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LANE POWELL PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLANE POWELL PC 401(K) PROFIT SHARING PLAN
Plan identification number 003

LANE POWELL PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Life insurance

401k Sponsoring company profile

LANE POWELL PC has sponsored the creation of one or more 401k plans.

Company Name:LANE POWELL PC
Employer identification number (EIN):202071651
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about LANE POWELL PC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1996-06-27
Company Identification Number: 52448389
Legal Registered Office Address: 601 SW SECOND AVE STE 2100

PORTLAND
United States of America (USA)
97204

More information about LANE POWELL PC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LANE POWELL PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JOSEPH L. WOODS IV JOSEPH L. WOODS IV2018-08-02
0032016-01-01LISA A STERRITT
0032015-01-01RANDY L LEITZKE RANDY L LEITZKE2016-08-18
0032014-01-01RANDY L LEITZKE
0032013-01-01RANDY L LEITZKE RANDY L LEITZKE2014-09-05
0032012-01-01RANDY L. LEITZKE
0032011-01-01RANDY LEITZKE
0032010-01-01RANDY L LEITZKE
0032009-01-01RANDY L LEITZKE

Plan Statistics for LANE POWELL PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LANE POWELL PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: LANE POWELL PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01614
Total number of active participants reported on line 7a of the Form 55002022-01-01374
Number of retired or separated participants receiving benefits2022-01-0141
Number of other retired or separated participants entitled to future benefits2022-01-01220
Total of all active and inactive participants2022-01-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01635
Number of participants with account balances2022-01-01625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: LANE POWELL PC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01608
Total number of active participants reported on line 7a of the Form 55002021-01-01355
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-01254
Total of all active and inactive participants2021-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01617
Number of participants with account balances2021-01-01607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0127
2020: LANE POWELL PC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01608
Total number of active participants reported on line 7a of the Form 55002020-01-01352
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01253
Total of all active and inactive participants2020-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01612
Number of participants with account balances2020-01-01596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: LANE POWELL PC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01652
Total number of active participants reported on line 7a of the Form 55002019-01-01378
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01274
Total of all active and inactive participants2019-01-01653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-01659
Number of participants with account balances2019-01-01651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: LANE POWELL PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01669
Total number of active participants reported on line 7a of the Form 55002018-01-01404
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01246
Total of all active and inactive participants2018-01-01651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01652
Number of participants with account balances2018-01-01639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: LANE POWELL PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01665
Total number of active participants reported on line 7a of the Form 55002017-01-01423
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01243
Total of all active and inactive participants2017-01-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01669
Number of participants with account balances2017-01-01651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: LANE POWELL PC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01672
Total number of active participants reported on line 7a of the Form 55002016-01-01436
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01221
Total of all active and inactive participants2016-01-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-01665
Number of participants with account balances2016-01-01657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: LANE POWELL PC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01662
Total number of active participants reported on line 7a of the Form 55002015-01-01427
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01229
Total of all active and inactive participants2015-01-01657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-01669
Number of participants with account balances2015-01-01664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: LANE POWELL PC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01659
Total number of active participants reported on line 7a of the Form 55002014-01-01425
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01226
Total of all active and inactive participants2014-01-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0110
Total participants2014-01-01662
Number of participants with account balances2014-01-01657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: LANE POWELL PC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01674
Total number of active participants reported on line 7a of the Form 55002013-01-01441
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01212
Total of all active and inactive participants2013-01-01654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-01659
Number of participants with account balances2013-01-01653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: LANE POWELL PC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01637
Total number of active participants reported on line 7a of the Form 55002012-01-01463
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01207
Total of all active and inactive participants2012-01-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01674
Number of participants with account balances2012-01-01638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: LANE POWELL PC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01653
Total number of active participants reported on line 7a of the Form 55002011-01-01455
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01180
Total of all active and inactive participants2011-01-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01636
Number of participants with account balances2011-01-01624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: LANE POWELL PC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01631
Total number of active participants reported on line 7a of the Form 55002010-01-01423
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-01192
Total of all active and inactive participants2010-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01617
Number of participants with account balances2010-01-01608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0118
2009: LANE POWELL PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01623
Total number of active participants reported on line 7a of the Form 55002009-01-01418
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-01206
Total of all active and inactive participants2009-01-01627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01627
Number of participants with account balances2009-01-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on LANE POWELL PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : LANE POWELL PC 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-37,695,944
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$18,300,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,251,677
Expenses. Certain deemed distributions of participant loans2022-12-31$43,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,764,081
Value of total assets at end of year2022-12-31$223,690,762
Value of total assets at beginning of year2022-12-31$279,687,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,600
Total interest from all sources2022-12-31$30,236
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$298
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$298
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$4,902,177
Participant contributions at end of year2022-12-31$634,897
Participant contributions at beginning of year2022-12-31$658,179
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$146,153
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,529,368
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$6,622,477
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$502,843
Other income not declared elsewhere2022-12-31$-1,431,598
Administrative expenses (other) incurred2022-12-31$5,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-55,996,576
Value of net assets at end of year (total assets less liabilities)2022-12-31$223,690,762
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$279,687,338
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$27,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$576,898
Interest on participant loans2022-12-31$30,236
Value of interest in common/collective trusts at end of year2022-12-31$217,499,039
Value of interest in common/collective trusts at beginning of year2022-12-31$271,411,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$49,629
Net investment gain or loss from common/collective trusts2022-12-31$-44,108,590
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$2,359,061
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$271,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$18,251,677
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 name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : LANE POWELL PC 401(K) PROFIT SHARING 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$50,105,101
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$30,820,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$30,813,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,272,097
Value of total assets at end of year2021-12-31$279,687,338
Value of total assets at beginning of year2021-12-31$260,402,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,715
Total interest from all sources2021-12-31$31,192
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$26
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$26
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
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$4,687,458
Participant contributions at end of year2021-12-31$658,179
Participant contributions at beginning of year2021-12-31$767,865
Participant contributions at end of year2021-12-31$146,153
Participant contributions at beginning of year2021-12-31$51,147
Assets. Other investments not covered elsewhere at end of year2021-12-31$6,622,477
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$11,831,963
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,580,456
Other income not declared elsewhere2021-12-31$2,522,272
Administrative expenses (other) incurred2021-12-31$6,715
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$19,284,867
Value of net assets at end of year (total assets less liabilities)2021-12-31$279,687,338
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$260,402,471
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$576,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$160,406
Interest on participant loans2021-12-31$31,192
Value of interest in common/collective trusts at end of year2021-12-31$271,411,755
Value of interest in common/collective trusts at beginning of year2021-12-31$246,582,234
Net investment gain or loss from common/collective trusts2021-12-31$37,279,514
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$4,004,183
Employer contributions (assets) at end of year2021-12-31$271,876
Employer contributions (assets) at beginning of year2021-12-31$1,008,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$30,813,519
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 name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : LANE POWELL PC 401(K) PROFIT SHARING 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$46,579,908
Total loss/gain on sale of assets2020-12-31$1,337,170
Total of all expenses incurred2020-12-31$24,374,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$24,368,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,078,839
Value of total assets at end of year2020-12-31$260,402,471
Value of total assets at beginning of year2020-12-31$238,197,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,622
Total interest from all sources2020-12-31$41,294
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,818,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,790,008
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$3,418
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 period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,613,241
Participant contributions at end of year2020-12-31$767,865
Participant contributions at beginning of year2020-12-31$1,010,290
Participant contributions at end of year2020-12-31$51,147
Participant contributions at beginning of year2020-12-31$76,804
Assets. Other investments not covered elsewhere at end of year2020-12-31$11,831,963
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$66,291
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$382,093
Other income not declared elsewhere2020-12-31$3,974,181
Administrative expenses (other) incurred2020-12-31$5,622
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$-34,460
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$22,205,406
Value of net assets at end of year (total assets less liabilities)2020-12-31$260,402,471
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$238,197,065
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$160,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$178,767,145
Interest on participant loans2020-12-31$41,002
Value of interest in common/collective trusts at end of year2020-12-31$246,582,234
Value of interest in common/collective trusts at beginning of year2020-12-31$53,069,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$988,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$988,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-3,140,098
Net investment gain or loss from common/collective trusts2020-12-31$34,470,287
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$3,083,505
Employer contributions (assets) at end of year2020-12-31$1,008,856
Employer contributions (assets) at beginning of year2020-12-31$126,358
Income. Dividends from preferred stock2020-12-31$35
Income. Dividends from common stock2020-12-31$28,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$24,368,880
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$4,123,603
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
Aggregate proceeds on sale of assets2020-12-31$12,524,903
Aggregate carrying amount (costs) on sale of assets2020-12-31$11,187,733
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : LANE POWELL PC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$660,522
Total unrealized appreciation/depreciation of assets2019-12-31$660,522
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$53,553,286
Total loss/gain on sale of assets2019-12-31$-52,798
Total of all expenses incurred2019-12-31$15,963,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,960,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,350,919
Value of total assets at end of year2019-12-31$238,197,065
Value of total assets at beginning of year2019-12-31$200,607,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,744
Total interest from all sources2019-12-31$48,099
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,283,634
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$3,247,456
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$3,418
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,757,758
Participant contributions at end of year2019-12-31$1,010,290
Participant contributions at beginning of year2019-12-31$1,103,530
Participant contributions at end of year2019-12-31$76,804
Participant contributions at beginning of year2019-12-31$32,291
Assets. Other investments not covered elsewhere at end of year2019-12-31$66,291
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$28,490
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$216,489
Other income not declared elsewhere2019-12-31$-5,983
Administrative expenses (other) incurred2019-12-31$2,744
Total non interest bearing cash at end of year2019-12-31$-34,460
Total non interest bearing cash at beginning of year2019-12-31$-25,963
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$37,589,771
Value of net assets at end of year (total assets less liabilities)2019-12-31$238,197,065
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$200,607,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$178,767,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$147,461,977
Interest on participant loans2019-12-31$46,856
Interest earned on other investments2019-12-31$1
Value of interest in common/collective trusts at end of year2019-12-31$53,069,414
Value of interest in common/collective trusts at beginning of year2019-12-31$48,498,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$988,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$301,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$301,257
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,242
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$4,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$30,887,733
Net investment gain or loss from common/collective trusts2019-12-31$9,381,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,376,672
Employer contributions (assets) at end of year2019-12-31$126,358
Employer contributions (assets) at beginning of year2019-12-31$70,533
Income. Dividends from common stock2019-12-31$36,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,956,584
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$4,123,603
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$3,136,888
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$8,985,801
Aggregate carrying amount (costs) on sale of assets2019-12-31$9,038,599
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : LANE POWELL PC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-112,768
Total unrealized appreciation/depreciation of assets2018-12-31$-112,768
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$0
Total income from all sources (including contributions)2018-12-31$-585,670
Total loss/gain on sale of assets2018-12-31$-128,813
Total of all expenses incurred2018-12-31$13,280,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,274,136
Value of total corrective distributions2018-12-31$1,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,685,163
Value of total assets at end of year2018-12-31$200,607,294
Value of total assets at beginning of year2018-12-31$214,473,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,216
Total interest from all sources2018-12-31$46,806
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,837,391
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$2,730,201
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$4,765,201
Participant contributions at end of year2018-12-31$1,103,530
Participant contributions at beginning of year2018-12-31$1,307,575
Participant contributions at end of year2018-12-31$32,291
Participant contributions at beginning of year2018-12-31$42,095
Assets. Other investments not covered elsewhere at end of year2018-12-31$28,490
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$29,259
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$577,474
Other income not declared elsewhere2018-12-31$-9,722
Administrative expenses (other) incurred2018-12-31$5,216
Total non interest bearing cash at end of year2018-12-31$-25,963
Total non interest bearing cash at beginning of year2018-12-31$5,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-13,866,060
Value of net assets at end of year (total assets less liabilities)2018-12-31$200,607,294
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$214,473,354
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$147,461,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$157,632,587
Interest on participant loans2018-12-31$45,570
Interest earned on other investments2018-12-31$11
Value of interest in common/collective trusts at end of year2018-12-31$48,498,291
Value of interest in common/collective trusts at beginning of year2018-12-31$52,190,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$301,257
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$353,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$353,085
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,225
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$4,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,511,252
Net investment gain or loss from common/collective trusts2018-12-31$-1,392,475
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$4,342,488
Employer contributions (assets) at end of year2018-12-31$70,533
Employer contributions (assets) at beginning of year2018-12-31$129,703
Income. Dividends from common stock2018-12-31$107,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,269,949
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$3,136,888
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$2,783,150
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$8,839,509
Aggregate carrying amount (costs) on sale of assets2018-12-31$8,968,322
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 name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : LANE POWELL PC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$340,498
Total unrealized appreciation/depreciation of assets2017-12-31$340,498
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$41,563,057
Total loss/gain on sale of assets2017-12-31$515,025
Total of all expenses incurred2017-12-31$13,053,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,051,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,717,898
Value of total assets at end of year2017-12-31$214,473,354
Value of total assets at beginning of year2017-12-31$185,963,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,361
Total interest from all sources2017-12-31$47,293
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,356,200
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$2,298,898
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$4,828,727
Participant contributions at end of year2017-12-31$1,307,575
Participant contributions at beginning of year2017-12-31$1,218,223
Participant contributions at end of year2017-12-31$42,095
Participant contributions at beginning of year2017-12-31$64,655
Assets. Other investments not covered elsewhere at end of year2017-12-31$29,259
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$32,097
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$469,019
Administrative expenses (other) incurred2017-12-31$2,361
Total non interest bearing cash at end of year2017-12-31$5,463
Total non interest bearing cash at beginning of year2017-12-31$5,994
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$28,509,696
Value of net assets at end of year (total assets less liabilities)2017-12-31$214,473,354
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$185,963,658
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$157,632,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$133,901,806
Interest on participant loans2017-12-31$46,665
Value of interest in common/collective trusts at end of year2017-12-31$52,190,437
Value of interest in common/collective trusts at beginning of year2017-12-31$48,001,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$353,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$369,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$369,560
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$22,140,455
Net investment gain or loss from common/collective trusts2017-12-31$6,445,688
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$4,420,152
Employer contributions (assets) at end of year2017-12-31$129,703
Employer contributions (assets) at beginning of year2017-12-31$130,047
Income. Dividends from common stock2017-12-31$57,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,051,000
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$2,783,150
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,239,461
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$5,460,769
Aggregate carrying amount (costs) on sale of assets2017-12-31$4,945,744
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 name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : LANE POWELL PC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$556,986
Total unrealized appreciation/depreciation of assets2016-12-31$556,986
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$23,935,091
Total loss/gain on sale of assets2016-12-31$7,303
Total of all expenses incurred2016-12-31$10,416,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,414,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,968,008
Value of total assets at end of year2016-12-31$185,963,658
Value of total assets at beginning of year2016-12-31$172,444,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,360
Total interest from all sources2016-12-31$45,419
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,883,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,853,015
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,733,575
Participant contributions at end of year2016-12-31$1,218,223
Participant contributions at beginning of year2016-12-31$1,328,703
Participant contributions at end of year2016-12-31$64,655
Participant contributions at beginning of year2016-12-31$61,405
Assets. Other investments not covered elsewhere at end of year2016-12-31$32,097
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$25,624
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$737,636
Other income not declared elsewhere2016-12-31$7,499
Administrative expenses (other) incurred2016-12-31$2,360
Total non interest bearing cash at end of year2016-12-31$5,994
Total non interest bearing cash at beginning of year2016-12-31$3,415
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$13,518,691
Value of net assets at end of year (total assets less liabilities)2016-12-31$185,963,658
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$172,444,967
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$133,901,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$126,740,416
Interest on participant loans2016-12-31$45,371
Interest earned on other investments2016-12-31$2
Value of interest in common/collective trusts at end of year2016-12-31$48,001,815
Value of interest in common/collective trusts at beginning of year2016-12-31$42,137,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$369,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$508,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$508,584
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$46
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$4,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,684,198
Net investment gain or loss from common/collective trusts2016-12-31$3,782,269
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$4,496,797
Employer contributions (assets) at end of year2016-12-31$130,047
Employer contributions (assets) at beginning of year2016-12-31$152,754
Income. Dividends from common stock2016-12-31$30,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,409,853
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,239,461
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,486,718
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$2,656,746
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,649,443
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : LANE POWELL PC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-339,739
Total unrealized appreciation/depreciation of assets2015-12-31$-339,739
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$7,530,514
Total loss/gain on sale of assets2015-12-31$103,534
Total of all expenses incurred2015-12-31$9,068,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,066,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,565,932
Value of total assets at end of year2015-12-31$172,444,967
Value of total assets at beginning of year2015-12-31$173,982,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,173
Total interest from all sources2015-12-31$44,571
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,750,262
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$1,712,302
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$24,192
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$4,457,327
Participant contributions at end of year2015-12-31$1,328,703
Participant contributions at beginning of year2015-12-31$1,298,526
Participant contributions at end of year2015-12-31$61,405
Participant contributions at beginning of year2015-12-31$102,827
Assets. Other investments not covered elsewhere at end of year2015-12-31$25,624
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$36,357
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$602,168
Other income not declared elsewhere2015-12-31$1,163
Administrative expenses (other) incurred2015-12-31$2,173
Total non interest bearing cash at end of year2015-12-31$3,415
Total non interest bearing cash at beginning of year2015-12-31$7,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,537,763
Value of net assets at end of year (total assets less liabilities)2015-12-31$172,444,967
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$173,982,730
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$126,740,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$127,657,409
Interest on participant loans2015-12-31$44,488
Value of interest in common/collective trusts at end of year2015-12-31$42,137,348
Value of interest in common/collective trusts at beginning of year2015-12-31$42,523,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$508,584
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$937,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$937,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$83
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$4,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,958,217
Net investment gain or loss from common/collective trusts2015-12-31$363,008
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$4,506,437
Employer contributions (assets) at end of year2015-12-31$152,754
Employer contributions (assets) at beginning of year2015-12-31$256,458
Income. Dividends from preferred stock2015-12-31$1,913
Income. Dividends from common stock2015-12-31$36,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,061,865
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,486,718
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,137,047
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$2,888,527
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,784,993
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : LANE POWELL PC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-1,229
Total unrealized appreciation/depreciation of assets2014-12-31$-1,229
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$20,278,288
Total loss/gain on sale of assets2014-12-31$-7,550
Total of all expenses incurred2014-12-31$14,641,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$14,635,085
Value of total corrective distributions2014-12-31$4,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,689,892
Value of total assets at end of year2014-12-31$173,982,730
Value of total assets at beginning of year2014-12-31$168,345,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,463
Total interest from all sources2014-12-31$45,474
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,702,628
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$5,666,524
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$24,192
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$24,165
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$4,199,955
Participant contributions at end of year2014-12-31$1,298,526
Participant contributions at beginning of year2014-12-31$1,336,814
Participant contributions at end of year2014-12-31$102,827
Participant contributions at beginning of year2014-12-31$68,549
Assets. Other investments not covered elsewhere at end of year2014-12-31$36,357
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$12,521
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$136,648
Other income not declared elsewhere2014-12-31$32,912
Administrative expenses (other) incurred2014-12-31$1,463
Total non interest bearing cash at end of year2014-12-31$7,931
Total non interest bearing cash at beginning of year2014-12-31$9,257
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$5,636,850
Value of net assets at end of year (total assets less liabilities)2014-12-31$173,982,730
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$168,345,880
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$127,657,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$125,080,593
Interest on participant loans2014-12-31$45,403
Interest earned on other investments2014-12-31$1
Value of interest in common/collective trusts at end of year2014-12-31$42,523,988
Value of interest in common/collective trusts at beginning of year2014-12-31$39,547,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$937,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,111,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,111,005
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$70
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$4,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,639,053
Net investment gain or loss from common/collective trusts2014-12-31$3,177,108
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$4,353,289
Employer contributions (assets) at end of year2014-12-31$256,458
Employer contributions (assets) at beginning of year2014-12-31$199,943
Income. Dividends from preferred stock2014-12-31$1,913
Income. Dividends from common stock2014-12-31$34,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$14,630,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,137,047
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$955,673
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
Aggregate proceeds on sale of assets2014-12-31$2,329,554
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,337,104
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : LANE POWELL PC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$144,749
Total unrealized appreciation/depreciation of assets2013-12-31$144,749
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$39,928,593
Total loss/gain on sale of assets2013-12-31$25,957
Total of all expenses incurred2013-12-31$11,754,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,590,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,997,332
Value of total assets at end of year2013-12-31$168,345,880
Value of total assets at beginning of year2013-12-31$140,171,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$163,764
Total interest from all sources2013-12-31$50,539
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,389,798
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$4,359,300
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$24,165
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$4,101,873
Participant contributions at end of year2013-12-31$1,336,814
Participant contributions at beginning of year2013-12-31$1,467,454
Participant contributions at end of year2013-12-31$68,549
Participant contributions at beginning of year2013-12-31$50,444
Assets. Other investments not covered elsewhere at end of year2013-12-31$12,521
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$5,129,267
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$490,784
Other income not declared elsewhere2013-12-31$30,353
Administrative expenses (other) incurred2013-12-31$163,764
Total non interest bearing cash at end of year2013-12-31$9,257
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$28,174,244
Value of net assets at end of year (total assets less liabilities)2013-12-31$168,345,880
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$140,171,636
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$125,080,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$93,882,310
Interest on participant loans2013-12-31$50,488
Value of interest in common/collective trusts at end of year2013-12-31$39,547,360
Value of interest in common/collective trusts at beginning of year2013-12-31$39,509,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,111,005
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$51
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$4,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$19,682,101
Net investment gain or loss from common/collective trusts2013-12-31$6,607,764
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$4,404,675
Employer contributions (assets) at end of year2013-12-31$199,943
Employer contributions (assets) at beginning of year2013-12-31$132,193
Income. Dividends from preferred stock2013-12-31$1,682
Income. Dividends from common stock2013-12-31$28,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,586,328
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$955,673
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$3,645,373
Aggregate carrying amount (costs) on sale of assets2013-12-31$3,619,416
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 name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : LANE POWELL PC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$71,134
Total unrealized appreciation/depreciation of assets2012-12-31$71,134
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$25,557,997
Total loss/gain on sale of assets2012-12-31$6,183
Total of all expenses incurred2012-12-31$6,219,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,059,183
Expenses. Certain deemed distributions of participant loans2012-12-31$25,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,139,083
Value of total assets at end of year2012-12-31$140,171,636
Value of total assets at beginning of year2012-12-31$120,832,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$134,717
Total interest from all sources2012-12-31$57,027
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,337,540
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$3,315,832
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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$4,004,672
Participant contributions at end of year2012-12-31$1,467,454
Participant contributions at beginning of year2012-12-31$1,563,048
Participant contributions at end of year2012-12-31$50,444
Participant contributions at beginning of year2012-12-31$31,564
Assets. Other investments not covered elsewhere at end of year2012-12-31$5,129,267
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,533,380
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$670,465
Other income not declared elsewhere2012-12-31$202,129
Administrative expenses (other) incurred2012-12-31$134,717
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$19,338,761
Value of net assets at end of year (total assets less liabilities)2012-12-31$140,171,636
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$120,832,875
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$93,882,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$81,352,253
Interest on participant loans2012-12-31$57,001
Value of interest in common/collective trusts at end of year2012-12-31$39,509,968
Value of interest in common/collective trusts at beginning of year2012-12-31$34,285,892
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$26
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$6,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,855,465
Net investment gain or loss from common/collective trusts2012-12-31$3,889,436
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$4,463,946
Employer contributions (assets) at end of year2012-12-31$132,193
Employer contributions (assets) at beginning of year2012-12-31$66,738
Income. Dividends from preferred stock2012-12-31$2,224
Income. Dividends from common stock2012-12-31$19,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,052,839
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
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$1,571,125
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,564,942
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 name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : LANE POWELL PC 401(K) PROFIT SHARING 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$6,935,735
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,397,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,223,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,310,945
Value of total assets at end of year2011-12-31$120,832,875
Value of total assets at beginning of year2011-12-31$120,294,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$174,140
Total interest from all sources2011-12-31$63,184
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,306,683
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$1,306,683
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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$3,667,711
Participant contributions at end of year2011-12-31$1,563,048
Participant contributions at beginning of year2011-12-31$1,669,939
Participant contributions at end of year2011-12-31$31,564
Participant contributions at beginning of year2011-12-31$42,168
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,533,380
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,342,362
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$510,501
Other income not declared elsewhere2011-12-31$261,961
Administrative expenses (other) incurred2011-12-31$174,140
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$538,306
Value of net assets at end of year (total assets less liabilities)2011-12-31$120,832,875
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$120,294,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$81,352,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$80,877,954
Interest on participant loans2011-12-31$63,184
Value of interest in common/collective trusts at end of year2011-12-31$34,285,892
Value of interest in common/collective trusts at beginning of year2011-12-31$34,190,780
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$6,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,680,032
Net investment gain or loss from common/collective trusts2011-12-31$672,994
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$4,132,733
Employer contributions (assets) at end of year2011-12-31$66,738
Employer contributions (assets) at beginning of year2011-12-31$171,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,216,945
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 name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : LANE POWELL PC 401(K) PROFIT SHARING 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$20,164,777
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,249,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,189,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,293,472
Value of total assets at end of year2010-12-31$120,294,569
Value of total assets at beginning of year2010-12-31$105,379,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$60,097
Total interest from all sources2010-12-31$73,801
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,616,269
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$1,616,269
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,259,987
Participant contributions at end of year2010-12-31$1,669,939
Participant contributions at beginning of year2010-12-31$1,513,459
Participant contributions at end of year2010-12-31$42,168
Participant contributions at beginning of year2010-12-31$32,786
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,342,362
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,636,969
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$152,756
Other income not declared elsewhere2010-12-31$418,223
Administrative expenses (other) incurred2010-12-31$60,097
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$14,914,994
Value of net assets at end of year (total assets less liabilities)2010-12-31$120,294,569
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$105,379,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$80,877,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$76,032,363
Interest on participant loans2010-12-31$73,801
Value of interest in common/collective trusts at end of year2010-12-31$34,190,780
Value of interest in common/collective trusts at beginning of year2010-12-31$25,045,106
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$6,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,095,851
Net investment gain or loss from common/collective trusts2010-12-31$2,667,161
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$3,880,729
Employer contributions (assets) at end of year2010-12-31$171,366
Employer contributions (assets) at beginning of year2010-12-31$118,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,183,342
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 name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318
2009 : LANE POWELL PC 401(K) PROFIT SHARING 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 LANE POWELL PC 401(K) PROFIT SHARING PLAN

2022: LANE POWELL PC 401(K) PROFIT SHARING 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: LANE POWELL PC 401(K) PROFIT SHARING 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: LANE POWELL PC 401(K) PROFIT SHARING 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: LANE POWELL PC 401(K) PROFIT SHARING 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: LANE POWELL PC 401(K) PROFIT SHARING 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: LANE POWELL PC 401(K) PROFIT SHARING 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: LANE POWELL PC 401(K) PROFIT SHARING 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: LANE POWELL PC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LANE POWELL PC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LANE POWELL PC 401(K) PROFIT SHARING 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LANE POWELL PC 401(K) PROFIT SHARING 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LANE POWELL PC 401(K) PROFIT SHARING 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LANE POWELL PC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LANE POWELL PC 401(K) PROFIT SHARING 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35507
Policy instance 1
Insurance contract or identification number35507
Number of Individuals Covered1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35507
Policy instance 1
Insurance contract or identification number35507
Number of Individuals Covered1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35507
Policy instance 1
Insurance contract or identification number35507
Number of Individuals Covered1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35507
Policy instance 1
Insurance contract or identification number35507
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35507
Policy instance 1
Insurance contract or identification number35507
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35507
Policy instance 1
Insurance contract or identification number35507
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number941144
Policy instance 1
Insurance contract or identification number941144
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $45,622
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Commission paid to Insurance BrokerUSD $45,614
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameTHOMAS G SCHAEFFER
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35507
Policy instance 1
Insurance contract or identification number35507
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number35507
Policy instance 1
Insurance contract or identification number35507
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?Yes
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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