?>
Logo

WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN
Plan identification number 001

WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

WILLIAM BLAIR & COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM BLAIR & COMPANY, LLC
Employer identification number (EIN):362214610
NAIC Classification:523120
NAIC Description:Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JON ZINDEL
0012016-01-01JON ZINDEL
0012015-01-01JON ZINDEL
0012014-01-01JON ZINDEL
0012013-01-01JON ZINDEL
0012012-01-01JON ZINDEL
0012011-01-01TIMOTHY L. BURKE
0012010-01-01TIMOTHY L. BURKE
0012009-01-01TIMOTHY L. BURKE TIMOTHY L. BURKE2010-10-05

Plan Statistics for WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN

Measure Date Value
2022: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,382
Total number of active participants reported on line 7a of the Form 55002022-01-011,896
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01788
Total of all active and inactive participants2022-01-012,684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-012,691
Number of participants with account balances2022-01-012,668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,090
Total number of active participants reported on line 7a of the Form 55002021-01-011,675
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01702
Total of all active and inactive participants2021-01-012,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-012,382
Number of participants with account balances2021-01-012,353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,056
Total number of active participants reported on line 7a of the Form 55002020-01-011,403
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01682
Total of all active and inactive participants2020-01-012,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-012,090
Number of participants with account balances2020-01-012,081
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,968
Total number of active participants reported on line 7a of the Form 55002019-01-011,394
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01660
Total of all active and inactive participants2019-01-012,054
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-012,056
Number of participants with account balances2019-01-012,040
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,849
Total number of active participants reported on line 7a of the Form 55002018-01-011,363
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01602
Total of all active and inactive participants2018-01-011,965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,968
Number of participants with account balances2018-01-011,938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,888
Total number of active participants reported on line 7a of the Form 55002017-01-011,287
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01562
Total of all active and inactive participants2017-01-011,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,849
Number of participants with account balances2017-01-011,842
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,811
Total number of active participants reported on line 7a of the Form 55002016-01-011,315
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01573
Total of all active and inactive participants2016-01-011,888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,888
Number of participants with account balances2016-01-011,871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,646
Total number of active participants reported on line 7a of the Form 55002015-01-011,272
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01539
Total of all active and inactive participants2015-01-011,811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,811
Number of participants with account balances2015-01-011,783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,526
Total number of active participants reported on line 7a of the Form 55002014-01-011,158
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01488
Total of all active and inactive participants2014-01-011,646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,646
Number of participants with account balances2014-01-011,604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,642
Total number of active participants reported on line 7a of the Form 55002013-01-011,077
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01448
Total of all active and inactive participants2013-01-011,526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,526
Number of participants with account balances2013-01-011,526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,435
Total number of active participants reported on line 7a of the Form 55002012-01-011,044
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01412
Total of all active and inactive participants2012-01-011,457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,459
Number of participants with account balances2012-01-011,459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,318
Total number of active participants reported on line 7a of the Form 55002011-01-011,050
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01384
Total of all active and inactive participants2011-01-011,435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,435
Number of participants with account balances2011-01-011,410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,205
Total number of active participants reported on line 7a of the Form 55002010-01-01941
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01376
Total of all active and inactive participants2010-01-011,318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,318
Number of participants with account balances2010-01-011,307
2009: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,213
Total number of active participants reported on line 7a of the Form 55002009-01-01843
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01361
Total of all active and inactive participants2009-01-011,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,205
Number of participants with account balances2009-01-011,182

Financial Data on WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN

Measure Date Value
2022 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-112,348,735
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$54,443,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$53,833,663
Value of total corrective distributions2022-12-31$361,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$71,678,069
Value of total assets at end of year2022-12-31$885,941,598
Value of total assets at beginning of year2022-12-31$1,052,734,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$248,300
Total interest from all sources2022-12-31$609,293
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$40,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$41,224,338
Participant contributions at end of year2022-12-31$3,223,475
Participant contributions at beginning of year2022-12-31$3,052,711
Participant contributions at end of year2022-12-31$9,031,500
Participant contributions at beginning of year2022-12-31$7,180,500
Assets. Other investments not covered elsewhere at end of year2022-12-31$307,470,759
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$413,000,129
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,298,631
Other income not declared elsewhere2022-12-31$-89,706,689
Administrative expenses (other) incurred2022-12-31$4,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-166,792,642
Value of net assets at end of year (total assets less liabilities)2022-12-31$885,941,598
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,052,734,240
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$228,950
Assets. partnership/joint venture interests at beginning of year2022-12-31$274,421
Investment advisory and management fees2022-12-31$243,550
Interest on participant loans2022-12-31$114,344
Value of interest in common/collective trusts at end of year2022-12-31$518,262,877
Value of interest in common/collective trusts at beginning of year2022-12-31$585,365,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$33,326,881
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$27,408,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$27,408,517
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$494,949
Net investment gain or loss from common/collective trusts2022-12-31$-94,929,408
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$22,155,100
Employer contributions (assets) at end of year2022-12-31$14,397,156
Employer contributions (assets) at beginning of year2022-12-31$16,452,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$53,833,663
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 name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 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$201,777,360
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$68,341,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$67,952,077
Value of total corrective distributions2021-12-31$141,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$65,980,110
Value of total assets at end of year2021-12-31$1,052,734,240
Value of total assets at beginning of year2021-12-31$919,298,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$247,931
Total interest from all sources2021-12-31$10,146,530
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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$40,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$33,566,779
Participant contributions at end of year2021-12-31$3,052,711
Participant contributions at beginning of year2021-12-31$3,087,753
Participant contributions at end of year2021-12-31$7,180,500
Participant contributions at beginning of year2021-12-31$6,450,000
Assets. Other investments not covered elsewhere at end of year2021-12-31$413,000,129
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$376,224,710
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$9,727,648
Other income not declared elsewhere2021-12-31$37,185,203
Administrative expenses (other) incurred2021-12-31$7,150
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$133,435,524
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,052,734,240
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$919,298,716
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$274,421
Assets. partnership/joint venture interests at beginning of year2021-12-31$109,779
Investment advisory and management fees2021-12-31$240,781
Interest on participant loans2021-12-31$116,065
Value of interest in common/collective trusts at end of year2021-12-31$585,365,005
Value of interest in common/collective trusts at beginning of year2021-12-31$487,038,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$27,408,517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$34,807,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$34,807,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$10,030,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$88,465,517
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$22,685,683
Employer contributions (assets) at end of year2021-12-31$16,452,957
Employer contributions (assets) at beginning of year2021-12-31$11,580,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$67,952,077
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 name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 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$241,779,986
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$44,648,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$44,308,679
Value of total corrective distributions2020-12-31$102,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$97,289,545
Value of total assets at end of year2020-12-31$919,298,716
Value of total assets at beginning of year2020-12-31$722,167,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$237,421
Total interest from all sources2020-12-31$6,597,750
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 year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$58,525
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$40,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$28,733,740
Participant contributions at end of year2020-12-31$3,087,753
Participant contributions at beginning of year2020-12-31$2,988,615
Participant contributions at end of year2020-12-31$6,450,000
Participant contributions at beginning of year2020-12-31$6,253,000
Assets. Other investments not covered elsewhere at end of year2020-12-31$376,224,710
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$275,098,096
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$51,612,391
Other income not declared elsewhere2020-12-31$72,511,412
Administrative expenses (other) incurred2020-12-31$-56,188
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$197,131,007
Value of net assets at end of year (total assets less liabilities)2020-12-31$919,298,716
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$722,167,709
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$109,779
Assets. partnership/joint venture interests at beginning of year2020-12-31$48,641
Investment advisory and management fees2020-12-31$235,084
Interest on participant loans2020-12-31$125,072
Value of interest in common/collective trusts at end of year2020-12-31$487,038,732
Value of interest in common/collective trusts at beginning of year2020-12-31$403,658,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$34,807,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$23,236,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$23,236,764
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,472,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-1
Net investment gain or loss from common/collective trusts2020-12-31$65,381,280
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$16,943,414
Employer contributions (assets) at end of year2020-12-31$11,580,425
Employer contributions (assets) at beginning of year2020-12-31$10,884,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$44,308,679
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 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$180,081,162
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$48,747,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$48,458,453
Value of total corrective distributions2019-12-31$42,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$50,218,151
Value of total assets at end of year2019-12-31$722,167,709
Value of total assets at beginning of year2019-12-31$590,834,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$246,867
Total interest from all sources2019-12-31$613,489
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,894,329
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$4,894,329
Administrative expenses professional fees incurred2019-12-31$-18,593
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$40,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$26,665,083
Participant contributions at end of year2019-12-31$2,988,615
Participant contributions at beginning of year2019-12-31$3,103,601
Participant contributions at end of year2019-12-31$6,253,000
Participant contributions at beginning of year2019-12-31$6,506,363
Assets. Other investments not covered elsewhere at end of year2019-12-31$275,098,096
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$220,098,508
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,507,847
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$6,400
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$131,333,371
Value of net assets at end of year (total assets less liabilities)2019-12-31$722,167,709
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$590,834,338
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$48,641
Assets. partnership/joint venture interests at beginning of year2019-12-31$9
Investment advisory and management fees2019-12-31$259,060
Interest on participant loans2019-12-31$132,372
Value of interest in common/collective trusts at end of year2019-12-31$403,658,132
Value of interest in common/collective trusts at beginning of year2019-12-31$332,082,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$23,236,764
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$18,591,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$18,591,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$481,117
Net investment gain or loss from common/collective trusts2019-12-31$124,355,193
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$16,045,221
Employer contributions (assets) at end of year2019-12-31$10,884,461
Employer contributions (assets) at beginning of year2019-12-31$10,451,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$48,458,453
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm EIN2019-12-31366055558
2018 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$24,999,817
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$42,636,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$42,603,611
Value of total corrective distributions2018-12-31$8,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$46,486,613
Value of total assets at end of year2018-12-31$590,834,338
Value of total assets at beginning of year2018-12-31$608,470,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,393
Total interest from all sources2018-12-31$675,005
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$9,816,684
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$9,816,684
Administrative expenses professional fees incurred2018-12-31$18,593
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$40,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$24,476,423
Participant contributions at end of year2018-12-31$3,103,601
Participant contributions at beginning of year2018-12-31$3,353,383
Participant contributions at end of year2018-12-31$6,506,363
Participant contributions at beginning of year2018-12-31$6,156,000
Assets. Other investments not covered elsewhere at end of year2018-12-31$220,098,508
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$213,475,444
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,015,105
Other income not declared elsewhere2018-12-31$-8,386,308
Administrative expenses (other) incurred2018-12-31$5,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-17,636,517
Value of net assets at end of year (total assets less liabilities)2018-12-31$590,834,338
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$608,470,855
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$9
Assets. partnership/joint venture interests at beginning of year2018-12-31$206
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$344,669,200
Interest on participant loans2018-12-31$112,233
Value of interest in common/collective trusts at end of year2018-12-31$332,082,855
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$18,591,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$31,373,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$31,373,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$562,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,037,982
Net investment gain or loss from common/collective trusts2018-12-31$-21,554,195
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$14,995,085
Employer contributions (assets) at end of year2018-12-31$10,451,783
Employer contributions (assets) at beginning of year2018-12-31$9,443,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$42,603,611
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31GRANT THORNTON LLP
Accountancy firm EIN2018-12-31366055558
2017 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 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$148,247,956
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$36,364,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$36,327,665
Value of total corrective distributions2017-12-31$12,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$47,303,238
Value of total assets at end of year2017-12-31$608,470,855
Value of total assets at beginning of year2017-12-31$496,587,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,008
Total interest from all sources2017-12-31$291,800
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10,514,480
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$10,514,480
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$40,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$23,067,163
Participant contributions at end of year2017-12-31$3,353,383
Participant contributions at beginning of year2017-12-31$3,494,202
Participant contributions at end of year2017-12-31$6,156,000
Participant contributions at beginning of year2017-12-31$5,845,000
Assets. Other investments not covered elsewhere at end of year2017-12-31$213,475,444
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$171,046,493
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,622,037
Other income not declared elsewhere2017-12-31$36,669,114
Administrative expenses (other) incurred2017-12-31$25,008
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$111,883,050
Value of net assets at end of year (total assets less liabilities)2017-12-31$608,470,855
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$496,587,805
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$206
Assets. partnership/joint venture interests at beginning of year2017-12-31$417
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$344,669,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$274,467,109
Interest on participant loans2017-12-31$112,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$31,373,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$31,238,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$31,238,187
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$179,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$53,469,324
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$11,614,038
Employer contributions (assets) at end of year2017-12-31$9,443,131
Employer contributions (assets) at beginning of year2017-12-31$10,496,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$36,327,665
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558
2016 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 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$69,066,985
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$35,640,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$35,583,672
Value of total corrective distributions2016-12-31$13,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$39,187,692
Value of total assets at end of year2016-12-31$496,587,805
Value of total assets at beginning of year2016-12-31$463,161,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$43,085
Total interest from all sources2016-12-31$48,970
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,709,325
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$5,709,325
Administrative expenses professional fees incurred2016-12-31$33,075
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$40,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$21,121,605
Participant contributions at end of year2016-12-31$3,494,202
Participant contributions at beginning of year2016-12-31$3,129,552
Participant contributions at end of year2016-12-31$5,845,000
Participant contributions at beginning of year2016-12-31$5,583,000
Assets. Other investments not covered elsewhere at end of year2016-12-31$171,046,493
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$122,879,374
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,567,639
Other income not declared elsewhere2016-12-31$6,806,952
Administrative expenses (other) incurred2016-12-31$4,850
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$33,426,410
Value of net assets at end of year (total assets less liabilities)2016-12-31$496,587,805
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$463,161,395
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$417
Assets. partnership/joint venture interests at beginning of year2016-12-31$296
Investment advisory and management fees2016-12-31$5,160
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$274,467,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$296,338,461
Interest on participant loans2016-12-31$112,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$31,238,187
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$25,125,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$25,125,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-63,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$17,314,046
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$10,498,448
Employer contributions (assets) at end of year2016-12-31$10,496,397
Employer contributions (assets) at beginning of year2016-12-31$10,105,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$35,583,672
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 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$34,297,777
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$19,697,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$19,632,832
Value of total corrective distributions2015-12-31$21,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$31,723,292
Value of total assets at end of year2015-12-31$463,161,395
Value of total assets at beginning of year2015-12-31$448,561,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$43,350
Total interest from all sources2015-12-31$482,795
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$18,750,221
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$18,750,221
Administrative expenses professional fees incurred2015-12-31$31,500
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$40,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$19,103,498
Participant contributions at end of year2015-12-31$3,129,552
Participant contributions at beginning of year2015-12-31$3,243,180
Participant contributions at end of year2015-12-31$5,583,000
Participant contributions at beginning of year2015-12-31$5,301,405
Assets. Other investments not covered elsewhere at end of year2015-12-31$122,879,374
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$119,277,083
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,534,412
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-764,140
Administrative expenses (other) incurred2015-12-31$4,350
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$14,600,246
Value of net assets at end of year (total assets less liabilities)2015-12-31$463,161,395
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$448,561,149
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$296
Assets. partnership/joint venture interests at beginning of year2015-12-31$700
Investment advisory and management fees2015-12-31$7,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$296,338,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$284,470,626
Interest on participant loans2015-12-31$100,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$25,125,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$26,493,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$26,493,746
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$382,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-15,894,391
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$10,085,382
Employer contributions (assets) at end of year2015-12-31$10,105,045
Employer contributions (assets) at beginning of year2015-12-31$9,774,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$19,632,832
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$13,690
Total income from all sources (including contributions)2014-12-31$52,750,295
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$46,848,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$46,843,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$31,578,706
Value of total assets at end of year2014-12-31$448,561,149
Value of total assets at beginning of year2014-12-31$442,672,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,300
Total interest from all sources2014-12-31$214,362
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$23,208,056
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$23,208,056
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$40,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$16,963,161
Participant contributions at end of year2014-12-31$3,243,180
Participant contributions at beginning of year2014-12-31$3,218,130
Participant contributions at end of year2014-12-31$5,301,405
Participant contributions at beginning of year2014-12-31$5,092,000
Assets. Other investments not covered elsewhere at end of year2014-12-31$119,277,083
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$131,215,332
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,841,136
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$678,767
Other income not declared elsewhere2014-12-31$5,430,786
Administrative expenses (other) incurred2014-12-31$5,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,901,870
Value of net assets at end of year (total assets less liabilities)2014-12-31$448,561,149
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$442,659,279
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$700
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$284,470,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$293,738,332
Interest on participant loans2014-12-31$111,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$26,493,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$103,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-7,681,615
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$9,774,409
Employer contributions (assets) at end of year2014-12-31$9,774,409
Employer contributions (assets) at beginning of year2014-12-31$8,730,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$46,843,125
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$13,690
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,690
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$22,040
Total income from all sources (including contributions)2013-12-31$111,625,261
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$26,480,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$26,475,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$27,485,478
Value of total assets at end of year2013-12-31$442,672,969
Value of total assets at beginning of year2013-12-31$357,536,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,509
Total interest from all sources2013-12-31$101,108
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$13,839,079
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$13,839,079
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$40,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$15,533,476
Participant contributions at end of year2013-12-31$3,218,130
Participant contributions at beginning of year2013-12-31$2,920,200
Participant contributions at end of year2013-12-31$5,092,000
Participant contributions at beginning of year2013-12-31$5,257,184
Assets. Other investments not covered elsewhere at end of year2013-12-31$131,215,332
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$104,496,323
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,218,357
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$678,767
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,156,356
Other income not declared elsewhere2013-12-31$24,695,017
Administrative expenses (other) incurred2013-12-31$5,509
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$85,144,346
Value of net assets at end of year (total assets less liabilities)2013-12-31$442,659,279
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$357,514,933
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$293,738,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$234,978,244
Interest on participant loans2013-12-31$101,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$45,504,579
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$8,733,645
Employer contributions (assets) at end of year2013-12-31$8,730,408
Employer contributions (assets) at beginning of year2013-12-31$7,728,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$26,475,406
Liabilities. Value of benefit claims payable at end of year2013-12-31$13,690
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$22,040
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$22,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$947,414
Total income from all sources (including contributions)2012-12-31$75,918,588
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$19,914,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$19,908,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$35,619,597
Value of total assets at end of year2012-12-31$357,536,973
Value of total assets at beginning of year2012-12-31$302,458,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,616
Total interest from all sources2012-12-31$89,917
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,763,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,763,517
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$40,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$15,246,705
Participant contributions at end of year2012-12-31$2,920,200
Participant contributions at beginning of year2012-12-31$2,401,253
Participant contributions at end of year2012-12-31$5,257,184
Participant contributions at beginning of year2012-12-31$5,185,718
Assets. Other investments not covered elsewhere at end of year2012-12-31$104,496,323
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$82,307,106
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,644,226
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,156,356
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,335,237
Other income not declared elsewhere2012-12-31$9,762,893
Administrative expenses (other) incurred2012-12-31$5,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$56,004,185
Value of net assets at end of year (total assets less liabilities)2012-12-31$357,514,933
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$301,510,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$234,978,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$202,162,107
Interest on participant loans2012-12-31$89,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$24,682,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,728,666
Employer contributions (assets) at end of year2012-12-31$7,728,666
Employer contributions (assets) at beginning of year2012-12-31$7,066,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$19,908,787
Liabilities. Value of benefit claims payable at end of year2012-12-31$22,040
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$947,414
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$947,414
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,137,911
Total income from all sources (including contributions)2011-12-31$31,539,411
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$35,546,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$35,542,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$43,369,177
Value of total assets at end of year2011-12-31$302,458,162
Value of total assets at beginning of year2011-12-31$306,655,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,014
Total interest from all sources2011-12-31$90,795
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,744,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,744,811
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$40,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$13,906,684
Participant contributions at end of year2011-12-31$2,401,253
Participant contributions at beginning of year2011-12-31$2,591,269
Participant contributions at end of year2011-12-31$5,185,718
Participant contributions at beginning of year2011-12-31$5,018,198
Assets. Other investments not covered elsewhere at end of year2011-12-31$82,307,106
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$95,789,219
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$22,037,452
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,335,237
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$516,249
Other income not declared elsewhere2011-12-31$-3,745,738
Administrative expenses (other) incurred2011-12-31$4,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,007,226
Value of net assets at end of year (total assets less liabilities)2011-12-31$301,510,748
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$305,517,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$202,162,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$195,938,321
Interest on participant loans2011-12-31$90,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-11,919,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,425,041
Employer contributions (assets) at end of year2011-12-31$7,066,741
Employer contributions (assets) at beginning of year2011-12-31$6,802,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$35,542,623
Liabilities. Value of benefit claims payable at end of year2011-12-31$947,414
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,137,911
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31GRANT THRONTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,137,911
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$365,901
Total income from all sources (including contributions)2010-12-31$60,567,707
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$35,004,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$34,970,209
Expenses. Certain deemed distributions of participant loans2010-12-31$15,198
Value of total corrective distributions2010-12-31$13,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$21,947,885
Value of total assets at end of year2010-12-31$306,655,885
Value of total assets at beginning of year2010-12-31$280,321,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,311
Total interest from all sources2010-12-31$100,920
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,554,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,554,905
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$40,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$15,138,542
Participant contributions at end of year2010-12-31$2,591,269
Participant contributions at beginning of year2010-12-31$2,043,445
Participant contributions at end of year2010-12-31$5,018,198
Participant contributions at beginning of year2010-12-31$4,864,417
Assets. Other investments not covered elsewhere at end of year2010-12-31$95,789,219
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$97,568,906
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$516,249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$120,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$78,309
Other income not declared elsewhere2010-12-31$14,277,544
Administrative expenses (other) incurred2010-12-31$6,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$25,562,783
Value of net assets at end of year (total assets less liabilities)2010-12-31$305,517,974
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$279,955,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$195,938,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$169,332,224
Interest on participant loans2010-12-31$100,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$21,686,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,809,343
Employer contributions (assets) at end of year2010-12-31$6,802,629
Employer contributions (assets) at beginning of year2010-12-31$6,391,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$34,970,209
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,137,911
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$287,592
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31366055558

Form 5500 Responses for WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN

2022: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 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: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 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: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 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: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 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: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 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: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 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: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 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: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 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: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 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: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM BLAIR & COMPANY DEFERRED PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3