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LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN
Plan identification number 001

LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

LINDABURY, MCCORMICK, ESTABROOK & COOPER, P.C. has sponsored the creation of one or more 401k plans.

Company Name:LINDABURY, MCCORMICK, ESTABROOK & COOPER, P.C.
Employer identification number (EIN):221943351
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ERIC B. LEVINE2023-04-13
0012021-01-01ERIC B. LEVINE2022-07-20
0012020-01-01DAVID R. PIERCE2021-07-14
0012020-01-01DAVID R. PIERCE2021-06-01
0012019-01-01DAVID R. PIERCE2020-02-27
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01WILLIAM WATKINS
0012013-01-01WILLIAM WATKINS
0012012-01-01WILLIAM WATKINS
0012011-01-01WILLIAM WATKINS
0012009-01-01PATRICIA J. CONGER
0012009-01-01WILLIAM WATKINS WILLIAM WATKINS2010-10-06

Plan Statistics for LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0190
Total number of active participants reported on line 7a of the Form 55002022-01-0171
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0117
Total of all active and inactive participants2022-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0189
Number of participants with account balances2022-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0185
Total number of active participants reported on line 7a of the Form 55002021-01-0169
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0188
Number of participants with account balances2021-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0191
Total number of active participants reported on line 7a of the Form 55002020-01-0163
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0119
Total of all active and inactive participants2020-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0182
Number of participants with account balances2020-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0189
Total number of active participants reported on line 7a of the Form 55002019-01-0166
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0191
Number of participants with account balances2019-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0199
Total number of active participants reported on line 7a of the Form 55002018-01-0168
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0189
Number of participants with account balances2018-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01102
Total number of active participants reported on line 7a of the Form 55002017-01-0176
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0199
Number of participants with account balances2017-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01105
Total number of active participants reported on line 7a of the Form 55002016-01-0185
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01102
Number of participants with account balances2016-01-01102
2015: LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01118
Total number of active participants reported on line 7a of the Form 55002015-01-0195
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01104
Number of participants with account balances2015-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01119
Total number of active participants reported on line 7a of the Form 55002014-01-01107
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01118
Number of participants with account balances2014-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01127
Total number of active participants reported on line 7a of the Form 55002013-01-01104
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01115
Number of participants with account balances2013-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01128
Total number of active participants reported on line 7a of the Form 55002012-01-01105
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01125
Number of participants with account balances2012-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01132
Total number of active participants reported on line 7a of the Form 55002011-01-01109
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01128
Number of participants with account balances2011-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01130
Total number of active participants reported on line 7a of the Form 55002009-01-01103
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01124
Number of participants with account balances2009-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$5,707
Total plan liabilities at beginning of year2022-12-31$3,073
Total income from all sources2022-12-31$-6,460,108
Expenses. Total of all expenses incurred2022-12-31$5,997,859
Benefits paid (including direct rollovers)2022-12-31$5,640,673
Total plan assets at end of year2022-12-31$54,710,606
Total plan assets at beginning of year2022-12-31$67,165,939
Value of fidelity bond covering the plan2022-12-31$2,000,000
Total contributions received or receivable from participants2022-12-31$851,306
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-7,878,017
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-12,457,967
Net plan assets at end of year (total assets less liabilities)2022-12-31$54,704,899
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$67,162,866
Assets. Value of participant loans2022-12-31$111,542
Total contributions received or receivable from employer(s)2022-12-31$566,603
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$357,186
2021 : LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$3,073
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$10,612,495
Expenses. Total of all expenses incurred2021-12-31$2,655,848
Benefits paid (including direct rollovers)2021-12-31$2,358,010
Total plan assets at end of year2021-12-31$67,165,939
Total plan assets at beginning of year2021-12-31$59,206,219
Value of fidelity bond covering the plan2021-12-31$2,000,000
Total contributions received or receivable from participants2021-12-31$830,456
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$9,135,146
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$7,956,647
Net plan assets at end of year (total assets less liabilities)2021-12-31$67,162,866
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$59,206,219
Assets. Value of participant loans2021-12-31$135,477
Total contributions received or receivable from employer(s)2021-12-31$646,893
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$297,838
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total income from all sources2020-12-31$7,356,106
Expenses. Total of all expenses incurred2020-12-31$2,210,115
Benefits paid (including direct rollovers)2020-12-31$2,103,085
Total plan assets at end of year2020-12-31$59,206,219
Total plan assets at beginning of year2020-12-31$54,060,228
Value of fidelity bond covering the plan2020-12-31$2,000,000
Total contributions received or receivable from participants2020-12-31$773,349
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$6,192,757
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$5,145,991
Net plan assets at end of year (total assets less liabilities)2020-12-31$59,206,219
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$54,060,228
Assets. Value of participant loans2020-12-31$200,409
Total contributions received or receivable from employer(s)2020-12-31$390,000
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$107,030
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$12,459,330
Expenses. Total of all expenses incurred2019-12-31$5,200,475
Benefits paid (including direct rollovers)2019-12-31$4,973,002
Total plan assets at end of year2019-12-31$54,060,228
Total plan assets at beginning of year2019-12-31$46,801,373
Value of fidelity bond covering the plan2019-12-31$2,000,000
Total contributions received or receivable from participants2019-12-31$775,565
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$11,074,423
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$7,258,855
Net plan assets at end of year (total assets less liabilities)2019-12-31$54,060,228
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$46,801,373
Assets. Value of participant loans2019-12-31$244,477
Total contributions received or receivable from employer(s)2019-12-31$609,342
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$227,473
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-1,794,186
Expenses. Total of all expenses incurred2018-12-31$4,554,892
Benefits paid (including direct rollovers)2018-12-31$4,312,462
Total plan assets at end of year2018-12-31$46,801,373
Total plan assets at beginning of year2018-12-31$53,150,451
Value of fidelity bond covering the plan2018-12-31$2,000,000
Total contributions received or receivable from participants2018-12-31$836,363
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-3,264,279
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-6,349,078
Net plan assets at end of year (total assets less liabilities)2018-12-31$46,801,373
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$53,150,451
Assets. Value of participant loans2018-12-31$280,782
Total contributions received or receivable from employer(s)2018-12-31$633,730
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$242,430
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$7,049,913
Total unrealized appreciation/depreciation of assets2017-12-31$7,049,913
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,652,289
Total loss/gain on sale of assets2017-12-31$-403,207
Total of all expenses incurred2017-12-31$2,697,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,464,199
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,549,625
Value of total assets at end of year2017-12-31$53,150,451
Value of total assets at beginning of year2017-12-31$46,195,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$233,212
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$23,160
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,189,975
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$272,964
Administrative expenses professional fees incurred2017-12-31$36,700
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$843,643
Participant contributions at end of year2017-12-31$282,951
Participant contributions at beginning of year2017-12-31$337,765
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$42,404
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$40,780
Other income not declared elsewhere2017-12-31$1,624
Administrative expenses (other) incurred2017-12-31$7,114
Total non interest bearing cash at end of year2017-12-31$43,337
Total non interest bearing cash at beginning of year2017-12-31$22,010
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$6,954,878
Value of net assets at end of year (total assets less liabilities)2017-12-31$53,150,451
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$46,195,573
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$189,398
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,542,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,028,734
Interest on participant loans2017-12-31$10,217
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,879,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,329,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,329,828
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$12,943
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$241,199
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
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$705,982
Employer contributions (assets) at end of year2017-12-31$275,000
Employer contributions (assets) at beginning of year2017-12-31$275,000
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$917,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,464,199
Contract administrator fees2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$40,084,229
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$33,161,456
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$17,369,927
Aggregate carrying amount (costs) on sale of assets2017-12-31$17,773,134
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 name2017-12-31WISS & COMPANY
Accountancy firm EIN2017-12-31221732349
2016 : LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$1,205,691
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$1,205,691
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,870,719
Total loss/gain on sale of assets2016-12-31$1,071,810
Total of all expenses incurred2016-12-31$1,379,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,160,493
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,627,344
Value of total assets at end of year2016-12-31$46,195,573
Value of total assets at beginning of year2016-12-31$42,704,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$218,843
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$17,332
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$980,406
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$298,146
Administrative expenses professional fees incurred2016-12-31$38,087
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$881,453
Participant contributions at end of year2016-12-31$337,765
Participant contributions at beginning of year2016-12-31$316,813
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$34,626
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$40,780
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$30,548
Other income not declared elsewhere2016-12-31$12,154
Administrative expenses (other) incurred2016-12-31$7,136
Total non interest bearing cash at end of year2016-12-31$22,010
Total non interest bearing cash at beginning of year2016-12-31$19,249
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$3,491,383
Value of net assets at end of year (total assets less liabilities)2016-12-31$46,195,573
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$42,704,190
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$173,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,028,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,774,607
Interest on participant loans2016-12-31$11,226
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,329,828
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,697,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,697,122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$6,106
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-44,018
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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$745,891
Employer contributions (assets) at end of year2016-12-31$275,000
Employer contributions (assets) at beginning of year2016-12-31$562,596
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$682,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,160,493
Contract administrator fees2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$33,161,456
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$30,268,629
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$14,328,604
Aggregate carrying amount (costs) on sale of assets2016-12-31$13,256,794
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 name2016-12-31WISS & COMPANY
Accountancy firm EIN2016-12-31221732349
2015 : LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-359,040
Total unrealized appreciation/depreciation of assets2015-12-31$-359,040
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,956,160
Total loss/gain on sale of assets2015-12-31$-197,775
Total of all expenses incurred2015-12-31$4,906,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,691,309
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,768,028
Value of total assets at end of year2015-12-31$42,704,190
Value of total assets at beginning of year2015-12-31$45,654,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$214,890
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$11,802
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,282,013
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$625,778
Administrative expenses professional fees incurred2015-12-31$36,787
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$950,558
Participant contributions at end of year2015-12-31$316,813
Participant contributions at beginning of year2015-12-31$332,283
Participant contributions at end of year2015-12-31$34,626
Participant contributions at beginning of year2015-12-31$15,873
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$30,548
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$40,387
Other income not declared elsewhere2015-12-31$-2,918
Administrative expenses (other) incurred2015-12-31$7,123
Total non interest bearing cash at end of year2015-12-31$19,249
Total non interest bearing cash at beginning of year2015-12-31$30,167
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-2,950,039
Value of net assets at end of year (total assets less liabilities)2015-12-31$42,704,190
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$45,654,229
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$170,980
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,774,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,344,779
Interest on participant loans2015-12-31$10,423
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,697,122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,499,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,499,214
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,379
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-545,950
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$817,470
Employer contributions (assets) at end of year2015-12-31$562,596
Employer contributions (assets) at beginning of year2015-12-31$643,950
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$656,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,691,309
Contract administrator fees2015-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$30,268,629
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$31,747,576
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$12,290,084
Aggregate carrying amount (costs) on sale of assets2015-12-31$12,487,859
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 name2015-12-31WISS & COMPANY
Accountancy firm EIN2015-12-31221732349
2014 : LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,949,616
Total unrealized appreciation/depreciation of assets2014-12-31$1,949,616
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
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,105,188
Total loss/gain on sale of assets2014-12-31$82,155
Total of all expenses incurred2014-12-31$994,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$783,509
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,907,884
Value of total assets at end of year2014-12-31$45,654,229
Value of total assets at beginning of year2014-12-31$41,543,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$210,638
Total interest from all sources2014-12-31$12,531
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,185,700
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$496,825
Administrative expenses professional fees incurred2014-12-31$35,650
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$986,537
Participant contributions at end of year2014-12-31$332,283
Participant contributions at beginning of year2014-12-31$257,616
Participant contributions at end of year2014-12-31$15,873
Participant contributions at beginning of year2014-12-31$25,952
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$40,387
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$38,477
Other income not declared elsewhere2014-12-31$2,184
Administrative expenses (other) incurred2014-12-31$7,123
Total non interest bearing cash at end of year2014-12-31$30,167
Total non interest bearing cash at beginning of year2014-12-31$21,928
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$4,111,041
Value of net assets at end of year (total assets less liabilities)2014-12-31$45,654,229
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$41,543,188
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$167,865
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,344,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,757,836
Interest on participant loans2014-12-31$11,522
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,499,214
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,506,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,506,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,009
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-34,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$921,347
Employer contributions (assets) at end of year2014-12-31$643,950
Employer contributions (assets) at beginning of year2014-12-31$622,996
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$688,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$783,509
Contract administrator fees2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$31,747,576
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$28,311,436
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$500,901
Aggregate carrying amount (costs) on sale of assets2014-12-31$418,746
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 name2014-12-31WISS & COMPANY
Accountancy firm EIN2014-12-31221732349
2013 : LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$6,323,177
Total unrealized appreciation/depreciation of assets2013-12-31$6,323,177
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
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$9,021,208
Total loss/gain on sale of assets2013-12-31$391,956
Total of all expenses incurred2013-12-31$1,658,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,473,392
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,921,462
Value of total assets at end of year2013-12-31$41,543,188
Value of total assets at beginning of year2013-12-31$34,180,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$185,599
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$265,295
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$593,361
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$302,377
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,013,118
Participant contributions at end of year2013-12-31$257,616
Participant contributions at beginning of year2013-12-31$255,191
Participant contributions at end of year2013-12-31$25,952
Participant contributions at beginning of year2013-12-31$22,158
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$38,477
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$21,308
Other income not declared elsewhere2013-12-31$19,548
Administrative expenses (other) incurred2013-12-31$6,925
Total non interest bearing cash at end of year2013-12-31$21,928
Total non interest bearing cash at beginning of year2013-12-31$33,407
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$7,362,217
Value of net assets at end of year (total assets less liabilities)2013-12-31$41,543,188
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$34,180,971
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
Investment advisory and management fees2013-12-31$142,027
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,757,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,949,051
Interest on participant loans2013-12-31$8,367
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,506,947
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,332,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,332,455
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$256,928
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-493,591
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$908,344
Employer contributions (assets) at end of year2013-12-31$622,996
Employer contributions (assets) at beginning of year2013-12-31$499,535
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$290,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,473,392
Contract administrator fees2013-12-31$36,647
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$28,311,436
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$21,067,866
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$10,096,935
Aggregate carrying amount (costs) on sale of assets2013-12-31$9,704,979
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 name2013-12-31WISS & COMPANY
Accountancy firm EIN2013-12-31221732349
2012 : LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,952,073
Total unrealized appreciation/depreciation of assets2012-12-31$1,952,073
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$5,368,981
Total loss/gain on sale of assets2012-12-31$128,192
Total of all expenses incurred2012-12-31$1,453,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,286,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,811,305
Value of total assets at end of year2012-12-31$34,180,971
Value of total assets at beginning of year2012-12-31$30,265,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$167,577
Total interest from all sources2012-12-31$13,635
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,174,628
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$627,062
Administrative expenses professional fees incurred2012-12-31$34,950
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$1,026,674
Participant contributions at end of year2012-12-31$255,191
Participant contributions at beginning of year2012-12-31$361,287
Participant contributions at end of year2012-12-31$22,158
Participant contributions at beginning of year2012-12-31$18,598
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$21,308
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$20,656
Other income not declared elsewhere2012-12-31$1,022
Administrative expenses (other) incurred2012-12-31$6,595
Total non interest bearing cash at end of year2012-12-31$33,407
Total non interest bearing cash at beginning of year2012-12-31$26,727
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$3,915,045
Value of net assets at end of year (total assets less liabilities)2012-12-31$34,180,971
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$30,265,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$126,032
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,949,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,633,863
Interest on participant loans2012-12-31$11,332
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,332,455
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,133,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,133,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,303
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$288,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$784,631
Employer contributions (assets) at end of year2012-12-31$499,535
Employer contributions (assets) at beginning of year2012-12-31$578,313
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$547,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,286,359
Contract administrator fees2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$21,067,866
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$18,493,368
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$7,908,692
Aggregate carrying amount (costs) on sale of assets2012-12-31$7,780,500
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 name2012-12-31WISS & COMPANY
Accountancy firm EIN2012-12-31221732349
2011 : LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$52,574
Total unrealized appreciation/depreciation of assets2011-12-31$52,574
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
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,672,117
Total loss/gain on sale of assets2011-12-31$8,554
Total of all expenses incurred2011-12-31$519,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$362,444
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,875,030
Value of total assets at end of year2011-12-31$30,265,926
Value of total assets at beginning of year2011-12-31$28,113,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$157,239
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$13,090
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$703,831
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$323,431
Administrative expenses professional fees incurred2011-12-31$34,950
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$1,007,532
Participant contributions at end of year2011-12-31$361,287
Participant contributions at beginning of year2011-12-31$278,565
Participant contributions at end of year2011-12-31$18,598
Participant contributions at beginning of year2011-12-31$18,283
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$20,656
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$16,636
Other income not declared elsewhere2011-12-31$4,185
Administrative expenses (other) incurred2011-12-31$6,281
Total non interest bearing cash at end of year2011-12-31$26,727
Total non interest bearing cash at beginning of year2011-12-31$20,024
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$2,152,434
Value of net assets at end of year (total assets less liabilities)2011-12-31$30,265,926
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$28,113,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$116,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,633,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,920,578
Interest on participant loans2011-12-31$11,748
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,133,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,289,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,289,754
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,342
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$14,853
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$867,498
Employer contributions (assets) at end of year2011-12-31$578,313
Employer contributions (assets) at beginning of year2011-12-31$250,000
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$380,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$362,444
Contract administrator fees2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$18,493,368
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$18,319,652
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$7,842,302
Aggregate carrying amount (costs) on sale of assets2011-12-31$7,833,748
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 name2011-12-31WISS & COMPANY
Accountancy firm EIN2011-12-31221732349
2010 : LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,936,753
Total unrealized appreciation/depreciation of assets2010-12-31$1,936,753
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,855,413
Total loss/gain on sale of assets2010-12-31$158,047
Total of all expenses incurred2010-12-31$357,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$214,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,807,038
Value of total assets at end of year2010-12-31$28,113,492
Value of total assets at beginning of year2010-12-31$23,615,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$143,095
Total interest from all sources2010-12-31$13,673
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$534,808
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$235,199
Administrative expenses professional fees incurred2010-12-31$37,220
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$989,382
Participant contributions at end of year2010-12-31$278,565
Participant contributions at beginning of year2010-12-31$302,557
Participant contributions at end of year2010-12-31$18,283
Participant contributions at beginning of year2010-12-31$14,156
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$16,636
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$22,646
Other income not declared elsewhere2010-12-31$9,200
Administrative expenses (other) incurred2010-12-31$6,331
Total non interest bearing cash at end of year2010-12-31$20,024
Total non interest bearing cash at beginning of year2010-12-31$36,542
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$4,498,311
Value of net assets at end of year (total assets less liabilities)2010-12-31$28,113,492
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,615,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$99,544
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,920,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,064,208
Interest on participant loans2010-12-31$12,702
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,289,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,597,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,597,469
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$971
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$395,894
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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$817,656
Employer contributions (assets) at end of year2010-12-31$250,000
Employer contributions (assets) at beginning of year2010-12-31$252,392
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$299,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$214,007
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$18,319,652
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$14,325,211
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
Aggregate proceeds on sale of assets2010-12-31$4,640,624
Aggregate carrying amount (costs) on sale of assets2010-12-31$4,482,577
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 name2010-12-31WISS & COMPANY
Accountancy firm EIN2010-12-31221732349
2009 : LINDABURY, MCCORMICK & ESTABROOK 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 LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN

2022: LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LINDABURY, MCCORMICK & ESTABROOK 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LINDABURY, MCCORMICK & ESTABROOK 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LINDABURY, MCCORMICK & ESTABROOK 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LINDABURY, MCCORMICK & ESTABROOK 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LINDABURY, MCCORMICK & ESTABROOK 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LINDABURY, MCCORMICK & ESTABROOK 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LINDABURY, MCCORMICK & ESTABROOK 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LINDABURY, MCCORMICK & ESTABROOK 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LINDABURY, MCCORMICK & ESTABROOK 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LINDABURY, MCCORMICK & ESTABROOK 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LINDABURY, MCCORMICK & ESTABROOK 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

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