LEECH TISHMAN FUSCALDO & LAMPL, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEECH TISHMAN FUSCALDO & LAMPL, LLC 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for LEECH TISHMAN FUSCALDO & LAMPL, LLC 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : LEECH TISHMAN FUSCALDO & LAMPL, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $62,909 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $55,526 |
Total income from all sources (including contributions) | 2022-12-31 | $11,186,202 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,310,461 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,278,319 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $15,447,514 |
Value of total assets at end of year | 2022-12-31 | $31,739,250 |
Value of total assets at beginning of year | 2022-12-31 | $22,856,126 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $32,142 |
Total interest from all sources | 2022-12-31 | $11,236 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $606,617 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $606,617 |
Administrative expenses professional fees incurred | 2022-12-31 | $32,142 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,637,416 |
Participant contributions at end of year | 2022-12-31 | $188,309 |
Participant contributions at beginning of year | 2022-12-31 | $182,141 |
Participant contributions at end of year | 2022-12-31 | $21,997 |
Participant contributions at beginning of year | 2022-12-31 | $63,385 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $13,678,554 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $62,909 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $55,526 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $8,875,741 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $31,676,341 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $22,800,600 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $26,488,765 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $21,779,118 |
Interest on participant loans | 2022-12-31 | $11,236 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $4,890,011 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $818,266 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,879,165 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $131,544 |
Employer contributions (assets) at end of year | 2022-12-31 | $150,168 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $13,216 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,278,319 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | LALLY & CO., LLC |
Accountancy firm EIN | 2022-12-31 | 251846963 |
2021 : LEECH TISHMAN FUSCALDO & LAMPL, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $55,526 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $52,642 |
Total income from all sources (including contributions) | 2021-12-31 | $4,240,803 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $739,708 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $711,853 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,463,071 |
Value of total assets at end of year | 2021-12-31 | $22,856,126 |
Value of total assets at beginning of year | 2021-12-31 | $19,352,147 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $27,855 |
Total interest from all sources | 2021-12-31 | $11,285 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $27,855 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,241,769 |
Participant contributions at end of year | 2021-12-31 | $182,141 |
Participant contributions at beginning of year | 2021-12-31 | $221,335 |
Participant contributions at end of year | 2021-12-31 | $63,385 |
Participant contributions at beginning of year | 2021-12-31 | $57,152 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $86,553 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $55,526 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $52,642 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,501,095 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $22,800,600 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $19,299,505 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $21,779,118 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $18,428,630 |
Interest on participant loans | 2021-12-31 | $11,285 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $818,266 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $605,418 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,766,447 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $134,749 |
Employer contributions (assets) at end of year | 2021-12-31 | $13,216 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $39,612 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $711,853 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | LALLY & CO., LLC |
Accountancy firm EIN | 2021-12-31 | 251846963 |
2020 : LEECH TISHMAN FUSCALDO & LAMPL, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $52,642 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $72,021 |
Total income from all sources (including contributions) | 2020-12-31 | $4,128,974 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $682,215 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $659,434 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,475,509 |
Value of total assets at end of year | 2020-12-31 | $19,352,147 |
Value of total assets at beginning of year | 2020-12-31 | $15,924,767 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $22,781 |
Total interest from all sources | 2020-12-31 | $14,648 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $22,781 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,024,714 |
Participant contributions at end of year | 2020-12-31 | $221,335 |
Participant contributions at beginning of year | 2020-12-31 | $238,879 |
Participant contributions at end of year | 2020-12-31 | $57,152 |
Participant contributions at beginning of year | 2020-12-31 | $46,841 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $315,394 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $52,642 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $72,021 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,446,759 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $19,299,505 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $15,852,746 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $18,428,630 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $15,146,555 |
Interest on participant loans | 2020-12-31 | $14,648 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $605,418 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $458,799 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,638,817 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $135,401 |
Employer contributions (assets) at end of year | 2020-12-31 | $39,612 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $33,693 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $659,434 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | LALLY & CO., LLC |
Accountancy firm EIN | 2020-12-31 | 251846963 |
2019 : LEECH TISHMAN FUSCALDO & LAMPL, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $72,021 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $72,021 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $91,775 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $91,775 |
Total income from all sources (including contributions) | 2019-12-31 | $4,236,194 |
Total income from all sources (including contributions) | 2019-12-31 | $4,236,194 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $263,920 |
Total of all expenses incurred | 2019-12-31 | $263,920 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $242,055 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $242,055 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $6,193 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $6,193 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,362,121 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,362,121 |
Value of total assets at end of year | 2019-12-31 | $15,924,767 |
Value of total assets at end of year | 2019-12-31 | $15,924,767 |
Value of total assets at beginning of year | 2019-12-31 | $11,972,247 |
Value of total assets at beginning of year | 2019-12-31 | $11,972,247 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $15,672 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $15,672 |
Total interest from all sources | 2019-12-31 | $12,093 |
Total interest from all sources | 2019-12-31 | $12,093 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $15,672 |
Administrative expenses professional fees incurred | 2019-12-31 | $15,672 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $980,981 |
Contributions received from participants | 2019-12-31 | $980,981 |
Participant contributions at end of year | 2019-12-31 | $238,879 |
Participant contributions at end of year | 2019-12-31 | $238,879 |
Participant contributions at beginning of year | 2019-12-31 | $180,213 |
Participant contributions at beginning of year | 2019-12-31 | $180,213 |
Participant contributions at end of year | 2019-12-31 | $46,841 |
Participant contributions at end of year | 2019-12-31 | $46,841 |
Participant contributions at beginning of year | 2019-12-31 | $32,856 |
Participant contributions at beginning of year | 2019-12-31 | $32,856 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $221,104 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $221,104 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $72,021 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $72,021 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $91,775 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $91,775 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,972,274 |
Value of net income/loss | 2019-12-31 | $3,972,274 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $15,852,746 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $15,852,746 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,880,472 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,880,472 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $15,146,555 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $15,146,555 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $11,083,435 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $11,083,435 |
Interest on participant loans | 2019-12-31 | $12,093 |
Interest on participant loans | 2019-12-31 | $12,093 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $458,799 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $458,799 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $644,304 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $644,304 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,861,980 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,861,980 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $160,036 |
Contributions received in cash from employer | 2019-12-31 | $160,036 |
Employer contributions (assets) at end of year | 2019-12-31 | $33,693 |
Employer contributions (assets) at end of year | 2019-12-31 | $33,693 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $31,439 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $31,439 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $242,055 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $242,055 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | LALLY & CO., LLC |
Accountancy firm name | 2019-12-31 | LALLY & CO., LLC |
Accountancy firm EIN | 2019-12-31 | 251846963 |
Accountancy firm EIN | 2019-12-31 | 251846963 |
2018 : LEECH TISHMAN FUSCALDO & LAMPL, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $91,775 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $75,633 |
Total income from all sources (including contributions) | 2018-12-31 | $760,250 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,223,443 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,207,267 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,480,892 |
Value of total assets at end of year | 2018-12-31 | $11,972,247 |
Value of total assets at beginning of year | 2018-12-31 | $12,419,298 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $16,176 |
Total interest from all sources | 2018-12-31 | $10,124 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $16,176 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $870,222 |
Participant contributions at end of year | 2018-12-31 | $180,213 |
Participant contributions at beginning of year | 2018-12-31 | $197,985 |
Participant contributions at end of year | 2018-12-31 | $32,856 |
Participant contributions at beginning of year | 2018-12-31 | $42,186 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $490,113 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $91,775 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $75,633 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Income. Non cash contributions | 2018-12-31 | $0 |
Value of net income/loss | 2018-12-31 | $-463,193 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $11,880,472 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,343,665 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $11,083,435 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $11,625,945 |
Interest on participant loans | 2018-12-31 | $10,124 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $644,304 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $522,055 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-730,766 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $120,557 |
Employer contributions (assets) at end of year | 2018-12-31 | $31,439 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $31,127 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,207,267 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | LALLY & CO., LLC |
Accountancy firm EIN | 2018-12-31 | 251846963 |
2017 : LEECH TISHMAN FUSCALDO & LAMPL, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $75,633 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $49,624 |
Total income from all sources (including contributions) | 2017-12-31 | $3,805,126 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,417,521 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,402,359 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,745,102 |
Value of total assets at end of year | 2017-12-31 | $12,419,298 |
Value of total assets at beginning of year | 2017-12-31 | $11,005,684 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $15,162 |
Total interest from all sources | 2017-12-31 | $9,155 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $15,162 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $803,046 |
Participant contributions at end of year | 2017-12-31 | $197,985 |
Participant contributions at beginning of year | 2017-12-31 | $138,698 |
Participant contributions at end of year | 2017-12-31 | $42,186 |
Participant contributions at beginning of year | 2017-12-31 | $35,048 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $749,959 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $75,633 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $49,624 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,387,605 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $12,343,665 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,956,060 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $11,625,945 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $10,757,141 |
Interest on participant loans | 2017-12-31 | $9,155 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $522,055 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $58,600 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,050,869 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $192,097 |
Employer contributions (assets) at end of year | 2017-12-31 | $31,127 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $16,197 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,402,359 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | LALLY & CO., LLC |
Accountancy firm EIN | 2017-12-31 | 251846963 |
2016 : LEECH TISHMAN FUSCALDO & LAMPL, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $49,624 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $20,073 |
Total income from all sources (including contributions) | 2016-12-31 | $2,132,478 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,078,122 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,059,126 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,296,294 |
Value of total assets at end of year | 2016-12-31 | $11,005,684 |
Value of total assets at beginning of year | 2016-12-31 | $9,921,777 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $18,996 |
Total interest from all sources | 2016-12-31 | $6,157 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $18,996 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $771,173 |
Participant contributions at end of year | 2016-12-31 | $138,698 |
Participant contributions at beginning of year | 2016-12-31 | $122,660 |
Participant contributions at end of year | 2016-12-31 | $35,048 |
Participant contributions at beginning of year | 2016-12-31 | $35,408 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $147,053 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $49,624 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $20,073 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,054,356 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $10,956,060 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,901,704 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $10,757,141 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $9,255,469 |
Interest on participant loans | 2016-12-31 | $6,157 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $58,600 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $427,151 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $830,027 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $378,068 |
Employer contributions (assets) at end of year | 2016-12-31 | $16,197 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $81,089 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,059,126 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | LALLY & CO., LLC |
Accountancy firm EIN | 2016-12-31 | 251846963 |
2015 : LEECH TISHMAN FUSCALDO & LAMPL, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $20,073 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $7,631 |
Total income from all sources (including contributions) | 2015-12-31 | $1,127,908 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $110,703 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $97,276 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,225,770 |
Value of total assets at end of year | 2015-12-31 | $9,921,777 |
Value of total assets at beginning of year | 2015-12-31 | $8,892,130 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $13,427 |
Total interest from all sources | 2015-12-31 | $7,522 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $13,427 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $755,133 |
Participant contributions at end of year | 2015-12-31 | $122,660 |
Participant contributions at beginning of year | 2015-12-31 | $182,662 |
Participant contributions at end of year | 2015-12-31 | $35,408 |
Participant contributions at beginning of year | 2015-12-31 | $59,682 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $34,062 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $20,073 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $7,631 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,017,205 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $9,901,704 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,884,499 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $9,255,469 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $8,540,709 |
Interest on participant loans | 2015-12-31 | $7,522 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $427,151 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-105,384 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $436,575 |
Employer contributions (assets) at end of year | 2015-12-31 | $81,089 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $109,077 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $97,276 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | LALLY & CO., LLC |
Accountancy firm EIN | 2015-12-31 | 251846963 |