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ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 401k Plan overview

Plan NameARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN
Plan identification number 001

ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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.

401k Sponsoring company profile

ARCHER & GREINER, PC has sponsored the creation of one or more 401k plans.

Company Name:ARCHER & GREINER, PC
Employer identification number (EIN):222092948
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012019-10-01
0012019-10-01
0012018-10-01
0012017-10-01GORDON F. MOORE
0012017-10-01
0012016-10-01GORDON F. MOORE
0012015-10-01GORDON F. MOORE
0012014-10-01GORDON F. MOORE
0012013-10-01GORDON F. MOORE
0012012-10-01GORDON F. MOORE
0012011-10-01GORDON F MOORE
0012009-10-01GORDON F MOORE
0012009-10-01GORDON F MOORE

Plan Statistics for ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN

401k plan membership statisitcs for ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN

Measure Date Value
2021: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01447
Total number of active participants reported on line 7a of the Form 55002021-10-01304
Number of retired or separated participants receiving benefits2021-10-0110
Number of other retired or separated participants entitled to future benefits2021-10-01135
Total of all active and inactive participants2021-10-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01449
Number of participants with account balances2021-10-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-016
2020: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01454
Total number of active participants reported on line 7a of the Form 55002020-10-01306
Number of retired or separated participants receiving benefits2020-10-018
Number of other retired or separated participants entitled to future benefits2020-10-01133
Total of all active and inactive participants2020-10-01447
Total participants2020-10-01447
Number of participants with account balances2020-10-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-012
2019: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01441
Total number of active participants reported on line 7a of the Form 55002019-10-01310
Number of retired or separated participants receiving benefits2019-10-0110
Number of other retired or separated participants entitled to future benefits2019-10-01134
Total of all active and inactive participants2019-10-01454
Total participants2019-10-01454
Number of participants with account balances2019-10-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-013
2018: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01471
Total number of active participants reported on line 7a of the Form 55002018-10-01324
Number of retired or separated participants receiving benefits2018-10-019
Number of other retired or separated participants entitled to future benefits2018-10-01120
Total of all active and inactive participants2018-10-01453
Total participants2018-10-01453
Number of participants with account balances2018-10-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-014
2017: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01453
Total number of active participants reported on line 7a of the Form 55002017-10-01337
Number of retired or separated participants receiving benefits2017-10-017
Number of other retired or separated participants entitled to future benefits2017-10-01125
Total of all active and inactive participants2017-10-01469
Total participants2017-10-01469
Number of participants with account balances2017-10-01469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-018
2016: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01454
Total number of active participants reported on line 7a of the Form 55002016-10-01331
Number of retired or separated participants receiving benefits2016-10-017
Number of other retired or separated participants entitled to future benefits2016-10-01115
Total of all active and inactive participants2016-10-01453
Total participants2016-10-01453
Number of participants with account balances2016-10-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-015
2015: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01458
Total number of active participants reported on line 7a of the Form 55002015-10-01333
Number of retired or separated participants receiving benefits2015-10-017
Number of other retired or separated participants entitled to future benefits2015-10-01114
Total of all active and inactive participants2015-10-01454
Total participants2015-10-01454
Number of participants with account balances2015-10-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-011
2014: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01476
Total number of active participants reported on line 7a of the Form 55002014-10-01338
Number of retired or separated participants receiving benefits2014-10-014
Number of other retired or separated participants entitled to future benefits2014-10-01116
Total of all active and inactive participants2014-10-01458
Total participants2014-10-01458
Number of participants with account balances2014-10-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-014
2013: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01476
Total number of active participants reported on line 7a of the Form 55002013-10-01366
Number of retired or separated participants receiving benefits2013-10-013
Number of other retired or separated participants entitled to future benefits2013-10-01107
Total of all active and inactive participants2013-10-01476
Total participants2013-10-01476
Number of participants with account balances2013-10-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-013
2012: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01504
Total number of active participants reported on line 7a of the Form 55002012-10-01389
Number of retired or separated participants receiving benefits2012-10-013
Number of other retired or separated participants entitled to future benefits2012-10-0184
Total of all active and inactive participants2012-10-01476
Total participants2012-10-01476
Number of participants with account balances2012-10-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-015
2011: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01503
Total number of active participants reported on line 7a of the Form 55002011-10-01435
Number of retired or separated participants receiving benefits2011-10-013
Number of other retired or separated participants entitled to future benefits2011-10-0166
Total of all active and inactive participants2011-10-01504
Total participants2011-10-01504
Number of participants with account balances2011-10-01504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-011
2009: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01441
Total number of active participants reported on line 7a of the Form 55002009-10-01378
Number of retired or separated participants receiving benefits2009-10-012
Number of other retired or separated participants entitled to future benefits2009-10-0162
Total of all active and inactive participants2009-10-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-011
Total participants2009-10-01443
Number of participants with account balances2009-10-01443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-017

Financial Data on ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN

Measure Date Value
2022 : ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$222
Total unrealized appreciation/depreciation of assets2022-09-30$222
Total income from all sources (including contributions)2022-09-30$-22,661,563
Total of all expenses incurred2022-09-30$10,986,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$10,712,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$6,571,347
Value of total assets at end of year2022-09-30$178,626,142
Value of total assets at beginning of year2022-09-30$212,274,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$273,840
Total interest from all sources2022-09-30$1,416,656
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$2,152,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$2,152,200
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$3,920,367
Participant contributions at end of year2022-09-30$876,320
Participant contributions at beginning of year2022-09-30$909,152
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$407,090
Administrative expenses (other) incurred2022-09-30$273,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-33,648,149
Value of net assets at end of year (total assets less liabilities)2022-09-30$178,626,142
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$212,274,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$120,024,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$155,277,760
Interest on participant loans2022-09-30$38,605
Interest earned on other investments2022-09-30$1,378,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$56,079,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$54,673,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-32,801,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$2,243,890
Employer contributions (assets) at end of year2022-09-30$1,646,226
Employer contributions (assets) at beginning of year2022-09-30$1,414,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$10,712,746
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-09-30No
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30BOWMAN & COMPANY LLP
Accountancy firm EIN2022-09-30210658561
2021 : ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-09-30$40,891,390
Total of all expenses incurred2021-09-30$9,580,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$9,181,881
Value of total corrective distributions2021-09-30$3,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$5,976,695
Value of total assets at end of year2021-09-30$212,274,291
Value of total assets at beginning of year2021-09-30$180,963,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$395,387
Total interest from all sources2021-09-30$1,527,785
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$1,696,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$1,696,398
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Funding deficiency by the employer to the plan for this plan year2021-09-30$0
Minimum employer required contribution for this plan year2021-09-30$0
Amount contributed by the employer to the plan for this plan year2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$4,005,915
Participant contributions at end of year2021-09-30$909,152
Participant contributions at beginning of year2021-09-30$1,157,262
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$228,749
Other income not declared elsewhere2021-09-30$137,948
Administrative expenses (other) incurred2021-09-30$395,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$31,311,001
Value of net assets at end of year (total assets less liabilities)2021-09-30$212,274,291
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$180,963,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$155,277,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$121,177,715
Value of interest in pooled separate accounts at end of year2021-09-30$0
Interest on participant loans2021-09-30$55,810
Interest earned on other investments2021-09-30$1,471,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$54,673,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$58,165,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$31,552,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$1,742,031
Employer contributions (assets) at end of year2021-09-30$1,414,092
Employer contributions (assets) at beginning of year2021-09-30$463,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$9,181,881
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-09-30No
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30RAGONE LACATENA FAIRCHILD & BEPPEL
Accountancy firm EIN2021-09-30222569347
2020 : ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-09-30$19,462,667
Total of all expenses incurred2020-09-30$7,216,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$6,894,036
Value of total corrective distributions2020-09-30$9,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$4,382,891
Value of total assets at end of year2020-09-30$180,963,290
Value of total assets at beginning of year2020-09-30$168,717,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$313,506
Total interest from all sources2020-09-30$1,689,534
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$1,985,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$1,985,232
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$3,441,849
Participant contributions at end of year2020-09-30$1,157,262
Participant contributions at beginning of year2020-09-30$1,100,207
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$133,816
Other income not declared elsewhere2020-09-30$119,057
Administrative expenses (other) incurred2020-09-30$313,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$12,245,828
Value of net assets at end of year (total assets less liabilities)2020-09-30$180,963,290
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$168,717,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$121,177,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$114,409,393
Value of interest in pooled separate accounts at end of year2020-09-30$0
Interest on participant loans2020-09-30$57,578
Interest earned on other investments2020-09-30$1,631,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$58,165,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$51,830,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$11,285,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$807,226
Employer contributions (assets) at end of year2020-09-30$463,185
Employer contributions (assets) at beginning of year2020-09-30$1,377,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$6,894,036
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-09-30No
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30RAGONE LACATENA FAIRCHILD & BEPPEL
Accountancy firm EIN2020-09-30222569347
2019 : ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-09-30$10,142,305
Total of all expenses incurred2019-09-30$8,556,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$8,431,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$6,072,669
Value of total assets at end of year2019-09-30$168,717,462
Value of total assets at beginning of year2019-09-30$167,131,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$124,851
Total interest from all sources2019-09-30$1,631,719
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$1,463,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$1,463,101
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$5,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Funding deficiency by the employer to the plan for this plan year2019-09-30$0
Minimum employer required contribution for this plan year2019-09-30$0
Amount contributed by the employer to the plan for this plan year2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$3,862,887
Participant contributions at end of year2019-09-30$1,100,207
Participant contributions at beginning of year2019-09-30$1,369,643
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$204,622
Other income not declared elsewhere2019-09-30$112,214
Administrative expenses (other) incurred2019-09-30$124,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$1,585,944
Value of net assets at end of year (total assets less liabilities)2019-09-30$168,717,462
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$167,131,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$114,409,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$83,262,951
Value of interest in pooled separate accounts at end of year2019-09-30$0
Value of interest in pooled separate accounts at beginning of year2019-09-30$32,274,965
Interest on participant loans2019-09-30$77,992
Interest earned on other investments2019-09-30$1,553,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$51,830,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$48,900,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$793,512
Net investment gain/loss from pooled separate accounts2019-09-30$69,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$2,005,160
Employer contributions (assets) at end of year2019-09-30$1,377,381
Employer contributions (assets) at beginning of year2019-09-30$1,323,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$8,431,510
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-09-30No
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30RAGONE LACATENA FAIRCHILD & BEPPEL
Accountancy firm EIN2019-09-30222569347
2018 : ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-09-30$20,954,952
Total of all expenses incurred2018-09-30$5,536,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$5,433,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$6,155,503
Value of total assets at end of year2018-09-30$167,131,518
Value of total assets at beginning of year2018-09-30$151,713,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$103,069
Total interest from all sources2018-09-30$1,528,752
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$1,197,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$1,197,126
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$5,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$3,764,901
Participant contributions at end of year2018-09-30$1,369,643
Participant contributions at beginning of year2018-09-30$1,242,655
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$452,445
Other income not declared elsewhere2018-09-30$106,708
Administrative expenses (other) incurred2018-09-30$103,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$15,418,341
Value of net assets at end of year (total assets less liabilities)2018-09-30$167,131,518
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$151,713,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$83,262,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$68,181,946
Value of interest in pooled separate accounts at end of year2018-09-30$32,274,965
Value of interest in pooled separate accounts at beginning of year2018-09-30$35,344,812
Interest on participant loans2018-09-30$72,178
Interest earned on other investments2018-09-30$1,456,574
Value of interest in common/collective trusts at end of year2018-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$48,900,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$46,943,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$5,921,387
Net investment gain/loss from pooled separate accounts2018-09-30$6,045,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$1,938,157
Employer contributions (assets) at end of year2018-09-30$1,323,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$5,433,542
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-09-30No
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30RAGONE LACATENA FAIRCHILD & BEPPEL
Accountancy firm EIN2018-09-30222569347
2017 : ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-09-30$22,161,172
Total of all expenses incurred2017-09-30$9,888,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$9,785,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$6,023,359
Value of total assets at end of year2017-09-30$151,713,177
Value of total assets at beginning of year2017-09-30$139,440,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$103,368
Total interest from all sources2017-09-30$1,538,374
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$1,077,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$1,077,705
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$5,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$3,535,553
Participant contributions at end of year2017-09-30$1,242,655
Participant contributions at beginning of year2017-09-30$1,119,296
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$615,978
Other income not declared elsewhere2017-09-30$26,399
Administrative expenses (other) incurred2017-09-30$103,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$12,272,655
Value of net assets at end of year (total assets less liabilities)2017-09-30$151,713,177
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$139,440,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$68,181,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$59,866,858
Value of interest in pooled separate accounts at end of year2017-09-30$35,344,812
Value of interest in pooled separate accounts at beginning of year2017-09-30$31,870,129
Interest on participant loans2017-09-30$65,016
Interest earned on other investments2017-09-30$1,473,358
Value of interest in common/collective trusts at end of year2017-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$46,943,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$45,306,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$8,021,427
Net investment gain/loss from pooled separate accounts2017-09-30$5,473,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$1,871,828
Employer contributions (assets) at beginning of year2017-09-30$1,277,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$9,785,149
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-09-30No
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30RAGONE LACATENA FAIRCHILD & BEPPEL
Accountancy firm EIN2017-09-30222569347
2016 : ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-09-30$18,436,265
Total of all expenses incurred2016-09-30$14,305,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$14,203,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$6,819,132
Value of total assets at end of year2016-09-30$139,440,522
Value of total assets at beginning of year2016-09-30$135,309,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$101,716
Total interest from all sources2016-09-30$1,536,756
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$1,075,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$1,075,067
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$3,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$3,592,532
Participant contributions at end of year2016-09-30$1,119,296
Participant contributions at beginning of year2016-09-30$1,174,379
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$921,368
Other income not declared elsewhere2016-09-30$96,938
Administrative expenses (other) incurred2016-09-30$101,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$4,130,935
Value of net assets at end of year (total assets less liabilities)2016-09-30$139,440,522
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$135,309,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$59,866,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$58,885,119
Value of interest in pooled separate accounts at end of year2016-09-30$31,870,129
Value of interest in pooled separate accounts at beginning of year2016-09-30$31,284,085
Interest on participant loans2016-09-30$71,285
Interest earned on other investments2016-09-30$1,465,471
Value of interest in common/collective trusts at end of year2016-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$45,306,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$43,966,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$8,908,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$2,305,232
Employer contributions (assets) at end of year2016-09-30$1,277,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$14,203,614
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30RAGONE LACATENA FAIRCHILD & BEPPEL
Accountancy firm EIN2016-09-30222569347
2015 : ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-09-30$7,238,566
Total of all expenses incurred2015-09-30$9,772,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$9,689,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$6,632,466
Value of total assets at end of year2015-09-30$135,309,587
Value of total assets at beginning of year2015-09-30$137,843,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$83,101
Total interest from all sources2015-09-30$1,530,461
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$867,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$867,279
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$3,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$3,328,056
Participant contributions at end of year2015-09-30$1,174,379
Participant contributions at beginning of year2015-09-30$1,336,238
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$67,503
Other income not declared elsewhere2015-09-30$49,145
Administrative expenses (other) incurred2015-09-30$83,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-2,534,203
Value of net assets at end of year (total assets less liabilities)2015-09-30$135,309,587
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$137,843,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$58,885,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$52,855,826
Value of interest in pooled separate accounts at end of year2015-09-30$31,284,085
Value of interest in pooled separate accounts at beginning of year2015-09-30$41,592,169
Interest on participant loans2015-09-30$69,895
Interest earned on other investments2015-09-30$1,460,566
Value of interest in common/collective trusts at end of year2015-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$43,966,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$42,059,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-1,840,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$3,236,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$9,689,668
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30RAGONE LACATENA FAIRCHILD & BEPPEL
Accountancy firm EIN2015-09-30222569347
2014 : ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-09-30$18,665,982
Total of all expenses incurred2014-09-30$8,916,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$8,855,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$7,319,724
Value of total assets at end of year2014-09-30$137,843,790
Value of total assets at beginning of year2014-09-30$128,094,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$60,805
Total interest from all sources2014-09-30$1,529,893
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$701,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$701,176
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$3,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$3,397,294
Participant contributions at end of year2014-09-30$1,336,238
Participant contributions at beginning of year2014-09-30$1,396,159
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$392,294
Other income not declared elsewhere2014-09-30$78,163
Administrative expenses (other) incurred2014-09-30$60,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$9,749,582
Value of net assets at end of year (total assets less liabilities)2014-09-30$137,843,790
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$128,094,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$52,855,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$50,756,299
Value of interest in pooled separate accounts at end of year2014-09-30$41,592,169
Value of interest in pooled separate accounts at beginning of year2014-09-30$34,852,232
Interest on participant loans2014-09-30$77,938
Interest earned on other investments2014-09-30$1,451,955
Value of interest in common/collective trusts at end of year2014-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$42,059,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$41,089,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$9,037,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$3,530,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$8,855,595
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30RAGONE LACATENA FAIRCHILD & BEPPEL
Accountancy firm EIN2014-09-30222569347
2013 : ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$24,008
Total income from all sources (including contributions)2013-09-30$23,900,097
Total of all expenses incurred2013-09-30$6,477,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$6,446,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$7,879,779
Value of total assets at end of year2013-09-30$128,094,208
Value of total assets at beginning of year2013-09-30$110,695,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$31,151
Total interest from all sources2013-09-30$1,504,051
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$572,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$572,842
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$3,000,000
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$3,735,548
Participant contributions at end of year2013-09-30$1,396,159
Participant contributions at beginning of year2013-09-30$1,254,166
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$194,504
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$13,958
Administrative expenses (other) incurred2013-09-30$31,151
Liabilities. Value of operating payables at beginning of year2013-09-30$10,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$17,422,298
Value of net assets at end of year (total assets less liabilities)2013-09-30$128,094,208
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$110,671,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$50,756,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$31,544,217
Value of interest in pooled separate accounts at end of year2013-09-30$34,852,232
Value of interest in pooled separate accounts at beginning of year2013-09-30$42,067,987
Interest on participant loans2013-09-30$75,635
Interest earned on other investments2013-09-30$1,428,416
Value of interest in common/collective trusts at end of year2013-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$41,089,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$35,829,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$13,943,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$3,949,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$6,446,648
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30RAGONE LACATENA FAIRCHILD & BEPPEL
Accountancy firm EIN2013-09-30222569347
2012 : ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$24,008
Total income from all sources (including contributions)2012-09-30$25,841,403
Total of all expenses incurred2012-09-30$2,302,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$2,199,803
Expenses. Certain deemed distributions of participant loans2012-09-30$36,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$10,440,793
Value of total assets at end of year2012-09-30$110,695,921
Value of total assets at beginning of year2012-09-30$87,133,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$66,416
Total interest from all sources2012-09-30$1,473,405
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$404,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$404,993
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$3,000,000
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$3,715,944
Participant contributions at end of year2012-09-30$1,254,169
Participant contributions at beginning of year2012-09-30$1,203,382
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$2,664,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$13,958
Administrative expenses (other) incurred2012-09-30$66,416
Liabilities. Value of operating payables at end of year2012-09-30$10,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$23,538,679
Value of net assets at end of year (total assets less liabilities)2012-09-30$110,671,913
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$87,133,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$31,544,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$22,754,911
Value of interest in pooled separate accounts at end of year2012-09-30$42,067,987
Value of interest in pooled separate accounts at beginning of year2012-09-30$33,073,240
Interest on participant loans2012-09-30$69,791
Interest earned on other investments2012-09-30$1,403,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$35,829,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$30,101,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$4,489,877
Net investment gain/loss from pooled separate accounts2012-09-30$9,032,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$4,060,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$2,199,803
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30RAGONE LACATENA FAIRCHILD & BEPPEL
Accountancy firm EIN2012-09-30222569347
2011 : ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-09-30$6,586,347
Total of all expenses incurred2011-09-30$7,489,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$7,465,184
Expenses. Certain deemed distributions of participant loans2011-09-30$14,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$6,799,719
Value of total assets at end of year2011-09-30$87,133,234
Value of total assets at beginning of year2011-09-30$88,036,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$9,410
Total interest from all sources2011-09-30$1,438,764
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$269,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$269,726
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$3,100,734
Participant contributions at end of year2011-09-30$1,203,382
Participant contributions at beginning of year2011-09-30$1,024,638
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$306,955
Administrative expenses (other) incurred2011-09-30$9,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-903,180
Value of net assets at end of year (total assets less liabilities)2011-09-30$87,133,234
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$88,036,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$22,754,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$15,251,158
Value of interest in pooled separate accounts at end of year2011-09-30$33,073,240
Value of interest in pooled separate accounts at beginning of year2011-09-30$41,710,831
Interest on participant loans2011-09-30$63,003
Interest earned on other investments2011-09-30$1,375,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$30,101,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$30,049,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-2,221,563
Net investment gain/loss from pooled separate accounts2011-09-30$299,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$3,392,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$7,465,184
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30RAGONE LACATENA FAIRCHILD & BEPPEL
Accountancy firm EIN2011-09-30222569347

Form 5500 Responses for ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN

2021: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedYes
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: ARCHER & GREINER PC CASH OR DEFERRED PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan 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 number007662
Policy instance 1
Insurance contract or identification number007662
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number007662
Policy instance 1
Insurance contract or identification number007662
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number007662
Policy instance 1
Insurance contract or identification number007662
Number of Individuals Covered454
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number007662
Policy instance 1
Insurance contract or identification number007662
Number of Individuals Covered453
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number007662
Policy instance 1
Insurance contract or identification number007662
Number of Individuals Covered469
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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