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BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 401k Plan overview

Plan NameBUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN
Plan identification number 001

BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

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

Company Name:BUCKLEY LLP
Employer identification number (EIN):200373854
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) 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
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01TERRI CARNAHAN TERRI CARNAHAN2018-10-12
0012016-01-01TERRI CARNAHAN TERR CARNAHAN2017-10-12
0012015-01-01TERRI CARNAHAN
0012014-01-01TERRI CARNAHAN TERRI CARNAHAN2015-10-15
0012013-01-01CHRISTOPHER WITECK CHRISTOPHER WITECK2014-10-15
0012012-01-01TERRI CARNAHAN TERRI CARNAHAN2013-10-15
0012011-01-01CHRISTOPHER WITECK
0012010-01-01CHRISTOPHER WITECK2012-12-31

Plan Statistics for BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN

401k plan membership statisitcs for BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN

Measure Date Value
2022: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01356
Total number of active participants reported on line 7a of the Form 55002022-01-01201
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01148
Total of all active and inactive participants2022-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01351
Number of participants with account balances2022-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01329
Total number of active participants reported on line 7a of the Form 55002021-01-01221
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01134
Total of all active and inactive participants2021-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01356
Number of participants with account balances2021-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01235
Total number of active participants reported on line 7a of the Form 55002020-01-01211
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01117
Total of all active and inactive participants2020-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01329
Number of participants with account balances2020-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01362
Total number of active participants reported on line 7a of the Form 55002019-01-01235
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01235
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01361
Total number of active participants reported on line 7a of the Form 55002018-01-01251
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01110
Total of all active and inactive participants2018-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01361
Number of participants with account balances2018-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01348
Total number of active participants reported on line 7a of the Form 55002017-01-01259
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01101
Total of all active and inactive participants2017-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01361
Number of participants with account balances2017-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01329
Total number of active participants reported on line 7a of the Form 55002016-01-01258
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0188
Total of all active and inactive participants2016-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01347
Number of participants with account balances2016-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01268
Total number of active participants reported on line 7a of the Form 55002015-01-01250
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0177
Total of all active and inactive participants2015-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01327
Number of participants with account balances2015-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01274
Total number of active participants reported on line 7a of the Form 55002014-01-01192
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0172
Total of all active and inactive participants2014-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01264
Number of participants with account balances2014-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01282
Total number of active participants reported on line 7a of the Form 55002013-01-01210
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0164
Total of all active and inactive participants2013-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01274
Number of participants with account balances2013-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01288
Total number of active participants reported on line 7a of the Form 55002012-01-01230
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0149
Total of all active and inactive participants2012-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01279
Number of participants with account balances2012-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01196
Total number of active participants reported on line 7a of the Form 55002011-01-01241
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0147
Total of all active and inactive participants2011-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01288
Number of participants with account balances2011-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN

Measure Date Value
2022 : BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-11,657,649
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$15,197,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,184,167
Value of total corrective distributions2022-12-31$3,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,837,157
Value of total assets at end of year2022-12-31$95,878,355
Value of total assets at beginning of year2022-12-31$122,733,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$9,437
Total interest from all sources2022-12-31$17,085
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,064,946
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$3,064,946
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,233,183
Participant contributions at end of year2022-12-31$342,940
Participant contributions at beginning of year2022-12-31$342,803
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,090,336
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,094,182
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$249,098
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$-802
Other income not declared elsewhere2022-12-31$-476,300
Administrative expenses (other) incurred2022-12-31$9,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-26,855,122
Value of net assets at end of year (total assets less liabilities)2022-12-31$95,878,355
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$122,733,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$78,737,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$105,370,358
Interest on participant loans2022-12-31$17,085
Value of interest in common/collective trusts at end of year2022-12-31$8,353,076
Value of interest in common/collective trusts at beginning of year2022-12-31$11,577,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-21,297,784
Net investment gain or loss from common/collective trusts2022-12-31$197,247
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$3,354,876
Employer contributions (assets) at end of year2022-12-31$3,354,876
Employer contributions (assets) at beginning of year2022-12-31$3,348,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,184,969
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 name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) 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$24,054,554
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,719,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,711,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,235,614
Value of total assets at end of year2021-12-31$122,733,477
Value of total assets at beginning of year2021-12-31$103,398,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,460
Total interest from all sources2021-12-31$21,826
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,749,456
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$4,749,456
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,202,474
Participant contributions at end of year2021-12-31$342,803
Participant contributions at beginning of year2021-12-31$539,344
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,094,182
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,676,834
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,684,153
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$549
Other income not declared elsewhere2021-12-31$213,003
Administrative expenses (other) incurred2021-12-31$7,460
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$19,335,196
Value of net assets at end of year (total assets less liabilities)2021-12-31$122,733,477
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$103,398,281
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$105,370,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$84,027,874
Interest on participant loans2021-12-31$21,826
Value of interest in common/collective trusts at end of year2021-12-31$11,577,147
Value of interest in common/collective trusts at beginning of year2021-12-31$13,885,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,615,074
Net investment gain or loss from common/collective trusts2021-12-31$219,581
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$3,348,987
Employer contributions (assets) at end of year2021-12-31$3,348,987
Employer contributions (assets) at beginning of year2021-12-31$3,268,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,711,349
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 name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) 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$18,822,619
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,867,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,859,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,490,243
Value of total assets at end of year2020-12-31$103,398,281
Value of total assets at beginning of year2020-12-31$91,443,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,548
Total interest from all sources2020-12-31$31,055
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,066,309
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$2,066,309
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,106,667
Participant contributions at end of year2020-12-31$539,344
Participant contributions at beginning of year2020-12-31$500,582
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$174,228
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,676,834
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,114,657
Other income not declared elsewhere2020-12-31$303,555
Administrative expenses (other) incurred2020-12-31$8,548
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$37,959,499
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$11,954,643
Value of net assets at end of year (total assets less liabilities)2020-12-31$103,398,281
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$91,443,638
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$84,027,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$39,443,294
Interest on participant loans2020-12-31$31,055
Value of interest in common/collective trusts at end of year2020-12-31$13,885,310
Value of interest in common/collective trusts at beginning of year2020-12-31$10,214,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,673,039
Net investment gain or loss from common/collective trusts2020-12-31$258,418
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$3,268,919
Employer contributions (assets) at end of year2020-12-31$3,268,919
Employer contributions (assets) at beginning of year2020-12-31$3,151,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,859,428
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 name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) 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$28,176,965
Total income from all sources (including contributions)2019-12-31$28,176,965
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$11,365,678
Total of all expenses incurred2019-12-31$11,365,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,363,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,363,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,804,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,804,922
Value of total assets at end of year2019-12-31$91,443,638
Value of total assets at end of year2019-12-31$91,443,638
Value of total assets at beginning of year2019-12-31$74,632,351
Value of total assets at beginning of year2019-12-31$74,632,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,754
Total interest from all sources2019-12-31$23,041
Total interest from all sources2019-12-31$23,041
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,535,335
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,535,335
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$1,535,335
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,535,335
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,974,730
Contributions received from participants2019-12-31$2,974,730
Participant contributions at end of year2019-12-31$500,582
Participant contributions at end of year2019-12-31$500,582
Participant contributions at beginning of year2019-12-31$400,541
Participant contributions at beginning of year2019-12-31$400,541
Participant contributions at end of year2019-12-31$174,228
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,679,104
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,679,104
Other income not declared elsewhere2019-12-31$10,771
Other income not declared elsewhere2019-12-31$10,771
Administrative expenses (other) incurred2019-12-31$1,754
Administrative expenses (other) incurred2019-12-31$1,754
Total non interest bearing cash at end of year2019-12-31$37,959,499
Total non interest bearing cash at end of year2019-12-31$37,959,499
Total non interest bearing cash at beginning of year2019-12-31$-39,243
Total non interest bearing cash at beginning of year2019-12-31$-39,243
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$16,811,287
Value of net income/loss2019-12-31$16,811,287
Value of net assets at end of year (total assets less liabilities)2019-12-31$91,443,638
Value of net assets at end of year (total assets less liabilities)2019-12-31$91,443,638
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$74,632,351
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
Assets. partnership/joint venture interests at beginning of year2019-12-31$2,118,636
Assets. partnership/joint venture interests at beginning of year2019-12-31$2,118,636
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$39,443,294
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$39,443,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$60,101,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$60,101,208
Interest on participant loans2019-12-31$22,817
Interest on participant loans2019-12-31$22,817
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$10,214,947
Value of interest in common/collective trusts at beginning of year2019-12-31$8,642,933
Value of interest in common/collective trusts at beginning of year2019-12-31$8,642,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$117,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$117,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$117,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$117,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$224
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,802,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,802,896
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
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$3,151,088
Contributions received in cash from employer2019-12-31$3,151,088
Employer contributions (assets) at end of year2019-12-31$3,151,088
Employer contributions (assets) at end of year2019-12-31$3,151,088
Employer contributions (assets) at beginning of year2019-12-31$3,290,567
Employer contributions (assets) at beginning of year2019-12-31$3,290,567
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,363,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,363,924
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
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
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 name2019-12-31BAKER TILLY US, LLP
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
Accountancy firm EIN2019-12-31390859910
2018 : BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-227,789
Total unrealized appreciation/depreciation of assets2018-12-31$-227,789
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$3,013,039
Total loss/gain on sale of assets2018-12-31$-388
Total of all expenses incurred2018-12-31$3,292,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,289,443
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$1,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,562,156
Value of total assets at end of year2018-12-31$74,632,351
Value of total assets at beginning of year2018-12-31$74,911,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,725
Total interest from all sources2018-12-31$21,451
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,316,253
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$1,259,029
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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$3,159,126
Participant contributions at end of year2018-12-31$400,541
Participant contributions at beginning of year2018-12-31$298,557
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,112,762
Other income not declared elsewhere2018-12-31$-93
Administrative expenses (other) incurred2018-12-31$1,725
Total non interest bearing cash at end of year2018-12-31$-39,243
Total non interest bearing cash at beginning of year2018-12-31$2,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-279,476
Value of net assets at end of year (total assets less liabilities)2018-12-31$74,632,351
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$74,911,827
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
Assets. partnership/joint venture interests at end of year2018-12-31$2,118,636
Assets. partnership/joint venture interests at beginning of year2018-12-31$2,283,776
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$60,101,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$59,799,827
Interest on participant loans2018-12-31$20,418
Value of interest in common/collective trusts at end of year2018-12-31$8,642,933
Value of interest in common/collective trusts at beginning of year2018-12-31$7,825,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$117,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,137,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,137,607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,033
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,832,629
Net investment gain or loss from common/collective trusts2018-12-31$174,078
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$3,290,268
Employer contributions (assets) at end of year2018-12-31$3,290,567
Employer contributions (assets) at beginning of year2018-12-31$3,563,555
Income. Dividends from common stock2018-12-31$57,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,289,443
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
Aggregate proceeds on sale of assets2018-12-31$1,447,929
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,448,317
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$340,919
Total unrealized appreciation/depreciation of assets2017-12-31$340,919
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$17,072,035
Total loss/gain on sale of assets2017-12-31$5,620
Total of all expenses incurred2017-12-31$2,078,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,070,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,542,791
Value of total assets at end of year2017-12-31$74,911,826
Value of total assets at beginning of year2017-12-31$59,918,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,696
Total interest from all sources2017-12-31$16,109
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,103,431
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$1,057,337
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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$3,045,795
Participant contributions at end of year2017-12-31$298,557
Participant contributions at beginning of year2017-12-31$359,505
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$930,277
Other income not declared elsewhere2017-12-31$-372
Administrative expenses (other) incurred2017-12-31$7,696
Total non interest bearing cash at beginning of year2017-12-31$354
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$14,993,509
Value of net assets at end of year (total assets less liabilities)2017-12-31$74,911,826
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$59,918,317
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$63,224,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$46,204,851
Interest on participant loans2017-12-31$14,946
Value of interest in common/collective trusts at end of year2017-12-31$7,825,611
Value of interest in common/collective trusts at beginning of year2017-12-31$7,050,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,331,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,331,387
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,924,526
Net investment gain or loss from common/collective trusts2017-12-31$139,011
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,566,719
Employer contributions (assets) at end of year2017-12-31$3,563,555
Employer contributions (assets) at beginning of year2017-12-31$3,343,232
Income. Dividends from common stock2017-12-31$46,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,070,830
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,628,981
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
Aggregate proceeds on sale of assets2017-12-31$584,642
Aggregate carrying amount (costs) on sale of assets2017-12-31$579,022
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 name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$238,022
Total unrealized appreciation/depreciation of assets2016-12-31$238,022
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$11,322,889
Total loss/gain on sale of assets2016-12-31$-15,927
Total of all expenses incurred2016-12-31$3,317,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,315,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,551,879
Value of total assets at end of year2016-12-31$59,918,317
Value of total assets at beginning of year2016-12-31$51,912,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,793
Total interest from all sources2016-12-31$17,584
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$898,239
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$867,869
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$2,817,653
Participant contributions at end of year2016-12-31$359,505
Participant contributions at beginning of year2016-12-31$484,582
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$390,994
Other income not declared elsewhere2016-12-31$22,168
Administrative expenses (other) incurred2016-12-31$1,793
Total non interest bearing cash at end of year2016-12-31$354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,005,654
Value of net assets at end of year (total assets less liabilities)2016-12-31$59,918,317
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$51,912,663
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$46,204,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$38,557,908
Interest on participant loans2016-12-31$17,448
Value of interest in common/collective trusts at end of year2016-12-31$7,050,007
Value of interest in common/collective trusts at beginning of year2016-12-31$7,064,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,331,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,348,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,348,018
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,487,451
Net investment gain or loss from common/collective trusts2016-12-31$123,473
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$3,343,232
Employer contributions (assets) at end of year2016-12-31$3,343,232
Employer contributions (assets) at beginning of year2016-12-31$3,370,663
Income. Dividends from common stock2016-12-31$30,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,315,442
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,628,981
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,086,943
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
Aggregate proceeds on sale of assets2016-12-31$334,111
Aggregate carrying amount (costs) on sale of assets2016-12-31$350,038
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-55,871
Total unrealized appreciation/depreciation of assets2015-12-31$-55,871
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$8,462,776
Total loss/gain on sale of assets2015-12-31$1,660
Total of all expenses incurred2015-12-31$1,493,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,492,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,132,464
Value of total assets at end of year2015-12-31$51,912,663
Value of total assets at beginning of year2015-12-31$44,943,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$583
Total interest from all sources2015-12-31$20,134
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$720,330
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$717,401
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$2,835,130
Participant contributions at end of year2015-12-31$484,582
Participant contributions at beginning of year2015-12-31$478,423
Participant contributions at beginning of year2015-12-31$68,577
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,926,671
Other income not declared elsewhere2015-12-31$-21
Administrative expenses (other) incurred2015-12-31$583
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$6,969,543
Value of net assets at end of year (total assets less liabilities)2015-12-31$51,912,663
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$44,943,120
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$38,557,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$34,573,707
Interest on participant loans2015-12-31$20,083
Value of interest in common/collective trusts at end of year2015-12-31$7,064,549
Value of interest in common/collective trusts at beginning of year2015-12-31$6,587,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,348,018
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,464,945
Net investment gain or loss from common/collective trusts2015-12-31$109,025
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$3,370,663
Employer contributions (assets) at end of year2015-12-31$3,370,663
Employer contributions (assets) at beginning of year2015-12-31$3,234,542
Income. Dividends from common stock2015-12-31$2,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,492,650
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,086,943
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
Aggregate proceeds on sale of assets2015-12-31$1,188,495
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,186,835
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$10,216,984
Total of all expenses incurred2014-12-31$1,489,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,489,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,737,685
Value of total assets at end of year2014-12-31$44,943,120
Value of total assets at beginning of year2014-12-31$36,215,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$210
Total interest from all sources2014-12-31$19,967
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$618,224
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$618,224
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$2,518,618
Participant contributions at end of year2014-12-31$478,423
Participant contributions at beginning of year2014-12-31$414,225
Participant contributions at end of year2014-12-31$68,577
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,984,525
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$3,715
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$8,727,462
Value of net assets at end of year (total assets less liabilities)2014-12-31$44,943,120
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,215,658
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$34,573,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$26,973,077
Interest on participant loans2014-12-31$19,967
Value of interest in common/collective trusts at end of year2014-12-31$6,587,871
Value of interest in common/collective trusts at beginning of year2014-12-31$6,220,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,721,341
Net investment gain or loss from common/collective trusts2014-12-31$119,767
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$3,234,542
Employer contributions (assets) at end of year2014-12-31$3,234,542
Employer contributions (assets) at beginning of year2014-12-31$2,604,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,489,312
Contract administrator fees2014-12-31$210
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-3,689
Total unrealized appreciation/depreciation of assets2013-12-31$-3,689
Total income from all sources (including contributions)2013-12-31$11,325,951
Total loss/gain on sale of assets2013-12-31$-3,708
Total of all expenses incurred2013-12-31$1,386,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,385,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,582,342
Value of total assets at end of year2013-12-31$36,215,658
Value of total assets at beginning of year2013-12-31$26,275,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$300
Total interest from all sources2013-12-31$15,295
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$459,041
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$459,041
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$2,146,873
Participant contributions at end of year2013-12-31$414,225
Participant contributions at beginning of year2013-12-31$411,841
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,831,262
Total non interest bearing cash at end of year2013-12-31$3,715
Total non interest bearing cash at beginning of year2013-12-31$3,232
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$9,939,911
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,215,658
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,275,747
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$26,973,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,358,097
Interest on participant loans2013-12-31$15,258
Value of interest in common/collective trusts at end of year2013-12-31$6,220,607
Value of interest in common/collective trusts at beginning of year2013-12-31$4,996,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$795,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$795,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$37
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,285,670
Net investment gain or loss from common/collective trusts2013-12-31$-9,000
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$2,604,207
Employer contributions (assets) at end of year2013-12-31$2,604,034
Employer contributions (assets) at beginning of year2013-12-31$2,703,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,385,740
Contract administrator fees2013-12-31$300
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$7,005
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
Aggregate proceeds on sale of assets2013-12-31$947,454
Aggregate carrying amount (costs) on sale of assets2013-12-31$951,162
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-1,667
Total unrealized appreciation/depreciation of assets2012-12-31$-1,667
Total transfer of assets from this plan2012-12-31$1,062,647
Total income from all sources (including contributions)2012-12-31$12,681,662
Total loss/gain on sale of assets2012-12-31$1,442
Total of all expenses incurred2012-12-31$386,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$386,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,189,905
Value of total assets at end of year2012-12-31$26,275,747
Value of total assets at beginning of year2012-12-31$15,043,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$276
Total interest from all sources2012-12-31$8,873
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$334,742
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$334,742
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$2,063,027
Participant contributions at end of year2012-12-31$411,841
Participant contributions at beginning of year2012-12-31$55,922
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$12,572
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$72,530
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,423,240
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$5,929
Total non interest bearing cash at end of year2012-12-31$3,232
Total non interest bearing cash at beginning of year2012-12-31$1,590
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$12,294,744
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,275,747
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,043,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,358,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,692,458
Interest on participant loans2012-12-31$8,849
Value of interest in common/collective trusts at end of year2012-12-31$4,996,001
Value of interest in common/collective trusts at beginning of year2012-12-31$2,009,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$795,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$963,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$963,729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,041,905
Net investment gain or loss from common/collective trusts2012-12-31$106,462
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$2,703,638
Employer contributions (assets) at end of year2012-12-31$2,703,638
Employer contributions (assets) at beginning of year2012-12-31$3,220,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$386,642
Contract administrator fees2012-12-31$276
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$7,005
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$8,383
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
Aggregate proceeds on sale of assets2012-12-31$10,649,070
Aggregate carrying amount (costs) on sale of assets2012-12-31$10,647,628
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2012-12-31390859910
2011 : BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-6,092
Total unrealized appreciation/depreciation of assets2011-12-31$-6,092
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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$300
Total income from all sources (including contributions)2011-12-31$5,342,919
Total loss/gain on sale of assets2011-12-31$21,561
Total of all expenses incurred2011-12-31$174,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$144,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,308,010
Value of total assets at end of year2011-12-31$15,043,650
Value of total assets at beginning of year2011-12-31$9,875,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$30,404
Total interest from all sources2011-12-31$2,329
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$264,649
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$264,649
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,923,211
Participant contributions at end of year2011-12-31$55,922
Participant contributions at beginning of year2011-12-31$67,701
Participant contributions at end of year2011-12-31$12,572
Assets. Other investments not covered elsewhere at end of year2011-12-31$72,530
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$140,721
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$295,788
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$5,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$300
Other income not declared elsewhere2011-12-31$26,661
Total non interest bearing cash at end of year2011-12-31$1,590
Total non interest bearing cash at beginning of year2011-12-31$108,314
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$5,168,460
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,043,650
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,875,190
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$30,404
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,692,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,409,800
Interest on participant loans2011-12-31$2,329
Value of interest in common/collective trusts at end of year2011-12-31$2,009,927
Value of interest in common/collective trusts at beginning of year2011-12-31$1,445,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$963,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$517,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$517,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-385,904
Net investment gain or loss from common/collective trusts2011-12-31$111,705
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$3,089,011
Employer contributions (assets) at end of year2011-12-31$3,220,610
Employer contributions (assets) at beginning of year2011-12-31$2,175,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$144,055
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$8,383
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$9,788
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$492,676
Aggregate carrying amount (costs) on sale of assets2011-12-31$471,115
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 name2011-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2011-12-31390859910

Form 5500 Responses for BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN

2022: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BUCKLEY SANDLER LLP PROFIT SHARING AND SECTION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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

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