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STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 401k Plan overview

Plan NameSTRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I
Plan identification number 001

STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 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
  • 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.
  • Plan covering Self-Employed individuals.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

STRADLEY, RONON, STEVENS & YOUNG, LLP has sponsored the creation of one or more 401k plans.

Company Name:STRADLEY, RONON, STEVENS & YOUNG, LLP
Employer identification number (EIN):231130381
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about STRADLEY, RONON, STEVENS & YOUNG, LLP

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2578184

More information about STRADLEY, RONON, STEVENS & YOUNG, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I

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
0012019-01-01
0012018-01-01
0012017-01-01JAMES PODHEISER
0012016-01-01JAMES PODHEISER
0012015-01-01JAMES F PODHEISER
0012014-01-01JAMES F PODHEISER
0012013-01-01JAMES F PODHEISER
0012012-01-01JAMES F. PODHEISER
0012011-01-01JAMES F. PODHEISER JAMES F. PODHEISER2012-10-10
0012009-01-01JAMES F PODHEISER, PARTNER

Plan Statistics for STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I

401k plan membership statisitcs for STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I

Measure Date Value
2022: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2022 401k membership
Total participants, beginning-of-year2022-01-01370
Total number of active participants reported on line 7a of the Form 55002022-01-01277
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01110
Total of all active and inactive participants2022-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01389
Number of participants with account balances2022-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2021 401k membership
Total participants, beginning-of-year2021-01-01366
Total number of active participants reported on line 7a of the Form 55002021-01-01267
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01100
Total of all active and inactive participants2021-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01370
Number of participants with account balances2021-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2020 401k membership
Total participants, beginning-of-year2020-01-01360
Total number of active participants reported on line 7a of the Form 55002020-01-01268
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0195
Total of all active and inactive participants2020-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01366
Number of participants with account balances2020-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2019 401k membership
Total participants, beginning-of-year2019-01-01349
Total number of active participants reported on line 7a of the Form 55002019-01-01269
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0187
Total of all active and inactive participants2019-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01360
Number of participants with account balances2019-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2018 401k membership
Total participants, beginning-of-year2018-01-01356
Total number of active participants reported on line 7a of the Form 55002018-01-01273
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0174
Total of all active and inactive participants2018-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01349
Number of participants with account balances2018-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2017 401k membership
Total participants, beginning-of-year2017-01-01341
Total number of active participants reported on line 7a of the Form 55002017-01-01284
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0170
Total of all active and inactive participants2017-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01356
Number of participants with account balances2017-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2016 401k membership
Total participants, beginning-of-year2016-01-01331
Total number of active participants reported on line 7a of the Form 55002016-01-01271
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0167
Total of all active and inactive participants2016-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01341
Number of participants with account balances2016-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2015 401k membership
Total participants, beginning-of-year2015-01-01322
Total number of active participants reported on line 7a of the Form 55002015-01-01263
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01331
Number of participants with account balances2015-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2014 401k membership
Total participants, beginning-of-year2014-01-01330
Total number of active participants reported on line 7a of the Form 55002014-01-01258
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0160
Total of all active and inactive participants2014-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01322
Number of participants with account balances2014-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2013 401k membership
Total participants, beginning-of-year2013-01-01348
Total number of active participants reported on line 7a of the Form 55002013-01-01269
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0158
Total of all active and inactive participants2013-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01330
Number of participants with account balances2013-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0122
2012: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2012 401k membership
Total participants, beginning-of-year2012-01-01286
Total number of active participants reported on line 7a of the Form 55002012-01-01291
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0155
Total of all active and inactive participants2012-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01348
Number of participants with account balances2012-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2011 401k membership
Total participants, beginning-of-year2011-01-01293
Total number of active participants reported on line 7a of the Form 55002011-01-01223
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0162
Total of all active and inactive participants2011-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01286
Number of participants with account balances2011-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2009 401k membership
Total participants, beginning-of-year2009-01-01284
Total number of active participants reported on line 7a of the Form 55002009-01-01227
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0167
Total of all active and inactive participants2009-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01294
Number of participants with account balances2009-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I

Measure Date Value
2022 : STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$65,616
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-22,255,375
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,991,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,770,524
Value of total corrective distributions2022-12-31$10,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,782,089
Value of total assets at end of year2022-12-31$149,833,439
Value of total assets at beginning of year2022-12-31$178,014,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$210,262
Total interest from all sources2022-12-31$43,650
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,212,537
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$2,212,537
Administrative expenses professional fees incurred2022-12-31$990
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
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$3,241,493
Participant contributions at end of year2022-12-31$404,981
Participant contributions at beginning of year2022-12-31$534,649
Participant contributions at end of year2022-12-31$765,515
Participant contributions at beginning of year2022-12-31$660,287
Assets. Other investments not covered elsewhere at end of year2022-12-31$64,477,732
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$75,683,277
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,839,468
Other income not declared elsewhere2022-12-31$-13,673,634
Administrative expenses (other) incurred2022-12-31$11,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-28,246,762
Value of net assets at end of year (total assets less liabilities)2022-12-31$149,833,439
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$178,014,585
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$305,820
Assets. partnership/joint venture interests at beginning of year2022-12-31$200,299
Investment advisory and management fees2022-12-31$197,442
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$62,978,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$78,178,522
Interest on participant loans2022-12-31$17,944
Value of interest in common/collective trusts at end of year2022-12-31$16,851,601
Value of interest in common/collective trusts at beginning of year2022-12-31$19,151,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,348,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,145,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,145,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$25,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,097,342
Net investment gain or loss from common/collective trusts2022-12-31$-2,522,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,701,128
Employer contributions (assets) at end of year2022-12-31$2,701,128
Employer contributions (assets) at beginning of year2022-12-31$2,460,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,770,524
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KREISCHER MILLER
Accountancy firm EIN2022-12-31231980475
2021 : STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,151,070
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$33,358,516
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,582,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,369,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,251,922
Value of total assets at end of year2021-12-31$178,014,585
Value of total assets at beginning of year2021-12-31$151,087,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$212,265
Total interest from all sources2021-12-31$239,023
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,538,389
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$3,538,389
Administrative expenses professional fees incurred2021-12-31$5,217
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,918,523
Participant contributions at end of year2021-12-31$534,649
Participant contributions at beginning of year2021-12-31$707,183
Participant contributions at end of year2021-12-31$660,287
Participant contributions at beginning of year2021-12-31$752,562
Assets. Other investments not covered elsewhere at end of year2021-12-31$75,683,277
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$62,263,771
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,872,701
Other income not declared elsewhere2021-12-31$10,622,313
Administrative expenses (other) incurred2021-12-31$33,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$25,776,265
Value of net assets at end of year (total assets less liabilities)2021-12-31$178,014,585
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$151,087,250
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$200,299
Assets. partnership/joint venture interests at beginning of year2021-12-31$136,397
Investment advisory and management fees2021-12-31$173,563
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$78,178,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$66,558,959
Interest on participant loans2021-12-31$24,441
Value of interest in common/collective trusts at end of year2021-12-31$19,151,343
Value of interest in common/collective trusts at beginning of year2021-12-31$17,030,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,145,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,361,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,361,211
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$214,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,240,124
Net investment gain or loss from common/collective trusts2021-12-31$1,466,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,460,698
Employer contributions (assets) at end of year2021-12-31$2,460,698
Employer contributions (assets) at beginning of year2021-12-31$2,276,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,369,986
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KREISCHER MILLER
Accountancy firm EIN2021-12-31231980475
2020 : STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$1,390,446
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$25,690,008
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$10,156,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,982,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,819,570
Value of total assets at end of year2020-12-31$151,087,250
Value of total assets at beginning of year2020-12-31$134,163,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$174,283
Total interest from all sources2020-12-31$30,452
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,114,289
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$2,114,289
Administrative expenses professional fees incurred2020-12-31$750
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,662,939
Participant contributions at end of year2020-12-31$707,183
Participant contributions at beginning of year2020-12-31$471,694
Participant contributions at end of year2020-12-31$752,562
Participant contributions at beginning of year2020-12-31$643,358
Assets. Other investments not covered elsewhere at end of year2020-12-31$62,263,771
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$56,377,005
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$879,889
Other income not declared elsewhere2020-12-31$9,015,852
Administrative expenses (other) incurred2020-12-31$15,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$15,533,376
Value of net assets at end of year (total assets less liabilities)2020-12-31$151,087,250
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$134,163,428
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$136,397
Assets. partnership/joint venture interests at beginning of year2020-12-31$81,947
Investment advisory and management fees2020-12-31$158,522
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$66,558,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$60,603,527
Interest on participant loans2020-12-31$25,298
Value of interest in common/collective trusts at end of year2020-12-31$17,030,425
Value of interest in common/collective trusts at beginning of year2020-12-31$13,019,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,361,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$704,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$704,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,129,346
Net investment gain or loss from common/collective trusts2020-12-31$1,580,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,276,742
Employer contributions (assets) at end of year2020-12-31$2,276,742
Employer contributions (assets) at beginning of year2020-12-31$2,261,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,982,349
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KREISCHER MILLER
Accountancy firm EIN2020-12-31231980475
2019 : STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$114,971
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$29,914,318
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,991,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,842,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,194,390
Value of total assets at end of year2019-12-31$134,163,428
Value of total assets at beginning of year2019-12-31$114,125,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$148,825
Total interest from all sources2019-12-31$35,678
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,584,454
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$2,584,454
Administrative expenses professional fees incurred2019-12-31$4,448
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,620,678
Participant contributions at end of year2019-12-31$471,694
Participant contributions at beginning of year2019-12-31$476,834
Participant contributions at end of year2019-12-31$643,358
Participant contributions at beginning of year2019-12-31$648,600
Assets. Other investments not covered elsewhere at end of year2019-12-31$56,377,005
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$47,096,178
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$313,998
Other income not declared elsewhere2019-12-31$10,415,704
Administrative expenses (other) incurred2019-12-31$15,077
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$19,922,966
Value of net assets at end of year (total assets less liabilities)2019-12-31$134,163,428
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$114,125,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$81,947
Assets. partnership/joint venture interests at beginning of year2019-12-31$16,240
Investment advisory and management fees2019-12-31$129,300
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$60,603,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$49,812,073
Interest on participant loans2019-12-31$19,956
Value of interest in common/collective trusts at end of year2019-12-31$13,019,516
Value of interest in common/collective trusts at beginning of year2019-12-31$12,998,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$704,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$798,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$798,206
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$15,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,042,946
Net investment gain or loss from common/collective trusts2019-12-31$1,641,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,259,714
Employer contributions (assets) at end of year2019-12-31$2,261,442
Employer contributions (assets) at beginning of year2019-12-31$2,278,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,842,527
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KREISCHER MILLER
Accountancy firm EIN2019-12-31231980475
2018 : STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$395,762
Total transfer of assets from this plan2018-12-31$3,047,432
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$8,166,912
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,526,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,323,745
Value of total corrective distributions2018-12-31$9,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,672,961
Value of total assets at end of year2018-12-31$114,125,491
Value of total assets at beginning of year2018-12-31$117,136,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$193,825
Total interest from all sources2018-12-31$36,674
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,147,432
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$3,147,432
Administrative expenses professional fees incurred2018-12-31$17,278
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,426,307
Participant contributions at end of year2018-12-31$476,834
Participant contributions at beginning of year2018-12-31$580,438
Participant contributions at end of year2018-12-31$648,600
Participant contributions at beginning of year2018-12-31$676,617
Assets. Other investments not covered elsewhere at end of year2018-12-31$47,096,178
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$48,856,678
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,003,683
Other income not declared elsewhere2018-12-31$-2,807,145
Administrative expenses (other) incurred2018-12-31$43,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-359,743
Value of net assets at end of year (total assets less liabilities)2018-12-31$114,125,491
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$117,136,904
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
Assets. partnership/joint venture interests at end of year2018-12-31$16,240
Assets. partnership/joint venture interests at beginning of year2018-12-31$13,215
Investment advisory and management fees2018-12-31$133,224
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$49,812,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$52,673,125
Interest on participant loans2018-12-31$20,212
Value of interest in common/collective trusts at end of year2018-12-31$12,998,439
Value of interest in common/collective trusts at beginning of year2018-12-31$11,134,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$798,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$913,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$913,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$16,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,528,502
Net investment gain or loss from common/collective trusts2018-12-31$-354,508
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$2,242,971
Employer contributions (assets) at end of year2018-12-31$2,278,921
Employer contributions (assets) at beginning of year2018-12-31$2,288,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,323,745
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 name2018-12-31KREISCHER MILLER
Accountancy firm EIN2018-12-31231980475
2017 : STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$309,018
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$23,019,196
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,834,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,693,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,327,296
Value of total assets at end of year2017-12-31$117,136,904
Value of total assets at beginning of year2017-12-31$98,643,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$141,146
Total interest from all sources2017-12-31$27,113
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,429,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,429,694
Administrative expenses professional fees incurred2017-12-31$3,654
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$2,357,613
Participant contributions at end of year2017-12-31$580,438
Participant contributions at beginning of year2017-12-31$656,727
Participant contributions at end of year2017-12-31$676,617
Participant contributions at beginning of year2017-12-31$709,217
Assets. Other investments not covered elsewhere at end of year2017-12-31$48,856,678
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$40,002,373
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,680,881
Other income not declared elsewhere2017-12-31$6,896,473
Administrative expenses (other) incurred2017-12-31$41,663
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$18,184,583
Value of net assets at end of year (total assets less liabilities)2017-12-31$117,136,904
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$98,643,303
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
Assets. partnership/joint venture interests at end of year2017-12-31$13,215
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$95,829
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$52,673,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$44,430,766
Interest on participant loans2017-12-31$19,959
Value of interest in common/collective trusts at end of year2017-12-31$11,134,718
Value of interest in common/collective trusts at beginning of year2017-12-31$9,759,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$913,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$861,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$861,147
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$7,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,312,870
Net investment gain or loss from common/collective trusts2017-12-31$1,025,750
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$2,288,802
Employer contributions (assets) at end of year2017-12-31$2,288,869
Employer contributions (assets) at beginning of year2017-12-31$2,223,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,693,467
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 name2017-12-31KREISCHER MILLER
Accountancy firm EIN2017-12-31231980475
2016 : STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$635,207
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$13,179,750
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,112,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,999,568
Value of total corrective distributions2016-12-31$28
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,275,466
Value of total assets at end of year2016-12-31$98,643,303
Value of total assets at beginning of year2016-12-31$89,941,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$113,273
Total interest from all sources2016-12-31$23,022
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,638,639
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$1,638,639
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$2,371,997
Participant contributions at end of year2016-12-31$656,727
Participant contributions at beginning of year2016-12-31$626,835
Participant contributions at end of year2016-12-31$709,217
Participant contributions at beginning of year2016-12-31$544,050
Assets. Other investments not covered elsewhere at end of year2016-12-31$40,002,373
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$36,983,599
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$675,890
Other income not declared elsewhere2016-12-31$3,128,038
Administrative expenses (other) incurred2016-12-31$27,885
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$8,066,881
Value of net assets at end of year (total assets less liabilities)2016-12-31$98,643,303
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$89,941,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$85,388
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$44,430,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$40,174,907
Interest on participant loans2016-12-31$20,979
Value of interest in common/collective trusts at end of year2016-12-31$9,759,714
Value of interest in common/collective trusts at beginning of year2016-12-31$8,761,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$861,147
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$695,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$695,796
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,680,607
Net investment gain or loss from common/collective trusts2016-12-31$433,978
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$2,227,579
Employer contributions (assets) at end of year2016-12-31$2,223,359
Employer contributions (assets) at beginning of year2016-12-31$2,092,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,999,568
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$61,800
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 name2016-12-31KREISCHER MILLER
Accountancy firm EIN2016-12-31231980475
2015 : STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$327,650
Total transfer of assets from this plan2015-12-31$3,735
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,154,285
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,897,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,795,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,444,228
Value of total assets at end of year2015-12-31$89,941,215
Value of total assets at beginning of year2015-12-31$89,360,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$101,563
Total interest from all sources2015-12-31$22,036
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,314,367
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$2,314,367
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$2,225,189
Participant contributions at end of year2015-12-31$626,835
Participant contributions at beginning of year2015-12-31$755,661
Participant contributions at end of year2015-12-31$544,050
Participant contributions at beginning of year2015-12-31$423,740
Assets. Other investments not covered elsewhere at end of year2015-12-31$36,983,599
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$37,538,016
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$105,768
Other income not declared elsewhere2015-12-31$-1,465,579
Administrative expenses (other) incurred2015-12-31$30,107
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$257,120
Value of net assets at end of year (total assets less liabilities)2015-12-31$89,941,215
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$89,360,180
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$21,714
Investment advisory and management fees2015-12-31$71,456
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$40,174,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$40,182,307
Interest on participant loans2015-12-31$21,958
Value of interest in common/collective trusts at end of year2015-12-31$8,761,377
Value of interest in common/collective trusts at beginning of year2015-12-31$7,712,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$695,796
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$728,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$728,446
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$78
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,192,980
Net investment gain or loss from common/collective trusts2015-12-31$32,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,113,271
Employer contributions (assets) at end of year2015-12-31$2,092,851
Employer contributions (assets) at beginning of year2015-12-31$1,936,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,795,602
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$61,800
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$61,800
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KREISCHER MILLER
Accountancy firm EIN2015-12-31231980475
2014 : STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$6,450
Total unrealized appreciation/depreciation of assets2014-12-31$6,450
Total transfer of assets to this plan2014-12-31$188,371
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$9,854,234
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,165,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,126,277
Value of total corrective distributions2014-12-31$898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,230,109
Value of total assets at end of year2014-12-31$89,360,180
Value of total assets at beginning of year2014-12-31$83,483,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$38,781
Total interest from all sources2014-12-31$23,579
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,170,025
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$2,170,025
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$1,862,918
Participant contributions at end of year2014-12-31$755,661
Participant contributions at beginning of year2014-12-31$675,503
Participant contributions at end of year2014-12-31$423,740
Participant contributions at beginning of year2014-12-31$390,043
Assets. Other investments not covered elsewhere at end of year2014-12-31$37,538,016
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$34,663,264
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$431,178
Other income not declared elsewhere2014-12-31$2,664,953
Administrative expenses (other) incurred2014-12-31$38,781
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$5,688,278
Value of net assets at end of year (total assets less liabilities)2014-12-31$89,360,180
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$83,483,531
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
Assets. partnership/joint venture interests at end of year2014-12-31$21,714
Assets. partnership/joint venture interests at beginning of year2014-12-31$6,410
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$40,182,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$37,716,262
Interest on participant loans2014-12-31$23,534
Value of interest in common/collective trusts at end of year2014-12-31$7,712,483
Value of interest in common/collective trusts at beginning of year2014-12-31$8,022,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$728,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$42,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$42,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$45
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$469,534
Net investment gain or loss from common/collective trusts2014-12-31$289,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,936,013
Employer contributions (assets) at end of year2014-12-31$1,936,013
Employer contributions (assets) at beginning of year2014-12-31$1,911,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,126,277
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$61,800
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$55,350
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KREISCHER MILLER
Accountancy firm EIN2014-12-31231980475
2013 : STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$7,250
Total unrealized appreciation/depreciation of assets2013-12-31$7,250
Total transfer of assets to this plan2013-12-31$129,054
Total transfer of assets from this plan2013-12-31$869,743
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$18,441,675
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,943,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,898,897
Value of total corrective distributions2013-12-31$2,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,473,468
Value of total assets at end of year2013-12-31$83,483,531
Value of total assets at beginning of year2013-12-31$67,726,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$42,325
Total interest from all sources2013-12-31$24,006
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,381,551
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$1,381,551
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$1,894,862
Participant contributions at end of year2013-12-31$675,503
Participant contributions at beginning of year2013-12-31$739,595
Participant contributions at end of year2013-12-31$390,043
Participant contributions at beginning of year2013-12-31$595,517
Assets. Other investments not covered elsewhere at end of year2013-12-31$34,663,264
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$26,460,036
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$667,044
Other income not declared elsewhere2013-12-31$6,180,482
Administrative expenses (other) incurred2013-12-31$42,325
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$16,498,048
Value of net assets at end of year (total assets less liabilities)2013-12-31$83,483,531
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$67,726,172
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
Assets. partnership/joint venture interests at end of year2013-12-31$6,410
Assets. partnership/joint venture interests at beginning of year2013-12-31$637
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$37,716,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$30,499,266
Interest on participant loans2013-12-31$24,000
Value of interest in common/collective trusts at end of year2013-12-31$8,022,918
Value of interest in common/collective trusts at beginning of year2013-12-31$7,408,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$42,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$47,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$47,340
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,795,043
Net investment gain or loss from common/collective trusts2013-12-31$579,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,911,562
Employer contributions (assets) at end of year2013-12-31$1,911,562
Employer contributions (assets) at beginning of year2013-12-31$1,926,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,898,897
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$55,350
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$48,100
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KREISCHER MILLER
Accountancy firm EIN2013-12-31231980475
2012 : STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,200
Total unrealized appreciation/depreciation of assets2012-12-31$3,200
Total transfer of assets to this plan2012-12-31$225,800
Total transfer of assets from this plan2012-12-31$5,441
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$10,737,017
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,830,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,757,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,929,919
Value of total assets at end of year2012-12-31$67,726,172
Value of total assets at beginning of year2012-12-31$59,599,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$73,192
Total interest from all sources2012-12-31$25,266
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$804,904
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$804,904
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$1,792,004
Participant contributions at end of year2012-12-31$739,595
Participant contributions at beginning of year2012-12-31$773,413
Participant contributions at end of year2012-12-31$595,517
Participant contributions at beginning of year2012-12-31$439,743
Assets. Other investments not covered elsewhere at end of year2012-12-31$26,460,036
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$23,442,716
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$171,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$10,427
Other income not declared elsewhere2012-12-31$2,587,510
Administrative expenses (other) incurred2012-12-31$73,192
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$7,906,137
Value of net assets at end of year (total assets less liabilities)2012-12-31$67,726,172
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$59,599,676
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
Assets. partnership/joint venture interests at end of year2012-12-31$637
Assets. partnership/joint venture interests at beginning of year2012-12-31$13,899
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$30,499,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$25,156,017
Interest on participant loans2012-12-31$25,255
Value of interest in common/collective trusts at end of year2012-12-31$7,408,849
Value of interest in common/collective trusts at beginning of year2012-12-31$6,393,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$47,340
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,074,442
Net investment gain or loss from common/collective trusts2012-12-31$311,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,966,447
Employer contributions (assets) at end of year2012-12-31$1,926,832
Employer contributions (assets) at beginning of year2012-12-31$3,325,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,757,688
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$48,100
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$44,900
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 name2012-12-31KREISCHER MILLER
Accountancy firm EIN2012-12-31231980475
2011 : STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$2,050
Total unrealized appreciation/depreciation of assets2011-12-31$2,050
Total transfer of assets to this plan2011-12-31$98,333
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$4,345,077
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,575,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,516,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,031,994
Value of total assets at end of year2011-12-31$59,599,676
Value of total assets at beginning of year2011-12-31$58,732,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$59,101
Total interest from all sources2011-12-31$28,256
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$583,572
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$583,572
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$1,676,003
Participant contributions at end of year2011-12-31$773,413
Participant contributions at beginning of year2011-12-31$805,775
Participant contributions at end of year2011-12-31$439,743
Participant contributions at beginning of year2011-12-31$588,922
Assets. Other investments not covered elsewhere at end of year2011-12-31$23,442,716
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$24,239,411
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$10,427
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$10,099
Other income not declared elsewhere2011-12-31$-277,702
Administrative expenses (other) incurred2011-12-31$18,555
Total non interest bearing cash at beginning of year2011-12-31$1,465
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$769,159
Value of net assets at end of year (total assets less liabilities)2011-12-31$59,599,676
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$58,732,184
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
Assets. partnership/joint venture interests at end of year2011-12-31$13,899
Assets. partnership/joint venture interests at beginning of year2011-12-31$7,850
Investment advisory and management fees2011-12-31$40,546
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$25,156,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$24,477,501
Interest on participant loans2011-12-31$28,256
Value of interest in common/collective trusts at end of year2011-12-31$6,393,206
Value of interest in common/collective trusts at beginning of year2011-12-31$5,488,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,108,771
Net investment gain or loss from common/collective trusts2011-12-31$85,678
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$3,355,991
Employer contributions (assets) at end of year2011-12-31$3,325,355
Employer contributions (assets) at beginning of year2011-12-31$3,069,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,516,817
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$44,900
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$42,850
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KREISCHER MILLER
Accountancy firm EIN2011-12-31231980475
2010 : STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$10,186,131
Total of all expenses incurred2010-12-31$4,573,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,492,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,870,214
Value of total assets at end of year2010-12-31$58,732,184
Value of total assets at beginning of year2010-12-31$53,119,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$80,947
Total interest from all sources2010-12-31$27,226
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$596,029
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$596,029
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,630,335
Participant contributions at end of year2010-12-31$805,775
Participant contributions at beginning of year2010-12-31$642,706
Participant contributions at end of year2010-12-31$588,922
Participant contributions at beginning of year2010-12-31$392,624
Assets. Other investments not covered elsewhere at end of year2010-12-31$24,239,411
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$18,797,507
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$154,404
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$10,099
Other income not declared elsewhere2010-12-31$1,565,082
Administrative expenses (other) incurred2010-12-31$68,596
Total non interest bearing cash at end of year2010-12-31$1,465
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$5,612,771
Value of net assets at end of year (total assets less liabilities)2010-12-31$58,732,184
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$53,119,413
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
Assets. partnership/joint venture interests at end of year2010-12-31$7,850
Investment advisory and management fees2010-12-31$12,351
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$24,477,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$30,194,201
Interest on participant loans2010-12-31$27,226
Value of interest in common/collective trusts at end of year2010-12-31$5,488,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$62,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$62,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,768,339
Net investment gain or loss from common/collective trusts2010-12-31$359,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,085,475
Employer contributions (assets) at end of year2010-12-31$3,069,777
Employer contributions (assets) at beginning of year2010-12-31$2,985,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,492,413
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$42,850
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$44,337
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KREISCHER MILLER
Accountancy firm EIN2010-12-31231980475

Form 5500 Responses for STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I

2022: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 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: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 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: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 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: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 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: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 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: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 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: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 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: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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