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

Plan NameSTRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II
Plan identification number 004

STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II 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.
  • 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 II

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01JAMES PODHEISER
0042016-01-01JAMES PODHEISER
0042015-01-01JAMES F PODHEISER
0042014-01-01JAMES F PODHEISER
0042013-01-01JAMES F PODHEISER
0042012-01-01JAMES F. PODHEISER2013-10-10

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

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

Measure Date Value
2022: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II 2022 401k membership
Total participants, beginning-of-year2022-01-01187
Total number of active participants reported on line 7a of the Form 55002022-01-01151
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0141
Total of all active and inactive participants2022-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01194
Number of participants with account balances2022-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II 2021 401k membership
Total participants, beginning-of-year2021-01-01184
Total number of active participants reported on line 7a of the Form 55002021-01-01149
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01187
Number of participants with account balances2021-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II 2020 401k membership
Total participants, beginning-of-year2020-01-01173
Total number of active participants reported on line 7a of the Form 55002020-01-01145
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0138
Total of all active and inactive participants2020-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01184
Number of participants with account balances2020-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II 2019 401k membership
Total participants, beginning-of-year2019-01-01175
Total number of active participants reported on line 7a of the Form 55002019-01-01137
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01173
Number of participants with account balances2019-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II 2018 401k membership
Total participants, beginning-of-year2018-01-01174
Total number of active participants reported on line 7a of the Form 55002018-01-01155
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01175
Number of participants with account balances2018-01-01175
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 II 2017 401k membership
Total participants, beginning-of-year2017-01-01164
Total number of active participants reported on line 7a of the Form 55002017-01-01156
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01174
Number of participants with account balances2017-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II 2016 401k membership
Total participants, beginning-of-year2016-01-01160
Total number of active participants reported on line 7a of the Form 55002016-01-01161
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01164
Number of participants with account balances2016-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II 2015 401k membership
Total participants, beginning-of-year2015-01-01146
Total number of active participants reported on line 7a of the Form 55002015-01-01141
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01160
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II 2014 401k membership
Total participants, beginning-of-year2014-01-01145
Total number of active participants reported on line 7a of the Form 55002014-01-01136
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01146
Number of participants with account balances2014-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II 2013 401k membership
Total participants, beginning-of-year2013-01-01162
Total number of active participants reported on line 7a of the Form 55002013-01-01137
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01145
Number of participants with account balances2013-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012

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

Measure Date Value
2022 : STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,870,749
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$864,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$827,450
Value of total corrective distributions2022-12-31$1,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,515,062
Value of total assets at end of year2022-12-31$23,026,867
Value of total assets at beginning of year2022-12-31$25,762,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,635
Total interest from all sources2022-12-31$7,775
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$320,072
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$320,072
Administrative expenses professional fees incurred2022-12-31$9,558
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
Participant contributions at end of year2022-12-31$162,547
Participant contributions at beginning of year2022-12-31$129,694
Assets. Other investments not covered elsewhere at end of year2022-12-31$6,540,232
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$7,278,398
Other income not declared elsewhere2022-12-31$-1,444,612
Administrative expenses (other) incurred2022-12-31$6,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,735,248
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,026,867
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,762,115
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$31,021
Assets. partnership/joint venture interests at beginning of year2022-12-31$19,263
Investment advisory and management fees2022-12-31$20,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,303,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,195,392
Interest on participant loans2022-12-31$5,630
Value of interest in common/collective trusts at end of year2022-12-31$4,346,351
Value of interest in common/collective trusts at beginning of year2022-12-31$4,621,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$127,768
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$74,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$74,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,486,869
Net investment gain or loss from common/collective trusts2022-12-31$-782,177
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$2,515,062
Employer contributions (assets) at end of year2022-12-31$2,515,062
Employer contributions (assets) at beginning of year2022-12-31$2,443,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$827,450
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 II 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,700,754
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,174,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,148,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,443,126
Value of total assets at end of year2021-12-31$25,762,115
Value of total assets at beginning of year2021-12-31$21,235,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,049
Total interest from all sources2021-12-31$5,342
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$528,879
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$528,879
Administrative expenses professional fees incurred2021-12-31$2,967
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
Participant contributions at end of year2021-12-31$129,694
Participant contributions at beginning of year2021-12-31$142,663
Assets. Other investments not covered elsewhere at end of year2021-12-31$7,278,398
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$5,881,927
Other income not declared elsewhere2021-12-31$1,007,782
Administrative expenses (other) incurred2021-12-31$6,399
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$4,526,672
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,762,115
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,235,443
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$19,263
Assets. partnership/joint venture interests at beginning of year2021-12-31$12,885
Investment advisory and management fees2021-12-31$16,683
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,195,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,264,619
Interest on participant loans2021-12-31$5,328
Value of interest in common/collective trusts at end of year2021-12-31$4,621,794
Value of interest in common/collective trusts at beginning of year2021-12-31$3,601,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$74,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$102,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$102,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,281,376
Net investment gain or loss from common/collective trusts2021-12-31$434,249
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$2,443,126
Employer contributions (assets) at end of year2021-12-31$2,443,126
Employer contributions (assets) at beginning of year2021-12-31$2,229,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,148,033
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 II 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,878,640
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,230,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,199,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,230,330
Value of total assets at end of year2020-12-31$21,235,443
Value of total assets at beginning of year2020-12-31$17,587,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,243
Total interest from all sources2020-12-31$5,971
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$292,724
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$292,724
Administrative expenses professional fees incurred2020-12-31$10,867
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
Participant contributions at end of year2020-12-31$142,663
Participant contributions at beginning of year2020-12-31$116,160
Assets. Other investments not covered elsewhere at end of year2020-12-31$5,881,927
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$4,723,245
Other income not declared elsewhere2020-12-31$1,067,054
Administrative expenses (other) incurred2020-12-31$5,403
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$3,647,845
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,235,443
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,587,598
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$12,885
Assets. partnership/joint venture interests at beginning of year2020-12-31$6,865
Investment advisory and management fees2020-12-31$14,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,264,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,040,293
Interest on participant loans2020-12-31$5,559
Value of interest in common/collective trusts at end of year2020-12-31$3,601,259
Value of interest in common/collective trusts at beginning of year2020-12-31$2,698,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$102,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$10,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$10,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$889,948
Net investment gain or loss from common/collective trusts2020-12-31$392,613
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$2,230,330
Employer contributions (assets) at end of year2020-12-31$2,229,922
Employer contributions (assets) at beginning of year2020-12-31$1,992,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,199,552
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 II 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,975,172
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,317,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,287,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,982,169
Value of total assets at end of year2019-12-31$17,587,598
Value of total assets at beginning of year2019-12-31$13,930,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,039
Total interest from all sources2019-12-31$4,870
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$340,960
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$340,960
Administrative expenses professional fees incurred2019-12-31$10,197
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
Participant contributions at end of year2019-12-31$116,160
Participant contributions at beginning of year2019-12-31$104,864
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,723,245
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,393,143
Other income not declared elsewhere2019-12-31$843,807
Administrative expenses (other) incurred2019-12-31$9,025
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$3,657,240
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,587,598
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,930,358
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$6,865
Assets. partnership/joint venture interests at beginning of year2019-12-31$1,170
Investment advisory and management fees2019-12-31$10,817
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,040,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,136,987
Interest on participant loans2019-12-31$4,554
Value of interest in common/collective trusts at end of year2019-12-31$2,698,373
Value of interest in common/collective trusts at beginning of year2019-12-31$2,122,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$10,566
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$17,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$17,828
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,394,114
Net investment gain or loss from common/collective trusts2019-12-31$409,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,982,169
Employer contributions (assets) at end of year2019-12-31$1,992,096
Employer contributions (assets) at beginning of year2019-12-31$2,153,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,287,893
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 II 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$129,593
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$1,287,859
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$526,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$496,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,044,322
Value of total assets at end of year2018-12-31$13,930,358
Value of total assets at beginning of year2018-12-31$13,298,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,533
Total interest from all sources2018-12-31$4,463
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$381,198
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$381,198
Administrative expenses professional fees incurred2018-12-31$10,078
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
Participant contributions at end of year2018-12-31$104,864
Participant contributions at beginning of year2018-12-31$92,650
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,393,143
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,221,257
Other income not declared elsewhere2018-12-31$-221,907
Administrative expenses (other) incurred2018-12-31$9,857
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$761,379
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,930,358
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,298,572
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$1,170
Assets. partnership/joint venture interests at beginning of year2018-12-31$871
Investment advisory and management fees2018-12-31$9,598
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,136,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,725,284
Interest on participant loans2018-12-31$3,727
Value of interest in common/collective trusts at end of year2018-12-31$2,122,844
Value of interest in common/collective trusts at beginning of year2018-12-31$2,077,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$17,828
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$34,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$34,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-813,843
Net investment gain or loss from common/collective trusts2018-12-31$-106,374
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$2,044,322
Employer contributions (assets) at end of year2018-12-31$2,153,522
Employer contributions (assets) at beginning of year2018-12-31$2,145,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$496,947
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 II 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,770,763
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$489,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$469,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,145,923
Value of total assets at end of year2017-12-31$13,298,572
Value of total assets at beginning of year2017-12-31$10,017,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,231
Total interest from all sources2017-12-31$3,615
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$256,012
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$256,012
Administrative expenses professional fees incurred2017-12-31$346
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
Participant contributions at end of year2017-12-31$92,650
Participant contributions at beginning of year2017-12-31$72,187
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,221,257
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,158,537
Other income not declared elsewhere2017-12-31$528,100
Administrative expenses (other) incurred2017-12-31$13,561
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$3,280,865
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,298,572
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,017,707
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$871
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$6,324
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,725,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,278,893
Interest on participant loans2017-12-31$2,806
Value of interest in common/collective trusts at end of year2017-12-31$2,077,702
Value of interest in common/collective trusts at beginning of year2017-12-31$1,393,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$34,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$48,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$48,148
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$626,753
Net investment gain or loss from common/collective trusts2017-12-31$210,360
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$2,145,923
Employer contributions (assets) at end of year2017-12-31$2,145,923
Employer contributions (assets) at beginning of year2017-12-31$2,066,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$469,667
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 II 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,785,050
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$261,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$235,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,066,969
Value of total assets at end of year2016-12-31$10,017,707
Value of total assets at beginning of year2016-12-31$7,493,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,418
Total interest from all sources2016-12-31$2,006
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$154,407
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$154,407
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
Participant contributions at end of year2016-12-31$72,187
Participant contributions at beginning of year2016-12-31$29,032
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,158,537
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,490,157
Other income not declared elsewhere2016-12-31$186,031
Administrative expenses (other) incurred2016-12-31$20,805
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$2,524,028
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,017,707
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,493,679
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$4,613
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,278,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,968,835
Interest on participant loans2016-12-31$1,877
Value of interest in common/collective trusts at end of year2016-12-31$1,393,293
Value of interest in common/collective trusts at beginning of year2016-12-31$1,062,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$48,148
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,069
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$295,188
Net investment gain or loss from common/collective trusts2016-12-31$80,449
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$2,066,969
Employer contributions (assets) at end of year2016-12-31$2,066,649
Employer contributions (assets) at beginning of year2016-12-31$1,936,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$235,604
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 II 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,909,911
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$154,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$144,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,941,059
Value of total assets at end of year2015-12-31$7,493,679
Value of total assets at beginning of year2015-12-31$5,738,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,110
Total interest from all sources2015-12-31$899
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$160,651
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$160,651
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
Participant contributions at end of year2015-12-31$29,032
Participant contributions at beginning of year2015-12-31$27,646
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,490,157
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$985,953
Other income not declared elsewhere2015-12-31$-48,308
Administrative expenses (other) incurred2015-12-31$6,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,755,568
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,493,679
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,738,111
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$570
Investment advisory and management fees2015-12-31$3,221
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,968,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,120,802
Interest on participant loans2015-12-31$898
Value of interest in common/collective trusts at end of year2015-12-31$1,062,628
Value of interest in common/collective trusts at beginning of year2015-12-31$688,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-148,220
Net investment gain or loss from common/collective trusts2015-12-31$3,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,941,059
Employer contributions (assets) at end of year2015-12-31$1,936,958
Employer contributions (assets) at beginning of year2015-12-31$1,909,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$144,233
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 II 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$79,436
Total transfer of assets from this plan2014-12-31$35,111
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$2,152,639
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$192,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$179,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,912,230
Value of total assets at end of year2014-12-31$5,738,111
Value of total assets at beginning of year2014-12-31$3,733,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,795
Total interest from all sources2014-12-31$766
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$104,855
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$104,855
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
Participant contributions at end of year2014-12-31$27,646
Participant contributions at beginning of year2014-12-31$11,553
Assets. Other investments not covered elsewhere at end of year2014-12-31$985,953
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$470,334
Other income not declared elsewhere2014-12-31$64,605
Administrative expenses (other) incurred2014-12-31$12,795
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$1,960,565
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,738,111
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,733,221
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$570
Assets. partnership/joint venture interests at beginning of year2014-12-31$87
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,120,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,006,590
Interest on participant loans2014-12-31$765
Value of interest in common/collective trusts at end of year2014-12-31$688,794
Value of interest in common/collective trusts at beginning of year2014-12-31$429,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,072
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$34,572
Net investment gain or loss from common/collective trusts2014-12-31$35,611
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$1,912,230
Employer contributions (assets) at end of year2014-12-31$1,909,127
Employer contributions (assets) at beginning of year2014-12-31$1,813,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$179,279
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 II 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$58,351
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$2,091,520
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$79,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$62,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,813,295
Value of total assets at end of year2013-12-31$3,733,221
Value of total assets at beginning of year2013-12-31$1,779,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,749
Total interest from all sources2013-12-31$243
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$35,143
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$35,143
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
Participant contributions at end of year2013-12-31$11,553
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$470,334
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$69,621
Administrative expenses (other) incurred2013-12-31$16,749
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$2,012,398
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,733,221
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,779,174
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$87
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,006,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$243
Value of interest in common/collective trusts at end of year2013-12-31$429,290
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$132,666
Net investment gain or loss from common/collective trusts2013-12-31$40,552
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$1,813,295
Employer contributions (assets) at end of year2013-12-31$1,813,295
Employer contributions (assets) at beginning of year2013-12-31$1,779,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$62,373
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

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

2022: STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II 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 II 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 II 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 II 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 II 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 II 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 II 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 II 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 II 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 II 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

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