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BDO USA, LLP RETIREMENT PLAN 401k Plan overview

Plan NameBDO USA, LLP RETIREMENT PLAN
Plan identification number 001

BDO USA, LLP RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BDO USA, LLP has sponsored the creation of one or more 401k plans.

Company Name:BDO USA, LLP
Employer identification number (EIN):135381590
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about BDO USA, LLP

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2011-03-16
Company Identification Number: 2004852
Legal Registered Office Address: 50 W. BROAD ST
SUITE 1800
COLUMBUS
United States of America (USA)
43215

More information about BDO USA, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BDO USA, LLP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KIMBERLY W BOLTE
0012016-01-01JAMES BLINKA
0012015-01-01JAMES BLINKA JAMES BLINKA2016-10-13
0012014-01-01NANCY J. BERGER JAMES BLINKA2015-10-12
0012013-01-01JAMES BLINKA JAMES BLINKA2014-10-08
0012012-01-01NANCY J. BERGER JAMES R. BLINKA2013-10-07
0012011-01-01NANCY J. BERGER HOWARD B. ALLENBERG2012-10-11
0012010-01-01NANCY J. BERGER HOWARD B. ALLENBERG2011-10-04
0012009-01-01NANCY J. BERGER HOWARD B. ALLENBERG2010-10-06

Plan Statistics for BDO USA, LLP RETIREMENT PLAN

401k plan membership statisitcs for BDO USA, LLP RETIREMENT PLAN

Measure Date Value
2022: BDO USA, LLP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0113,225
Total number of active participants reported on line 7a of the Form 55002022-01-0110,375
Number of retired or separated participants receiving benefits2022-01-01221
Number of other retired or separated participants entitled to future benefits2022-01-013,958
Total of all active and inactive participants2022-01-0114,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0111
Total participants2022-01-0114,565
Number of participants with account balances2022-01-0114,107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0121
2021: BDO USA, LLP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0111,713
Total number of active participants reported on line 7a of the Form 55002021-01-019,433
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-013,790
Total of all active and inactive participants2021-01-0113,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-0113,234
Number of participants with account balances2021-01-0112,683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0140
2020: BDO USA, LLP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0110,853
Total number of active participants reported on line 7a of the Form 55002020-01-018,515
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-013,190
Total of all active and inactive participants2020-01-0111,710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-0111,713
Number of participants with account balances2020-01-0111,289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: BDO USA, LLP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019,873
Total number of active participants reported on line 7a of the Form 55002019-01-017,741
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-013,119
Total of all active and inactive participants2019-01-0110,864
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-0110,868
Number of participants with account balances2019-01-0110,410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0137
2018: BDO USA, LLP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018,921
Total number of active participants reported on line 7a of the Form 55002018-01-016,888
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012,982
Total of all active and inactive participants2018-01-019,870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-019,873
Number of participants with account balances2018-01-019,548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: BDO USA, LLP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018,784
Total number of active participants reported on line 7a of the Form 55002017-01-016,522
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-012,533
Total of all active and inactive participants2017-01-019,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0127
Total participants2017-01-019,085
Number of participants with account balances2017-01-018,736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: BDO USA, LLP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,767
Total number of active participants reported on line 7a of the Form 55002016-01-016,571
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-012,185
Total of all active and inactive participants2016-01-018,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0124
Total participants2016-01-018,784
Number of participants with account balances2016-01-018,437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0121
2015: BDO USA, LLP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,687
Total number of active participants reported on line 7a of the Form 55002015-01-015,907
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-011,841
Total of all active and inactive participants2015-01-017,751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0116
Total participants2015-01-017,767
Number of participants with account balances2015-01-017,352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: BDO USA, LLP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,250
Total number of active participants reported on line 7a of the Form 55002014-01-015,082
Number of other retired or separated participants entitled to future benefits2014-01-011,592
Total of all active and inactive participants2014-01-016,674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0113
Total participants2014-01-016,687
Number of participants with account balances2014-01-016,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: BDO USA, LLP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,480
Total number of active participants reported on line 7a of the Form 55002013-01-013,848
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,390
Total of all active and inactive participants2013-01-015,238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0112
Total participants2013-01-015,250
Number of participants with account balances2013-01-015,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0119
2012: BDO USA, LLP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,040
Total number of active participants reported on line 7a of the Form 55002012-01-013,169
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,309
Total of all active and inactive participants2012-01-014,478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-014,480
Number of participants with account balances2012-01-014,316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: BDO USA, LLP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,870
Total number of active participants reported on line 7a of the Form 55002011-01-012,744
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,285
Total of all active and inactive participants2011-01-014,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0111
Total participants2011-01-014,040
Number of participants with account balances2011-01-013,804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01148
2010: BDO USA, LLP RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,176
Total number of active participants reported on line 7a of the Form 55002010-01-012,573
Number of retired or separated participants receiving benefits2010-01-011,288
Total of all active and inactive participants2010-01-013,861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-019
Total participants2010-01-013,870
Number of participants with account balances2010-01-013,648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01213
2009: BDO USA, LLP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,789
Total number of active participants reported on line 7a of the Form 55002009-01-012,806
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,362
Total of all active and inactive participants2009-01-014,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-014,176
Number of participants with account balances2009-01-013,761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01231

Financial Data on BDO USA, LLP RETIREMENT PLAN

Measure Date Value
2022 : BDO USA, LLP RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$133,075
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-65,191,660
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$91,214,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$90,506,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$187,783,478
Value of total assets at end of year2022-12-31$1,379,104,698
Value of total assets at beginning of year2022-12-31$1,535,378,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$708,542
Total interest from all sources2022-12-31$594,089
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$28,371,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$28,371,528
Administrative expenses professional fees incurred2022-12-31$2,400
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$107,601,636
Participant contributions at end of year2022-12-31$12,733,521
Participant contributions at beginning of year2022-12-31$11,715,153
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$32,169,559
Other income not declared elsewhere2022-12-31$122,311
Administrative expenses (other) incurred2022-12-31$605,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-156,406,466
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,379,104,698
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,535,378,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$100,371
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$639,381,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$753,349,297
Interest on participant loans2022-12-31$593,150
Value of interest in common/collective trusts at end of year2022-12-31$700,829,983
Value of interest in common/collective trusts at beginning of year2022-12-31$745,523,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$55,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$38,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$38,688
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-160,808,159
Net investment gain or loss from common/collective trusts2022-12-31$-121,254,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$48,012,283
Employer contributions (assets) at end of year2022-12-31$26,104,202
Employer contributions (assets) at beginning of year2022-12-31$24,751,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$90,506,264
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HUNGERFORD NICHOLS CPAS & ADVISORS
Accountancy firm EIN2022-12-31382184825
2021 : BDO USA, LLP RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$539,053
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$394,965,572
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$105,791,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$105,007,609
Value of total corrective distributions2021-12-31$15,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$199,967,017
Value of total assets at end of year2021-12-31$1,535,378,089
Value of total assets at beginning of year2021-12-31$1,245,665,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$768,452
Total interest from all sources2021-12-31$637,873
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$59,667,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$59,667,621
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$93,907,335
Participant contributions at end of year2021-12-31$11,715,153
Participant contributions at beginning of year2021-12-31$11,486,869
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$61,609,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$289,173,584
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,535,378,089
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,245,665,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$753,349,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$673,362,316
Interest on participant loans2021-12-31$637,865
Value of interest in common/collective trusts at end of year2021-12-31$745,523,055
Value of interest in common/collective trusts at beginning of year2021-12-31$541,574,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$38,688
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$39,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$39,053
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$89,688,305
Net investment gain or loss from common/collective trusts2021-12-31$45,004,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$44,450,067
Employer contributions (assets) at end of year2021-12-31$24,751,896
Employer contributions (assets) at beginning of year2021-12-31$19,202,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$105,007,609
Contract administrator fees2021-12-31$768,452
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HUNGERFORD NICHOLS CPAS & ADVISORS
Accountancy firm EIN2021-12-31382184825
2020 : BDO USA, LLP RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$170,207
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$318,564,326
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$96,400,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$95,812,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$151,856,877
Value of total assets at end of year2020-12-31$1,245,665,452
Value of total assets at beginning of year2020-12-31$1,023,331,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$587,800
Total interest from all sources2020-12-31$554,437
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$25,580,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$25,580,160
Administrative expenses professional fees incurred2020-12-31$3,300
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$75,514,517
Participant contributions at end of year2020-12-31$11,486,869
Participant contributions at beginning of year2020-12-31$10,190,296
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$41,248,427
Other income not declared elsewhere2020-12-31$152,578
Administrative expenses (other) incurred2020-12-31$506,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$222,164,231
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,245,665,452
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,023,331,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$77,701
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$673,362,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$588,512,829
Interest on participant loans2020-12-31$554,285
Value of interest in common/collective trusts at end of year2020-12-31$541,574,671
Value of interest in common/collective trusts at beginning of year2020-12-31$407,206,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$39,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$31,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$31,618
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$70,054,561
Net investment gain or loss from common/collective trusts2020-12-31$70,365,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$35,093,933
Employer contributions (assets) at end of year2020-12-31$19,202,543
Employer contributions (assets) at beginning of year2020-12-31$17,389,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$95,812,295
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HUNGERFORD NICHOLS CPAS & ADVISORS
Accountancy firm EIN2020-12-31382184825
2019 : BDO USA, LLP RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$39,870
Total transfer of assets to this plan2019-12-31$39,870
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$306,612,632
Total income from all sources (including contributions)2019-12-31$306,612,632
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$73,196,664
Total of all expenses incurred2019-12-31$73,196,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$72,653,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$72,653,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$123,030,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$123,030,189
Value of total assets at end of year2019-12-31$1,023,331,014
Value of total assets at end of year2019-12-31$1,023,331,014
Value of total assets at beginning of year2019-12-31$789,875,176
Value of total assets at beginning of year2019-12-31$789,875,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$543,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$543,449
Total interest from all sources2019-12-31$538,460
Total interest from all sources2019-12-31$538,460
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$23,598,552
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$23,598,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$23,598,552
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$23,598,552
Administrative expenses professional fees incurred2019-12-31$1,500
Administrative expenses professional fees incurred2019-12-31$1,500
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$66,466,826
Contributions received from participants2019-12-31$66,466,826
Participant contributions at end of year2019-12-31$10,190,296
Participant contributions at end of year2019-12-31$10,190,296
Participant contributions at beginning of year2019-12-31$8,639,584
Participant contributions at beginning of year2019-12-31$8,639,584
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$1,663,471
Participant contributions at beginning of year2019-12-31$1,663,471
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$24,802,505
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$24,802,505
Other income not declared elsewhere2019-12-31$183,096
Other income not declared elsewhere2019-12-31$183,096
Administrative expenses (other) incurred2019-12-31$471,170
Administrative expenses (other) incurred2019-12-31$471,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$233,415,968
Value of net income/loss2019-12-31$233,415,968
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,023,331,014
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,023,331,014
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$789,875,176
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$789,875,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$70,779
Investment advisory and management fees2019-12-31$70,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$588,512,829
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$588,512,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$472,165,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$472,165,181
Interest on participant loans2019-12-31$538,460
Interest on participant loans2019-12-31$538,460
Value of interest in common/collective trusts at end of year2019-12-31$407,206,376
Value of interest in common/collective trusts at end of year2019-12-31$407,206,376
Value of interest in common/collective trusts at beginning of year2019-12-31$290,488,628
Value of interest in common/collective trusts at beginning of year2019-12-31$290,488,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$31,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$31,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$40,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$40,213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$40,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$40,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$94,097,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$94,097,497
Net investment gain or loss from common/collective trusts2019-12-31$65,164,838
Net investment gain or loss from common/collective trusts2019-12-31$65,164,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$31,760,858
Contributions received in cash from employer2019-12-31$31,760,858
Employer contributions (assets) at end of year2019-12-31$17,389,895
Employer contributions (assets) at end of year2019-12-31$17,389,895
Employer contributions (assets) at beginning of year2019-12-31$16,878,099
Employer contributions (assets) at beginning of year2019-12-31$16,878,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$72,653,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$72,653,215
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HUNGERFORD NICHOLS CPAS & ADVISORS
Accountancy firm name2019-12-31HUNGERFORD NICHOLS CPAS & ADVISORS
Accountancy firm EIN2019-12-31382184825
Accountancy firm EIN2019-12-31382184825
2018 : BDO USA, LLP RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$68,411,479
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$57,312,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$56,458,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$116,000,185
Value of total assets at end of year2018-12-31$789,875,176
Value of total assets at beginning of year2018-12-31$778,775,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$853,637
Total interest from all sources2018-12-31$381,601
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$35,096,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$35,096,962
Administrative expenses professional fees incurred2018-12-31$300
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$58,472,690
Participant contributions at end of year2018-12-31$8,639,584
Participant contributions at beginning of year2018-12-31$7,584,143
Participant contributions at end of year2018-12-31$1,663,471
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$28,124,505
Other income not declared elsewhere2018-12-31$755,537
Administrative expenses (other) incurred2018-12-31$831,748
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$15,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$11,099,447
Value of net assets at end of year (total assets less liabilities)2018-12-31$789,875,176
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$778,775,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$21,589
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$472,165,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$726,979,880
Interest on participant loans2018-12-31$380,587
Value of interest in common/collective trusts at end of year2018-12-31$290,488,628
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$40,213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$28,190,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$28,190,278
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-57,108,544
Net investment gain or loss from common/collective trusts2018-12-31$-26,714,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$29,402,990
Employer contributions (assets) at end of year2018-12-31$16,878,099
Employer contributions (assets) at beginning of year2018-12-31$16,006,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$56,458,395
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MANN WEITZ & ASSOCIATES LLC
Accountancy firm EIN2018-12-31393963131
2017 : BDO USA, LLP RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$237,652
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,304
Total income from all sources (including contributions)2017-12-31$212,409,638
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$53,594,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$53,052,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$95,638,163
Value of total assets at end of year2017-12-31$778,775,729
Value of total assets at beginning of year2017-12-31$619,725,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$541,123
Total interest from all sources2017-12-31$550,982
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$38,468,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$38,468,952
Administrative expenses professional fees incurred2017-12-31$541,123
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$53,234,314
Participant contributions at end of year2017-12-31$7,584,143
Participant contributions at beginning of year2017-12-31$6,899,369
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$14,627,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$3,304
Other income not declared elsewhere2017-12-31$259,550
Total non interest bearing cash at end of year2017-12-31$15,325
Total non interest bearing cash at beginning of year2017-12-31$458,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$158,815,589
Value of net assets at end of year (total assets less liabilities)2017-12-31$778,775,729
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$619,722,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$726,979,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$569,554,881
Interest on participant loans2017-12-31$351,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$28,190,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$28,228,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$28,228,766
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$199,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$77,491,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$27,776,346
Employer contributions (assets) at end of year2017-12-31$16,006,103
Employer contributions (assets) at beginning of year2017-12-31$14,584,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$53,052,926
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WEITZ & ASSOCIATES
Accountancy firm EIN2017-12-31393963131
2016 : BDO USA, LLP RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$22,248
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,304
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$40,446
Total income from all sources (including contributions)2016-12-31$131,119,836
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$34,566,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$34,362,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$90,740,237
Value of total assets at end of year2016-12-31$619,725,792
Value of total assets at beginning of year2016-12-31$523,187,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$204,036
Total interest from all sources2016-12-31$356,956
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$18,207,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$18,207,481
Administrative expenses professional fees incurred2016-12-31$204,036
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$48,104,290
Participant contributions at end of year2016-12-31$6,899,369
Participant contributions at beginning of year2016-12-31$6,823,169
Participant contributions at beginning of year2016-12-31$8,848
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$17,732,968
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$3,304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$40,446
Other income not declared elsewhere2016-12-31$31,290
Total non interest bearing cash at end of year2016-12-31$458,416
Total non interest bearing cash at beginning of year2016-12-31$75,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$96,552,900
Value of net assets at end of year (total assets less liabilities)2016-12-31$619,722,488
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$523,147,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$569,554,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$479,940,974
Interest on participant loans2016-12-31$313,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$28,228,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$22,684,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$22,684,445
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$43,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$21,783,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$24,902,979
Employer contributions (assets) at end of year2016-12-31$14,584,360
Employer contributions (assets) at beginning of year2016-12-31$13,655,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$34,362,900
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WEITZ & ASSOCIATES
Accountancy firm EIN2016-12-31393963131
2015 : BDO USA, LLP RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$40,446
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$87,213,770
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$36,449,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$36,258,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$91,625,523
Value of total assets at end of year2015-12-31$523,187,786
Value of total assets at beginning of year2015-12-31$472,383,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$191,098
Total interest from all sources2015-12-31$298,808
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$31,936,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$31,936,205
Administrative expenses professional fees incurred2015-12-31$186,408
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$41,281,006
Participant contributions at end of year2015-12-31$6,823,169
Participant contributions at beginning of year2015-12-31$5,709,430
Participant contributions at end of year2015-12-31$8,848
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$27,746,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$40,446
Other income not declared elsewhere2015-12-31$41,734
Administrative expenses (other) incurred2015-12-31$4,690
Total non interest bearing cash at end of year2015-12-31$75,319
Total non interest bearing cash at beginning of year2015-12-31$45,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$50,763,952
Value of net assets at end of year (total assets less liabilities)2015-12-31$523,147,340
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$472,383,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$479,940,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$429,911,519
Interest on participant loans2015-12-31$296,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$22,684,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$25,336,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$25,336,246
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-36,688,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$22,598,341
Employer contributions (assets) at end of year2015-12-31$13,655,031
Employer contributions (assets) at beginning of year2015-12-31$11,380,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$36,258,720
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WEITZ & ASSOCIATES
Accountancy firm EIN2015-12-31393963131
2014 : BDO USA, LLP RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$84,921,573
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$28,013,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$27,758,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$59,166,082
Value of total assets at end of year2014-12-31$472,383,388
Value of total assets at beginning of year2014-12-31$415,475,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$255,757
Total interest from all sources2014-12-31$257,939
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$28,567,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$28,567,153
Administrative expenses professional fees incurred2014-12-31$252,678
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$30,200,818
Participant contributions at end of year2014-12-31$5,709,430
Participant contributions at beginning of year2014-12-31$5,386,777
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$10,977,817
Other income not declared elsewhere2014-12-31$15,521
Administrative expenses (other) incurred2014-12-31$3,079
Total non interest bearing cash at end of year2014-12-31$45,556
Total non interest bearing cash at beginning of year2014-12-31$125,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$56,907,643
Value of net assets at end of year (total assets less liabilities)2014-12-31$472,383,388
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$415,475,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$429,911,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$378,018,410
Interest on participant loans2014-12-31$255,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$25,336,246
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$22,401,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$22,401,897
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-3,085,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$17,987,447
Employer contributions (assets) at end of year2014-12-31$11,380,637
Employer contributions (assets) at beginning of year2014-12-31$9,543,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$27,758,173
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WEITZ & ASSOCIATES LLC
Accountancy firm EIN2014-12-31393963131
2013 : BDO USA, LLP RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$117,820,680
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$24,286,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$23,954,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$52,696,605
Value of total assets at end of year2013-12-31$415,475,745
Value of total assets at beginning of year2013-12-31$321,941,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$331,738
Total interest from all sources2013-12-31$230,929
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$13,009,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$13,009,181
Administrative expenses professional fees incurred2013-12-31$327,837
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$24,355,179
Participant contributions at end of year2013-12-31$5,386,777
Participant contributions at beginning of year2013-12-31$4,314,805
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$13,378,249
Other income not declared elsewhere2013-12-31$73,985
Administrative expenses (other) incurred2013-12-31$3,901
Total non interest bearing cash at end of year2013-12-31$125,528
Total non interest bearing cash at beginning of year2013-12-31$100,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$93,534,113
Value of net assets at end of year (total assets less liabilities)2013-12-31$415,475,745
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$321,941,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$378,018,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$290,049,845
Interest on participant loans2013-12-31$228,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$22,401,897
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$19,684,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$19,684,738
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$51,809,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$14,963,177
Employer contributions (assets) at end of year2013-12-31$9,543,133
Employer contributions (assets) at beginning of year2013-12-31$7,792,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$23,954,829
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MANN WEITZ & ASSOCIATES LLC
Accountancy firm EIN2013-12-31393963131
2012 : BDO USA, LLP RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$69,984,643
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$17,518,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$17,136,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$34,961,419
Value of total assets at end of year2012-12-31$321,941,632
Value of total assets at beginning of year2012-12-31$269,475,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$382,502
Total interest from all sources2012-12-31$220,109
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$11,759,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$11,759,293
Administrative expenses professional fees incurred2012-12-31$379,697
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$19,988,758
Participant contributions at end of year2012-12-31$4,314,805
Participant contributions at beginning of year2012-12-31$4,533,040
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,775,999
Other income not declared elsewhere2012-12-31$9,872
Administrative expenses (other) incurred2012-12-31$2,805
Total non interest bearing cash at end of year2012-12-31$100,197
Total non interest bearing cash at beginning of year2012-12-31$58,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$52,465,986
Value of net assets at end of year (total assets less liabilities)2012-12-31$321,941,632
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$269,475,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$290,049,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$237,134,631
Interest on participant loans2012-12-31$218,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$19,684,738
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$20,883,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$20,883,711
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$23,033,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$12,196,662
Employer contributions (assets) at end of year2012-12-31$7,792,047
Employer contributions (assets) at beginning of year2012-12-31$6,865,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$17,136,155
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MANN WEITZ & ASSOC LLC
Accountancy firm EIN2012-12-31393963131
2011 : BDO USA, LLP RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$21,140,490
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$24,239,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$24,011,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$29,802,273
Value of total assets at end of year2011-12-31$269,475,646
Value of total assets at beginning of year2011-12-31$272,574,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$227,919
Total interest from all sources2011-12-31$216,282
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,575,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,575,921
Administrative expenses professional fees incurred2011-12-31$175,979
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$17,571,908
Participant contributions at end of year2011-12-31$4,533,040
Participant contributions at beginning of year2011-12-31$3,991,043
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,416,282
Administrative expenses (other) incurred2011-12-31$51,940
Total non interest bearing cash at end of year2011-12-31$58,818
Total non interest bearing cash at beginning of year2011-12-31$19,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,099,293
Value of net assets at end of year (total assets less liabilities)2011-12-31$269,475,646
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$272,574,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$237,134,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$245,135,417
Interest on participant loans2011-12-31$214,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$20,883,711
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$17,549,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$17,549,507
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-15,453,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$10,814,083
Employer contributions (assets) at end of year2011-12-31$6,865,446
Employer contributions (assets) at beginning of year2011-12-31$5,879,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$24,011,864
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MANN WEITZ & ASSOC LLC
Accountancy firm EIN2011-12-31393963131
2010 : BDO USA, LLP RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$59,639,564
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$21,722,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$21,534,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$28,547,617
Value of total assets at end of year2010-12-31$272,574,939
Value of total assets at beginning of year2010-12-31$234,658,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$188,013
Total interest from all sources2010-12-31$223,191
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,313,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$5,313,590
Administrative expenses professional fees incurred2010-12-31$186,489
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$17,095,040
Participant contributions at end of year2010-12-31$3,991,043
Participant contributions at beginning of year2010-12-31$3,497,371
Participant contributions at beginning of year2010-12-31$476,073
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$558,763
Other income not declared elsewhere2010-12-31$59,879
Administrative expenses (other) incurred2010-12-31$1,524
Total non interest bearing cash at end of year2010-12-31$19,105
Total non interest bearing cash at beginning of year2010-12-31$13,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$37,916,859
Value of net assets at end of year (total assets less liabilities)2010-12-31$272,574,939
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$234,658,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$245,135,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$204,800,647
Interest on participant loans2010-12-31$216,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$17,549,507
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$18,909,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$18,909,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$25,495,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$10,893,814
Employer contributions (assets) at end of year2010-12-31$5,879,867
Employer contributions (assets) at beginning of year2010-12-31$6,960,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$21,534,692
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MANN WEITZ & ASSOC LLC
Accountancy firm EIN2010-12-31393963131

Form 5500 Responses for BDO USA, LLP RETIREMENT PLAN

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

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