SHUMAKER LOOP & KENDRICK LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SHUMAKER, LOOP & KENDRICK, LLP PENSION PLAN AND TRUST
401k plan membership statisitcs for SHUMAKER, LOOP & KENDRICK, LLP PENSION PLAN AND TRUST
Measure | Date | Value |
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2011 : SHUMAKER, LOOP & KENDRICK, LLP PENSION PLAN AND TRUST 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $8,964 |
Total transfer of assets from this plan | 2011-12-31 | $45,631,284 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $3,338,490 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,964,386 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,807,551 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,319,129 |
Value of total assets at end of year | 2011-12-31 | $0 |
Value of total assets at beginning of year | 2011-12-31 | $44,248,216 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $156,835 |
Total interest from all sources | 2011-12-31 | $37,931 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2011-12-31 | $0 |
Administrative expenses professional fees incurred | 2011-12-31 | $156,835 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $3,319,129 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $3,319,129 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $792,133 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,374,104 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $44,248,216 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Interest on participant loans | 2011-12-31 | $37,931 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $42,652,692 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $3,777 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $3,319,129 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $803,391 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,803,774 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SPILMAN, HILLS & HEIDEBRINK, LTD. |
Accountancy firm EIN | 2011-12-31 | 341833111 |
2010 : SHUMAKER, LOOP & KENDRICK, LLP PENSION PLAN AND TRUST 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $7,899,061 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $476,170 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $470,992 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,230,985 |
Value of total assets at end of year | 2010-12-31 | $44,248,216 |
Value of total assets at beginning of year | 2010-12-31 | $36,825,325 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $5,178 |
Total interest from all sources | 2010-12-31 | $40,011 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $3,230,985 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $3,230,985 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Participant contributions at end of year | 2010-12-31 | $792,133 |
Participant contributions at beginning of year | 2010-12-31 | $764,706 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $8,210 |
Administrative expenses (other) incurred | 2010-12-31 | $5,178 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $7,422,891 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $44,248,216 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $36,825,325 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Interest on participant loans | 2010-12-31 | $40,011 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $42,652,692 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $35,309,358 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $3,230,985 |
Employer contributions (assets) at end of year | 2010-12-31 | $803,391 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $751,261 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $462,782 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SPILMAN, HILLS & HEIDEBRINK, LTD |
Accountancy firm EIN | 2010-12-31 | 341833111 |
2009 : SHUMAKER, LOOP & KENDRICK, LLP PENSION PLAN AND TRUST 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |