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LONGVIEW SMALLCAP 600 INDEX FUND 401k Plan overview

Plan NameLONGVIEW SMALLCAP 600 INDEX FUND
Plan identification number 004

LONGVIEW SMALLCAP 600 INDEX FUND Benefits

No plan benefit data available

401k Sponsoring company profile

AMALGAMATED BANK has sponsored the creation of one or more 401k plans.

Company Name:AMALGAMATED BANK
Employer identification number (EIN):134920330
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about AMALGAMATED BANK

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2366727

More information about AMALGAMATED BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONGVIEW SMALLCAP 600 INDEX FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042019-01-01
0042018-01-01
0042017-01-012018-11-29
0042016-01-012017-10-06
0042015-01-012016-10-13
0042014-01-012015-10-07
0042013-01-012014-10-09
0042012-01-012013-06-28
0042011-01-012012-09-28
0042009-01-012010-10-14

Plan Statistics for LONGVIEW SMALLCAP 600 INDEX FUND

401k plan membership statisitcs for LONGVIEW SMALLCAP 600 INDEX FUND

Measure Date Value
2009: LONGVIEW SMALLCAP 600 INDEX FUND 2009 401k membership
Total participants, beginning-of-year2009-01-0116
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Total of all active and inactive participants2009-01-0116
Total participants2009-01-0116

Financial Data on LONGVIEW SMALLCAP 600 INDEX FUND

Measure Date Value
2022 : LONGVIEW SMALLCAP 600 INDEX FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-79,201,273
Total unrealized appreciation/depreciation of assets2022-12-31$-79,201,273
Total transfer of assets to this plan2022-12-31$2,502,071
Total transfer of assets from this plan2022-12-31$20,560,276
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$37,936
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$519,765
Total income from all sources (including contributions)2022-12-31$-56,715,443
Total loss/gain on sale of assets2022-12-31$17,325,987
Total of all expenses incurred2022-12-31$77,262
Value of total assets at end of year2022-12-31$284,260,986
Value of total assets at beginning of year2022-12-31$359,593,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$77,262
Total interest from all sources2022-12-31$5
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,159,838
Administrative expenses professional fees incurred2022-12-31$77,262
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$382,067
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$926,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$33,596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$34,811
Liabilities. Value of operating payables at end of year2022-12-31$4,340
Liabilities. Value of operating payables at beginning of year2022-12-31$484,954
Value of net income/loss2022-12-31$-56,792,705
Value of net assets at end of year (total assets less liabilities)2022-12-31$284,223,050
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$359,073,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,164,262
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$743,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$743,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5
Income. Dividends from common stock2022-12-31$5,159,838
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$282,714,657
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$357,923,769
Aggregate proceeds on sale of assets2022-12-31$17,325,987
2021 : LONGVIEW SMALLCAP 600 INDEX FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$29,586,539
Total unrealized appreciation/depreciation of assets2021-12-31$29,586,539
Total transfer of assets to this plan2021-12-31$10,912,840
Total transfer of assets from this plan2021-12-31$49,736,165
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$519,765
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$28,647
Total income from all sources (including contributions)2021-12-31$82,948,031
Total loss/gain on sale of assets2021-12-31$48,224,644
Total of all expenses incurred2021-12-31$28,708
Value of total assets at end of year2021-12-31$359,593,725
Value of total assets at beginning of year2021-12-31$315,006,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$28,708
Total interest from all sources2021-12-31$740
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,136,108
Administrative expenses professional fees incurred2021-12-31$28,708
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$926,712
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$329,645
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$34,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$28,647
Liabilities. Value of operating payables at end of year2021-12-31$484,954
Value of net income/loss2021-12-31$82,919,323
Value of net assets at end of year (total assets less liabilities)2021-12-31$359,073,960
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$314,977,962
Interest earned on other investments2021-12-31$56
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$743,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$749,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$749,625
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$684
Income. Dividends from common stock2021-12-31$5,136,108
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$357,923,769
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$313,927,339
Aggregate proceeds on sale of assets2021-12-31$48,224,644
2020 : LONGVIEW SMALLCAP 600 INDEX FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$22,319,703
Total unrealized appreciation/depreciation of assets2020-12-31$22,319,703
Total transfer of assets to this plan2020-12-31$4,908,559
Total transfer of assets from this plan2020-12-31$8,368,482
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$28,647
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$554,846
Total income from all sources (including contributions)2020-12-31$31,597,393
Total loss/gain on sale of assets2020-12-31$5,321,823
Total of all expenses incurred2020-12-31$28,789
Value of total assets at end of year2020-12-31$315,006,609
Value of total assets at beginning of year2020-12-31$287,424,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,789
Total interest from all sources2020-12-31$22,161
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,933,706
Administrative expenses professional fees incurred2020-12-31$28,789
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$329,645
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,602,272
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$28,647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$17,572
Liabilities. Value of operating payables at beginning of year2020-12-31$537,274
Value of net income/loss2020-12-31$31,568,604
Value of net assets at end of year (total assets less liabilities)2020-12-31$314,977,962
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$286,869,281
Interest earned on other investments2020-12-31$11,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$749,625
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,529,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,529,803
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$10,682
Asset value of US Government securities at beginning of year2020-12-31$299,049
Income. Dividends from common stock2020-12-31$3,933,706
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$313,927,339
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$281,993,003
Aggregate proceeds on sale of assets2020-12-31$5,321,823
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
2019 : LONGVIEW SMALLCAP 600 INDEX FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$32,433,950
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$32,433,950
Total unrealized appreciation/depreciation of assets2019-12-31$32,433,950
Total unrealized appreciation/depreciation of assets2019-12-31$32,433,950
Total transfer of assets to this plan2019-12-31$2,140,793
Total transfer of assets to this plan2019-12-31$2,140,793
Total transfer of assets from this plan2019-12-31$17,298,744
Total transfer of assets from this plan2019-12-31$17,298,744
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$554,846
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$554,846
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$788,374
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$788,374
Total income from all sources (including contributions)2019-12-31$55,379,001
Total income from all sources (including contributions)2019-12-31$55,379,001
Total loss/gain on sale of assets2019-12-31$18,437,114
Total loss/gain on sale of assets2019-12-31$18,437,114
Total of all expenses incurred2019-12-31$40,838
Total of all expenses incurred2019-12-31$40,838
Value of total assets at end of year2019-12-31$287,424,127
Value of total assets at end of year2019-12-31$287,424,127
Value of total assets at beginning of year2019-12-31$247,477,443
Value of total assets at beginning of year2019-12-31$247,477,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,838
Total interest from all sources2019-12-31$135,240
Total interest from all sources2019-12-31$135,240
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,372,697
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,372,697
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$40,838
Administrative expenses professional fees incurred2019-12-31$40,838
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,602,272
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,602,272
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$346,097
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$346,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$17,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$17,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$23,639
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$23,639
Liabilities. Value of operating payables at end of year2019-12-31$537,274
Liabilities. Value of operating payables at end of year2019-12-31$537,274
Liabilities. Value of operating payables at beginning of year2019-12-31$764,735
Liabilities. Value of operating payables at beginning of year2019-12-31$764,735
Value of net income/loss2019-12-31$55,338,163
Value of net income/loss2019-12-31$55,338,163
Value of net assets at end of year (total assets less liabilities)2019-12-31$286,869,281
Value of net assets at end of year (total assets less liabilities)2019-12-31$286,869,281
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$246,689,069
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$246,689,069
Interest earned on other investments2019-12-31$63,301
Interest earned on other investments2019-12-31$63,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,529,803
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,405,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,405,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,405,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,405,030
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$71,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$71,939
Asset value of US Government securities at end of year2019-12-31$299,049
Asset value of US Government securities at beginning of year2019-12-31$397,972
Asset value of US Government securities at beginning of year2019-12-31$397,972
Income. Dividends from common stock2019-12-31$4,372,697
Income. Dividends from common stock2019-12-31$4,372,697
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$281,993,003
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$281,993,003
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$243,328,344
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$243,328,344
Aggregate proceeds on sale of assets2019-12-31$18,437,114
Aggregate proceeds on sale of assets2019-12-31$18,437,114
2017 : LONGVIEW SMALLCAP 600 INDEX FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,832,119
Total unrealized appreciation/depreciation of assets2017-12-31$1,832,119
Total transfer of assets to this plan2017-12-31$1,262,869
Total transfer of assets from this plan2017-12-31$56,798,208
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$460,586
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$30,760
Total income from all sources (including contributions)2017-12-31$37,655,428
Total loss/gain on sale of assets2017-12-31$31,551,490
Total of all expenses incurred2017-12-31$30,213
Value of total assets at end of year2017-12-31$306,567,123
Value of total assets at beginning of year2017-12-31$324,047,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,213
Total interest from all sources2017-12-31$94,544
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,177,275
Administrative expenses professional fees incurred2017-12-31$30,213
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,997,396
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$394,924
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$23,510
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$12,805
Liabilities. Value of operating payables at end of year2017-12-31$437,076
Liabilities. Value of operating payables at beginning of year2017-12-31$17,955
Value of net income/loss2017-12-31$37,625,215
Value of net assets at end of year (total assets less liabilities)2017-12-31$306,106,537
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$324,016,661
Interest earned on other investments2017-12-31$61,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,497,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,419,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,419,606
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$32,621
Asset value of US Government securities at end of year2017-12-31$398,964
Asset value of US Government securities at beginning of year2017-12-31$699,300
Income. Dividends from common stock2017-12-31$4,177,275
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$300,673,190
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$319,533,591
Aggregate proceeds on sale of assets2017-12-31$31,551,490
2016 : LONGVIEW SMALLCAP 600 INDEX FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-23,584,215
Total unrealized appreciation/depreciation of assets2016-12-31$-23,584,215
Total transfer of assets to this plan2016-12-31$31,702,709
Total transfer of assets from this plan2016-12-31$514,446,941
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$30,760
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$818,088
Total income from all sources (including contributions)2016-12-31$96,924,605
Total loss/gain on sale of assets2016-12-31$112,934,891
Total of all expenses incurred2016-12-31$34,272
Value of total assets at end of year2016-12-31$324,047,421
Value of total assets at beginning of year2016-12-31$710,688,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$34,272
Total interest from all sources2016-12-31$18,281
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,555,648
Administrative expenses professional fees incurred2016-12-31$34,272
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$394,924
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,638,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$12,805
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$26,500
Liabilities. Value of operating payables at end of year2016-12-31$17,955
Liabilities. Value of operating payables at beginning of year2016-12-31$791,588
Value of net income/loss2016-12-31$96,890,333
Value of net assets at end of year (total assets less liabilities)2016-12-31$324,016,661
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$709,870,560
Interest earned on other investments2016-12-31$14,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,419,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$9,470,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$9,470,808
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,476
Asset value of US Government securities at end of year2016-12-31$699,300
Asset value of US Government securities at beginning of year2016-12-31$1,199,789
Income. Dividends from common stock2016-12-31$7,555,648
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$319,533,591
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$698,379,199
Aggregate proceeds on sale of assets2016-12-31$112,934,891
2015 : LONGVIEW SMALLCAP 600 INDEX FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-82,788,112
Total unrealized appreciation/depreciation of assets2015-12-31$-82,788,112
Total transfer of assets to this plan2015-12-31$62,151,584
Total transfer of assets from this plan2015-12-31$68,230,996
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$818,088
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,015,798
Total income from all sources (including contributions)2015-12-31$-15,143,676
Total loss/gain on sale of assets2015-12-31$56,485,071
Total of all expenses incurred2015-12-31$33,745
Value of total assets at end of year2015-12-31$710,688,648
Value of total assets at beginning of year2015-12-31$734,143,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$33,745
Total interest from all sources2015-12-31$29,616
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$11,129,749
Administrative expenses professional fees incurred2015-12-31$33,745
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,638,852
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,885,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$26,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$26,500
Liabilities. Value of operating payables at end of year2015-12-31$791,588
Liabilities. Value of operating payables at beginning of year2015-12-31$2,989,298
Value of net income/loss2015-12-31$-15,177,421
Value of net assets at end of year (total assets less liabilities)2015-12-31$709,870,560
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$731,127,393
Interest earned on other investments2015-12-31$27,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$9,470,808
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8,943,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8,943,881
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,843
Asset value of US Government securities at end of year2015-12-31$1,199,789
Asset value of US Government securities at beginning of year2015-12-31$799,966
Income. Dividends from common stock2015-12-31$11,129,749
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$698,379,199
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$718,514,304
Aggregate proceeds on sale of assets2015-12-31$56,485,071
2014 : LONGVIEW SMALLCAP 600 INDEX FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-26,523,796
Total unrealized appreciation/depreciation of assets2014-12-31$-26,523,796
Total transfer of assets to this plan2014-12-31$68,381,567
Total transfer of assets from this plan2014-12-31$111,708,083
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,015,798
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$25,068
Total income from all sources (including contributions)2014-12-31$40,250,476
Total loss/gain on sale of assets2014-12-31$57,204,223
Total of all expenses incurred2014-12-31$33,564
Value of total assets at end of year2014-12-31$734,143,191
Value of total assets at beginning of year2014-12-31$734,262,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$33,564
Total interest from all sources2014-12-31$10,340
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$9,559,709
Administrative expenses professional fees incurred2014-12-31$33,564
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,885,040
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,163,380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$26,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$25,068
Liabilities. Value of operating payables at end of year2014-12-31$2,989,298
Value of net income/loss2014-12-31$40,216,912
Value of net assets at end of year (total assets less liabilities)2014-12-31$731,127,393
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$734,236,997
Interest earned on other investments2014-12-31$10,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$8,943,881
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$16,719,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$16,719,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$272
Asset value of US Government securities at end of year2014-12-31$799,966
Asset value of US Government securities at beginning of year2014-12-31$849,891
Income. Dividends from common stock2014-12-31$9,559,709
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$718,514,304
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$715,529,696
Aggregate proceeds on sale of assets2014-12-31$57,204,223
2013 : LONGVIEW SMALLCAP 600 INDEX FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$149,612,466
Total unrealized appreciation/depreciation of assets2013-12-31$149,612,466
Total transfer of assets to this plan2013-12-31$140,502,494
Total transfer of assets from this plan2013-12-31$76,903,446
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$25,068
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$141,336
Total income from all sources (including contributions)2013-12-31$206,182,662
Total loss/gain on sale of assets2013-12-31$48,954,212
Total of all expenses incurred2013-12-31$32,213
Value of total assets at end of year2013-12-31$734,262,065
Value of total assets at beginning of year2013-12-31$464,628,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$32,213
Total interest from all sources2013-12-31$37,421
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,578,563
Administrative expenses professional fees incurred2013-12-31$32,213
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,163,380
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$308,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$25,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$141,336
Value of net income/loss2013-12-31$206,150,449
Value of net assets at end of year (total assets less liabilities)2013-12-31$734,236,997
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$464,487,500
Interest earned on other investments2013-12-31$36,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$16,719,098
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$7,382,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$7,382,280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$866
Asset value of US Government securities at end of year2013-12-31$849,891
Asset value of US Government securities at beginning of year2013-12-31$849,935
Income. Dividends from common stock2013-12-31$7,578,563
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$715,529,696
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$456,088,500
Aggregate proceeds on sale of assets2013-12-31$48,954,212
2012 : LONGVIEW SMALLCAP 600 INDEX FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$38,438,506
Total unrealized appreciation/depreciation of assets2012-12-31$38,438,506
Total transfer of assets to this plan2012-12-31$84,595,707
Total transfer of assets from this plan2012-12-31$35,976,463
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$141,336
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$150,443
Total income from all sources (including contributions)2012-12-31$58,764,114
Total loss/gain on sale of assets2012-12-31$12,846,567
Total of all expenses incurred2012-12-31$29,819
Value of total assets at end of year2012-12-31$464,628,836
Value of total assets at beginning of year2012-12-31$357,284,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$29,819
Total interest from all sources2012-12-31$38,834
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,440,207
Administrative expenses professional fees incurred2012-12-31$29,819
If this is an individual account plan, was there a blackout period2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$308,121
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$366,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$141,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$150,443
Value of net income/loss2012-12-31$58,734,295
Value of net assets at end of year (total assets less liabilities)2012-12-31$464,487,500
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$357,133,961
Interest earned on other investments2012-12-31$33,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$7,382,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,568,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,568,403
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$5,531
Asset value of US Government securities at end of year2012-12-31$849,935
Asset value of US Government securities at beginning of year2012-12-31$999,705
Income. Dividends from common stock2012-12-31$7,440,207
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$456,088,500
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$351,350,165
Aggregate proceeds on sale of assets2012-12-31$12,846,567
2011 : LONGVIEW SMALLCAP 600 INDEX FUND 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-29,017,351
Total unrealized appreciation/depreciation of assets2011-12-31$-29,017,351
Total transfer of assets to this plan2011-12-31$50,395,851
Total transfer of assets from this plan2011-12-31$117,788,601
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$150,443
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$844,666
Total income from all sources (including contributions)2011-12-31$6,316,270
Total loss/gain on sale of assets2011-12-31$30,693,877
Total of all expenses incurred2011-12-31$29,947
Value of total assets at end of year2011-12-31$357,284,404
Value of total assets at beginning of year2011-12-31$419,085,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,947
Total interest from all sources2011-12-31$173,607
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,466,137
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$29,947
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$366,131
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$309,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$150,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$844,666
Value of net income/loss2011-12-31$6,286,323
Value of net assets at end of year (total assets less liabilities)2011-12-31$357,133,961
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$418,240,388
Interest earned on other investments2011-12-31$167,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,568,403
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$11,449,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$11,449,192
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6,363
Asset value of US Government securities at end of year2011-12-31$999,705
Asset value of US Government securities at beginning of year2011-12-31$799,822
Income. Dividends from common stock2011-12-31$4,466,137
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$351,350,165
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$406,526,724
Aggregate proceeds on sale of assets2011-12-31$30,693,877
2010 : LONGVIEW SMALLCAP 600 INDEX FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$66,347,538
Total unrealized appreciation/depreciation of assets2010-12-31$66,347,538
Total transfer of assets to this plan2010-12-31$211,361,482
Total transfer of assets from this plan2010-12-31$83,635,160
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$844,666
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$107,713
Total income from all sources (including contributions)2010-12-31$85,226,243
Total loss/gain on sale of assets2010-12-31$14,677,874
Total of all expenses incurred2010-12-31$30,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$419,085,054
Value of total assets at beginning of year2010-12-31$205,426,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$30,972
Total interest from all sources2010-12-31$106,909
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,093,922
Administrative expenses professional fees incurred2010-12-31$30,972
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$309,316
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$188,869
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$844,666
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$107,713
Value of net income/loss2010-12-31$85,195,271
Value of net assets at end of year (total assets less liabilities)2010-12-31$418,240,388
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$205,318,795
Interest earned on other investments2010-12-31$95,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$11,449,192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$7,357,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$7,357,281
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$11,586
Asset value of US Government securities at end of year2010-12-31$799,822
Asset value of US Government securities at beginning of year2010-12-31$699,929
Contributions received in cash from employer2010-12-31$0
Income. Dividends from common stock2010-12-31$4,093,922
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$406,526,724
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$197,180,429
Aggregate proceeds on sale of assets2010-12-31$14,677,874

Form 5500 Responses for LONGVIEW SMALLCAP 600 INDEX FUND

2022: LONGVIEW SMALLCAP 600 INDEX FUND 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2021: LONGVIEW SMALLCAP 600 INDEX FUND 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2020: LONGVIEW SMALLCAP 600 INDEX FUND 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2019: LONGVIEW SMALLCAP 600 INDEX FUND 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2018: LONGVIEW SMALLCAP 600 INDEX FUND 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2017: LONGVIEW SMALLCAP 600 INDEX FUND 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2016: LONGVIEW SMALLCAP 600 INDEX FUND 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2015: LONGVIEW SMALLCAP 600 INDEX FUND 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2014: LONGVIEW SMALLCAP 600 INDEX FUND 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2013: LONGVIEW SMALLCAP 600 INDEX FUND 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2012: LONGVIEW SMALLCAP 600 INDEX FUND 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2011: LONGVIEW SMALLCAP 600 INDEX FUND 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2009: LONGVIEW SMALLCAP 600 INDEX FUND 2009 form 5500 responses
2009-01-01Type of plan entityDFE (Diect Filing Entity)
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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