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WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameWITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN
Plan identification number 001

WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN Benefits

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

401k Sponsoring company profile

WITHUMSMITH+BROWN, PC has sponsored the creation of one or more 401k plans.

Company Name:WITHUMSMITH+BROWN, PC
Employer identification number (EIN):222027092
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01NANCI K BATCHELOR NANCI K BATCHELOR2018-10-01
0012016-01-01NANCI K BATCHELOR
0012016-01-01
0012015-01-01NANCI K BATCHELOR
0012014-01-01NANCI K BATCHELOR NANCI K BATCHELOR2015-10-13
0012013-01-01NANCI K BATCHELOR
0012012-01-01NANCI K BATCHELOR NANCI K BATCHELOR2013-10-15
0012011-01-01NANCI BATCHELOR
0012010-01-01NANCI K BATCHELOR
0012009-01-01NANCI BATCHELOR

Plan Statistics for WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,713
Total number of active participants reported on line 7a of the Form 55002022-01-011,843
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01342
Total of all active and inactive participants2022-01-012,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-012,191
Number of participants with account balances2022-01-012,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0189
2021: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,409
Total number of active participants reported on line 7a of the Form 55002021-01-011,406
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01302
Total of all active and inactive participants2021-01-011,711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-011,713
Number of participants with account balances2021-01-011,594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0186
2020: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01580
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,317
Total number of active participants reported on line 7a of the Form 55002019-01-011,058
Number of retired or separated participants receiving benefits2019-01-0154
Number of other retired or separated participants entitled to future benefits2019-01-01315
Total of all active and inactive participants2019-01-011,427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,427
Number of participants with account balances2019-01-011,339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0167
2018: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,197
Total number of active participants reported on line 7a of the Form 55002018-01-01927
Number of retired or separated participants receiving benefits2018-01-0157
Number of other retired or separated participants entitled to future benefits2018-01-01268
Total of all active and inactive participants2018-01-011,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,254
Number of participants with account balances2018-01-011,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0165
2017: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,104
Total number of active participants reported on line 7a of the Form 55002017-01-01936
Number of retired or separated participants receiving benefits2017-01-0138
Number of other retired or separated participants entitled to future benefits2017-01-01218
Total of all active and inactive participants2017-01-011,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,194
Number of participants with account balances2017-01-011,106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0153
2016: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01916
Total number of active participants reported on line 7a of the Form 55002016-01-01807
Number of retired or separated participants receiving benefits2016-01-0137
Number of other retired or separated participants entitled to future benefits2016-01-01174
Total of all active and inactive participants2016-01-011,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,019
Number of participants with account balances2016-01-01931
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01675
Total number of active participants reported on line 7a of the Form 55002015-01-01636
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01185
Total of all active and inactive participants2015-01-01821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01822
Number of participants with account balances2015-01-01655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0128
2014: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01610
Total number of active participants reported on line 7a of the Form 55002014-01-01499
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01164
Total of all active and inactive participants2014-01-01663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01663
Number of participants with account balances2014-01-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01596
Total number of active participants reported on line 7a of the Form 55002013-01-01474
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01143
Total of all active and inactive participants2013-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01617
Number of participants with account balances2013-01-01554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0118
2012: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01580
Total number of active participants reported on line 7a of the Form 55002012-01-01500
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01131
Total of all active and inactive participants2012-01-01631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01631
Number of participants with account balances2012-01-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01512
Total number of active participants reported on line 7a of the Form 55002011-01-01455
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01125
Total of all active and inactive participants2011-01-01580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01580
Number of participants with account balances2011-01-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2010: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01498
Total number of active participants reported on line 7a of the Form 55002010-01-01396
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01120
Total of all active and inactive participants2010-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01516
Number of participants with account balances2010-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0119
2009: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01524
Total number of active participants reported on line 7a of the Form 55002009-01-01394
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01111
Total of all active and inactive participants2009-01-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01505
Number of participants with account balances2009-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0128

Financial Data on WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN

Measure Date Value
2022 : WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-697,016
Total unrealized appreciation/depreciation of assets2022-12-31$-697,016
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,732,258
Total loss/gain on sale of assets2022-12-31$-45,199
Total of all expenses incurred2022-12-31$8,557,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,120,093
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$1,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$29,929,357
Value of total assets at end of year2022-12-31$188,123,316
Value of total assets at beginning of year2022-12-31$200,412,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$435,635
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$211,166
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$7,900,171
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$7,843,613
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$17,909,865
Participant contributions at end of year2022-12-31$1,198,789
Participant contributions at beginning of year2022-12-31$996,042
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$37,638,008
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$9,389,914
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$427,147
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-12,289,637
Value of net assets at end of year (total assets less liabilities)2022-12-31$188,123,316
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$200,412,953
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$8,488
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$172,068,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$155,886,368
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$57,413
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$113,489
Income. Interest from US Government securities2022-12-31$7,798
Income. Interest from corporate debt instruments2022-12-31$9,700
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,457,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$22,766
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,187,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,892,535
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$1,719,112
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-41,030,737
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$2,629,578
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$7
Income. Dividends from common stock2022-12-31$56,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,120,093
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$241,330
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$3,251,087
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$243,398
Aggregate carrying amount (costs) on sale of assets2022-12-31$288,597
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LANDMARK, PLC CPAS
Accountancy firm EIN2022-12-31710355269
2021 : WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$55,381,940
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,359,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,024,880
Expenses. Certain deemed distributions of participant loans2021-12-31$11,994
Value of total corrective distributions2021-12-31$4,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$28,477,419
Value of total assets at end of year2021-12-31$200,412,953
Value of total assets at beginning of year2021-12-31$156,390,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$318,471
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$57,026
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$12,303,383
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$12,303,383
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$13,466,564
Participant contributions at end of year2021-12-31$996,042
Participant contributions at beginning of year2021-12-31$1,147,914
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$37,638,008
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$30,089,568
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$13,036,453
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$316,934
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$44,022,073
Value of net assets at end of year (total assets less liabilities)2021-12-31$200,412,953
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$156,390,880
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$1,537
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$155,886,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$118,361,214
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$57,026
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,892,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,792,184
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,544,112
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$1,974,402
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,024,880
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LANDMARK, PLC CPAS
Accountancy firm EIN2021-12-31710355269
2020 : WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$42,145,826
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,165,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,014,464
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$17,262,511
Value of total assets at end of year2020-12-31$156,390,880
Value of total assets at beginning of year2020-12-31$122,410,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$150,761
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$59,775
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,158,316
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$5,158,316
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$10,835,510
Participant contributions at end of year2020-12-31$1,147,914
Participant contributions at beginning of year2020-12-31$1,129,145
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$30,089,568
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$24,445,149
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,787,063
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$305,009
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$150,761
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$11,172
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$33,980,601
Value of net assets at end of year (total assets less liabilities)2020-12-31$156,390,880
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$122,410,279
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$118,361,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$96,519,804
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$59,775
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,792,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$19,665,224
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$1,639,938
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,014,464
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LANDMARK, PLC CPAS
Accountancy firm EIN2020-12-31710355269
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets from this plan2020-06-30$9,844
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$676
Total income from all sources (including contributions)2020-06-30$-454,219
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$44,114,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$44,022,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$27,493
Value of total assets at end of year2020-06-30$0
Value of total assets at beginning of year2020-06-30$44,579,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$92,696
Total interest from all sources2020-06-30$54,223
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$149,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$149,906
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$2,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-06-30$0
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$27,493
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$107,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$676
Other income not declared elsewhere2020-06-30$-45,901
Administrative expenses (other) incurred2020-06-30$92,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-44,569,127
Value of net assets at end of year (total assets less liabilities)2020-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$44,578,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$37,927,597
Value of interest in pooled separate accounts at end of year2020-06-30$0
Value of interest in pooled separate accounts at beginning of year2020-06-30$701,583
Interest on participant loans2020-06-30$2,389
Interest earned on other investments2020-06-30$51,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$5,843,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-614,026
Net investment gain/loss from pooled separate accounts2020-06-30$-25,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$44,022,212
Did the plan have assets held for investment2020-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30WITHUMSMITH+BROWN, PC
Accountancy firm EIN2020-06-30222027092
2019 : WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$32,333,919
Total income from all sources (including contributions)2019-12-31$32,333,919
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,834,062
Total of all expenses incurred2019-12-31$7,834,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,562,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,562,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,870,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,870,748
Value of total assets at end of year2019-12-31$122,410,279
Value of total assets at beginning of year2019-12-31$97,910,422
Value of total assets at beginning of year2019-12-31$97,910,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$271,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$271,226
Total interest from all sources2019-12-31$55,748
Total interest from all sources2019-12-31$55,748
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,647,243
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,647,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,647,243
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,647,243
Administrative expenses professional fees incurred2019-12-31$271,226
Administrative expenses professional fees incurred2019-12-31$271,226
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$8,988,467
Participant contributions at end of year2019-12-31$1,129,145
Participant contributions at end of year2019-12-31$1,129,145
Participant contributions at beginning of year2019-12-31$1,044,651
Participant contributions at beginning of year2019-12-31$1,044,651
Participant contributions at beginning of year2019-12-31$180,099
Participant contributions at beginning of year2019-12-31$180,099
Assets. Other investments not covered elsewhere at end of year2019-12-31$24,445,149
Assets. Other investments not covered elsewhere at end of year2019-12-31$24,445,149
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$18,627,372
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$18,627,372
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$882,281
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$882,281
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$305,009
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$305,009
Total non interest bearing cash at end of year2019-12-31$11,172
Total non interest bearing cash at end of year2019-12-31$11,172
Total non interest bearing cash at beginning of year2019-12-31$15,348
Total non interest bearing cash at beginning of year2019-12-31$15,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$24,499,857
Value of net income/loss2019-12-31$24,499,857
Value of net assets at end of year (total assets less liabilities)2019-12-31$122,410,279
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$97,910,422
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$97,910,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$96,519,804
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$96,519,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$76,561,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$76,561,967
Interest on participant loans2019-12-31$55,748
Interest on participant loans2019-12-31$55,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,760,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,760,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at beginning of year2019-12-31$1,480,985
Employer contributions (assets) at beginning of year2019-12-31$1,480,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,562,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,562,836
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31THOMAS & THOMAS LLP
Accountancy firm name2019-12-31THOMAS & THOMAS LLP
Accountancy firm EIN2019-12-31710271741
Accountancy firm EIN2019-12-31710271741
2018 : WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$17,014
Total income from all sources (including contributions)2018-12-31$3,739,530
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,356,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,104,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,842,010
Value of total assets at end of year2018-12-31$97,910,422
Value of total assets at beginning of year2018-12-31$102,544,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$252,220
Total interest from all sources2018-12-31$51,193
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,702,458
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$5,702,458
Administrative expenses professional fees incurred2018-12-31$252,220
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$8,456,715
Participant contributions at end of year2018-12-31$1,044,651
Participant contributions at beginning of year2018-12-31$957,339
Participant contributions at end of year2018-12-31$180,099
Participant contributions at beginning of year2018-12-31$193,020
Assets. Other investments not covered elsewhere at end of year2018-12-31$18,627,372
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$19,791,298
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,904,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$17,014
Total non interest bearing cash at end of year2018-12-31$15,348
Total non interest bearing cash at beginning of year2018-12-31$1,902,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,616,755
Value of net assets at end of year (total assets less liabilities)2018-12-31$97,910,422
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$102,527,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$76,561,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$78,341,411
Interest on participant loans2018-12-31$51,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-13,856,131
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$1,480,985
Employer contributions (assets) at end of year2018-12-31$1,480,985
Employer contributions (assets) at beginning of year2018-12-31$1,358,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,104,065
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 name2018-12-31LANDMARK PLC
Accountancy firm EIN2018-12-31710355269
2017 : WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,014
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$32,680,815
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,543,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,499,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$16,944,709
Value of total assets at end of year2017-12-31$102,544,191
Value of total assets at beginning of year2017-12-31$74,390,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$43,851
Total interest from all sources2017-12-31$33,874
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,940,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,940,200
Administrative expenses professional fees incurred2017-12-31$43,851
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$7,536,171
Participant contributions at end of year2017-12-31$957,339
Participant contributions at beginning of year2017-12-31$819,863
Participant contributions at end of year2017-12-31$193,020
Participant contributions at beginning of year2017-12-31$162,305
Assets. Other investments not covered elsewhere at end of year2017-12-31$19,791,298
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$14,967,550
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,049,091
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$17,014
Total non interest bearing cash at end of year2017-12-31$1,902,347
Total non interest bearing cash at beginning of year2017-12-31$162,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$28,137,099
Value of net assets at end of year (total assets less liabilities)2017-12-31$102,527,177
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$74,390,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$78,341,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$57,054,554
Interest on participant loans2017-12-31$33,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,762,032
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$1,359,447
Employer contributions (assets) at end of year2017-12-31$1,358,776
Employer contributions (assets) at beginning of year2017-12-31$1,222,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,499,865
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 name2017-12-31THOMAS & THOMAS LLP
Accountancy firm EIN2017-12-31710271741
2016 : WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$16,333,458
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,688,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,679,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,063,568
Value of total assets at end of year2016-12-31$74,390,078
Value of total assets at beginning of year2016-12-31$60,745,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,929
Total interest from all sources2016-12-31$33,772
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,813,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,813,680
Administrative expenses professional fees incurred2016-12-31$8,929
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$6,730,775
Participant contributions at end of year2016-12-31$819,863
Participant contributions at beginning of year2016-12-31$598,673
Participant contributions at end of year2016-12-31$162,305
Participant contributions at beginning of year2016-12-31$109,713
Assets. Other investments not covered elsewhere at end of year2016-12-31$14,967,550
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$9,965,839
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,109,292
Total non interest bearing cash at end of year2016-12-31$162,840
Total non interest bearing cash at beginning of year2016-12-31$12,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$13,644,818
Value of net assets at end of year (total assets less liabilities)2016-12-31$74,390,078
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$60,745,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$57,054,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$47,407,141
Interest on participant loans2016-12-31$33,772
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,794,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,794,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,422,438
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$1,223,501
Employer contributions (assets) at end of year2016-12-31$1,222,966
Employer contributions (assets) at beginning of year2016-12-31$857,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,679,711
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 name2016-12-31THOMAS & THOMAS LLP
Accountancy firm EIN2016-12-31710271741
2015 : WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,423,296
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,982,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,979,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,184,950
Value of total assets at end of year2015-12-31$60,745,260
Value of total assets at beginning of year2015-12-31$57,304,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,551
Total interest from all sources2015-12-31$32,294
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,644,511
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$2,644,511
Administrative expenses professional fees incurred2015-12-31$3,551
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$4,731,149
Participant contributions at end of year2015-12-31$598,673
Participant contributions at beginning of year2015-12-31$746,571
Participant contributions at end of year2015-12-31$109,713
Participant contributions at beginning of year2015-12-31$142,524
Assets. Other investments not covered elsewhere at end of year2015-12-31$9,965,839
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$9,606,017
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$596,592
Other income not declared elsewhere2015-12-31$-125,522
Total non interest bearing cash at end of year2015-12-31$12,053
Total non interest bearing cash at beginning of year2015-12-31$39,259
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$3,440,663
Value of net assets at end of year (total assets less liabilities)2015-12-31$60,745,260
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$57,304,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$47,407,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$44,121,975
Interest on participant loans2015-12-31$31,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,794,632
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,062,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,062,546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,312,937
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$857,209
Employer contributions (assets) at end of year2015-12-31$857,209
Employer contributions (assets) at beginning of year2015-12-31$585,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,979,082
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31THOMAS & THOMAS LLP
Accountancy firm EIN2015-12-31710271741
2014 : WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$8,253,429
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,523,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,520,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,142,059
Value of total assets at end of year2014-12-31$57,304,597
Value of total assets at beginning of year2014-12-31$51,574,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,280
Total interest from all sources2014-12-31$34,731
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,371,061
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$3,371,061
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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$4,224,535
Participant contributions at end of year2014-12-31$746,571
Participant contributions at beginning of year2014-12-31$676,849
Participant contributions at end of year2014-12-31$142,524
Participant contributions at beginning of year2014-12-31$131,882
Assets. Other investments not covered elsewhere at end of year2014-12-31$9,606,017
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$8,493,924
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$331,819
Other income not declared elsewhere2014-12-31$541,811
Total non interest bearing cash at end of year2014-12-31$39,259
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,729,945
Value of net assets at end of year (total assets less liabilities)2014-12-31$57,304,597
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$51,574,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$44,121,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$40,091,875
Interest on participant loans2014-12-31$34,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,062,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,618,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,618,198
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-836,233
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$585,705
Employer contributions (assets) at end of year2014-12-31$585,705
Employer contributions (assets) at beginning of year2014-12-31$561,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,520,204
Contract administrator fees2014-12-31$3,280
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BBD LLP
Accountancy firm EIN2014-12-31232896682
2013 : WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS 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$13,497,550
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,725,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,721,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,850,457
Value of total assets at end of year2013-12-31$51,574,652
Value of total assets at beginning of year2013-12-31$40,802,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,751
Total interest from all sources2013-12-31$29,794
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,671,733
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$2,671,733
Administrative expenses professional fees incurred2013-12-31$3,751
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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$3,921,207
Participant contributions at end of year2013-12-31$676,849
Participant contributions at beginning of year2013-12-31$588,554
Participant contributions at end of year2013-12-31$131,882
Participant contributions at beginning of year2013-12-31$113,671
Assets. Other investments not covered elsewhere at end of year2013-12-31$8,493,924
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$7,058,566
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$367,326
Other income not declared elsewhere2013-12-31$1,067,494
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$4,531
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$10,771,871
Value of net assets at end of year (total assets less liabilities)2013-12-31$51,574,652
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$40,802,781
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$40,091,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$30,870,664
Interest on participant loans2013-12-31$28,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,618,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,638,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,638,630
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,878,072
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$561,924
Employer contributions (assets) at end of year2013-12-31$561,924
Employer contributions (assets) at beginning of year2013-12-31$528,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,721,928
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BBD LLP
Accountancy firm EIN2013-12-31232896682
2012 : WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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$9,930,191
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,087,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,052,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,837,890
Value of total assets at end of year2012-12-31$40,802,781
Value of total assets at beginning of year2012-12-31$31,959,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,279
Total interest from all sources2012-12-31$28,450
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$897,973
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$897,973
Administrative expenses professional fees incurred2012-12-31$3,005
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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$3,728,088
Participant contributions at end of year2012-12-31$588,554
Participant contributions at beginning of year2012-12-31$502,443
Participant contributions at end of year2012-12-31$113,671
Participant contributions at beginning of year2012-12-31$97,679
Assets. Other investments not covered elsewhere at end of year2012-12-31$7,058,566
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$5,419,346
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,581,637
Other income not declared elsewhere2012-12-31$628,258
Total non interest bearing cash at end of year2012-12-31$4,531
Total non interest bearing cash at beginning of year2012-12-31$3,830
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$8,843,084
Value of net assets at end of year (total assets less liabilities)2012-12-31$40,802,781
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$31,959,697
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$31,274
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$30,870,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$24,129,118
Interest on participant loans2012-12-31$26,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,638,630
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,358,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,358,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,537,620
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$528,165
Employer contributions (assets) at end of year2012-12-31$528,165
Employer contributions (assets) at beginning of year2012-12-31$448,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,052,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BBD, LLP
Accountancy firm EIN2012-12-31232896682
2011 : WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,700,717
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$862,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$828,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,165,436
Value of total assets at end of year2011-12-31$31,959,697
Value of total assets at beginning of year2011-12-31$29,121,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,233
Total interest from all sources2011-12-31$23,667
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$551,173
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$551,173
Administrative expenses professional fees incurred2011-12-31$8,808
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,135,479
Participant contributions at end of year2011-12-31$502,443
Participant contributions at beginning of year2011-12-31$357,037
Participant contributions at end of year2011-12-31$97,679
Participant contributions at beginning of year2011-12-31$36,531
Assets. Other investments not covered elsewhere at end of year2011-12-31$5,419,346
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$4,693,119
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$581,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$59,700
Total non interest bearing cash at end of year2011-12-31$3,830
Total non interest bearing cash at beginning of year2011-12-31$6,989
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$2,838,144
Value of net assets at end of year (total assets less liabilities)2011-12-31$31,959,697
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$29,121,553
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$25,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$24,129,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,316,344
Interest on participant loans2011-12-31$21,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,358,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,291,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,291,775
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,099,259
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$448,424
Employer contributions (assets) at end of year2011-12-31$448,424
Employer contributions (assets) at beginning of year2011-12-31$419,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$828,340
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BRIGGS BUNTING DOUGHERTY LLP
Accountancy firm EIN2011-12-31232896682
2010 : WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$23,533
Total income from all sources (including contributions)2010-12-31$6,624,279
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$808,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$780,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,463,874
Value of total assets at end of year2010-12-31$29,121,553
Value of total assets at beginning of year2010-12-31$23,329,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$28,371
Total interest from all sources2010-12-31$27,646
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$372,375
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$372,375
Administrative expenses professional fees incurred2010-12-31$9,344
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,964,624
Participant contributions at end of year2010-12-31$357,037
Participant contributions at beginning of year2010-12-31$314,174
Participant contributions at end of year2010-12-31$36,531
Participant contributions at beginning of year2010-12-31$6,679
Assets. Other investments not covered elsewhere at end of year2010-12-31$4,693,119
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,806,692
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$79,492
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$23,533
Other income not declared elsewhere2010-12-31$503,789
Administrative expenses (other) incurred2010-12-31$19,027
Total non interest bearing cash at end of year2010-12-31$6,989
Total non interest bearing cash at beginning of year2010-12-31$6,941
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$5,815,720
Value of net assets at end of year (total assets less liabilities)2010-12-31$29,121,553
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,305,833
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$22,316,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,167,559
Interest on participant loans2010-12-31$18,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,291,775
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,756,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,756,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$9,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,256,595
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$419,758
Employer contributions (assets) at end of year2010-12-31$419,758
Employer contributions (assets) at beginning of year2010-12-31$270,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$780,188
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BRIGGS, BUNTING DOUGHERTY LLP
Accountancy firm EIN2010-12-31232896682

Form 5500 Responses for WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN

2022: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingYes
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WITHUMSMITH&BROWN 401(K) EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number63771
Policy instance 1
Insurance contract or identification number63771
Number of Individuals Covered199
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number63771
Policy instance 1
Insurance contract or identification number63771
Number of Individuals Covered186
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074211
Policy instance 1
Insurance contract or identification number074211
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number63771
Policy instance 1
Insurance contract or identification number63771
Number of Individuals Covered194
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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