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CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN
Plan identification number 001

CONNELL FOLEY LLP EMPLOYEES 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.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CONNELL FOLEY, LLP has sponsored the creation of one or more 401k plans.

Company Name:CONNELL FOLEY, LLP
Employer identification number (EIN):221500072
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about CONNELL FOLEY, LLP

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0600034148

More information about CONNELL FOLEY, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TIMOTHY CORRISTON2023-08-15
0012021-01-01TIMOTHY CORRISTON2022-07-26
0012020-01-01PHILIP F. MCGOVERN, JR.2021-08-03
0012019-01-01PHILIP F. MCGOVERN, JR.2020-07-14
0012018-01-01PHILIP F. MCGOVERN, JR.2019-09-19
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MICHAEL X. MCBRIDE
0012013-01-01MICHAEL X. MCBRIDE
0012012-01-01MICHAEL X. MCBRIDE
0012011-01-01MICHAEL X. MCBRIDE
0012010-01-01DOUGLAS S. MACEACHEN
0012009-01-01MICHAEL X. MCBRIDE
0012009-01-01MICHAEL X. MCBRIDE

Plan Statistics for CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01324
Total number of active participants reported on line 7a of the Form 55002022-01-01250
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0190
Total of all active and inactive participants2022-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01340
Number of participants with account balances2022-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01315
Total number of active participants reported on line 7a of the Form 55002021-01-01238
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0186
Total of all active and inactive participants2021-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01324
Number of participants with account balances2021-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01333
Total number of active participants reported on line 7a of the Form 55002020-01-01233
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0182
Total of all active and inactive participants2020-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01315
Number of participants with account balances2020-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0120
2019: CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01327
Total number of active participants reported on line 7a of the Form 55002019-01-01251
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01324
Number of participants with account balances2019-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01309
Total number of active participants reported on line 7a of the Form 55002018-01-01243
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0176
Total of all active and inactive participants2018-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01319
Number of participants with account balances2018-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01307
Total number of active participants reported on line 7a of the Form 55002017-01-01217
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0171
Total of all active and inactive participants2017-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01288
Number of participants with account balances2017-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01308
Total number of active participants reported on line 7a of the Form 55002016-01-01198
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0176
Total of all active and inactive participants2016-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01274
Number of participants with account balances2016-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0127
2015: CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01301
Total number of active participants reported on line 7a of the Form 55002015-01-01231
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0160
Total of all active and inactive participants2015-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01292
Number of participants with account balances2015-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01296
Total number of active participants reported on line 7a of the Form 55002014-01-01234
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0162
Total of all active and inactive participants2014-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01297
Number of participants with account balances2014-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01278
Total number of active participants reported on line 7a of the Form 55002013-01-01221
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0164
Total of all active and inactive participants2013-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01288
Number of participants with account balances2013-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01272
Total number of active participants reported on line 7a of the Form 55002012-01-01217
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0159
Total of all active and inactive participants2012-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01278
Number of participants with account balances2012-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01279
Total number of active participants reported on line 7a of the Form 55002011-01-01212
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0160
Total of all active and inactive participants2011-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01272
Number of participants with account balances2011-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01287
Total number of active participants reported on line 7a of the Form 55002010-01-01195
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0180
Total of all active and inactive participants2010-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01275
Number of participants with account balances2010-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0118
2009: CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01296
Total number of active participants reported on line 7a of the Form 55002009-01-01234
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0153
Total of all active and inactive participants2009-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01287
Number of participants with account balances2009-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : CONNELL FOLEY LLP EMPLOYEES 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$0
Total income from all sources (including contributions)2022-12-31$-16,915,356
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,231,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,199,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,807,105
Value of total assets at end of year2022-12-31$112,413,984
Value of total assets at beginning of year2022-12-31$135,560,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,231
Total interest from all sources2022-12-31$32,214
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,834,367
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$4,834,367
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,112,550
Participant contributions at end of year2022-12-31$665,947
Participant contributions at beginning of year2022-12-31$681,696
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$441,563
Other income not declared elsewhere2022-12-31$106,480
Administrative expenses (other) incurred2022-12-31$3,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-23,146,370
Value of net assets at end of year (total assets less liabilities)2022-12-31$112,413,984
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$135,560,354
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$95,959,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$116,928,483
Value of interest in pooled separate accounts at end of year2022-12-31$13,535,628
Value of interest in pooled separate accounts at beginning of year2022-12-31$15,805,904
Interest on participant loans2022-12-31$32,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-27,021,393
Net investment gain/loss from pooled separate accounts2022-12-31$325,871
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$2,252,992
Employer contributions (assets) at end of year2022-12-31$2,252,992
Employer contributions (assets) at beginning of year2022-12-31$2,144,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,199,783
Contract administrator fees2022-12-31$27,363
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 name2022-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2022-12-31271728945
2021 : CONNELL FOLEY LLP EMPLOYEES 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$22,114,026
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,043,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,969,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,256,957
Value of total assets at end of year2021-12-31$135,560,354
Value of total assets at beginning of year2021-12-31$116,489,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$73,524
Total interest from all sources2021-12-31$38,045
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,241,612
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$7,241,612
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,010,486
Participant contributions at end of year2021-12-31$681,696
Participant contributions at beginning of year2021-12-31$884,663
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$102,200
Other income not declared elsewhere2021-12-31$100,004
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$19,070,977
Value of net assets at end of year (total assets less liabilities)2021-12-31$135,560,354
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$116,489,377
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$116,928,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$98,361,069
Value of interest in pooled separate accounts at end of year2021-12-31$15,805,904
Value of interest in pooled separate accounts at beginning of year2021-12-31$15,109,545
Interest on participant loans2021-12-31$38,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,189,973
Net investment gain/loss from pooled separate accounts2021-12-31$287,435
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$2,144,271
Employer contributions (assets) at end of year2021-12-31$2,144,271
Employer contributions (assets) at beginning of year2021-12-31$2,134,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,969,525
Contract administrator fees2021-12-31$73,524
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 name2021-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2021-12-31271728945
2020 : CONNELL FOLEY LLP EMPLOYEES 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$20,329,949
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,636,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,555,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,215,016
Value of total assets at end of year2020-12-31$116,489,377
Value of total assets at beginning of year2020-12-31$100,795,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$81,110
Total interest from all sources2020-12-31$22,051
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,620,636
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$3,620,636
Administrative expenses professional fees incurred2020-12-31$17,300
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,985,668
Participant contributions at end of year2020-12-31$884,663
Participant contributions at beginning of year2020-12-31$831,696
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$95,248
Other income not declared elsewhere2020-12-31$62,684
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$15,693,674
Value of net assets at end of year (total assets less liabilities)2020-12-31$116,489,377
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$100,795,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$53,816
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$98,361,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$86,206,242
Value of interest in pooled separate accounts at end of year2020-12-31$15,109,545
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,786,819
Interest on participant loans2020-12-31$22,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,409,562
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$2,134,100
Employer contributions (assets) at end of year2020-12-31$2,134,100
Employer contributions (assets) at beginning of year2020-12-31$1,970,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,555,165
Contract administrator fees2020-12-31$9,994
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2020-12-31271728945
2019 : CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$21,617,636
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,215,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,159,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,090,690
Value of total assets at end of year2019-12-31$100,795,703
Value of total assets at beginning of year2019-12-31$80,393,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$56,146
Total interest from all sources2019-12-31$47,600
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,349,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,349,432
Administrative expenses professional fees incurred2019-12-31$16,924
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,862,072
Participant contributions at end of year2019-12-31$831,696
Participant contributions at beginning of year2019-12-31$900,479
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$257,672
Other income not declared elsewhere2019-12-31$59,985
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$20,402,210
Value of net assets at end of year (total assets less liabilities)2019-12-31$100,795,703
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$80,393,493
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$86,206,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$67,095,427
Value of interest in pooled separate accounts at end of year2019-12-31$11,786,819
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,494,839
Interest on participant loans2019-12-31$47,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,800,831
Net investment gain/loss from pooled separate accounts2019-12-31$269,098
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$1,970,946
Employer contributions (assets) at end of year2019-12-31$1,970,946
Employer contributions (assets) at beginning of year2019-12-31$1,902,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,159,280
Contract administrator fees2019-12-31$39,222
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2019-12-31271728945
2018 : CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$769,425
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,784,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,730,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,729,874
Value of total assets at end of year2018-12-31$80,393,493
Value of total assets at beginning of year2018-12-31$84,408,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$53,544
Total interest from all sources2018-12-31$43,086
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,162,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,162,634
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,730,117
Participant contributions at end of year2018-12-31$900,479
Participant contributions at beginning of year2018-12-31$738,853
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$97,009
Other income not declared elsewhere2018-12-31$56,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,014,597
Value of net assets at end of year (total assets less liabilities)2018-12-31$80,393,493
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$84,408,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$45,088
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$67,095,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$70,941,241
Value of interest in pooled separate accounts at end of year2018-12-31$10,494,839
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,153,463
Interest on participant loans2018-12-31$43,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,447,055
Net investment gain/loss from pooled separate accounts2018-12-31$224,049
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$1,902,748
Employer contributions (assets) at end of year2018-12-31$1,902,748
Employer contributions (assets) at beginning of year2018-12-31$1,574,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,730,478
Contract administrator fees2018-12-31$8,456
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2018-12-31271728945
2017 : CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$17,461,160
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,413,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,365,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,445,559
Value of total assets at end of year2017-12-31$84,408,090
Value of total assets at beginning of year2017-12-31$70,360,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$48,666
Total interest from all sources2017-12-31$32,338
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,018,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,018,940
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,615,510
Participant contributions at end of year2017-12-31$738,853
Participant contributions at beginning of year2017-12-31$598,046
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,347,153
Other income not declared elsewhere2017-12-31$44,500
Administrative expenses (other) incurred2017-12-31$4,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$14,047,362
Value of net assets at end of year (total assets less liabilities)2017-12-31$84,408,090
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$70,360,728
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
Investment advisory and management fees2017-12-31$43,775
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$70,941,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$58,155,716
Value of interest in pooled separate accounts at end of year2017-12-31$11,153,463
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,061,619
Interest on participant loans2017-12-31$32,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,754,112
Net investment gain/loss from pooled separate accounts2017-12-31$165,711
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$1,482,896
Employer contributions (assets) at end of year2017-12-31$1,574,533
Employer contributions (assets) at beginning of year2017-12-31$1,545,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,365,132
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2017-12-31271728945
2016 : CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,975,643
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,812,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,767,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,255,335
Value of total assets at end of year2016-12-31$70,360,728
Value of total assets at beginning of year2016-12-31$69,197,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$44,760
Total interest from all sources2016-12-31$26,055
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$912,626
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$912,626
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,583,750
Participant contributions at end of year2016-12-31$598,046
Participant contributions at beginning of year2016-12-31$599,512
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$237,453
Other income not declared elsewhere2016-12-31$41,206
Administrative expenses (other) incurred2016-12-31$2,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,162,899
Value of net assets at end of year (total assets less liabilities)2016-12-31$70,360,728
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$69,197,829
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
Investment advisory and management fees2016-12-31$42,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$58,155,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$55,612,035
Value of interest in pooled separate accounts at end of year2016-12-31$10,061,619
Value of interest in pooled separate accounts at beginning of year2016-12-31$11,208,366
Interest on participant loans2016-12-31$26,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,563,776
Net investment gain/loss from pooled separate accounts2016-12-31$176,645
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$1,434,132
Employer contributions (assets) at end of year2016-12-31$1,545,347
Employer contributions (assets) at beginning of year2016-12-31$1,777,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,767,984
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2016-12-31271728945
2015 : CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,991,556
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,626,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,536,685
Expenses. Certain deemed distributions of participant loans2015-12-31$45,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,355,934
Value of total assets at end of year2015-12-31$69,197,829
Value of total assets at beginning of year2015-12-31$67,833,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,776
Total interest from all sources2015-12-31$26,950
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$913,870
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$913,870
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,691,288
Participant contributions at end of year2015-12-31$599,512
Participant contributions at beginning of year2015-12-31$585,853
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$35,427
Other income not declared elsewhere2015-12-31$43,662
Administrative expenses (other) incurred2015-12-31$2,276
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$1,364,808
Value of net assets at end of year (total assets less liabilities)2015-12-31$69,197,829
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$67,833,021
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
Investment advisory and management fees2015-12-31$42,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$55,612,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$54,813,752
Value of interest in pooled separate accounts at end of year2015-12-31$11,208,366
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,664,672
Interest on participant loans2015-12-31$26,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-525,055
Net investment gain/loss from pooled separate accounts2015-12-31$176,195
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$1,629,219
Employer contributions (assets) at end of year2015-12-31$1,777,916
Employer contributions (assets) at beginning of year2015-12-31$1,768,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,536,685
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2015-12-31271728945
2014 : CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,569,579
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,111,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,081,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,166,924
Value of total assets at end of year2014-12-31$67,833,021
Value of total assets at beginning of year2014-12-31$62,375,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,620
Total interest from all sources2014-12-31$26,099
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,263,322
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$3,263,322
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,579,728
Participant contributions at end of year2014-12-31$585,853
Participant contributions at beginning of year2014-12-31$571,289
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$20,127
Other income not declared elsewhere2014-12-31$33,802
Administrative expenses (other) incurred2014-12-31$2,245
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$5,457,759
Value of net assets at end of year (total assets less liabilities)2014-12-31$67,833,021
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$62,375,262
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
Investment advisory and management fees2014-12-31$28,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$54,813,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$49,378,594
Value of interest in pooled separate accounts at end of year2014-12-31$10,664,672
Value of interest in pooled separate accounts at beginning of year2014-12-31$10,714,814
Interest on participant loans2014-12-31$26,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$986,061
Net investment gain/loss from pooled separate accounts2014-12-31$93,371
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$1,567,069
Employer contributions (assets) at end of year2014-12-31$1,768,744
Employer contributions (assets) at beginning of year2014-12-31$1,710,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,081,200
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2014-12-31271728945
2013 : CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$13,263,206
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,969,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,967,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,264,236
Value of total assets at end of year2013-12-31$62,375,262
Value of total assets at beginning of year2013-12-31$52,081,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,550
Total interest from all sources2013-12-31$21,060
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$693,682
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$693,682
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,540,124
Participant contributions at end of year2013-12-31$571,289
Participant contributions at beginning of year2013-12-31$495,350
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$182,000
Other income not declared elsewhere2013-12-31$5,074
Administrative expenses (other) incurred2013-12-31$2,550
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$10,293,452
Value of net assets at end of year (total assets less liabilities)2013-12-31$62,375,262
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$52,081,810
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$49,378,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$39,353,140
Interest on participant loans2013-12-31$21,060
Value of interest in common/collective trusts at end of year2013-12-31$10,714,814
Value of interest in common/collective trusts at beginning of year2013-12-31$10,603,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,077,922
Net investment gain or loss from common/collective trusts2013-12-31$201,232
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$1,542,112
Employer contributions (assets) at end of year2013-12-31$1,710,565
Employer contributions (assets) at beginning of year2013-12-31$1,629,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,967,204
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2013-12-31271728945
2012 : CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$8,209,744
Total loss/gain on sale of assets2012-12-31$3,504,202
Total of all expenses incurred2012-12-31$3,232,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,229,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,903,795
Value of total assets at end of year2012-12-31$52,081,810
Value of total assets at beginning of year2012-12-31$47,104,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,526
Total interest from all sources2012-12-31$23,108
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$813,821
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$813,821
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,463,566
Participant contributions at end of year2012-12-31$495,350
Participant contributions at beginning of year2012-12-31$499,895
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$18,163
Administrative expenses (other) incurred2012-12-31$2,526
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$4,977,677
Value of net assets at end of year (total assets less liabilities)2012-12-31$52,081,810
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$47,104,133
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$39,353,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$34,122,974
Interest on participant loans2012-12-31$23,108
Value of interest in common/collective trusts at end of year2012-12-31$10,603,382
Value of interest in common/collective trusts at beginning of year2012-12-31$11,090,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$723,419
Net investment gain or loss from common/collective trusts2012-12-31$241,399
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$1,422,066
Employer contributions (assets) at end of year2012-12-31$1,629,938
Employer contributions (assets) at beginning of year2012-12-31$1,391,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,229,541
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$49,715,122
Aggregate carrying amount (costs) on sale of assets2012-12-31$46,210,920
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 name2012-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2012-12-31271728945
2011 : CONNELL FOLEY LLP EMPLOYEES 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$2,809,838
Total loss/gain on sale of assets2011-12-31$-87,472
Total of all expenses incurred2011-12-31$1,444,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,444,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,584,670
Value of total assets at end of year2011-12-31$47,104,133
Value of total assets at beginning of year2011-12-31$45,738,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$16,901
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$720,615
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$720,615
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,319,893
Participant contributions at end of year2011-12-31$499,895
Participant contributions at beginning of year2011-12-31$384,695
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$1,365,290
Value of net assets at end of year (total assets less liabilities)2011-12-31$47,104,133
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$45,738,843
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$34,122,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$35,291,755
Income. Interest from loans (other than to participants)2011-12-31$16,901
Value of interest in common/collective trusts at end of year2011-12-31$11,090,243
Value of interest in common/collective trusts at beginning of year2011-12-31$8,554,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-650,325
Net investment gain or loss from common/collective trusts2011-12-31$225,449
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$1,264,777
Employer contributions (assets) at end of year2011-12-31$1,391,021
Employer contributions (assets) at beginning of year2011-12-31$1,507,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,444,548
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$44,987,768
Aggregate carrying amount (costs) on sale of assets2011-12-31$45,075,240
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 name2011-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2011-12-31271728945
2010 : CONNELL FOLEY LLP EMPLOYEES 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$3,169
Total income from all sources (including contributions)2010-12-31$6,382,163
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,291,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,289,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,330,931
Value of total assets at end of year2010-12-31$44,231,028
Value of total assets at beginning of year2010-12-31$42,143,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,300
Total interest from all sources2010-12-31$15,214
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$514,574
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$514,574
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,315,420
Participant contributions at end of year2010-12-31$384,695
Participant contributions at beginning of year2010-12-31$443,098
Participant contributions at beginning of year2010-12-31$154,057
Liabilities. Value of operating payables at beginning of year2010-12-31$3,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,091,004
Value of net assets at end of year (total assets less liabilities)2010-12-31$44,231,028
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$42,140,024
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$35,291,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$31,461,483
Value of interest in pooled separate accounts at end of year2010-12-31$8,554,577
Interest on participant loans2010-12-31$15,214
Value of interest in common/collective trusts at beginning of year2010-12-31$8,602,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,280,774
Net investment gain/loss from pooled separate accounts2010-12-31$145,383
Net investment gain or loss from common/collective trusts2010-12-31$95,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$15,511
Employer contributions (assets) at beginning of year2010-12-31$1,478,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,289,859
Contract administrator fees2010-12-31$1,300
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 name2010-12-31O'CONNOR DAVIES MUNNS & DOBBINS LLP
Accountancy firm EIN2010-12-31133385019
2009 : CONNELL FOLEY LLP EMPLOYEES 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 CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN

2022: CONNELL FOLEY LLP EMPLOYEES 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CONNELL FOLEY LLP EMPLOYEES 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CONNELL FOLEY LLP EMPLOYEES 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 - TrustYes
2019: CONNELL FOLEY LLP EMPLOYEES 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 - TrustYes
2018: CONNELL FOLEY LLP EMPLOYEES 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 - TrustYes
2017: CONNELL FOLEY LLP EMPLOYEES 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: CONNELL FOLEY LLP EMPLOYEES 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: CONNELL FOLEY LLP EMPLOYEES 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: CONNELL FOLEY LLP EMPLOYEES 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: CONNELL FOLEY LLP EMPLOYEES 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: CONNELL FOLEY LLP EMPLOYEES 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: CONNELL FOLEY LLP EMPLOYEES 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: CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CONNELL FOLEY LLP EMPLOYEES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered321
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered312
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered307
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered302
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered273
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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

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