,897 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $27,697 |
Other income not declared elsewhere | 2022-12-31 | $84,383 |
Administrative expenses (other) incurred | 2022-12-31 | $903,403 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $8 |
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 | $-16,596,637 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $67,357,782 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $83,954,419 |
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 | $36,511,735 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $36,834,782 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $29,861,865 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $46,057,159 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $418,884 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $639,952 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $639,952 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $10,846 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-9,919,325 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-6,545,295 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
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 | $1,660,462 |
Employer contributions (assets) at end of year | 2022-12-31 | $608,830 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $450,215 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,173,126 |
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 | SCHNEIDER DOWNS |
Accountancy firm EIN | 2022-12-31 | 251408703 |
2021 : BUCK CONSULTANTS RETIREMENT PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $9,486 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $25,253 |
Total income from all sources (including contributions) | 2021-12-31 | $11,007,280 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,816,743 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,767,312 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,590,797 |
Value of total assets at end of year | 2021-12-31 | $83,805,840 |
Value of total assets at beginning of year | 2021-12-31 | $75,631,070 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,049,431 |
Total interest from all sources | 2021-12-31 | $140 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,334,011 |
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 | $1,334,011 |
Administrative expenses professional fees incurred | 2021-12-31 | $85,699 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $15,000,000 |
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 |
Amount of non-exempt transactions with any party-in-interest | 2021-12-31 | $35,000 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $3 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $9,486 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $25,253 |
Other income not declared elsewhere | 2021-12-31 | $437 |
Administrative expenses (other) incurred | 2021-12-31 | $963,732 |
Total non interest bearing cash at end of year | 2021-12-31 | $8 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $8,190,537 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $83,796,354 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $75,605,817 |
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 | $36,658,506 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $35,291,207 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $46,057,159 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $38,028,277 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $639,952 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $271,307 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $271,307 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $140 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $51,915 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $8,029,980 |
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 | $1,590,797 |
Employer contributions (assets) at end of year | 2021-12-31 | $450,215 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $2,040,276 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,767,312 |
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 | Disclaimer |
Accountancy firm name | 2021-12-31 | WHITLEY PENN LLP |
Accountancy firm EIN | 2021-12-31 | 752393478 |
2020 : BUCK CONSULTANTS RETIREMENT PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $25,253 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $28,115 |
Total income from all sources (including contributions) | 2020-12-31 | $9,485,200 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,351,979 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,344,490 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $305,000 |
Value of total assets at end of year | 2020-12-31 | $75,631,070 |
Value of total assets at beginning of year | 2020-12-31 | $68,500,711 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,007,489 |
Total interest from all sources | 2020-12-31 | $3,211 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $902,162 |
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 | $902,162 |
Administrative expenses professional fees incurred | 2020-12-31 | $76,909 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $15,000,000 |
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 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $35,000 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $3 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $884 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $25,253 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $28,115 |
Other income not declared elsewhere | 2020-12-31 | $617 |
Administrative expenses (other) incurred | 2020-12-31 | $930,580 |
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 | $7,133,221 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $75,605,817 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $68,472,596 |
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 | $35,291,207 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $31,601,645 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $38,028,277 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $33,891,468 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $271,307 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $702,082 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $702,082 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $3,211 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,212,402 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $5,061,808 |
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 | $305,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $2,040,276 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $2,304,632 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,344,490 |
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 | WHITLEY PENN LLP |
Accountancy firm EIN | 2020-12-31 | 752393478 |
2019 : BUCK CONSULTANTS RETIREMENT PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $28,115 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $28,115 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $27,351 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $27,351 |
Total income from all sources (including contributions) | 2019-12-31 | $14,713,418 |
Total income from all sources (including contributions) | 2019-12-31 | $14,713,418 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,156,558 |
Total of all expenses incurred | 2019-12-31 | $2,156,558 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,186,374 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,186,374 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,185,233 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,185,233 |
Value of total assets at end of year | 2019-12-31 | $68,500,133 |
Value of total assets at end of year | 2019-12-31 | $68,500,133 |
Value of total assets at beginning of year | 2019-12-31 | $55,942,509 |
Value of total assets at beginning of year | 2019-12-31 | $55,942,509 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $970,184 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $970,184 |
Total interest from all sources | 2019-12-31 | $15,397 |
Total interest from all sources | 2019-12-31 | $15,397 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $985,529 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $985,529 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 | $985,529 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $985,529 |
Administrative expenses professional fees incurred | 2019-12-31 | $68,855 |
Administrative expenses professional fees incurred | 2019-12-31 | $68,855 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $884 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $884 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $2,030 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $2,030 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $28,115 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $28,115 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $27,351 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $27,351 |
Other income not declared elsewhere | 2019-12-31 | $738 |
Other income not declared elsewhere | 2019-12-31 | $738 |
Administrative expenses (other) incurred | 2019-12-31 | $901,329 |
Administrative expenses (other) incurred | 2019-12-31 | $901,329 |
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 |
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 | $12,556,860 |
Value of net income/loss | 2019-12-31 | $12,556,860 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $68,472,018 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $68,472,018 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $55,915,158 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $55,915,158 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
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 | $31,601,645 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $31,601,645 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $28,252,752 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $28,252,752 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $33,891,468 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $33,891,468 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $26,587,414 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $26,587,414 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $702,082 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $702,082 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,100,313 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,100,313 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,100,313 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,100,313 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $15,397 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $15,397 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,222,467 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,222,467 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $7,304,054 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $7,304,054 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 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 |
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 | $3,185,233 |
Contributions received in cash from employer | 2019-12-31 | $3,185,233 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,304,054 |
Employer contributions (assets) at end of year | 2019-12-31 | $2,304,054 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,186,374 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,186,374 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WHITLEY PENN LLP |
Accountancy firm name | 2019-12-31 | WHITLEY PENN LLP |
Accountancy firm EIN | 2019-12-31 | 752393478 |
Accountancy firm EIN | 2019-12-31 | 752393478 |
2018 : BUCK CONSULTANTS RETIREMENT PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $27,351 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $28,404 |
Total income from all sources (including contributions) | 2018-12-31 | $-4,014,622 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,953,676 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,062,708 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $55,942,509 |
Value of total assets at beginning of year | 2018-12-31 | $61,911,860 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $890,968 |
Total interest from all sources | 2018-12-31 | $11,931 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $949,073 |
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 | $949,073 |
Administrative expenses professional fees incurred | 2018-12-31 | $23,865 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $2,030 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $41,356 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $27,351 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $28,404 |
Other income not declared elsewhere | 2018-12-31 | $803 |
Administrative expenses (other) incurred | 2018-12-31 | $867,103 |
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 | $-5,968,298 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $55,915,158 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $61,883,456 |
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 | $28,252,752 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $29,334,228 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $26,587,414 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $31,492,866 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,100,313 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,043,410 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,043,410 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $11,931 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,545,977 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-2,430,452 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,062,708 |
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 |
Aggregate proceeds on sale of assets | 2018-12-31 | $1,235,034 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $1,235,034 |
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 | WHITLEY PENN LLP |
Accountancy firm EIN | 2018-12-31 | 752393478 |
2017 : BUCK CONSULTANTS RETIREMENT PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $28,404 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $27,485 |
Total income from all sources (including contributions) | 2017-12-31 | $10,973,988 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,820,505 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $919,033 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,238,522 |
Value of total assets at end of year | 2017-12-31 | $61,911,860 |
Value of total assets at beginning of year | 2017-12-31 | $52,757,458 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $901,472 |
Total interest from all sources | 2017-12-31 | $10,257 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $868,458 |
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 | $868,458 |
Administrative expenses professional fees incurred | 2017-12-31 | $22,978 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $41,356 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $40,397 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $28,404 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $27,485 |
Other income not declared elsewhere | 2017-12-31 | $1,552 |
Administrative expenses (other) incurred | 2017-12-31 | $856,040 |
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 | $9,153,483 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $61,883,456 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $52,729,973 |
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 |
Investment advisory and management fees | 2017-12-31 | $22,454 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $29,334,228 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $24,831,363 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $31,492,866 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $24,472,830 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1,043,410 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $2,852,936 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $2,852,936 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $10,257 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,235,163 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $5,620,036 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
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 | $2,238,522 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $559,932 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $919,033 |
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 |
Aggregate proceeds on sale of assets | 2017-12-31 | $4,612,056 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $4,612,056 |
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 | WHITLEY PENN LLP |
Accountancy firm EIN | 2017-12-31 | 752393478 |
2016 : BUCK CONSULTANTS RETIREMENT PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $27,485 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $27,011 |
Total income from all sources (including contributions) | 2016-12-31 | $5,970,432 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,535,242 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $753,895 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,283,465 |
Value of total assets at end of year | 2016-12-31 | $52,757,458 |
Value of total assets at beginning of year | 2016-12-31 | $48,321,794 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $781,347 |
Total interest from all sources | 2016-12-31 | $7,603 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $712,423 |
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 | $712,423 |
Administrative expenses professional fees incurred | 2016-12-31 | $24,239 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $15,000,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $40,397 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $39,938 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $27,485 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $27,011 |
Other income not declared elsewhere | 2016-12-31 | $1,925 |
Administrative expenses (other) incurred | 2016-12-31 | $737,455 |
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 | $4,435,190 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $52,729,973 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $48,294,783 |
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 |
Investment advisory and management fees | 2016-12-31 | $19,653 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $24,831,363 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $21,632,684 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $24,472,830 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $22,394,174 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $2,852,936 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $2,568,074 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $2,568,074 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $7,603 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $886,359 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $2,078,657 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
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 | $2,283,465 |
Employer contributions (assets) at end of year | 2016-12-31 | $559,932 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,686,924 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $753,895 |
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 |
Aggregate proceeds on sale of assets | 2016-12-31 | $6,596,515 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $6,596,515 |
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 | WHITLEY PENN LLP |
Accountancy firm EIN | 2016-12-31 | 752393478 |
2015 : BUCK CONSULTANTS RETIREMENT PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $27,011 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $26,515 |
Total income from all sources (including contributions) | 2015-12-31 | $1,924,659 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,009,474 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $549,789 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,531,740 |
Value of total assets at end of year | 2015-12-31 | $48,321,794 |
Value of total assets at beginning of year | 2015-12-31 | $47,406,113 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $459,685 |
Total interest from all sources | 2015-12-31 | $1,742 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $770,043 |
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 | $770,043 |
Administrative expenses professional fees incurred | 2015-12-31 | $23,766 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $15,000,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $39,938 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $33,092 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $27,011 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $26,515 |
Other income not declared elsewhere | 2015-12-31 | $2,714 |
Administrative expenses (other) incurred | 2015-12-31 | $418,386 |
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 | $915,185 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $48,294,783 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $47,379,598 |
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 |
Investment advisory and management fees | 2015-12-31 | $17,533 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $21,632,684 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $18,184,570 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $22,394,174 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $21,412,942 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $2,568,074 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $5,569,454 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $5,569,454 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $1,742 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,262,811 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-118,769 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
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 | $3,531,740 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,686,924 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $2,206,055 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $549,789 |
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 |
Aggregate proceeds on sale of assets | 2015-12-31 | $7,054,443 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $7,054,443 |
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 | WHITLEY PENN LLP |
Accountancy firm EIN | 2015-12-31 | 752393478 |
2014 : BUCK CONSULTANTS RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $26,515 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $26,150 |
Total income from all sources (including contributions) | 2014-12-31 | $8,582,984 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $708,429 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $415,812 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $5,556,477 |
Value of total assets at end of year | 2014-12-31 | $47,406,113 |
Value of total assets at beginning of year | 2014-12-31 | $39,531,193 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $292,617 |
Total interest from all sources | 2014-12-31 | $398 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $724,474 |
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 | $724,474 |
Administrative expenses professional fees incurred | 2014-12-31 | $40,337 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $15,000,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $33,092 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $29,945 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $26,515 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $26,150 |
Other income not declared elsewhere | 2014-12-31 | $2,842 |
Administrative expenses (other) incurred | 2014-12-31 | $252,280 |
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 | $7,874,555 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $47,379,598 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $39,505,043 |
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 | $18,184,570 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $16,402,579 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $21,412,942 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $20,172,187 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $5,569,454 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,672,043 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,672,043 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $398 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,058,038 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,240,755 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
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 | $5,556,477 |
Employer contributions (assets) at end of year | 2014-12-31 | $2,206,055 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,254,439 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $415,812 |
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 | WHITLEY PENN LLP |
Accountancy firm EIN | 2014-12-31 | 752393478 |
2013 : BUCK CONSULTANTS RETIREMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $26,150 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $23,051 |
Total income from all sources (including contributions) | 2013-12-31 | $8,134,469 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $426,331 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $252,106 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,248,744 |
Value of total assets at end of year | 2013-12-31 | $39,531,193 |
Value of total assets at beginning of year | 2013-12-31 | $31,819,956 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $174,225 |
Total interest from all sources | 2013-12-31 | $730 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $699,864 |
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 | $699,864 |
Administrative expenses professional fees incurred | 2013-12-31 | $26,015 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $15,000,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $29,945 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $95 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $26,150 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $23,051 |
Other income not declared elsewhere | 2013-12-31 | $1,422 |
Administrative expenses (other) incurred | 2013-12-31 | $134,460 |
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 | $7,708,138 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $39,505,043 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $31,796,905 |
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 |
Investment advisory and management fees | 2013-12-31 | $13,750 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $16,402,579 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $14,101,184 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $20,172,187 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $15,619,939 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,672,043 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,453,431 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,453,431 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $730 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $-1,368,539 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $4,552,248 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
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 | $4,248,744 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,254,439 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $645,307 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $252,106 |
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 | WHITLEY PENN LLP |
Accountancy firm EIN | 2013-12-31 | 752393478 |
2012 : BUCK CONSULTANTS RETIREMENT PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $23,051 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $27,901 |
Total income from all sources (including contributions) | 2012-12-31 | $6,612,313 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $304,496 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $170,668 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,294,467 |
Value of total assets at end of year | 2012-12-31 | $31,819,956 |
Value of total assets at beginning of year | 2012-12-31 | $25,516,989 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $133,828 |
Total interest from all sources | 2012-12-31 | $1,665 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $518,460 |
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 | $518,460 |
Administrative expenses professional fees incurred | 2012-12-31 | $22,741 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $95 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $4,555 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $23,051 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $27,901 |
Other income not declared elsewhere | 2012-12-31 | $1,972 |
Administrative expenses (other) incurred | 2012-12-31 | $82,892 |
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 | $6,307,817 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $31,796,905 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $25,489,088 |
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 |
Investment advisory and management fees | 2012-12-31 | $28,195 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $14,101,184 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $12,179,168 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $15,619,939 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $11,427,745 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,453,431 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $981,193 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $981,193 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1,665 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $803,555 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,992,194 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
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 | $3,294,467 |
Employer contributions (assets) at end of year | 2012-12-31 | $645,307 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $924,328 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $170,668 |
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 | WHITLEY PENN LLP |
Accountancy firm EIN | 2012-12-31 | 752393478 |
2011 : BUCK CONSULTANTS RETIREMENT PLAN 2011 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $27,901 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $27,449 |
Total income from all sources (including contributions) | 2011-12-31 | $5,100,383 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $236,427 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $133,592 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,071,835 |
Value of total assets at end of year | 2011-12-31 | $25,516,989 |
Value of total assets at beginning of year | 2011-12-31 | $20,652,581 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $102,835 |
Total interest from all sources | 2011-12-31 | $1,420 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $578,003 |
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 | $578,003 |
Administrative expenses professional fees incurred | 2011-12-31 | $24,465 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $4,555 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $6,101 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $27,901 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $27,449 |
Other income not declared elsewhere | 2011-12-31 | $1,848 |
Administrative expenses (other) incurred | 2011-12-31 | $48,118 |
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 | $4,863,956 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $25,489,088 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $20,625,132 |
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 |
Investment advisory and management fees | 2011-12-31 | $30,252 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $12,179,168 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,883,213 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $11,427,745 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $11,898,420 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $981,193 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $537,681 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $537,681 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $1,420 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $917,953 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-470,676 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
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 | $4,071,835 |
Employer contributions (assets) at end of year | 2011-12-31 | $924,328 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $327,166 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $133,592 |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $0 |
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 | WHITLEY PENN LLP |
Accountancy firm EIN | 2011-12-31 | 752393478 |
2010 : BUCK CONSULTANTS RETIREMENT PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $27,449 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $25,185 |
Expenses. Interest paid | 2010-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $5,304,471 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $161,640 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $67,876 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of total corrective distributions | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,627,169 |
Value of total assets at end of year | 2010-12-31 | $20,652,581 |
Value of total assets at beginning of year | 2010-12-31 | $15,507,486 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $93,764 |
Total income from rents | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $4,770 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $285,442 |
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 | $285,442 |
Assets. Real estate other than employer real property at end of year | 2010-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2010-12-31 | $0 |
Administrative expenses professional fees incurred | 2010-12-31 | $22,267 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 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 | $0 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $6,101 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $3,098 |
Assets. Loans (other than to participants) at end of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $1,189 |
Administrative expenses (other) incurred | 2010-12-31 | $47,844 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $27,449 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $25,185 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $297,073 |
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 |
Income. Non cash contributions | 2010-12-31 | $0 |
Value of net income/loss | 2010-12-31 | $5,142,831 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $20,625,132 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $15,482,301 |
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 |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $0 |
Investment advisory and management fees | 2010-12-31 | $23,653 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $7,883,213 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,914,672 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $0 |
Interest on participant loans | 2010-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2010-12-31 | $0 |
Interest earned on other investments | 2010-12-31 | $0 |
Income. Interest from US Government securities | 2010-12-31 | $0 |
Income. Interest from corporate debt instruments | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $11,898,420 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $7,695,618 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $537,681 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,597,025 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,597,025 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $4,770 |
Assets. Value of investments in 103.12 investment entities at end of year | 2010-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
Asset value of US Government securities at end of year | 2010-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $283,099 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $1,102,802 |
Net gain/loss from 103.12 investment entities | 2010-12-31 | $0 |
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 |
Assets. Invements in employer securities at end of year | 2010-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
Assets. Value of employer real property at end of year | 2010-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $3,627,169 |
Employer contributions (assets) at end of year | 2010-12-31 | $327,166 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Income. Dividends from preferred stock | 2010-12-31 | $0 |
Income. Dividends from common stock | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $67,876 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $0 |
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 | 2010-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $5,956,053 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $5,956,053 |
Liabilities. Value of acquisition indebtedness at end of year | 2010-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $0 |
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 | WHITLEY PENN LLP |
Accountancy firm EIN | 2010-12-31 | 752393478 |
2009 : BUCK CONSULTANTS RETIREMENT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |