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HODGSON RUSS LLP 401(K) PLAN 401k Plan overview

Plan NameHODGSON RUSS LLP 401(K) PLAN
Plan identification number 003

HODGSON RUSS LLP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HODGSON RUSS LLP has sponsored the creation of one or more 401k plans.

Company Name:HODGSON RUSS LLP
Employer identification number (EIN):160708550
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about HODGSON RUSS LLP

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1994-12-30
Company Identification Number: 1880225
Legal Registered Office Address: THE GUARANTY BUILDING
140 PEARL ST., STE. 100
BUFFALO
United States of America (USA)
14202

More information about HODGSON RUSS LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HODGSON RUSS LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01RICHARD W. KAISER
0032016-01-01RICHARD W. KAISER
0032015-01-01RICHARD W. KAISER
0032014-01-01RICHARD W. KAISER
0032013-01-01RICHARD W. KAISER
0032012-01-01DOLORES S. RUGG
0032011-01-01DOLORES S RUGG
0032009-01-01DOLORES S RUGG DOLORES S RUGG2010-09-28

Plan Statistics for HODGSON RUSS LLP 401(K) PLAN

401k plan membership statisitcs for HODGSON RUSS LLP 401(K) PLAN

Measure Date Value
2022: HODGSON RUSS LLP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01608
Total number of active participants reported on line 7a of the Form 55002022-01-01430
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01205
Total of all active and inactive participants2022-01-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01637
Number of participants with account balances2022-01-01623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0121
2021: HODGSON RUSS LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01591
Total number of active participants reported on line 7a of the Form 55002021-01-01403
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01204
Total of all active and inactive participants2021-01-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01608
Number of participants with account balances2021-01-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: HODGSON RUSS LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01637
Total number of active participants reported on line 7a of the Form 55002020-01-01407
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01182
Total of all active and inactive participants2020-01-01589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01591
Number of participants with account balances2020-01-01581
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0123
2019: HODGSON RUSS LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01618
Total number of active participants reported on line 7a of the Form 55002019-01-01457
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01165
Total of all active and inactive participants2019-01-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01624
Number of participants with account balances2019-01-01611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: HODGSON RUSS LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01609
Total number of active participants reported on line 7a of the Form 55002018-01-01454
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01153
Total of all active and inactive participants2018-01-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01607
Number of participants with account balances2018-01-01594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0123
2017: HODGSON RUSS LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01603
Total number of active participants reported on line 7a of the Form 55002017-01-01452
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01137
Total of all active and inactive participants2017-01-01589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01589
Number of participants with account balances2017-01-01537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: HODGSON RUSS LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01607
Total number of active participants reported on line 7a of the Form 55002016-01-01458
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01129
Total of all active and inactive participants2016-01-01587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01588
Number of participants with account balances2016-01-01530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: HODGSON RUSS LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01593
Total number of active participants reported on line 7a of the Form 55002015-01-01461
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01127
Total of all active and inactive participants2015-01-01588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01589
Number of participants with account balances2015-01-01534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: HODGSON RUSS LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01601
Total number of active participants reported on line 7a of the Form 55002014-01-01454
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01127
Total of all active and inactive participants2014-01-01581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01581
Number of participants with account balances2014-01-01510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HODGSON RUSS LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01585
Total number of active participants reported on line 7a of the Form 55002013-01-01467
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01116
Total of all active and inactive participants2013-01-01583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01583
Number of participants with account balances2013-01-01512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HODGSON RUSS LLP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01563
Total number of active participants reported on line 7a of the Form 55002012-01-01448
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01117
Total of all active and inactive participants2012-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01565
Number of participants with account balances2012-01-01506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HODGSON RUSS LLP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01573
Total number of active participants reported on line 7a of the Form 55002011-01-01444
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01105
Total of all active and inactive participants2011-01-01549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01549
Number of participants with account balances2011-01-01496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: HODGSON RUSS LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01621
Total number of active participants reported on line 7a of the Form 55002009-01-01451
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01126
Total of all active and inactive participants2009-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01577
Number of participants with account balances2009-01-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HODGSON RUSS LLP 401(K) PLAN

Measure Date Value
2022 : HODGSON RUSS LLP 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-3,625,764
Total unrealized appreciation/depreciation of assets2022-12-31$-3,625,764
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$0
Total income from all sources (including contributions)2022-12-31$-22,994,355
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,170,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,055,067
Value of total corrective distributions2022-12-31$7,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,004,142
Value of total assets at end of year2022-12-31$141,570,994
Value of total assets at beginning of year2022-12-31$172,736,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$108,209
Total interest from all sources2022-12-31$413,628
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,542,487
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$2,542,487
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,687,866
Participant contributions at end of year2022-12-31$679,485
Participant contributions at beginning of year2022-12-31$745,360
Assets. Other investments not covered elsewhere at end of year2022-12-31$8,248,168
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$10,385,510
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,850,611
Total non interest bearing cash at end of year2022-12-31$86
Total non interest bearing cash at beginning of year2022-12-31$174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-31,165,247
Value of net assets at end of year (total assets less liabilities)2022-12-31$141,570,994
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$172,736,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$117,759,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$144,986,958
Interest on participant loans2022-12-31$32,560
Interest earned on other investments2022-12-31$381,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$14,883,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$16,618,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-30,328,848
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$465,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,055,067
Contract administrator fees2022-12-31$108,209
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 name2022-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2022-12-31160929175
2021 : HODGSON RUSS LLP 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,071,061
Total unrealized appreciation/depreciation of assets2021-12-31$1,071,061
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$29,369,525
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,274,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,158,562
Value of total corrective distributions2021-12-31$2,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,498,690
Value of total assets at end of year2021-12-31$172,736,241
Value of total assets at beginning of year2021-12-31$150,641,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$113,752
Total interest from all sources2021-12-31$408,838
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,145,306
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$2,145,306
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,437,673
Participant contributions at end of year2021-12-31$745,360
Participant contributions at beginning of year2021-12-31$934,660
Assets. Other investments not covered elsewhere at end of year2021-12-31$10,385,510
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$8,717,102
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$624,584
Total non interest bearing cash at end of year2021-12-31$174
Total non interest bearing cash at beginning of year2021-12-31$174
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$22,094,888
Value of net assets at end of year (total assets less liabilities)2021-12-31$172,736,241
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$150,641,353
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$144,986,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$124,512,295
Interest on participant loans2021-12-31$43,031
Interest earned on other investments2021-12-31$365,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$16,618,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$16,295,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$19,245,630
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$436,433
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$181,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,158,562
Contract administrator fees2021-12-31$113,752
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 name2021-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2021-12-31160929175
2020 : HODGSON RUSS LLP 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,323,014
Total unrealized appreciation/depreciation of assets2020-12-31$1,323,014
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$27,035,663
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,117,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,021,029
Value of total corrective distributions2020-12-31$7,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,180,240
Value of total assets at end of year2020-12-31$150,641,353
Value of total assets at beginning of year2020-12-31$128,723,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$89,327
Total interest from all sources2020-12-31$392,275
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,633,280
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$1,633,280
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,487,346
Participant contributions at end of year2020-12-31$934,660
Participant contributions at beginning of year2020-12-31$669,085
Assets. Other investments not covered elsewhere at end of year2020-12-31$8,717,102
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$7,368,911
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$286,935
Total non interest bearing cash at end of year2020-12-31$174
Total non interest bearing cash at beginning of year2020-12-31$174
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$21,918,016
Value of net assets at end of year (total assets less liabilities)2020-12-31$150,641,353
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$128,723,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$124,512,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$106,424,932
Interest on participant loans2020-12-31$25,161
Interest earned on other investments2020-12-31$367,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$16,295,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$14,260,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,506,854
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$405,959
Employer contributions (assets) at end of year2020-12-31$181,345
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,021,029
Contract administrator fees2020-12-31$89,327
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2020-12-31160929175
2019 : HODGSON RUSS LLP 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,693,855
Total unrealized appreciation/depreciation of assets2019-12-31$1,693,855
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 income from all sources (including contributions)2019-12-31$29,643,318
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,965,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,858,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,363,417
Value of total assets at end of year2019-12-31$128,723,337
Value of total assets at beginning of year2019-12-31$107,045,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$106,214
Total interest from all sources2019-12-31$353,342
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,825,269
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$1,825,269
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,779,543
Participant contributions at end of year2019-12-31$669,085
Participant contributions at beginning of year2019-12-31$631,104
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,368,911
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$7,116,804
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$135,277
Total non interest bearing cash at end of year2019-12-31$174
Total non interest bearing cash at beginning of year2019-12-31$174
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$21,678,110
Value of net assets at end of year (total assets less liabilities)2019-12-31$128,723,337
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$107,045,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$106,424,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$88,336,154
Interest on participant loans2019-12-31$40,575
Interest earned on other investments2019-12-31$312,767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$14,260,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,960,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,407,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$448,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,858,994
Contract administrator fees2019-12-31$106,214
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2019-12-31160929175
2018 : HODGSON RUSS LLP 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,063,709
Total unrealized appreciation/depreciation of assets2018-12-31$-1,063,709
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$0
Total income from all sources (including contributions)2018-12-31$-302,336
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,445,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,359,333
Value of total corrective distributions2018-12-31$328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,589,973
Value of total assets at end of year2018-12-31$107,045,227
Value of total assets at beginning of year2018-12-31$110,793,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$85,797
Total interest from all sources2018-12-31$279,697
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,743,395
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$1,743,395
Administrative expenses professional fees incurred2018-12-31$3,788
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,495,919
Participant contributions at end of year2018-12-31$631,104
Participant contributions at beginning of year2018-12-31$612,862
Assets. Other investments not covered elsewhere at end of year2018-12-31$7,116,804
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$7,362,777
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$860,663
Total non interest bearing cash at end of year2018-12-31$174
Total non interest bearing cash at beginning of year2018-12-31$174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,747,794
Value of net assets at end of year (total assets less liabilities)2018-12-31$107,045,227
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$110,793,021
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$88,336,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$93,596,266
Interest on participant loans2018-12-31$32,023
Interest earned on other investments2018-12-31$247,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,960,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,220,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,851,692
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$233,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,359,333
Contract administrator fees2018-12-31$82,009
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 name2018-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2018-12-31160929175
2017 : HODGSON RUSS LLP 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$768,803
Total unrealized appreciation/depreciation of assets2017-12-31$768,803
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$21,288,838
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,340,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,333,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,749,284
Value of total assets at end of year2017-12-31$110,793,021
Value of total assets at beginning of year2017-12-31$94,844,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,108
Total interest from all sources2017-12-31$233,314
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,504,846
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$1,504,846
Administrative expenses professional fees incurred2017-12-31$2,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,069,268
Participant contributions at end of year2017-12-31$612,862
Participant contributions at beginning of year2017-12-31$759,836
Assets. Other investments not covered elsewhere at end of year2017-12-31$7,362,777
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$6,104,593
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$474,838
Total non interest bearing cash at end of year2017-12-31$174
Total non interest bearing cash at beginning of year2017-12-31$174
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$15,948,740
Value of net assets at end of year (total assets less liabilities)2017-12-31$110,793,021
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$94,844,281
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$93,596,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$79,099,615
Interest on participant loans2017-12-31$29,957
Interest earned on other investments2017-12-31$203,357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,220,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,880,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,032,591
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$205,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,333,990
Contract administrator fees2017-12-31$4,108
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2017-12-31160929175
2016 : HODGSON RUSS LLP 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-22,910
Total unrealized appreciation/depreciation of assets2016-12-31$-22,910
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$12,162,603
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,092,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,083,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,139,198
Value of total assets at end of year2016-12-31$94,844,281
Value of total assets at beginning of year2016-12-31$86,774,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,584
Total interest from all sources2016-12-31$216,255
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,358,502
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$1,358,502
Administrative expenses professional fees incurred2016-12-31$6,303
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,161,619
Participant contributions at end of year2016-12-31$759,836
Participant contributions at beginning of year2016-12-31$707,921
Assets. Other investments not covered elsewhere at end of year2016-12-31$6,104,593
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$6,199,858
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$771,371
Total non interest bearing cash at end of year2016-12-31$174
Total non interest bearing cash at beginning of year2016-12-31$174
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$8,069,727
Value of net assets at end of year (total assets less liabilities)2016-12-31$94,844,281
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$86,774,554
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$79,099,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$73,474,643
Interest on participant loans2016-12-31$31,877
Interest earned on other investments2016-12-31$184,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,880,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,389,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,471,558
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$206,208
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$2,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,083,292
Contract administrator fees2016-12-31$3,281
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2016-12-31160929175
2015 : HODGSON RUSS LLP 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-337,828
Total unrealized appreciation/depreciation of assets2015-12-31$-337,828
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$96,138
Total income from all sources (including contributions)2015-12-31$2,307,010
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,130,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,123,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,306,981
Value of total assets at end of year2015-12-31$86,774,554
Value of total assets at beginning of year2015-12-31$86,693,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,622
Total interest from all sources2015-12-31$165,236
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,256,999
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$1,256,999
Administrative expenses professional fees incurred2015-12-31$4,972
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,904,784
Participant contributions at end of year2015-12-31$707,921
Participant contributions at beginning of year2015-12-31$716,725
Assets. Other investments not covered elsewhere at end of year2015-12-31$6,199,858
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$7,400,916
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$207,419
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$96,138
Total non interest bearing cash at end of year2015-12-31$174
Total non interest bearing cash at beginning of year2015-12-31$174
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$176,839
Value of net assets at end of year (total assets less liabilities)2015-12-31$86,774,554
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$86,597,715
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$73,474,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$75,197,462
Interest on participant loans2015-12-31$32,158
Interest earned on other investments2015-12-31$133,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,389,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,378,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,084,378
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$194,778
Employer contributions (assets) at end of year2015-12-31$2,561
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,123,549
Contract administrator fees2015-12-31$1,650
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 name2015-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2015-12-31160929175
2014 : HODGSON RUSS LLP 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$294,214
Total unrealized appreciation/depreciation of assets2014-12-31$294,214
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$96,138
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$8,864,376
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,062,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,045,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,719,934
Value of total assets at end of year2014-12-31$86,693,853
Value of total assets at beginning of year2014-12-31$83,796,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,193
Total interest from all sources2014-12-31$105,585
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,453,828
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$1,453,828
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,541,516
Participant contributions at end of year2014-12-31$716,725
Participant contributions at beginning of year2014-12-31$802,977
Assets. Other investments not covered elsewhere at end of year2014-12-31$7,400,916
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$7,859,360
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$96,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$1,248
Total non interest bearing cash at end of year2014-12-31$174
Total non interest bearing cash at beginning of year2014-12-31$174
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$2,801,610
Value of net assets at end of year (total assets less liabilities)2014-12-31$86,597,715
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$83,796,105
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$75,197,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$72,356,790
Interest on participant loans2014-12-31$30,986
Interest earned on other investments2014-12-31$74,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,776,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,776,804
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$27
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,378,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,289,567
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$168,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,045,573
Contract administrator fees2014-12-31$17,193
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 name2014-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2014-12-31160929175
2013 : HODGSON RUSS LLP 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,101,717
Total unrealized appreciation/depreciation of assets2013-12-31$1,101,717
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$20,058,495
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,459,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,439,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,054,674
Value of total assets at end of year2013-12-31$83,796,105
Value of total assets at beginning of year2013-12-31$68,197,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,224
Total interest from all sources2013-12-31$38,208
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$969,423
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$969,423
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,550,656
Participant contributions at end of year2013-12-31$802,977
Participant contributions at beginning of year2013-12-31$596,077
Assets. Other investments not covered elsewhere at end of year2013-12-31$7,859,360
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$6,380,681
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$332,759
Other income not declared elsewhere2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$174
Total non interest bearing cash at beginning of year2013-12-31$174
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$15,598,596
Value of net assets at end of year (total assets less liabilities)2013-12-31$83,796,105
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$68,197,509
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$72,356,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$53,985,544
Interest on participant loans2013-12-31$31,606
Interest earned on other investments2013-12-31$5,841
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$4,856,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,776,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,378,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,378,876
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,734,275
Net investment gain or loss from common/collective trusts2013-12-31$160,198
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$171,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,439,675
Contract administrator fees2013-12-31$20,224
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 name2013-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2013-12-31160929175
2012 : HODGSON RUSS LLP 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$646,064
Total unrealized appreciation/depreciation of assets2012-12-31$646,064
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$12,501,894
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,836,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,827,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,787,542
Value of total assets at end of year2012-12-31$68,197,509
Value of total assets at beginning of year2012-12-31$57,532,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,999
Total interest from all sources2012-12-31$36,032
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,028,638
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$1,028,638
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,295,557
Participant contributions at end of year2012-12-31$596,077
Participant contributions at beginning of year2012-12-31$720,677
Assets. Other investments not covered elsewhere at end of year2012-12-31$6,380,681
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$5,350,348
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$324,366
Total non interest bearing cash at end of year2012-12-31$174
Total non interest bearing cash at beginning of year2012-12-31$279
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$10,665,305
Value of net assets at end of year (total assets less liabilities)2012-12-31$68,197,509
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$57,532,204
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
Investment advisory and management fees2012-12-31$89
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$53,985,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$45,673,672
Interest on participant loans2012-12-31$29,857
Interest earned on other investments2012-12-31$4,834
Value of interest in common/collective trusts at end of year2012-12-31$4,856,157
Value of interest in common/collective trusts at beginning of year2012-12-31$4,018,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,378,876
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,768,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,768,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,358,015
Net investment gain or loss from common/collective trusts2012-12-31$645,603
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$167,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,827,590
Contract administrator fees2012-12-31$8,910
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2012-12-31160929175
2011 : HODGSON RUSS LLP 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-87,944
Total unrealized appreciation/depreciation of assets2011-12-31$-87,944
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$2,232,124
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,433,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,425,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,556,119
Value of total assets at end of year2011-12-31$57,532,204
Value of total assets at beginning of year2011-12-31$57,733,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,575
Total interest from all sources2011-12-31$38,665
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$815,834
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$815,834
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,183,989
Participant contributions at end of year2011-12-31$720,677
Participant contributions at beginning of year2011-12-31$612,966
Assets. Other investments not covered elsewhere at end of year2011-12-31$5,350,348
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$5,046,547
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$205,249
Total non interest bearing cash at end of year2011-12-31$279
Total non interest bearing cash at beginning of year2011-12-31$335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-201,210
Value of net assets at end of year (total assets less liabilities)2011-12-31$57,532,204
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$57,733,414
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
Investment advisory and management fees2011-12-31$343
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$45,673,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$46,425,551
Interest on participant loans2011-12-31$32,786
Interest earned on other investments2011-12-31$4,717
Value of interest in common/collective trusts at end of year2011-12-31$4,018,555
Value of interest in common/collective trusts at beginning of year2011-12-31$3,913,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,768,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,734,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,734,700
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,174,487
Net investment gain or loss from common/collective trusts2011-12-31$83,937
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$166,881
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,425,759
Contract administrator fees2011-12-31$7,232
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
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 name2011-12-31DOPKINS & COMPANY, LLP
Accountancy firm EIN2011-12-31160929175
2010 : HODGSON RUSS LLP 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$593,266
Total unrealized appreciation/depreciation of assets2010-12-31$593,266
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$10,485,891
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,811,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,801,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,263,613
Value of total assets at end of year2010-12-31$57,733,414
Value of total assets at beginning of year2010-12-31$51,058,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,091
Total interest from all sources2010-12-31$35,752
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$666,506
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$666,506
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,042,695
Participant contributions at end of year2010-12-31$612,966
Participant contributions at beginning of year2010-12-31$538,989
Participant contributions at beginning of year2010-12-31$7,447
Assets. Other investments not covered elsewhere at end of year2010-12-31$5,046,547
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,765,033
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$56,564
Other income not declared elsewhere2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$335
Total non interest bearing cash at beginning of year2010-12-31$6,690
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$6,674,595
Value of net assets at end of year (total assets less liabilities)2010-12-31$57,733,414
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$51,058,819
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
Investment advisory and management fees2010-12-31$209
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$46,425,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$41,809,092
Interest on participant loans2010-12-31$27,346
Interest earned on other investments2010-12-31$5,839
Value of interest in common/collective trusts at end of year2010-12-31$3,913,315
Value of interest in common/collective trusts at beginning of year2010-12-31$3,544,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,734,700
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,385,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,385,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,414,585
Net investment gain or loss from common/collective trusts2010-12-31$512,169
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$164,354
Employer contributions (assets) at beginning of year2010-12-31$1,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,801,205
Contract administrator fees2010-12-31$9,882
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 name2010-12-31DOPKINS AND COMPANY, LLP
Accountancy firm EIN2010-12-31160929175
2009 : HODGSON RUSS LLP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HODGSON RUSS LLP 401(K) PLAN

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

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28205
Policy instance 1
Insurance contract or identification numberGA28205
Number of Individuals Covered623
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28205
Policy instance 1
Insurance contract or identification numberGA28205
Number of Individuals Covered601
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28205
Policy instance 1
Insurance contract or identification numberGA28205
Number of Individuals Covered581
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28205
Policy instance 1
Insurance contract or identification numberGA28205
Number of Individuals Covered611
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28205
Policy instance 1
Insurance contract or identification numberGA28205
Number of Individuals Covered594
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28205
Policy instance 1
Insurance contract or identification numberGA28205
Number of Individuals Covered537
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28205
Policy instance 1
Insurance contract or identification numberGA28205
Number of Individuals Covered534
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28205
Policy instance 1
Insurance contract or identification numberGA28205
Number of Individuals Covered510
Insurance policy start date2014-02-06
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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