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CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 401k Plan overview

Plan NameCLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN
Plan identification number 001

CLARK PATTERSON LEE EMPLOYEES SAVINGS 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CPL ARCHITECTS, ENGINEERS,LANDSCAPE ARCHITECT AND SURVYEOR, D.P.C. has sponsored the creation of one or more 401k plans.

Company Name:CPL ARCHITECTS, ENGINEERS,LANDSCAPE ARCHITECT AND SURVYEOR, D.P.C.
Employer identification number (EIN):161283651
NAIC Classification:541310
NAIC Description:Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JENNIFER REES JENNIFER REES2018-10-12
0012016-01-01JENNIFER REES
0012015-01-01JENNIFER REES
0012014-01-01JENNIFER REES
0012013-01-01GREGORY M ROHLOFF
0012012-01-01GREGORY M ROHLOFF
0012011-01-01GREGORY M ROHLOFF
0012009-01-01DAVID PENDER

Plan Statistics for CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN

401k plan membership statisitcs for CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN

Measure Date Value
2022: CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01535
Total number of active participants reported on line 7a of the Form 55002022-01-01430
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01121
Total of all active and inactive participants2022-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01554
Number of participants with account balances2022-01-01554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01496
Total number of active participants reported on line 7a of the Form 55002021-01-01416
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01116
Total of all active and inactive participants2021-01-01534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01535
Number of participants with account balances2021-01-01535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0132
2020: CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01481
Total number of active participants reported on line 7a of the Form 55002020-01-01406
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0189
Total of all active and inactive participants2020-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01496
Number of participants with account balances2020-01-01488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01441
Total number of active participants reported on line 7a of the Form 55002019-01-01416
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01481
Number of participants with account balances2019-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01352
Total number of active participants reported on line 7a of the Form 55002018-01-01386
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0154
Total of all active and inactive participants2018-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01441
Number of participants with account balances2018-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01312
Total number of active participants reported on line 7a of the Form 55002017-01-01291
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0160
Total of all active and inactive participants2017-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01352
Number of participants with account balances2017-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01306
Total number of active participants reported on line 7a of the Form 55002016-01-01253
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0155
Total of all active and inactive participants2016-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01308
Number of participants with account balances2016-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01284
Total number of active participants reported on line 7a of the Form 55002015-01-01228
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0173
Total of all active and inactive participants2015-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01301
Number of participants with account balances2015-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01294
Total number of active participants reported on line 7a of the Form 55002014-01-01220
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0160
Total of all active and inactive participants2014-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01280
Number of participants with account balances2014-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01289
Total number of active participants reported on line 7a of the Form 55002013-01-01224
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0163
Total of all active and inactive participants2013-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01287
Number of participants with account balances2013-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01259
Total number of active participants reported on line 7a of the Form 55002012-01-01227
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01270
Number of participants with account balances2012-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01248
Total number of active participants reported on line 7a of the Form 55002011-01-01210
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01253
Number of participants with account balances2011-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01217
Total number of active participants reported on line 7a of the Form 55002009-01-01220
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01269
Number of participants with account balances2009-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN

Measure Date Value
2022 : CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-2,353,199
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,987,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,867,807
Expenses. Certain deemed distributions of participant loans2022-12-31$29,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,391,230
Value of total assets at end of year2022-12-31$41,470,467
Value of total assets at beginning of year2022-12-31$47,811,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$90,196
Total interest from all sources2022-12-31$50,000
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$523,148
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$523,148
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$3,536,525
Participant contributions at end of year2022-12-31$255,293
Participant contributions at beginning of year2022-12-31$333,976
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$915,176
Other income not declared elsewhere2022-12-31$-1,801
Administrative expenses (other) incurred2022-12-31$455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,341,011
Value of net assets at end of year (total assets less liabilities)2022-12-31$41,470,467
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$47,811,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$27,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,633,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$33,702,681
Value of interest in pooled separate accounts at end of year2022-12-31$9,582,605
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,213,925
Interest on participant loans2022-12-31$11,382
Interest earned on other investments2022-12-31$38,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,999,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,560,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,879,717
Net investment gain/loss from pooled separate accounts2022-12-31$-2,436,059
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$939,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,867,807
Contract administrator fees2022-12-31$61,991
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 name2022-12-31FREED MAXICK CPAS PC
Accountancy firm EIN2022-12-31454051133
2021 : CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$11,213,612
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,026,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,918,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,499,408
Value of total assets at end of year2021-12-31$47,811,478
Value of total assets at beginning of year2021-12-31$38,623,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$107,575
Total interest from all sources2021-12-31$36,560
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$883,705
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$883,705
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$3,402,320
Participant contributions at end of year2021-12-31$333,976
Participant contributions at beginning of year2021-12-31$311,690
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,143,006
Administrative expenses (other) incurred2021-12-31$107,575
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$9,187,612
Value of net assets at end of year (total assets less liabilities)2021-12-31$47,811,478
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$38,623,866
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$33,702,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$33,063,947
Value of interest in pooled separate accounts at end of year2021-12-31$12,213,925
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,912,749
Interest on participant loans2021-12-31$14,317
Interest earned on other investments2021-12-31$22,243
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,560,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,335,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,919,215
Net investment gain/loss from pooled separate accounts2021-12-31$874,724
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$954,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,918,425
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 name2021-12-31FREED MAXICK CPAS PC
Accountancy firm EIN2021-12-31454051133
2020 : CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$9,507,378
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,401,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,319,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,254,612
Value of total assets at end of year2020-12-31$38,623,866
Value of total assets at beginning of year2020-12-31$30,517,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$81,467
Total interest from all sources2020-12-31$37,206
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$469,534
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$469,534
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$3,051,994
Participant contributions at end of year2020-12-31$311,690
Participant contributions at beginning of year2020-12-31$397,534
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$297,393
Administrative expenses (other) incurred2020-12-31$81,467
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$8,106,044
Value of net assets at end of year (total assets less liabilities)2020-12-31$38,623,866
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,517,822
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$33,063,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,992,059
Value of interest in pooled separate accounts at end of year2020-12-31$3,912,749
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$16,281
Interest earned on other investments2020-12-31$20,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,335,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,128,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,375,662
Net investment gain/loss from pooled separate accounts2020-12-31$370,364
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$905,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,319,867
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 name2020-12-31FREED MAXICK CPAS PC
Accountancy firm EIN2020-12-31454051133
2019 : CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$9,236,933
Total income from all sources (including contributions)2019-12-31$9,236,933
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,511,527
Total of all expenses incurred2019-12-31$1,511,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,438,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,438,332
Expenses. Certain deemed distributions of participant loans2019-12-31$-3,000
Expenses. Certain deemed distributions of participant loans2019-12-31$-3,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,853,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,853,401
Value of total assets at end of year2019-12-31$30,517,822
Value of total assets at end of year2019-12-31$30,517,822
Value of total assets at beginning of year2019-12-31$22,792,416
Value of total assets at beginning of year2019-12-31$22,792,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,195
Total interest from all sources2019-12-31$36,131
Total interest from all sources2019-12-31$36,131
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,738,003
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,738,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,738,003
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,738,003
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,768,709
Contributions received from participants2019-12-31$2,768,709
Participant contributions at end of year2019-12-31$397,534
Participant contributions at end of year2019-12-31$397,534
Participant contributions at beginning of year2019-12-31$233,223
Participant contributions at beginning of year2019-12-31$233,223
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$217,752
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$217,752
Administrative expenses (other) incurred2019-12-31$76,195
Administrative expenses (other) incurred2019-12-31$76,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,725,406
Value of net income/loss2019-12-31$7,725,406
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,517,822
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,517,822
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,792,416
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,792,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,992,059
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,992,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,287,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,287,981
Interest on participant loans2019-12-31$16,211
Interest on participant loans2019-12-31$16,211
Interest earned on other investments2019-12-31$19,920
Interest earned on other investments2019-12-31$19,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,128,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,128,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,084,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,084,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,609,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,609,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$866,940
Contributions received in cash from employer2019-12-31$866,940
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$187,077
Employer contributions (assets) at beginning of year2019-12-31$187,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,438,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,438,332
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FREED MAXICK CPAS PC
Accountancy firm name2019-12-31FREED MAXICK CPAS PC
Accountancy firm EIN2019-12-31454051133
Accountancy firm EIN2019-12-31454051133
2018 : CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,479,289
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,265,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,180,585
Expenses. Certain deemed distributions of participant loans2018-12-31$3,000
Value of total corrective distributions2018-12-31$1,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,080,484
Value of total assets at end of year2018-12-31$22,792,416
Value of total assets at beginning of year2018-12-31$24,578,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$80,145
Total interest from all sources2018-12-31$28,350
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,328,101
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$1,328,101
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$2,091,347
Participant contributions at end of year2018-12-31$233,223
Participant contributions at beginning of year2018-12-31$163,252
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$303,717
Administrative expenses (other) incurred2018-12-31$80,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,786,120
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,792,416
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,578,536
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$21,287,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,447,968
Interest on participant loans2018-12-31$9,021
Interest earned on other investments2018-12-31$19,329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,084,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$967,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,957,646
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$685,420
Employer contributions (assets) at end of year2018-12-31$187,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,180,585
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 name2018-12-31FREED MAXICK CPAS PC
Accountancy firm EIN2018-12-31454051133
2017 : CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$7,122,355
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,201,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,111,659
Value of total corrective distributions2017-12-31$15,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,701,886
Value of total assets at end of year2017-12-31$24,578,536
Value of total assets at beginning of year2017-12-31$18,657,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$74,246
Total interest from all sources2017-12-31$18,738
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,034,069
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$1,034,069
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$1,532,455
Participant contributions at end of year2017-12-31$163,252
Participant contributions at beginning of year2017-12-31$217,527
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,945,810
Administrative expenses (other) incurred2017-12-31$74,246
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$5,921,217
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,578,536
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,657,319
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$23,447,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,795,349
Interest on participant loans2017-12-31$6,290
Interest earned on other investments2017-12-31$12,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$967,316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$644,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,367,662
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$223,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,111,659
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 name2017-12-31FREED MAXICK CPAS PC
Accountancy firm EIN2017-12-31161608956
2016 : CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$2,974,088
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,820,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,763,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,564,061
Value of total assets at end of year2016-12-31$18,657,319
Value of total assets at beginning of year2016-12-31$17,504,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$56,954
Total interest from all sources2016-12-31$10,861
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$574,617
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$574,617
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$1,225,099
Participant contributions at end of year2016-12-31$217,527
Participant contributions at beginning of year2016-12-31$176,568
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$125,421
Administrative expenses (other) incurred2016-12-31$56,954
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$1,153,193
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,657,319
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,504,126
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$17,795,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,701,265
Interest on participant loans2016-12-31$7,370
Interest earned on other investments2016-12-31$3,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$626,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$626,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$644,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$824,549
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$213,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,763,941
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 name2016-12-31FREED MAXICK CPAS PC
Accountancy firm EIN2016-12-31161608956
2015 : CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,381,063
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$562,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$524,191
Expenses. Certain deemed distributions of participant loans2015-12-31$35,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,385,483
Value of total assets at end of year2015-12-31$17,504,126
Value of total assets at beginning of year2015-12-31$16,685,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,593
Total interest from all sources2015-12-31$11,432
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,059,241
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$1,059,241
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$1,166,962
Participant contributions at end of year2015-12-31$176,568
Participant contributions at beginning of year2015-12-31$231,102
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$31,366
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$0
Administrative expenses (other) incurred2015-12-31$450
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$818,426
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,504,126
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,685,700
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$16,701,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,887,420
Interest on participant loans2015-12-31$11,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$626,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$567,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$567,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$64
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,075,093
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$187,155
Employer contributions (assets) at end of year2015-12-31$0
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$524,191
Contract administrator fees2015-12-31$2,143
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 name2015-12-31BONADIO & CO., LLP
Accountancy firm EIN2015-12-31161131146
2014 : CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$29,847
Total income from all sources (including contributions)2014-12-31$2,322,980
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,190,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,177,524
Expenses. Certain deemed distributions of participant loans2014-12-31$9,771
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,451,839
Value of total assets at end of year2014-12-31$16,685,700
Value of total assets at beginning of year2014-12-31$15,582,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,854
Total interest from all sources2014-12-31$8,198
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,066,810
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$1,066,810
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$1,098,315
Participant contributions at end of year2014-12-31$231,102
Participant contributions at beginning of year2014-12-31$132,653
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$171,982
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$29,847
Administrative expenses (other) incurred2014-12-31$475
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$1,132,831
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,685,700
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,552,869
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$15,887,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,278,192
Interest on participant loans2014-12-31$8,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$567,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,171,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,171,871
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$87
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-203,867
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$181,542
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,177,524
Contract administrator fees2014-12-31$2,379
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 name2014-12-31BONADIO & CO., LLP
Accountancy firm EIN2014-12-31161131146
2013 : CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$16,297
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$29,847
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,524
Total income from all sources (including contributions)2013-12-31$3,902,310
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$538,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$520,389
Value of total corrective distributions2013-12-31$16,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,418,731
Value of total assets at end of year2013-12-31$15,582,716
Value of total assets at beginning of year2013-12-31$12,188,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,550
Total interest from all sources2013-12-31$4,697
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$586,823
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$586,823
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$1,022,697
Participant contributions at end of year2013-12-31$132,653
Participant contributions at beginning of year2013-12-31$114,724
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$251,716
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$29,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$15,524
Administrative expenses (other) incurred2013-12-31$325
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$3,363,394
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,552,869
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,173,178
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$14,278,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,207,251
Interest on participant loans2013-12-31$4,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,171,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$866,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$866,727
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,892,059
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$144,318
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$520,389
Contract administrator fees2013-12-31$1,225
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 name2013-12-31BONADIO & CO., LLP
Accountancy firm EIN2013-12-31161131146
2012 : CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,524
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$2,428,640
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,826,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,823,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,177,336
Value of total assets at end of year2012-12-31$12,188,702
Value of total assets at beginning of year2012-12-31$11,570,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,522
Total interest from all sources2012-12-31$3,105
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$284,897
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$284,897
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$935,117
Participant contributions at end of year2012-12-31$114,724
Participant contributions at beginning of year2012-12-31$67,613
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$60,373
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$100,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$15,524
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$375
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$602,301
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,173,178
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,570,877
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$672
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,207,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,721,746
Interest on participant loans2012-12-31$2,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$866,727
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,677,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,677,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$963,302
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$141,679
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$43,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,823,817
Contract administrator fees2012-12-31$1,475
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 name2012-12-31BONADIO & CO., LLP
Accountancy firm EIN2012-12-31161131146
2011 : CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$862,576
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$351,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$333,377
Value of total corrective distributions2011-12-31$15,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,287,867
Value of total assets at end of year2011-12-31$11,570,877
Value of total assets at beginning of year2011-12-31$11,059,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,998
Total interest from all sources2011-12-31$3,016
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$285,602
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$285,602
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,000,562
Participant contributions at end of year2011-12-31$67,613
Participant contributions at beginning of year2011-12-31$74,245
Participant contributions at end of year2011-12-31$60,373
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$141,752
Administrative expenses (other) incurred2011-12-31$1,434
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$510,917
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,570,877
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,059,960
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$664
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,721,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,222,750
Income. Interest from loans (other than to participants)2011-12-31$2,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,677,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,762,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,762,965
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-713,909
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$145,553
Employer contributions (assets) at end of year2011-12-31$43,995
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$333,377
Contract administrator fees2011-12-31$900
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BONADIO & CO., LLP
Accountancy firm EIN2011-12-31161131146
2010 : CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,395,392
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$292,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$275,931
Value of total corrective distributions2010-12-31$9,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,298,123
Value of total assets at end of year2010-12-31$11,059,960
Value of total assets at beginning of year2010-12-31$8,957,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,169
Total interest from all sources2010-12-31$5,039
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$183,329
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$183,329
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$900,000
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$997,246
Participant contributions at end of year2010-12-31$74,245
Participant contributions at beginning of year2010-12-31$96,398
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$177,758
Administrative expenses (other) incurred2010-12-31$3,885
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$2,102,712
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,059,960
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,957,248
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$1,359
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,222,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,318,233
Interest on participant loans2010-12-31$4,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,762,965
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,542,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,542,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$908,901
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$123,119
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$275,931
Contract administrator fees2010-12-31$1,925
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 name2010-12-31BONADIO & CO., LLP
Accountancy firm EIN2010-12-31161131146
2009 : CLARK PATTERSON LEE EMPLOYEES SAVINGS 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 CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN

2022: CLARK PATTERSON LEE EMPLOYEES SAVINGS 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: CLARK PATTERSON LEE EMPLOYEES SAVINGS 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: CLARK PATTERSON LEE EMPLOYEES SAVINGS 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: CLARK PATTERSON LEE EMPLOYEES SAVINGS 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: CLARK PATTERSON LEE EMPLOYEES SAVINGS 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: CLARK PATTERSON LEE EMPLOYEES SAVINGS 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: CLARK PATTERSON LEE EMPLOYEES SAVINGS 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: CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CLARK PATTERSON LEE EMPLOYEES SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CLARK PATTERSON LEE EMPLOYEES SAVINGS 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: CLARK PATTERSON LEE EMPLOYEES SAVINGS 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: CLARK PATTERSON LEE EMPLOYEES SAVINGS 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: CLARK PATTERSON LEE EMPLOYEES SAVINGS 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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074928
Policy instance 1
Insurance contract or identification number074928
Number of Individuals Covered554
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074928
Policy instance 1
Insurance contract or identification number074928
Number of Individuals Covered535
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074928
Policy instance 1
Insurance contract or identification number074928
Number of Individuals Covered496
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074928
Policy instance 1
Insurance contract or identification number074928
Number of Individuals Covered481
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074928
Policy instance 1
Insurance contract or identification number074928
Number of Individuals Covered441
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074928
Policy instance 1
Insurance contract or identification number074928
Number of Individuals Covered352
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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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